How To Fix KD020 - No settlement rule found to be used as reference

SAP Error Message - Details

• Message type: E = Error

• Message class: KD - CO Settlement

• Message number: 020

• Message text: No settlement rule found to be used as reference

What causes this issue?

You want to reference a settlement rule which does not yet exist.

How to fix this error?

Please reference a settlement rule which does exist.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message KD020 - No settlement rule found to be used as reference ?

  The SAP error message KD020 ("No settlement rule found to be used as reference") typically occurs in the context of controlling (CO) when you are trying to settle costs from a cost object (like an internal order, project, or cost center) but the system cannot find a valid settlement rule associated with that object. This can happen during the settlement process when you attempt to execute a settlement run.
  Causes:
  
  Missing Settlement Rule: The most common cause is that the cost object (e.g., internal order, project) does not have a settlement rule defined.
  Incorrect Status: The cost object may be in a status that does not allow for settlement.
  Settlement Profile Issues: The settlement profile assigned to the cost object may not be configured correctly.
  Cost Object Type: The type of cost object may not support settlement or may require specific configurations.
  Period Closing: The period may be closed, preventing any settlements from being processed.
  
  Solutions:
  
  
  Define Settlement Rule:
  
  Go to the relevant transaction (e.g., KO02 for internal orders) and check if a settlement rule is defined.
  If not, create a settlement rule by specifying the appropriate receiver (e.g., cost center, profitability segment, etc.) and the percentage or amount to be settled.
  
  
  
  Check Object Status:
  
  Ensure that the cost object is in a status that allows for settlement. For internal orders, the status should be "TECO" (Technically Completed) or "CLSD" (Closed) if you want to settle costs.
  
  
  
  Review Settlement Profile:
  
  Check the settlement profile assigned to the cost object to ensure it is set up correctly. You can do this in the configuration settings for the controlling area.
  
  
  
  Verify Cost Object Type:
  
  Ensure that the cost object type you are working with supports settlement. Some types may have restrictions or require specific configurations.
  
  
  
  Check Period Closing:
  
  Verify that the period you are trying to settle is open. If it is closed, you may need to open it or wait until the next period.
  
  
  
  Related Information:
  
  Transaction Codes:
  
  KO02: Change Internal Order
  KO03: Display Internal Order
  CJ02: Change Project Definition
  CJ03: Display Project Definition
  
  
  Configuration:
  
  You may need to consult with your SAP CO configuration team to ensure that the settlement rules and profiles are set up correctly in the system.
  
  
  Documentation:
  
  Refer to SAP Help documentation for detailed information on settlement rules and processes in controlling.
  
  
  
  By following these steps, you should be able to resolve the KD020 error and successfully settle costs in SAP.