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Fiscal year variant in portfolio

Former Member
0 Kudos

Hello,

We have PPM in a stand alone and ECC as backend in an other system.

In customizing, ther is the table of "Fiscal year variant". In PPM, as it is stand alone, entries are different from the backend ECC.

My question : what is the use of fiscal year variant within PPM ? For Financial integration i guess. But is it mandatory ? Am I obliged to use the same variant than ECC ? If yes, how to duplicate it in PPM ?

Thank you in advance.

Dali

Accepted Solutions (1)

Accepted Solutions (1)

silvia_kreuzhuber
Active Participant
0 Kudos

Hi Dali,

in case planning data is being imported from the SAP ERP system by linking a portfolio item to a PS project element, the fiscal year variant used for the PS project element and the portfolio item must be same.

If you use several controlling areas, for example if you have connected several SAP ERP systems, then you only can import into the portfolio if the fiscal year variants of the controlling areas are equal.

If you have not activated the fiscal year in the SAP Portfolio and Project Management system but it is activated in the SAP ERP system, the system maps the calendar year to the fiscal year.

To activate fiscal year planning, you have switched on the following (spro IMG ‘Override Default Global Settings‘):

0002 Master Switch > 0008 Enhanced Capital and Resource Mgmt Switch (see SAP Note 1457426)

0010 Portfolio Item FI/CO Planning and Integration > 0006 Fiscal Year Switch (see SAP Note 1457426)



Regards,

Silvia

Former Member
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Hi Silvia,

Thank you a lot for your helpful answer 🙂

Just two precisions please :

1/  what do you mean by "maps calendar year to the fiscal year" ?

2/ if we need the good fiscal year (the ECC one), possible to get it automatically ? By ALE ? Or do we have to maintain it manually ?

Thank you in advance.

Regards,

dali

silvia_kreuzhuber
Active Participant
0 Kudos

Hi Dali,

I am not aware of any automatic transfer, so please maintain the variants manually.

If no fiscal year variant is activated in the Portfolio Management system then the system automatically takes the calendar year as reference for planning.

I hope this answers your questions.

Regards,

Silvia

former_member233411
Participant
0 Kudos

Morning,

Our actuals from ERP for PS reflects incorrectly on PPM Portal.

Our current Financial Year is from 26.03.16 to 25.03.17 , which is 2017

26.03.2016 to 25.04.2016 = Period 1

26.04.2016 to 25.05.2016 = Period 2

26.05.2016 to 25.06.2016 = Period 3

26.06.2016 to 25.07.2016 = Period 4

26.07.2016 to 25.08.2016 = Period 5

26.08.2016 to 25.09.2016 = Period 6

26.09.2016 to 25.10.2016 = Period 7

26.10.2016 to 25.11.2016 = Period 8

26.11.2016 to 25.12.2016 = Period 9

26.12.2016 to 25.01.2017 = Period 10

26.05.2016 to 25.02.2017 = Period 11

26.05.2016 to 25.03.2017 = Period 12

Issue:

If actuals were posted on 10.05.16, it moves it to the portal to Period 5 for 2016  instead of Period 2 for 2017. 

Any suggestions on how to resolve this?

Annelize

Answers (0)