Status colour Blue title Step 1
If a request is received to change project to Asset Under Construction (AUC) you should go to CJ02, insert the project code or WBS element code and
You will see all the WBS structure of the project.
Status colour Blue title Step 2
Considering that is not possible to change the WBS codification, and also not possible to change existing settlement, as you can see by the color (is not white) of fields of first line, you should create a new WBS, filling the second line of screen above, with the same codification, but ending with letter C (as for capitalization).
This new WBS will be set up for capitalization using type R2 and settlement to AUC as described in the current procedure. Keep the same WBS element codification (with C at the end), the same Description and the same Short ID; insert “2” in column “Level” and “R2” in column “Typ”; and select the same options of the first line in the columns “Su”, “PE”, “Acct” and “Bill”
Status colour Blue title Step 3
Then you should select the first line and go to “Settlement Rule”.
On the Maintain Settlement Rule: Overview screen, you should change the settlement parameters to WBS, tracking the menu “Goto” and the option “Settlement parameters”, inserting the code “ZPS12” in the field of the Settlement profile and the code “BG” in the field of the Allocation structure.
Status colour Blue title Step 4
Then you should click on “Back (F3)” ; insert the last period and the current year in the columns “To Period” and “To Fiscal Year” of first line, relative to old settlement receiver; insert “WBS” in the column “Cat”, the code of changed project ending with letter C in the column “Settlement Receiver”, and the current period and the current year in the columns “To Period” and “To Fiscal Year” of second line, as shown by the screen bellow; and press
two times.
You will see in your screen the following message
And you should click on to continue.
Status colour Blue title Step 5
Then you should deselect the first line and select the second line
Status colour Blue title Step 6
You should go to settlement rule and change the settlement parameters to AUC, on the menu “Goto”, “Settlement parameters”, and insert the code “ZPS11” in the field of Settlement profile and the code “BF” in the field of Allocation structure
Finally, you should click on twice and save by clicking on
Status colour Blue title Step 7
If you go to CJ03 (display mode), and insert the code of changed project you can verify the new System status in the column with same name as “REL AUC”.
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