How To Fix PSZ1009 - Status forbids payment planning for WBS element &1

SAP Error Message - Details

• Message type: E = Error

• Message class: PSZ1 - PS Payment Planning: Function Group KPP_PSZ

• Message number: 009

• Message text: Status forbids payment planning for WBS element &1

What causes this issue?

The current status of WBS element &V1& prohibits transaction
<ZK>FIPL Payment Planning</>.

System Response

WBS element &V1& is not processed.

How to fix this error?

Check the status of the WBS element and change it as required.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message PSZ1009 - Status forbids payment planning for WBS element &1 ?

  The SAP error message PSZ1009, which states "Status forbids payment planning for WBS element &1," typically occurs in the context of Project System (PS) when you attempt to plan payments for a Work Breakdown Structure (WBS) element that is in a status that does not allow for payment planning.
  Cause:
  The error is usually caused by one of the following reasons:
  
  WBS Element Status: The WBS element has a status that prohibits payment planning. This could be due to the WBS being in a closed status or a status that restricts further financial transactions.
  Project Lifecycle: The project may be in a phase where payment planning is not allowed, such as after project completion or if the project is flagged for deletion.
  Configuration Settings: The system configuration may have specific settings that restrict payment planning based on the status of the WBS element.
  
  Solution:
  To resolve this error, you can take the following steps:
  
  
  Check WBS Element Status:
  
  Use transaction code CJ20N (Project Builder) or CJ03 (Display WBS) to check the status of the WBS element.
  Look for any status indicators that might prevent payment planning, such as "Closed" or "Locked."
  
  
  
  Change WBS Status:
  
  If the WBS element is in a status that prohibits payment planning, you may need to change its status. This can be done using transaction code CJ02 (Change WBS) if you have the necessary authorizations.
  Ensure that the WBS element is in a status that allows for payment planning.
  
  
  
  Review Project Settings:
  
  Check the overall project settings to ensure that the project is active and not in a status that restricts financial transactions.
  
  
  
  Consult with Project Management:
  
  If you are unsure about changing the status or if the project is in a specific lifecycle phase, consult with your project management team or SAP administrator for guidance.
  
  
  
  Configuration Review:
  
  If the issue persists, it may be necessary to review the configuration settings in the SAP system related to project statuses and payment planning. This may require assistance from an SAP consultant or system administrator.
  
  
  
  Related Information:
  
  Transaction Codes: Familiarize yourself with relevant transaction codes such as CJ20N (Project Builder), CJ02 (Change WBS), and CJ03 (Display WBS).
  SAP Documentation: Refer to SAP Help documentation for detailed information on project statuses and their implications on financial transactions.
  User Authorizations: Ensure that you have the necessary authorizations to change WBS statuses or perform payment planning activities.
  
  By following these steps, you should be able to identify the cause of the error and take appropriate action to resolve it.