Start the transaction using the menu path or transaction code 



Actual Settlement: Project/WBS Elements/Networks : initial screen




Choose a defined selection variant 

Click on   beside the field "selection variant"

Look for the variant and click on it 




  1. Enter the settlement period 
  2. Enter the fiscal year
  3. A test run can be made before, in order to check for possible errors.

  4. Mark (optional) ‘ Detail list ‘

    Execute 





  1. Check to see if there are error messages
  2. Click on  to display messages




For messages with a red circle , it means that there are some errors in the settlement, which must be corrected.




Example 1 - In this case it's missing the settlement rule for the specific WBS, and it must be maintained:


Example 2 - It means that there are items posted in the WBS using a certain account (that can be checked by clicking the question mark), which is not considered in the parameters for this WBS settlement


What do to in these cases?

Check which document is posted using the account not considered, and analyze if the document is correct or if should be posted using a different account (for example, by checking the historical data, or checking similar WBS elements)

a) If the document is not correct (which is the option for almost all situations)

 - Make a correction posting to transfer the amount to the correct account, and to have the "wrong account" with a total of 0.

 - Even if the account is 0, the system is not allowing the settlement. So it's necessary to contact Finance Data Management Team to include temporarily this account, make the settlement, and remove the account right after. It's just a technical way to trick the system in order to make the settlement. It's very important that this process is done as quickly as possible, avoiding other settlements while the Cost Element Groups are wrongly parametrized.

b) If the document is correct - Contact Finance Data Management Team to include the cost element in the PA transfer structure, inside the correct Cost Element Group.



Once all error messages are cleared, re-open transaction CJ8G and uncheck the test mode

and execute 



To view the detailed list of settlements click on