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CRM_PPM_FISCALYEAR - Maintain Fiscal Year Variant

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In this activity, you configure the fiscal year variant and maintain the shortened fiscal year.

You have downloaded all related tables from SAP ERP to SAP CRM. This allows you to maintain consistency between the systems.

Prior to performing the initial load and downloading the tables to SAP CRM, you have activated them in the SAP CRM adaptor object by performing the following steps:

1. In the SAP CRM Easy Access menu, navigate to Customizing Objects (transaction R3AC3) under SAP menu → Architecture and Technology → Middleware → Data Exchange → Object Management → Customizing Objects.
2. Select adaptor object DNL_CUST_BASIS5.
3. In the Tables/Structures tab, activate the following tables by deselecting the Inactive checkbox:

• T009B

• T009C

• T009Y

1. Perform the initial load (transaction R3AS) and check to make sure the load is complete (transaction R3AM1). These transactions are accessible from the SAP CRM Easy Access menu under SAP menu → Architecture and Technology → Middleware → Data Exchange → Initial Load.

For more information on transferring fiscal year variants from SAP ERP to SAP CRM, see SAP Note 1248748.

Note that you must define the fiscal year variants in the same way in all systems. You maintain the fiscal year variant in SAP Customer Relationship Management (SAP CRM) manually and then you can extract it to SAP NetWeaver Business Intelligence (SAP NetWeaver BI).

You can define the following attributes for the fiscal year variant:

• Number of posting periods

• Number of special periods

• How the system determines the posting periods when posting data.

When defining your fiscal year, you have the following options:

• Your fiscal year is the same as the calendar year.

In this case, you only need to select the Calendar Year field.

• Your fiscal year differs from the calendar year and is not year-related.

In this case, you first enter the number of your posting periods in the Number posting per. field. To define your posting periods, select your fiscal year variant and, on the navigation screen, choose Periods. Then specify the month, the day on which the period ends, and the period for each posting period.

• Your fiscal year differs from the calendar year and is year-related.

In the Number posting per. field, enter the number of your posting periods and select the Year-Dependent field. To define your posting periods, select your fiscal year variant and, on the navigation screen, choose Periods. You will be asked to specify the calendar year to which your year-dependent fiscal year variant applies. Then specify the month, the day on which the period ends, and the period for each posting period.

You can also enter descriptions for the periods of a year-independent fiscal year variant. You do this by selecting your fiscal year variant and, on the navigation screen, choosing Period texts. You can enter a 3-character abbreviation (such as Jan, Feb, Mar) and a 20-character long text (such as January, February, March).

The following fiscal year variants are created in the standard system:

• Variants in which the fiscal year corresponds to the calendar year with additionally one, two, three, or four special periods

• Variants for shortened fiscal years. For more information, see Defining a Shortened Fiscal Year.

• Variants for non-calendar fiscal years:

• April to March with four special periods

• July to June with four special periods

• October to September with four special periods

• Week-based variant

This variant can be used only for the application Special Ledger.

• Check the standard fiscal year variants.

• If necessary, change the existing variants or create your own variants.
  

A fiscal year with less than twelve months, but for which a year-end closing is required, is referred to as a shortened fiscal year.

A shortened fiscal year is always year-dependent because it is a year-related exception. When defining a fiscal year variant, you must always define a complete calendar year. The year-related fiscal year variant therefore contains not only the periods of the shortened fiscal year, but also other periods from the previous or upcoming fiscal year.

You can define a shortened fiscal year as follows:

• If you use Financial Accounting without Asset Accounting, each fiscal year can begin with any period you like

If, for example, your shortened fiscal year runs from January to September, you can assign periods 004 to 012. Assign periods 001 to 003 of the new fiscal year to the months October to December. Specify the number of periods for the fiscal year variant (in the example above, this is 12 periods).

Note that the last period of a fiscal year must correspond to the number of periods. For example, if you want to define 12 periods, the last period of the fiscal year must be 12.

• If you use Asset Accounting, each fiscal year must begin with the period 001 so that depreciation is calculated correctly.

For a fiscal year variant, specify the required periods and also the number of periods of the shortened fiscal year. This way, each fiscal year of the fiscal year variant can begin with period 001. If, for example, you define a fiscal year with twelve periods, it can contain a shortened fiscal year with nine periods (from period 001 to 009). The remaining calendar year then forms the first three periods of the new fiscal year (periods 001 to 003).

For information on other particular conditions to be noted when using Asset Accounting, please see the Asset Accounting documentation.

Notes

You define your shortened fiscal year and the following normal fiscal years under the same fiscal year variant. Remember that postings to previous fiscal years normally need to be possible.

So long as you post data to or before the shortened fiscal year, or transfer legacy data from this time, you must keep the year-dependent fiscal year variant. You can define a year-independent fiscal year variant only once the shortened fiscal year is closed from the accounting view and no further adjustment postings are expected.

As soon as you switch the fiscal year variant from year-dependent to year-independent, the year-dependent definitions are deleted.

The standard system contains two variants for shortened fiscal years:

• R1 for a shortened fiscal year in Financial Accounting

• AM for a shortened fiscal year when Asset Accounting is used

• If you need to define a shortened fiscal year, decide which option you are going to use to define the year.

• Define your shortened fiscal year.

• To define the shortened fiscal year for Asset Accounting, choose Navigation → Shortened fiscal year.

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