2 Replies Latest reply: Mar 8, 2011 10:52 AM by RAKESH KUMAR SAHU RSS

Project settlement to COPA

RAKESH KUMAR SAHU
Currently Being Moderated

HI,

 

Can anybody help me about the minium configuration steps required in COPA to settle customer project.

 

I have generated OC and created Charateristics and value fields required.

 

Created PA transfer structure with assignment line and mapped value fields.

 

My confusion is about Valuation.....as there is no planning at all. is it required to configure the valuation strategy and other related settings.

 

Thanks in anticipation

 

COCHDINDR

  • Re: Project settlement to COPA
    Waman Shirwaicar
    Currently Being Moderated

    Hi,

       Have you created a settlement rule on the project ? The system needs to know to which PA segment (characteristics) you wish the settlement to happen.

      A valuation strategy is only need if you wish to post additional data to what has been posted to the project. It is not mandatory to have a valuation strategy.

     

    regards

    Waman

  • Re: Project settlement to COPA
    RAKESH KUMAR SAHU
    Currently Being Moderated

    Hi

     

    Thanks to reply Waman..........its really worthful for me.

    I have completed my RA configuration and getting RA data by using valuation method 03.

     

    In this report, under inventory....the figure is Revenue in excess of billing..is my WIP????

    If yes my client wants the components in detail of this WIP.

     

    Is it posible to get detail report of WIP(Rev in excess of billing) and what shall i do ?

     

     

    Once again thanks for replying..............

     

     

     

    COCHDINDR

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