How To Fix J5077 - Loan &1 cannot be assigned to a valuation rule in view &2

SAP Error Message - Details

• Message type: E = Error

• Message class: J5 - External Data Transfer

• Message number: 077

• Message text: Loan &1 cannot be assigned to a valuation rule in view &2

What causes this issue?

If a loan is to be stored as a summarized cash flow, the cash flow must
be assigned a valuation rule. The system searches for the valuation
rule in two ways:
It first checks whether a valuation rule is specified in the financial
object. If so, that valuation rule is used.
If no valuation rule is specified in the financial object, the system
searches for the valuation rule assigned to the summarization rule of
the financial object for each view.
The system was unable to find a valuation rule for this particular loan
and the current view.

System Response

The financial object is not processed. To ensure consistency, the cash
flow is not updated in other views either.

How to fix this error?

Either assign a valuation rule to the financial object, or make it
possible for the system to determine the valuation rule using the view
and the summarization rule.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message J5077 - Loan &1 cannot be assigned to a valuation rule in view &2 ?

  The SAP error message J5077 indicates that a loan cannot be assigned to a valuation rule in a specific view. This error typically arises in the context of financial transactions, particularly in the area of loan management and valuation.
  Cause:
  The error can occur due to several reasons, including:
  
  Incorrect Configuration: The valuation rules may not be properly configured in the system, leading to a mismatch between the loan and the valuation rule.
  Missing Data: Required data for the loan or the valuation rule may be missing or incorrectly entered.
  Incompatible Loan Type: The loan type may not be compatible with the valuation rules defined in the system.
  View Restrictions: The specific view referenced in the error message may have restrictions that prevent the assignment of the loan to the valuation rule.
  
  Solution:
  To resolve the error, you can take the following steps:
  
  
  Check Configuration:
  
  Review the configuration of the valuation rules in the relevant transaction (e.g., customizing settings in SPRO).
  Ensure that the loan type is correctly assigned to the appropriate valuation rules.
  
  
  
  Verify Data:
  
  Check the loan master data for completeness and accuracy. Ensure that all required fields are filled out correctly.
  Validate the data in the view referenced in the error message to ensure it aligns with the loan data.
  
  
  
  Review Compatibility:
  
  Ensure that the loan type is compatible with the valuation rules. You may need to adjust the configuration to allow for the assignment.
  
  
  
  Consult Documentation:
  
  Refer to SAP documentation or help resources for specific details on the valuation rules and their requirements.
  
  
  
  Testing:
  
  After making changes, test the assignment again to see if the error persists.
  
  
  
  Seek Support:
  
  If the issue continues, consider reaching out to your SAP support team or consulting with an SAP expert who can provide more tailored assistance.
  
  
  
  Related Information:
  
  Transaction Codes: Familiarize yourself with relevant transaction codes such as OJIV (for valuation rules) and OJIV1 (for loan types).
  SAP Notes: Check for any SAP Notes related to this error message, as they may provide additional insights or patches.
  Documentation: Review the SAP Help Portal for detailed information on loan management and valuation rules.
  
  By following these steps, you should be able to identify the root cause of the error and implement a solution to resolve it.