To clear and monitor the costs according to the causality principle, the following questions must be answered:This is the basis for order settlement.
Is the order really the cost factor?
What is the role of the requester or the object of the task?
Settlement Process
Depending on the type of task, the order is settled on the actual cost factor, which means it is credited with the costs of resource consumption. The costs of the order are borne by a different receiver, who is simultaneously an object in cost accounting. This may be the cost center for the maintenance object or the organizational unit that requested the task. This means the order is used to collect all the costs incurred during planning and execution for task-related analysis.
Settlement for Continuous Tasks
Account Assignment Objects in Order Settlement
Setting Up the Settlement Rule
Settlement of orders with operation account assignment (OAA)
By default the order operations determine their settlement rule according to the same logic as header-based orders. If a technical object is assigned to the operation, this object is used to determine the settlement rule of this operation.
Debiting the Order After Settlement
Options for Order Completion
Order completion involves several steps. First, the order is technically completed in Plant Maintenance once all the required tasks have been performed. This does not involve a cost flow. Only the settlement rule is defined, if this has not already taken place. No further changes can be made to the order.
You can wait as long as you wish between the technical completion of an order and its settlement. Settlement credits the order with the actual costs. You can debit the order with further actual costs and repeat settlement again afterward.
Business completion is performed for an order that has been fully settled—with an actual cost balance of zero. After this point, the order can no longer be debited with actual costs.
The document flow shows consecutive documents that are directly tied to a business transaction. The individual documents form document chains. The document flow gives you an overview of the consecutive documents and their status. All preceding and subsequent documents are shown for each document you call up. In addition, reference documents are displayed.
Document Flow Objects
The following relevant objects are mapped in the document flow of a maintenance order:
Maintenance notification
Maintenance order
Time confirmation
Goods issue
Service entry sheet
Invoice document
Maintenance plan
