How To Fix KD265 - Period &: No PER/PRE rule exists with receiver cats CCR/BPR/PSG/ORD/WBS

SAP Error Message - Details

• Message type: E = Error

• Message class: KD - CO Settlement

• Message number: 265

• Message text: Period &: No PER/PRE rule exists with receiver cats CCR/BPR/PSG/ORD/WBS

What causes this issue?

Unlike actual settlement, plan settlement has limited functions. You can
only make periodic settlement to business processes, internal orders,
WBS elements and profitability segments.
The system only accounts for distribution rules with percentages, or
equivalence numbers during plan settlement. Plan settlement does not use
amounts.
For information on plan settlement, go to the SAP Library and choose
Controlling -> Internal Orders -> CO Managing Internal Orders -> Order
Planning -> Settlement. Information on actual settlement is available
under Controlling -> Internal Orders -> CO Managing Internal Orders ->
Actual Postings in Internal Orders -> Order Settlement.

How to fix this error?

Maintain the settlement rule for the sender. Enter a distribution rule
with receiver "cost center", settlement type "PER", "business process",
"order", "WBS element" or "profitability segment".
<DS:TRAN.KO02>Maintain Order Settlement Rule</>
<DS:TRAN.CJ02>Maintain WBS Element Settlement Rule</>

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message KD265 - Period &: No PER/PRE rule exists with receiver cats CCR/BPR/PSG/ORD/WBS ?

  The SAP error message KD265 indicates that there is no valid allocation rule (PER/PRE rule) for the specified receiver categories (CCR, BPR, PSG, ORD, WBS) in the context of the controlling module, particularly in the area of cost allocation and internal orders.
  Cause:
  
  Missing Allocation Rules: The most common cause of this error is that there are no defined allocation rules for the specified receiver categories in the controlling area. This can happen if the configuration for cost allocation has not been set up correctly.
  Incorrect Configuration: The configuration for the allocation structure may not include the necessary receiver categories or may not be properly linked to the relevant cost elements.
  Period Issues: The error may also arise if the period being processed is not open for posting or if the allocation rules are not valid for the specified period.
  
  Solution:
  
  
  Check Allocation Rules:
  
  Go to the transaction code OKB9 (Define Allocation Structure) and verify if the allocation structure includes the necessary receiver categories (CCR, BPR, PSG, ORD, WBS).
  Ensure that the allocation rules are correctly defined for the relevant cost elements and that they are active.
  
  
  
  Define or Adjust Rules:
  
  If no rules exist, you will need to create new allocation rules. This can be done in the same transaction (OKB9) or through the relevant configuration paths in the SAP system.
  Make sure to include all necessary receiver categories in the allocation structure.
  
  
  
  Check Period Settings:
  
  Ensure that the period you are trying to process is open for posting. You can check this in the transaction code OB52 (Open and Close Posting Periods).
  If the period is closed, you may need to open it or adjust your posting to a valid period.
  
  
  
  Review Cost Element Settings:
  
  Check the settings for the cost elements involved to ensure they are correctly configured for the intended allocation.
  
  
  
  Consult Documentation:
  
  Refer to SAP documentation or help resources for detailed steps on configuring allocation rules and structures.
  
  
  
  Related Information:
  
  
  Transaction Codes:
  
  OKB9: Define Allocation Structure
  OB52: Open and Close Posting Periods
  KSV5: Display Actual Distribution
  KSV1: Create Actual Distribution
  
  
  
  SAP Notes: Check for any relevant SAP Notes that may address specific issues related to this error message.
  
  
  Testing: After making changes, perform a test run to ensure that the allocation works as expected without generating the error.
  
  
  By following these steps, you should be able to resolve the KD265 error and ensure that your allocation rules are correctly set up in SAP.