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Former Member

Update Financial Summary

Hi Gurus,

I'm working with manual planning directly at the portfolio item. The views and categories are already defined, however, the values do not appear at the Financial Summary (Planned Costs Total, Actual Costs Total..). Is it necessary to run any report? I tried to run /RPM/FIN_PLAN_INT, but it doesn't work.

I tried to do the same to another portfolio item which planned values are coming from Project System, but it is not working too.

Can you help me, please?

Thanks in advance.

Regards,

Claudia

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5 Answers

  • Sep 18, 2012 at 09:51 PM

    Hello Claudia

    You can check if there are missing customizing entries under

    'Define Financial Planning Settings'

    for "Map Fin/Cap Entities to cProjects Rate"

    and "Map Fin/Cap Entities to cProjects Rate".

    Also check the Destination

    The logical system name should be maintained as the value for the 'Destination'

    SPRO-> Collaboration Projects-> Connection to External Systems

    -> Accounting Integration-> Define Object Links for Accounting

    Integration

    Run  the report /RPM/FICO_INT_PLANNING in the SAP-PPM system to
    transfer costs to the Financial view

    Hope this helps

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    • Hi Claudia

      Check the configuration if you have maintained the correct
      varsion of value type while configuring for Financial and Capacity
      Planning integration.

      1) SAP xApp Resource and Portfolio Management (SAP xRPM) -> Base System
      Interfaces -> Financial Planning Settings

      2) SAP xApp Resource and Portfolio Management (SAP xRPM) -> Base System
      Interfaces -> Capacity Planning Settings

      Please set the required versions for the value type, you want to
      transfer to financial and Capacity planning of the item.
      Then run
      /RPM/FIN_PLAN_INT and /RPM/CAP_PLAN_INT and then /RPM/SET_ITEM_ICONS to
      get the correct Fin/Cap Plan overview in Item.

      I hope this is of more assistance

      Ger

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    Former Member
    Sep 24, 2012 at 08:32 AM

    Hi Claudia,

    This is configured in 'Define Financial and Capacity Views', for each view you see 'Amount type', depending on this amount type you can show it in the Financial summary.

    Regards,

    Sara

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    Former Member
    Sep 24, 2012 at 10:04 AM

    Hi Claudia,

    Try running this report & check, "rpm_updfi01".  And as Sara has suggested you also need to assign the Amount type as "Planned" for the View you defined..

    Rgrds,

    Santhosh

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    Former Member
    Sep 25, 2012 at 02:43 PM

    Hi gurus,

    Thinking about the scenario without ERP integration. We created a portfolio item and planned values directly (we defined a view named "Forecast Costs - Portfolio Item" and assigned the amount type "1-budget").

    Throught "SE11", view /RPM/V_FIN_PLAN, we can see budget values correctly planned.

    However, the table /RPM/ITEM_D_DER doesn't show any value as "Total Budget" or "Annual Budget".

    I already tried to run the reports bellow, but it doesn't work.

    /RPM/PLAN_INT_PREP

    /RPM/FIN_PLAN_INT

    RPM_UPDFI01

    Do you have any idea what can be wrong?

    Regards,

    Claudia

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    Former Member
    Sep 25, 2012 at 05:28 PM

    Hi Gerry,

    We run the reports, but it is not working. I am adding the log prints:

    May I be doing something wrong?

    Thanks for your help.

    Claudia


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    • Former Member

      Hi Claudia,

      All my financial views that have configured 'Amount type' have item process ( I - Integration) , I have not tested your case ( M - Manual) but I think table /RPM/ITEM_D_DER should be filled without execute any report ( in your case).

      Could you check to link your 'Amount type : Budget' to another view that is configured as (I-Integration) and execute reports?

      Regards,

      Sara