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Load FM Budget at middle of the year

My SAP client has the procedure of loading a budget at the beginning of the year and then uploading an adjusted budget in the middle of the year. The budget at the beginning of the year is done by copying a planned CO version by the transaction FMCYCOPI_CO, then during the year they make releases, additions and reductions. Is there any SAP procedure with which the mid-year budget can be loaded without problems?
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  • Best Answer
    Posted on Jul 20, 2020 at 07:15 PM

    Hi,

    There is no universal approach; each clients decides for themselves how to proceed. Of course, when you cope a version from CO, it is a separate process, which doesn't take into consideration adjustments made meanwhile. But this 'massive' upload you are taking about, there is nothing unusual about it and you can do it directly in PSM-FM through standard or self-developed upload tools or even directly in FMBB, which also supports massive upload.

    You can equally delete the budget and always upload the latest version of it. Again, though technically possible, I can't say if this approach is right or wrong. It all depends on your client's requirements and reporting needs.

    Regards,

    Eli

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  • Posted on Jul 20, 2020 at 01:58 PM

    Hi,

    What is your doubt exactly? Naturally, you can modify and adjust your budget during the whole year. This is the most common business procedure.

    Regards,

    Eli

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    • I need to do a massive budget loading in the middle of the year, currently I am trying to make it as a copy from a CO planned version with the update mode 0(Reset and overwrite), but when it is done, many errors appear due to inconsistent budget and the transaction FMCYCOPI_CO only considers the original budget as the basis of the calculation and does not consider the additions and decreases made in the year.

      Is there a way to make transaction FMCYCOPI_CO consider additions and decreases as the basis for calculating the trade?

      Is it better to delete the entire budget and load from scratch? What is the most appropriate procedure?

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