Up Date Profile selection

[Former Member]

Hi,

Clint has a requirement for controlling budgets at procurement level andat consumption level .

Eg: Procurement Budget : Purchase Requisition and Purchase Order

Eg: Consumption Budget : Goods Issue / Service Entry sheet and FI direct entry i.e : Expenses Dr , Vendor Credit.

Which update profile is appropriate.

100 1 Payment budget; Payment basis ; Due date

101 1 Payment budget; Payment basis ; Posting date

102 1 Payment budget; Invoice basis ; Posting date

200 1 PB more than 1 yr: CB 1 yr Ex. Dutch justice min.

201 1 PB more than 1 yr: CB 1 yr Ex.Netherlands (w.CCN)

300 1 Separate PB/CB budget lines; EU

350 1 Separate PB/CB budget lines ; standard

351 1 BL active for cmmt and payment budget (Colombia)

400 1 CB with target fiscal years Ex.German local auths

500 1 Payment prog.avlblty control Ex. Canadian govt

600 1 Former Budgetary Ledger - US Government

601 1 Budgetary Ledger - US Government

Regards,

Sujana

[former_member184992]

Dear Sujana,

This decision needs to be based in many other information about your business needs and needs to be decided internally with the teams involved (FI, MM, PM, SD, FM and so on).

Please check the following menu in www.help.sap.com

Funds Management -> Recording Actual and Commitment Data -> Update Control -> Update Profile

There you will find examples and all the explanation that will help you to choose the most appropriate update profile to your business.

Kind Regards,

Vanessa.

[former_member184992]

Hi Sujana,

If you work with version management in MM, please check the following information:

Deriving the update date from the version management of purchase documents

If you have activated the version management for the purchase documents purchase requisition and purchase order in Materials Management, then you can determine the posting date when you CREATE or CHANGE purchase requisitions/purchase orders. This posting date is then copied to the commitment change document.

The field selection (hide, display, optional entry, required entry) that you can define for the posting date

in version management has the following effects on the update date in the commitment change document:

· Posting date: Hide, Display, Optional Entry

If you do not enter a posting date in the purchasing document, the update date created manually (see above) is copied into the corresponding commitment document.

· Posting date: required entry

If you have defined the posting date as a required entry and do not enter a date, the system date is entered in the purchasing document and is also copied into the corresponding commitment document.

If you have activated the period-based encumbrance tracking in Funds Management and the version management of Materials Management, you should define the posting date for purchasing documents as optional entry or required entry in the version management.

I hope this helps.

Best Regards,

Vanessa.

[former_member184992]

Hi Sujana,

I forgot to mention one part.

The decision should be made also considering which date your business requires to be be used to update funds management (posting date, delivery date and so on). In addition, you can use PBET or not.

In addition, not all of the update profiles listed by you can be used by all customers.

These information should help you to decide your update profile.

Kind Regards,

Vanessa.

Edited by: Mar Novalbos on Jun 23, 2009 9:18 AM

[mar_novalbos]

Hi,

In addition, you can check Update profile settings through report RFFMMONI.

You can assign an update profile to your FM Area and run this report. It will show you how FM will get updated per value type. Then, you can assign a different profile and recheck RFFMMONI repeatedly until you find the most suitable one according to your business needs.

Of course please do this in a development system

Kind regards

Mar

[Former Member]

Thanks