How To Fix KD240 - Settlement of incoming order data only allowed with receiver cat. PSG

SAP Error Message - Details

• Message type: E = Error

• Message class: KD - CO Settlement

• Message number: 240

• Message text: Settlement of incoming order data only allowed with receiver cat. PSG

What causes this issue?

You can only settle incoming order data to a profitability segment.
During settlement of the incoming order data, the system considers the
manually created distribution rules for incoming orders. If no
distribution rules have been maintained for the incoming orders, the
system copies the actual rule to the profitability segment.
You have either:
Created a distribution rule for the incoming orders with a receiver
that is not a profitability segment or
No distribution rule exists for the incoming orders
And there is no actual rule for the receiver "Profitability segment".

How to fix this error?

Maintain the settlement rules for the sender. Create a distribution
rule with receiver "Profitability segment" for settlement of the
incoming orders.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message KD240 - Settlement of incoming order data only allowed with receiver cat. PSG ?

  The SAP error message KD240, which states "Settlement of incoming order data only allowed with receiver category PSG," typically occurs in the context of controlling and settlement processes in SAP, particularly when dealing with internal orders or projects. This error indicates that the system is expecting a specific type of receiver category (in this case, PSG - Project Settlement Group) for the settlement of the incoming order data.
  Cause:
  
  Incorrect Receiver Category: The error usually arises when the receiver category for the settlement is not set to PSG. This can happen if the configuration for the order or project is not aligned with the expected receiver category.
  Order Type Configuration: The order type being used may not be configured to allow settlement to the intended receiver category.
  Settlement Profile: The settlement profile assigned to the order may not be set up correctly to handle the incoming order data.
  
  Solution:
  
  Check Receiver Category: Ensure that the receiver category for the order is set to PSG. You can do this by checking the order details in the SAP system.
  Review Order Type Configuration: Verify the configuration of the order type being used. Make sure it is set up to allow settlement to the correct receiver category.
  Adjust Settlement Profile: If necessary, modify the settlement profile assigned to the order to ensure it supports the PSG receiver category.
  Transaction Codes: Use transaction codes like KO02 (Change Order) or KO03 (Display Order) to check and modify the order details.
  Consult Documentation: Review SAP documentation or consult with your SAP Basis or Controlling team to ensure that the configuration aligns with your organization's requirements.
  
  Related Information:
  
  SAP Notes: Check for any relevant SAP Notes that may address this specific error or provide additional guidance on configuration.
  Transaction Codes: Familiarize yourself with transaction codes related to internal orders and project settlements, such as KOB1 (Order Actual Line Items) and KSV5 (Settlement of Orders).
  User Roles: Ensure that you have the necessary authorizations to make changes to order configurations and settlement profiles.
  Testing: After making changes, perform testing to ensure that the settlement process works as expected without triggering the error.
  
  If the issue persists after following these steps, it may be beneficial to engage with your SAP support team or a consultant who specializes in SAP Controlling (CO) for further assistance.