How To Fix KD262 - Execute amount settlement up to and including settlement period & & first

SAP Error Message - Details

• Message type: E = Error

• Message class: KD - CO Settlement

• Message number: 262

• Message text: Execute amount settlement up to and including settlement period & & first

What causes this issue?

The sender has a distribution rule with an amount, which was last
settled in settlement period &V3& &V4&. After this, the amount was not
settled until after settlement period &V1& &V2&.
The amount for an amount rule should be settled in all settlement
periods following the first settlement of the amount. This is only if
the rule is valid (see the rule "valid to period") and the sender is is
not a capital investment measure with line item settlement.

How to fix this error?

You have the following possibilities:
If the settlement periods from period &V3& &V4& to the end of settlment
period &V1& &V2& have not yet been settled:
RESET N2
Settle the corresponding settlement periods
Then repeat settlement for the current settlement period.
Settlement for the settlement periods from period &V3& &V4& to the end
of settlement period &V1& &V2& was not possible, because there were no
costs on the sender:
RESET N2
Restrict the time period for the amount rule ("valid to settlement
period" = &V3& &V4&).
If you do not want to restrict the time period for your amount rule and
do not want to repeat settlement for the settlement periods from &V3&
&V4& to the end of &V1& &V2&, you can change this message from an error
message to a warning. To do this, use the
<DS:SIMG.SIMG_CFMENUORK3OBA5>Adjust message control</>" (Application
area "KD", message number "262") IMG activity.
If you want to use an amount rule again to settle costs that were
incurred in the current settlement period, or will incur in the future,
create an additional amount rule with "valid to period" > &V3& &V4&.
These rules are only used when costs are incurred again on the sender.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message KD262 - Execute amount settlement up to and including settlement period & & first ?

  The SAP error message KD262, which states "Execute amount settlement up to and including settlement period & & first," typically occurs in the context of controlling (CO) module, particularly when dealing with internal orders, cost centers, or projects that require settlement processes.
  Cause:
  The error KD262 usually indicates that there is an issue with the settlement period specified in the system. This can happen due to several reasons:
  
  Settlement Period Not Open: The specified settlement period may not be open for posting. In SAP, each period must be opened for posting in the controlling module.
  Incorrect Configuration: There may be incorrect configuration settings in the controlling area or the order type that prevent the settlement from being executed.
  Missing or Incorrect Data: There may be missing or incorrect data in the internal order or cost object that is being settled.
  Settlement Rules: The settlement rules for the order may not be correctly defined or may not allow for settlement in the specified period.
  
  Solution:
  To resolve the KD262 error, you can take the following steps:
  
  
  Check Period Status:
  
  Go to the transaction code OB52 to check if the period is open for posting in the controlling area. Ensure that the period you are trying to settle is indeed open.
  
  
  
  Review Settlement Rules:
  
  Check the settlement rules for the internal order or cost object. Ensure that they are correctly defined and that they allow for settlement in the specified period.
  
  
  
  Verify Data:
  
  Ensure that all necessary data for the internal order or cost object is complete and correct. This includes checking for any missing postings or incorrect configurations.
  
  
  
  Adjust Configuration:
  
  If there are configuration issues, you may need to adjust the settings in the controlling area or the order type. This may require assistance from a SAP CO consultant.
  
  
  
  Run Settlement in Correct Period:
  
  If the period is closed, you may need to run the settlement in a different period that is open or adjust the period status if appropriate.
  
  
  
  Consult Documentation:
  
  Refer to SAP documentation or help resources for more detailed information on the specific error and its context.
  
  
  
  Related Information:
  
  Transaction Codes: Familiarize yourself with relevant transaction codes such as KO88 (for order settlement) and KOB1 (for order line items) to analyze the data related to the internal order.
  SAP Notes: Check SAP Notes for any known issues or patches related to this error message.
  User Authorization: Ensure that you have the necessary authorizations to perform settlement operations in the system.
  
  If the issue persists after following these steps, it may be beneficial to consult with your SAP support team or a technical consultant who can provide further assistance.