How To Fix RQ218 - G/L account &1 in company code &2 must not have a planning level

SAP Error Message - Details

• Message type: E = Error

• Message class: RQ - Messages for Cash Management and Forecast

• Message number: 218

• Message text: G/L account &1 in company code &2 must not have a planning level

What causes this issue?

G/L account &V1& in company code &V2& has planning level &V3& in its
master record. As you have defined this G/L account as a clearing
account for preliminary postings payment requests (table ATPRA), the
master record contains no planning level. Data is not recorded in Cash
Management by means of the posting in the G/L account, but by way of
the payment request.

System Response

The system issues an error message and will not allow you to continue with this transaction until the error is resolved.

How to fix this error?

Remove the planning level from the G/L account master record.

Procedure for System Administrators

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message RQ218 - G/L account &1 in company code &2 must not have a planning level ?

  The SAP error message RQ218 indicates that a General Ledger (G/L) account in a specific company code is not allowed to have a planning level assigned to it. This error typically arises in the context of financial planning and budgeting within the SAP system, particularly when using the Controlling (CO) module or the Financial Accounting (FI) module.
  Cause:
  The error occurs when:
  
  A G/L account is set up in a way that it should not have a planning level associated with it. This is often the case for certain types of accounts, such as balance sheet accounts or accounts that are not intended for planning purposes.
  The configuration settings for the G/L account in the chart of accounts or company code settings may not align with the planning requirements.
  There may be an attempt to create or modify a planning scenario that incorrectly references a G/L account that is not allowed to have a planning level.
  
  Solution:
  To resolve the RQ218 error, you can take the following steps:
  
  
  Check G/L Account Configuration:
  
  Go to the G/L account master data (transaction code FS00).
  Verify the settings for the G/L account in question. Ensure that it is configured correctly for the intended use (e.g., whether it should be a planning account or not).
  
  
  
  Review Planning Levels:
  
  If the G/L account should not have a planning level, ensure that it is not assigned one in the planning configuration.
  If it is necessary for the account to have a planning level, consider changing the account type or settings to allow for planning.
  
  
  
  Adjust Planning Scenarios:
  
  If you are working with a specific planning scenario, check the configuration of that scenario to ensure it does not reference G/L accounts that are not meant to have planning levels.
  
  
  
  Consult Documentation:
  
  Review SAP documentation or consult with your SAP support team to understand the specific requirements for G/L accounts in your organization’s planning processes.
  
  
  
  Testing:
  
  After making the necessary changes, test the planning functionality again to ensure that the error does not reoccur.
  
  
  
  Related Information:
  
  
  Transaction Codes:
  
  FS00: G/L Account Master Data
  KP06: Cost Center Planning
  CKA1: Cost Element Master Data
  
  
  
  SAP Notes:
  
  Check for any relevant SAP Notes that may address this specific error or provide additional guidance on G/L account planning configurations.
  
  
  
  User Roles:
  
  Ensure that the user attempting to make changes has the appropriate authorizations to modify G/L account settings and planning configurations.
  
  
  
  By following these steps, you should be able to identify the cause of the RQ218 error and implement a solution to resolve it. If the issue persists, consider reaching out to your SAP support team for further assistance.