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Dokumentation

SIMG_CFMENUOFTC_OFI1 - Define Document Type for Earmarked Funds

In this IMG activity, you define a document type for each of your funds precommitments, funds commitments and, if necessary, funds blocks in an FM area.

You need this assignment if you use Funds Management integrated with the component Position Budgeting and Control (PA-PM-PB) or Position Management (PA-PM-FP).

The document type controls:

• That funds precommitments are generated automatically to finance planned positions of Position Budgeting and Control or Position Management in Funds Management.

• That funds commitments are generated automatically to finance personnel in Position Management or Position Budgeting and Control; these automatically reduce the funds precommitments.

• That funds blocks are generated automatically for the lock rules set in Position Management or Position Budgeting and Control.

The document types defined in the standard system cover the types of document used for individual business transactions in Funds Management.

1. SAP recommends that you create separate document types with their own number range for Position Management or Position Budgeting and Control in the IMG activity "Choose Document Types ". In this way, you can prevent manual changes to the documents using authorizations and identify these document types during the fiscal year change operations.
2. Enter one document type for funds precommitments, one for funds commitments and, if necessary, one for funds block.