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/RPM/FIN_PLAN_INT - Financial Planning Integration at Portfolio Item and Item (Int) Level

/RPM/FIN_PLAN_INT - Financial Planning Integration at Portfolio Item and Item (Int) Level

PERFORM Short Reference   RFUMSV00 - Advance Return for Tax on Sales/Purchases  
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Purpose

You use this report to carry out financial planning for an item or item of initiative.

Integration

The financial planning information is calculated based on the following:

  1. The financial data that is obtained from the SAP FI/CO system of the underlying base project system (SAP PS), based on the integration link defined between the item or item of initiative and the different PSP elements (WBS, Network, Network Activity, and so on) of SAP PS.
  2. The capacity data that is maintained for a role or resource for the corresponding project of the item or item of initiative.
  3. The capacity planning data that is maintained for the item or item of initiative.

Prerequisites

  1. You have carried out a financial upload by executing report RPM_FIN02 in SAP PS for the portfolio item or item of initiative, if you want to do financial planning based on the integration entries from the SAP PS system.
  2. You have configured the financial planning settings in Customizing by choosing SAP Portfolio and Project Management -> Portfolio Management -> Base System Interfaces -> Financial Planning Settings -> Define Financial Planning Settings.

Features

The financial planning data is always filled for a group.

The financial planning data only corresponds to those financial views for which the view type for an item or item of initiative level is set to Integration. You do this by choosing SAP Portfolio and Project Management -> Portfolio Management -> Global Customizing -> Portfolio-Independent Settings -> Define Financial and Capacity Views.

Selection

  • If you select no item or item of initiative ID, then financial planning is carried out for all items or items of initiative that fall under the bucket mentioned and the portfolio mentioned.
  • If you select no bucket ID and no item or item of initiative ID, then financial planning is carried out for all items or items of initiative that belong to all the buckets that fall under the portfolio mentioned.
  • If you select no portfolio ID, no bucket ID, and no item or item of initiative ID, then financial planning is carried out for all items or items of initiative that belong to all the buckets for all the portfolios in the system.
  • You can filter the items or items of initiative to be processed based on the item dates (Forecasted Date, Planned Date, Actual Date), item type, and item status.
  • You always execute the report in test mode first, by setting the indicator. If no errors occur, execute the report in production mode.

Standard Variants

Output

If no errors occur, a log report containing information messages is generated.

If an error occurs during financial planning, the log issues error messages.

You can ignore the warning message.

Activities

Example






SUBST_MERGE_LIST - merge external lists to one complete list with #if... logic for R3up   Addresses (Business Address Services)  
This documentation is copyright by SAP AG.

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