Financial Planning on Item level.

[Former Member]

Hello Experts,

Hope you doing very well. We had a couple of quires displaying financial values on item level in Financial planning.

Q1- When we transfer Actual cost from SAP PS to Item level, currently it is displaying as Overall or Yearly values on financial group, Is it possible to display by month say example June actual cost should appear in June financial planning screen.

Q2- When we transfer Budget cost from SAP PS to Item level, currently it is displaying as Overall or Yearly values on financial group, Is it possible to display by month say example 2013 Budget cost should appear in June financial planning screen.

Is any way we use standard or Do we required any BADI? If so which BADI can be used here?

Regards, Diana

[Former Member]

Hello Diana

Check your financial period breakdown is selected/defaulted at master data level as 'monthly'. In other words at Item level you should have monthly as the fin period breakdown

Check you have maintained your FYV in the "override default global setting"

Also you can check your Portfolio Settings under SPRO - Global Customising - Portfolio Dependant Settings - Define POrtfolio Types.

Go into your Portfolio and check whether your FYV variant is maintained and also that transfer type is selected

Also check your "value Types" under SPRO - Portfolio Management - Base System Interfaces - SAP Financial and Controlling Integration - SAP Portfolio and Project Management System Customising for SAP FI-CO - Customise value types. Check that all value types have been maintained correctly (should be standard by perhaps someone chamges it)?

Check your financial planning settings under Portfolio Management - Base System Interfaces - Financial Plannning Settings. Check the correct value types have been mapped to the correct fin views.

Regards

C

[former_member209919]

Hello Diana,

The upload from PS to PPM is monthly, the dispay depending on your item parameters.

You can change it in the item, tab financial and capacity information, financial period (you have yearly and you have to change by monthly)

Regards