Budget Period 2

7/29/2019 Budget Period 2

1/5

PSM, Budget Period 2 (Technical Data)Technical Data

Technical Name of Business Function PSM_GEN_BUDPER_2

Type of Business Function Enterprise Business Function

Available as ofSAP Enhancement Package 2 for SAP Business

Suite Foundation 702 (SAP_BS_FND 702)

Technical Usage Any stack including BS_FND

Application Component Funds Management (PSM-FM)

Directly Dependent Business Function

Requiring Activation in AdditionPSM, Budget Period (PSM_GEN_BUDPER_1)

With this business function you can use the master data entity of the budget period that

populates the modules in Public Sector Accounting. With the budget period introduced

with business function PSM, Budget Period (PSM_GEN_BUDPER_1), you can move the date

controls from the fund to the budget period. This makes master data maintenance and

reporting much easier. With this business function, the budget period is also now available

in Travel Management (FI-TM), Controlling (CO), Grantor Management (PSM-GM-GTR)

integrated with accounts receivable or accounts payable management, and in Enterprise

Services for Human Capital Management (HCM).

Prerequisites

You have installed the following components as of the version given:

Type of Component Component Is Needed Only for the Following Features

Software Component SAP_BS_FND 702

You activated the PSM, Budget Period 2 business function. You activated the PSM, Budget Periodbusiness function.

Features

Budget period in Controlling (CO)

The budget period was added to the transactions of Overhead Cost Controlling (CO-OM)

where account assignments of Funds Management (fund, functional area, grant) are

displayed. This includes the activity allocation, overhead costs and planning transactions.


2/5

You can now enter the corresponding budget period as the account assignment directly in

a document in these transactions instead of just deriving it. The complete account

assignment is then updated in Financial Accounting (FI) and in Funds Management (FM).

The following transactions and functions were enhanced accordingly:

CO commitment: The budget period is now also contained in the commitment datain CO.

Activity allocation: The budget period is now available in the followingtransactions:

o Direct activity allocation (see Cost Center Accounting/internalorders/project system Controlling: Actual postings activity allocation ),

CATS and confirmations

o Indirect activity allocation posting (see Cost Center Accounting/internalorders/project system Controlling: Actual postings activity allocation

posting )

Actual clearings: In the wake of the enhancement of activity allocation with thebudget period, the following actual clearings were also adjusted accordingly (see

Cost Center Accounting/internal orders/ project system Controlling: Period-end

closing Individual functions )

o Indirect activity allocation in actualo Target=actual-activity allocationo Template clearing in actualo Price calculation including revaluation

Overhead rates in actual (periodic and real-time) were also enhanced with the newbudget period dimension. These are the following transactions (see Cost Center

Accounting/internal orders/project system Controlling: Period-end closingIndividual functions ):

o Actual overhead calculation:cost centers/activity typeso Commitment-overhead calculation:cost centers/activity typeso Actual-overhead calculation: Ordero Actual-overhead calculation: Business processeso Commitment-overhead calculation: Project, WBS element, networko Actual-overhead calculation: Project, WBS element, network

CO manual planning:You can now also use the budget period in the following CO planning transactions

(see Cost Center Accounting/Internal Orders/Project System Controlling:

Planning )

o Planning cost elements/activity inputo Statistical key figureso To be able to use the budget period in CO planning, use the new planning

profile SAPFFB CO planning with budget period. We recommend that you


3/5

import these layouts using transaction OKBF ( Controlling General

Controlling Production Start-Up Preparation Transport System Settings

Transport Settings for Planning Import Standard Planning Layouts ) from

client 000 into the current clients. This refers to the following layouts: 1-

101FFB, 1-102FFB, 1-301FFB, 1-302FFB, 1-401FFB, 1-401FFB-T, 1-402FFB, 1-

402FFB-T, 1-403FFB, 1-403FFB-T, 1-601FFB, 1-701FFB, 1-701FFB-T, 1-702FFB, 1-702FFB-T, 1-703FFB, 1-703FFB-T, 1-901FFB.

Note

The above-mentioned planning profile is designed for dimensions fund,

budget period, and functional area; it does not include grant. If you want to

use the grant, we recommend copying the required layouts and adding the

grant as a selection criterion.

Periodic plan clearings, planning aid:The following plan clearings and planning aids were enhanced with the new

account assignment dimension budget period (see activity allocation/internal

orders/Project System Controlling: Planning ):

o Planning distribution, planning assessment, periodic transfer posting in plano Indirect activity allocation in plano Overhead rates in plan (see above also: Overhead rates in actual)o Plan-settlemento Copy Planningo Plan-revaluationo Template clearing in plan

CO general:o Both the plan BAPIs and the corresponding ALE methods now contain the

budget period.

o The CATS transfer was also enhanced with the budget period.o You can now also use the budget period in the actual settlement order

(transaction KO88).

Budget Period in Grantor Management (PSM-GM-GTR)

The budget period is applied during invoicing to accounts receivable/accounts payable

accounting. For this, the following integration scenarios are available:

Integration with PSM Earmarked Funds:When an earmarked fund is created, PSM account assignment derivation is used to

determine the budget period from the CRM approval. When this business function


4/5

has been activated, invoicing to accounts receivable/accounts payable accounting

applies the budget period from the earmarked funds and creates the FI document.

No Integration with PSM Earmarked Funds:

When this business function has been activated, invoicing to accountsreceivable/accounts payable accounting derives the budget period using PSM

account assignment derivation and enters the budget period in the FI document

created.

The budget period is available immediately for grantor management, including in cases

using rule-based account assignment distribution:

You can use the budget period as a condition field in the definition of the programprofile.

You can use the budget period as a field in the definition of rule-based accountassignment distribution.

Budget period in SOA Services of Human Capital Managements (HCM)

The budget period is now available in several HCM SOA services, including services for

business objects Employee Time Sheetand Work Agreement.

Human Capital Master Data Managemento Cancel Accounting Coding Block Distribution Ruleo Find Accounting Coding Block Distribution Rule By Employeeo Create Accounting Coding Block Distribution Ruleo Update Accounting Coding Block Distribution Rule

Time & Labor Management (Employee Time Sheet)o Change Time Sheeto Complete Employee Time Sheeto Find Employee Time Sheet By Employeeo Check Change Time Sheet

Time & Labor Management (Employee Time)o Find Times For Employee Time Sheet By Elementso Read Employee Time By Employee

Time & Labor Management (Employee Time Agreement)o Create Time Recording Completion Ruleo Read Time Recording Completion Rule

Time & Labor Management (Employee Time Sheet Configuration)o Read Employee Time Sheet Configuration


5/5

Budget period in Travel Management

You can now enter the corresponding budget period as the account assignment directly in

a document instead of just deriving it.

The budget period was added to transactions in Travel Management in which FundsManagement account assignments (fund, functional area, funds center, and so on) are

displayed. This includes infotype 0017 (travel privileges), distribution in travel request, the

travel plan and the travel expenses sheet. You can hereby enter the corresponding budget

period as the account assignment directly in a document instead of just deriving it. The

complete account assignment is then updated in Financial Accounting (FI) and in Funds

Management (FM).

Budget Period 2

Documents

Transcript of Budget Period 2