Time Management: Carry Forward.

Hi Experts,
Fine below the issue i have in TM
There is a configuration for the max number of days carried forward to the next year, 2012 as 6 days.
HR have made an exception this year, due to many employees not having taken most of their leave.
they would like the full balance of leave accumulated in 2011 to be carried forward to 2012, January and must be consumed by March 31st 2012 (end of our financial year)
This applies only to Annual Leave earned at the rate of 2.5 days per month so 30Days by end of December in any calendar year.
Appreciate your response.
Regards
Rajesh.N.S

In this case use Quota corrections better As you told Exception only not changing business process right..
If changes in total business you can change configuration or any PCR already writen...Exceptional case you have to use Quota corrections (IT2013) only...

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Time Base / Carry Forward / Copy Last years balances

Hi Experts,
Can anyone throw light on how would the TIME=BASE function as used in the script below help in carry forward ?
Is the below syntax correct ?
*XDIM_MEMBERSET DATASRC=%MyDataSrc%
*XDIM_MEMBERSET TIME=BASE,%TIME_SET%
*XDIM_MEMBER ACCTDETAIL=%TFCLO% TO %TFBEG%
   *WHEN TIME
   *IS BASE
      *WHEN ACCOUNT.ACCTYPE
      *IS "AST","LEQ"
         *REC(TIME="%TIME_SET%")
      *ENDWHEN
   *ENDWHEN
*COMMIT
Regards,
Pankti Shroff

Hi
I am also facing an issue with this script in 7.0 version.
I am trying to arrive at the difference if 2 dparent account (Current accounts ) for Cash flow analysis by using the below script
*XDIM_MEMBERSET measures = YTD
*XDIM_MEMBERSET CATEGORY = ACTUAL
*XDIM_MEMBERSET ACCOUNTL =<ALL>
*CALC_DUMMY_ORG ACCOUNTL=PARENTH1
*WHEN ACCOUNTL
*IS #211
*REC(EXPRESSION=-GET(ACCOUNTL="#211",TIME=BASE)+%VALUE%,ACCOUNTL="CF_0015",ACCTDETAIL="F_NONE",DATASRC="INPUT")
*ENDWHEN
*COMMIT
This does not pick up any value as available in Mar'08 (prev year -- i have Apr to Mar as the accounting year)
Pl let me know if there is some error on this script logics and how can i best work it out
Regards
Manoj

Time mangt Carry forward of quota.

Hi Friends,
I have a query related to Carry forward of quota to next year.
For ex: Sick leave quota for this year is 30 days.
Utilized sick quota is 15 days in this year. Remaining I want to tranfer to next year quota.
Totally quota for next year should be 45 .
Please tell me the field or configuration where i can carry forward the leave quota to next year?
with regards
Madan.

Hi Madan,
For the Quota Carry forward process you require two write two PCR'S and then insert them.
Please let me know what is the Time Evalution (+ or -ve) that you are following i.e TM04.
Thanks and Regards

Problem with balance carry forward business rule and automatic adjustments

Hi All,
I faced with issue when run BCF business rule and consolidation process. According sap courses BPC440 members with A(automatic adjustments) type should carry forward automatically, and I(imputable), M (adjustments) members should carry forwarded by bcf business rule.
When I set up my BCF business rule I use property "Category_for_ope" in Category dimension. But this rule not work properly, then I use notes:
1784365 - Category_for_ope property should not effect Consolidation.
1902677 - The property category_for_ope shall work for consolidation
After applying those notes, system work as I aspect. After i run consolidation first time system carry forward my automatic adjustment from Category "Expected" to "PLAN_Y0" and this is correct!!!. But when i run consolidation process second and third time system duplicated automatic adjustments in Category "PLAN_Y0".
Someone can help me with this Issue?
And sorry for my english

Hi,
Can you try as follows :
*RUN_PROGRAM COPYOPENING
CATEGORY = %C_CATEGORY_SET%
CURRENCY = %RPTCURRENCY_SET%
TID_RA = %TIME_SET%
*ENDRUN_PROGRAM
hope it helps...
regards,
Raju

Time Management - Annual Leave carry forward ceiling

Dear All,
We are implementing SAP HCM - Negative Time Management. Here the sceanrio is to have a ceiling for the Annual leave carry forward. For example , the employees should not be able to carry forward not more than 15 days of Annual leave
Guess we can achieve this using User Exit ? Would be helpful if anyone could tell me the Name of the User Exit to be used
Thanks in advance.
Kind regards
Sathya

No iam not looking for Annual leave entitlements.
We need to have ceiling on Annual Leave Carry Forward. for example let say an employee has 20 days as Annual leave Balance he / she can carry forward only 15 out of that 20 days to next year.
Kind regards
sathya

