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Budget Expiration (new) ( RELNCRM_60_FM_BXP )

Budget Expiration (new) ( RELNCRM_60_FM_BXP )

TXBHW - Original Tax Base Amount in Local Currency   Addresses (Business Address Services)  
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Short text

Budget Expiration (new)

Use

This release note is relevant if upgrading from SAP CRM 5.0 or from SAP CRM 5.2.

You can use the budget expiration process to manage the expiration of budget postings based on expiration dates in fund management (FM) for market development funds (MDF). You can view expired, or expiring, budget postings based on the expiration periods.

You can extend a budget after it has been posted if the expiry date has not yet passed. For example, the partner is not able to consume the budget in the expected timeframe due to reasons beyond his control or due to delays on the part of the brand owner.

You can also renew a budget that has expired but needs to be made available to the fund again. For example, the partner may not have been able to consume the budget in time due to valid business conditions or because of delays on part of the brand owner. The renewed budget is available again until the next budget expiration process is run.

The expiration process does not expire a budget that is in the process of being consumed due to reservation or claim approval. However, if the reservation or claim that is preventing the budget posting from being expired is cancelled after the expiration run, the budget expires immediately.

The standard functions available for budget expiration in the batch processing workbench are:

  • Schedule budget expiration process
  • Manually perform budget expiration process
  • Display budget expiration schedule for a fund
  • Renew budget
  • Extend budget
  • Approve budget
Brand owner approval of partner initiated budget renewal or extension.

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

You can define settings for budget expiration in Customizing for Customer Relationship Management, by choosing Transactions -> Basic Settings -> Define Transaction Types.

Further Information

Batch Processing Framework

Budget Postings

Funds Plans






RFUMSV00 - Advance Return for Tax on Sales/Purchases   SUBST_MERGE_LIST - merge external lists to one complete list with #if... logic for R3up  
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