Update Financial Summary

[Former Member]

Hi Gurus,

I'm working with manual planning directly at the portfolio item. The views and categories are already defined, however, the values do not appear at the Financial Summary (Planned Costs Total, Actual Costs Total..). Is it necessary to run any report? I tried to run /RPM/FIN_PLAN_INT, but it doesn't work.

I tried to do the same to another portfolio item which planned values are coming from Project System, but it is not working too.

Can you help me, please?

Thanks in advance.

Regards,

Claudia

[Former Member]

Hi Gerry,

We run the reports, but it is not working. I am adding the log prints:

May I be doing something wrong?

Thanks for your help.

Claudia

[former_member209919]

Hi Claudia,

All my financial views that have configured 'Amount type' have item process ( I - Integration) , I have not tested your case ( M - Manual) but I think table /RPM/ITEM_D_DER should be filled without execute any report ( in your case).

Could you check to link your 'Amount type : Budget' to another view that is configured as (I-Integration) and execute reports?

Regards,

Sara

[Former Member]

Hi gurus,

Thinking about the scenario without ERP integration. We created a portfolio item and planned values directly (we defined a view named "Forecast Costs - Portfolio Item" and assigned the amount type "1-budget").

Throught "SE11", view /RPM/V_FIN_PLAN, we can see budget values correctly planned.

However, the table /RPM/ITEM_D_DER doesn't show any value as "Total Budget" or "Annual Budget".

I already tried to run the reports bellow, but it doesn't work.

/RPM/PLAN_INT_PREP

/RPM/FIN_PLAN_INT

RPM_UPDFI01

Do you have any idea what can be wrong?

Regards,

Claudia

[gerry_hodgins]

Hi Claudia

   Run the following reports:

   1.  /RPM/FIN_PLAN_INT

   2.  /RPM/SET_ITEM_ICONS

Ger

[Former Member]

Hi Claudia,

Try running this report & check, "rpm_updfi01".  And as Sara has suggested you also need to assign the Amount type as "Planned" for the View you defined..

Rgrds,

Santhosh

[former_member209919]

Hi Claudia,

This is configured in 'Define Financial and Capacity Views', for each view you see 'Amount type', depending on this amount type you can show it in the Financial summary.

Regards,

Sara

[gerry_hodgins]

Hello Claudia

You can check if there are missing customizing entries under

'Define Financial Planning Settings'

for "Map Fin/Cap Entities to cProjects Rate"

and "Map Fin/Cap Entities to cProjects Rate".

Also check the Destination

The logical system name should be maintained as the value for the 'Destination'

SPRO-> Collaboration Projects-> Connection to External Systems

-> Accounting Integration-> Define Object Links for Accounting

Integration

Run  the report /RPM/FICO_INT_PLANNING in the SAP-PPM system to
transfer costs to the Financial view

Hope this helps

[Former Member]

Hello Gerry.

Thanks for you answer. The integration is working correctly. Values planned at the project (PS) are transferred to the financial view.

The problem is that although the financial view is filled, the vallues are not summarized at the Financial Summary view. I am sending you screen prints bellow:

Do you have any idea about what the problem is?

Thanks again.

Regards,

Claudia

[Former Member]

Hello Gerry.

Thanks for you answer. The integration is working correctly. Values planned at the project (PS) are transferred to the financial view.

The problem is that although the financial view is filled, the vallues are not summarized at the Financial Summary view. I am sending you screen prints bellow:

Do you have any idea about what the problem is?

Thanks again.

Regards,

Claudia

[gerry_hodgins]

Hi Claudia

Check the configuration if you have maintained the correct
varsion of value type while configuring for Financial and Capacity
Planning integration.

1) SAP xApp Resource and Portfolio Management (SAP xRPM) -> Base System
Interfaces -> Financial Planning Settings

2) SAP xApp Resource and Portfolio Management (SAP xRPM) -> Base System
Interfaces -> Capacity Planning Settings

Please set the required versions for the value type, you want to
transfer to financial and Capacity planning of the item.
Then run
/RPM/FIN_PLAN_INT and /RPM/CAP_PLAN_INT and then /RPM/SET_ITEM_ICONS to
get the correct Fin/Cap Plan overview in Item.

I hope this is of more assistance

Ger