04-13-2016 2:29 AM
Hi experts,
I am new to sap psm.I have a requirement from my client please help me out with the following
present FM account assignments used as follows
one fund+fund center (1:1 to profit centers)
but they want to control budget at cost center level now.
how to achieve this in the middle of the fiscal year? what changes to be made in fmderive?
thanks in advance
Regards
sajid
04-13-2016 6:45 AM
Dear Sajid,
You just need to update your derivation rule in FMDERIVE and change the FC mapping from PC to CC. It will immediately start consuming budget, when the relevant CC is hit in relevant transaction. There wont be any side effect of doing that, you just need to make sure the rules are working properly on Quality Server before doing it on Production Server.
Regards,
Amar
04-13-2016 6:45 AM
Dear Sajid,
You just need to update your derivation rule in FMDERIVE and change the FC mapping from PC to CC. It will immediately start consuming budget, when the relevant CC is hit in relevant transaction. There wont be any side effect of doing that, you just need to make sure the rules are working properly on Quality Server before doing it on Production Server.
Regards,
Amar
04-13-2016 6:57 AM
Hi Sajid,
You can change your derivation rules in FMDERIVE, But in the middle of the financial year you have a challenge like already transactional data was posted with old fund and fund center, So if you change now your system will be mess up and leads to inacurate reporting.
Its better to do in the yearend, and also please take care about yout commitmnets, after yaer end i hope you have less probability for errors, if any also you can do FM reassignmnets.
I hope It is clear.
Regards,
Ravi
04-13-2016 7:11 AM
Dear Ravi,
I guess the query relates to change of mapping from PC to CC and not of change of FC. Client wants to continue with Old Fund and FC instead of switching those to new.
Regards,
Amar
04-13-2016 8:26 AM
Hi,
Thanks all of you for your suggestions,
Amar in my present system Fund centers are created as many as profit centers.
example
PC1=FC1
PC2=FC2 etc...
so now under one PC1, there are number of cost centers.
If i go as
CC11=FC11
CC12=FC12 etc
changing the fmderive is i think simple but what about open PO/PR's
what rule should i use?
if i go for change at year end as RAVI suggested then shall i stop carry forwarding FM budget to new fiscal year and upload new budget with above changed fund centers.
Regards,
sajid
04-13-2016 9:00 AM
You have to apply reassignment... If the exercise is too heavy, you might consider convincing the client, that this change should be better performed on year-end.
04-13-2016 9:48 AM
Sajid,
If u have multiple CC with relation to a single PC, then what u can do is to map all relevant CC falling under 1 PC to 1 FC.
e.g.
CC1 : PC1 and PC1 : FC1 then map CC1:FC1
CC2 : PC1 and PC1 : FC1 then map CC2:FC1
In that way you can follow the trail and regarding open commitments, please follow the strategy mentioned by Eli.
Regards,
Amar
04-13-2016 10:27 AM
Hi Amar / Eli,
Thanks for your inputs,
If do like as you said then consider below example
in that case i will be uploading budget to FC1 say 1000
and assign CC1:FC1
CC2:FC2
then AVC will not check budget at cost center level individually. am i right?
and
Could you please elaborate a little bit on reassignment rule to be used.
Thanks
Sajid
04-13-2016 10:39 AM
Reassignment strategy should replicate the effect of a change in FMDERIVE. Say, you had CC1 -> FC1 and CC2 -> FC2. Now, since CC1 and CC2 correspond to PC1, you will have PC1 -> FC1. Hence, FC2 should equally become FC1. It means that in reassignment strategy you would put sender FC as FC2 and receiving FC as FC1.
Eli
P.S. You would need to reconstruct your AVC ledgers via FMAVCREINIT afterwards. Also, if you use budget address derivation strategy, it should be equally revised. Certainly, this type of exercise should be first well tested in a separate environment in order to see that the ultimate result corresponds to requirements.
04-13-2016 10:59 AM
Hi Eli,
I will test the same in development and meanwhile i will convince my client to opt for year-end change option.
Anyway all of the reply's are very helpful.thanks
Regards
sajid
04-13-2016 8:01 AM
Hi,
As mentioned above, changing the rules in FMDERIVE will take care of all the postings made after the change. But, you have to think about your budget, which was already partially consumed. Especially, of the documents which are not yet at the end of their life cycle. For example, open PR/POs, commitments, etc.
If mapping of budgetary changes in the middle of fiscal year, in most cases, reassignment is to be foreseen. Mass reassignment could be executed via FMCG/FMCT transactions. You can maintain reassignment strategy, deriving fund centres in the same way you'd do it in FMDERIVE. Reassignment strategy is defined in IMG - Public Sector Management - Funds Management Government - Master Data - Derivation Strategy for Reassignment.
Regards,
Eli