How To Fix KD086 - No settlement rule is defined

SAP Error Message - Details

• Message type: E = Error

• Message class: KD - CO Settlement

• Message number: 086

• Message text: No settlement rule is defined

What causes this issue?

You have tried to display the settlement rule for an object. However,
this object does not have a settlement rule.

How to fix this error?

If you want to create a settlement rule, you must switch to the change
mode.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message KD086 - No settlement rule is defined ?

  The SAP error message KD086 ("No settlement rule is defined") 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 there is no settlement rule defined for that object. This can prevent the settlement process from completing successfully.
  Cause:
  
  Missing Settlement Rule: The primary cause of this error is that the cost object (e.g., internal order, project) does not have a settlement rule defined. Settlement rules are necessary for directing how costs should be settled to other cost objects or accounts.
  Incorrect Configuration: The configuration settings for the cost object may not have been set up correctly, leading to the absence of a settlement rule.
  Cost Object Status: The status of the cost object may not allow for settlement, or it may not be in a state that permits the creation of a settlement rule.
  
  Solution:
  
  
  Define Settlement Rule:
  
  Navigate to the relevant cost object (e.g., internal order, project).
  Go to the settlement rule section (for internal orders, this can be found in the order master data).
  Define a settlement rule by specifying the receiver (e.g., cost center, profit center, or another internal order) and the percentage or amount to be settled.
  Save the changes.
  
  
  
  Check Cost Object Configuration:
  
  Ensure that the cost object is configured correctly to allow for settlement. This includes checking the settings in the controlling area and ensuring that the necessary fields are filled out.
  
  
  
  Review Status:
  
  Check the status of the cost object to ensure it is not locked or in a status that prevents settlement. If necessary, change the status to allow for settlement.
  
  
  
  Use Transaction Codes:
  
  You can use transaction codes like KO02 (Change Internal Order) or CJ20N (Project Builder) to access and modify the settlement rules.
  
  
  
  Related Information:
  
  Transaction Codes:
  
  KO02: Change Internal Order
  KO03: Display Internal Order
  CJ20N: Project Builder
  KOB1: Display Actual Line Items for Orders
  
  
  Documentation: Refer to SAP Help documentation for detailed guidance on settlement rules and cost object management.
  User Authorizations: Ensure that you have the necessary authorizations to modify settlement rules and cost object settings.
  
  By following these steps, you should be able to resolve the KD086 error and successfully define a settlement rule for your cost object.