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Fiscal Year Planning (new) ( RELNPPM_50_PFM_FISC_YEAR )
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Fiscal Year Planning (new)
Use
As of SAP Portfolio and Project Management 5.0, you can define and display data in fiscal year format and therefore use the fiscal year variant for planning a fiscal year in SAP Portfolio and Project Management.
Financial Period Breakdown
For financial and capacity planning, a specific period breakdown according to the fiscal year definition is supported.
Year to Date Values
If you have activated the fiscal year planning, the year-to-date values represent the values from the first periods (P1) of the current fiscal year until the current period.
Exchange Rates
If you have activated the fiscal year planning, the system uses one exchange rate per period during the import from SAP ERP. To determine the exchange rate, the system uses the first day of the period.
Effects on Existing Data
Effects on Data Transfer
In case financial values are being imported from the SAP ERP system by linking a portfolio item to a PS project element, the fiscal year variant used for the PS project element and the portfolio item must be the same.
If you use several Controlling areas, for example if you have connected several SAP ERP systems, then you only can import into the portfolio if the fiscal year variants of the Controlling areas are the same.
Effects on System Administration
Migration Reports
If you have switched on 0010 Portfolio Item FI/CO Planning and Integration -> 0006 Fiscal Year Switch (see SAP Note 1457426), you must use the /RPM/MIGRATION_CAL_TO_FISCAL report to transfer the values from calendar year format to fiscal year format.
If you want to copy the fiscal year variants from the SAP ERP system, you can use the /RPM/FISCAL_VARIANT_COPY report.
Effects on Customizing
- To use fiscal year planning, you must have switched on the following:
- 0002 Master Switch -> 0008 Enhanced Capital and Resource Mgmt Switch (see SAP Note 1457426) in Customizing for SAP Portfolio and Project Management under Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings. For more information, see Capital and Resource Management (enhanced).
- 0010 Portfolio Item FI/CO Planning and Integration -> 0006 Fiscal Year Switch (see SAP Note 1457426) in Customizing for SAP Portfolio and Project Managementunder Portfolio Management -> Global Customizing -> Global Settings -> Override Default Global Settings.
- If you would like to use a default fiscal year variant for processing, you must have set the value 0010 Portfolio Item FI/CO Planning and Integration -> 0007 Default Fiscal year variant (see SAP Note 1457426) in Customizing for SAP Portfolio and Project Management under Portfolio Management-> Global Customizing -> Global Settings -> Override Default Global Settings.
- You defined fiscal year variants in Customizing for SAP Portfolio and Project Management under Portfolio Management-> Global Customizing -> Global Settings -> Maintain Fiscal Year Variant.
- You defined the used fiscal year variant on the portfolio level in Customizing for SAP Portfolio and Project Managementunder Portfolio Management -> Global Customizing -> Portfolio-Dependent Settings -> Define Portfolio Types.
Further Information
Release Note: Capital and Resource Management (Enhanced).
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This documentation is copyright by SAP AG.
Length: 5058 Date: 20240523 Time: 061847 sap01-206 ( 79 ms )