on 08-15-2016 9:51 AM
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
Hi Aneelize,
Please make sure that following global switch is enabled in PPM Customizing (SAP Portfolio and Project Management > Portfolio Management > Global Customizing > Global Settings > Override Default Global Settings)
--> Area 0010 and sub-area 0007 - Fiscal year variant is set to the FY in ECC. For your case, I presume that is V3.
Hope this helps.
Best regards
Aditya
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Hi Annelize,
This seems to be the appropriate setting. Would you please check and share the Fin. Plan. dashboard screenshot?
What you might see in the Fin. Plan. dashboard is that April 2016 will be shown as April 2017, and likewise Dec 2016 will be Dec 2017. Also Jan to Mar 2017 will be as is.
Best regards,
Aditya
Hello Annelize
Please check the following:
In se16n run table /rpm/portfolio_d
For your applicable portfolio, can you check whether there is an entry for fiscal year variant (FY_VARIANT) and that this corresponds to the fiscal year variant that you have defaulted?
If this setting is blank you can run via se38 the following utility : RPM_FISCAL_UTILITY
Also - and by the way, you can set the FYV for the applicable Portfolio Type under SPRO->Portfolio Management->Global Customising->Portfolio Dependant Settings->Define Portfolio Types
Hope this helps
C
Hi Annelize,
If you browse through PPM NWBC or Portal, open an existing Portfolio item and then go to "Financial Planning" link, you would be able to see the difference.
Please find below the screenshot where I have setup Fiscal year variant as V6 (July-June) and the impact of it in Financial planning dashboard.
Also as suggested by Chatsworth, please make the changes in "SPRO->Portfolio Management->Global Customising->Portfolio Dependant Settings->Define Portfolio Types" by setting FYV as V3 for your portfolio.
Let us know if you face any issue.
Best regards
Aditya
Hi All,
I logged an OSS a few days ago as well, and the recommendation came through last night to run /RPM/FICO_PLANNING_INT but only for Planning. It worked and all our financials are mapped correct now.
Thank you so much for all your support and help!!
Annelize
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Hi Chatsworth,
PPM 6.0, SAP NETWEAVER 7.4
Annelize
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Hi again
Last few questions:
1. Have you always had this FYV or did you recently change it?
2. Did you recently upgrade from say 4.5 ?
3. Do you have a customised financial planning layout ? If so...do you see the same result in there than what you see in the standard financial planning screen from within the Item - e.g. you see a value in period 5 in the custom financial layout and you also see this in period 5 in the standard financial layout
4. Following up from the point above....if you take a look at the entries in table /rpm/fin_plan for the Item - does this correspond to your expectation, or is this the same as your custom financial plan screen (If you have one)
5. Are there any other enhancements you did with regards to roll-up functionality from PS
Thanks
C
1. Have you always had this FYV or did you recently change it?
Yes.
2. Did you recently upgrade from say 4.5 ?
No, we plan to upgrade to PPM 6.1
3. Do you have a customised financial planning layout ? If so...do you see the same result in there than what you see in the standard financial planning screen from within the Item - e.g. you see a value in period 5 in the custom financial layout and you also see this in period 5 in the standard financial layout
We use standard ..
4. Following up from the point above....if you take a look at the entries in table /rpm/fin_plan for the Item - does this correspond to your expectation, or is this the same as your custom financial plan screen (If you have one)
NB: The entries on table /rpm/fin_plan is the same as on NWBC (Front-end). It is my understanding that the financials rolls up to RPM_FIDATA and from there to /rpm/fin_plan. NB, the FY is 100% correct on RPM_FIDATA, but not on /rpm/fin_plan. How can that happen?
5. Are there any other enhancements you did with regards to roll-up functionality from PS
Nothing
Hi Annelize,
How is your fiscal year variant configuration maintained in PPM? Is it same as ERP??
Can you share screenshot of the same?
Regards
Sammar
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
User | Count |
---|---|
13 | |
6 | |
3 | |
2 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 |
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.