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CRMVC_FM_FND_FPT - Define Funds Plan Types

CRMVC_FM_FND_FPT - Define Funds Plan Types

General Data in Customer Master   Fill RESBD Structure from EBP Component Structure  
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In this Customizing activity, you can define funds plan types.

A funds plan type allows you to define the technical details that are associated with a funds plan. Here you define the funds plan types such as market development funds (MDF), trade promotion management (TPM) funds, and marketing (MKTG) funds, and specify their basic attributes.

Fund types are associated with funds plan types.

Note: Do not delete a funds plan type if a funds plan of that type has already been created .

Define Funds Plan Types

  1. Enter a fund plan type.
  2. Enter a description for the fund plan type.
  3. If you want to set up funds for an account hierarchy node, in the Hierarchy Tree field, you must select an account hierarchy.
This account hierarchy is used to search and validate the account hierarchy node assigned to the fund. This applies to all funds of the fund types assigned to this funds plan type.
  1. If you want to set up funds for a product category, in the Prod.Hier. (Product Hierarchy) field, you must select a product hierarchy.
This product hierarchy is used to search and validate the product category assigned to the fund. This applies to all funds of the fund types assigned to this funds plan type.
  1. If you want to set up funds for a product group, in the Prod.Group (Product Group) field, you must select a product group.
This is one of the five product groups delivered by SAP (Product Group 1, Product Group 2, Product Group 3, Product Group 4, or Product Group 5). This is used to search and validate the product group assigned to the fund. This applies to all funds of the fund types assigned to this funds plan type.
  1. Select a fiscal year variant.
This setting is for information and reporting purposes only. It does not define the follow-on processes.
  1. Select a default currency.
  2. If you want to limit business users within a funds plan to creating funds that all have the same fund attributes, sales organization, and fund type, click the Unique Fund Attr.(Unique Fund Attribute) checkbox.
  3. If you want to run a territory check, click the Consistency Check checkbox. For more information, see the field help.
  4. Select the budget expiration period type.
This is a value that indicates how the expiration period should be calculated. The following are possible values:
  • None
    There is no budget expiration process

  • Fixed

Budget expires in a fixed period of time
  • Relative

How many periods are left until the budget expires and that fiscal year variants are necessary. The budget expiration fiscal variants may differ from the funds type fiscal year variant.
  1. Select the budget expiration fiscal variant.
This is a fiscal year variant that is used for the budget expiration schedule. You require this setting only if the budget posting expiration period type is fixed or relative.
You may select calendar weeks, quarters, or fiscal half years, for example.
  1. Select the fund posting number range interval.

Assign Fund Types

Select the appropriate fund type for assignment to the fund plan type.






rdisp/max_wprun_time - Maximum work process run time   CL_GUI_FRONTEND_SERVICES - Frontend Services  
This documentation is copyright by SAP AG.

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