SAPHCM PCR to Carry forward Time Quota Balances

Dear Experts,
My problem is my Time Quota Balances are not carry forwarding for the next year. our Time Management is Time evaluation without clocktimes - 9. every year in Jan we run Pt60 for al the employees so the new quota is being automatically updated in IT2006. but previous year balance is not getting carry forwarded. in this year.
Last Year                    utilized              Balance
16                                  8                        8
This year                                                Balance
16              +              8                                  24, but it is showing 16 only.
It should be as above. but it is not happening. I have checked Quota Generation Config steps. I found everything is OK.
Second problem is i kept Max Limit of the quota 90. but sometimes it is showing on the payslib beyond 90 i.e. 110.
The above 2 problems i am facing. in my TM04 schema 2 Pcrs for Quota Balance and carryforward are there. But i could not understand whether the PCRs are correct or not.
Could any one please help me. Its very urgent. It has been a bigger problem, without which we can not do FF settlements to the Employees and Encashments of ELs. Your early response is highly appreciated.
Thanks
Aruna.

For 1st Problem
Go through below PCR
10 is Absence Quota
1111 is time type
1st PCR to read yearend Quota balance
2nd iPCR to Update the Quota.
Just remove this below mentioned part and once again rerun
insert these pcrs as below
actio zm02
quota
p2006 zm01
if we want call perticular quota then use p2006 function orelse we can use actio
second problem
we follow as per ravi kumar
           or
   we can maintain constant table , the remaining balance comparision with constant value as per scenario

Absence Quota Carry Forward without Time Evaluation (TQTR)

Dear Experts,
The client requires the left over from 2 quota types to be carry forward to 1 quota type next years.
e.g. from Annual Leave and Casual Leave is to be carry fowarded to following year's Annual Leave. As well as the total quota for Annual Leaves cannot exceed 60.
Now the problem is, if we were using Time Evaluation here, i know i couldve done it through TQTR, which woudve been very convinient. But we arnt generating quotas through the rule, neither are using TM00 or TM04.
Your help and input in this regard would be highly appreciated.
Thanks
S.N.

http://scn.sap.com/docs/DOC-35168
for #1..assuming your quota follows calendar year 01/01 to 12/31. Refer to above link for more details. The idea is to do the following 3 steps in order to generate a carry forward quota bank.
1. Setup a quota type "17" in the quota configuration and attach a daily balance time type to this quota type. E.g ZQ17
2. Write a custom PCR...to read remaining balance for current year's quota ban on 12/31..and store this in a different time type. ZREM
3. in the same PCR...on 01/01 (next day)...read the previous days balance in ZREM using HRS=LZREM...and assign this balance to ZQ17...this will generate you quota bank for 17 for the next year.
for #2...
instead of update program locking the previous years quota banks...its better for update program to create a IT2013 adjustment to 0 out the balance of the previous years quota. This can be an LSMW upload. You can get remaining balances of current quota banks for all applicable employees and then load IT2013...with reduce entitlement as radio button option.

Using Schedule Manager (FMDM) to manage budget carry forward for commitment

Greetings,
Using ECC 5.0, we have a business requirement to carry forward (FMJ2) some open commitments with budget and some open commitments without budget to the new fiscal year. We have attempted to use Schedule Manager (FMDM) to change the settings on open commitments (purchase requisitions and purchase orders). While the Schedule Manager reflects the change in the budget carry forward status, the application of the FMJ2 does not work as expected. Alternatively, we have changed the configuration settings and then transported changes to production environment.
I would appreciate guidance on how to troubleshoot operation of Schedule Manager so budget carrry forward status can be managed with this tool.
Regards,
Rod Anderson

Thanks, Ming.
My security team has confirmed that the FMDM is currently set up as a display only transaction. I now know where to take the issue from here.
Regards
Rod Anderson

Carry forward for more that 12 months in TIME

Hi All!
Instead on 12 months I have 16 due to clients requirements. Additional 4 are for cumulated manual adjusmnets load for every quarter.
So my time hierarchy is like below
2011
    Q1
        JAN
        FEB
        MAR
        ADJ.Q1
    Q2
        APR
        MAY
        JUN
        ADJ.Q2
and so on......
Now I'm trying to carry forward these additional ADJ.Q1, ADJ.Q2.... ADJ.Q1 closing balance should to be ADJ.Q2 opening balance.
I configured my time dimension and set up bussiness rules but it seems like BPC can't see this additional elements.
In category dimension I set up opening year 2011 and opening_period -4. So for ADJ2.Q2 it should take value from ADJ.Q1 but it doesn't work.
Do you know how how I can achieve that, or it is even possible in BPC??
Regards
Justyna

Hi Justyna,
It would be a bit difficult to configure your requirement using the standard business rules.
You can use a script logic, something like:
*XDIM_MEMBERSET FLOW = CLOSING
*WHEN TIME
*IS ADJ.Q1
   *REC(TIME = ADJ.Q2, FLOW = OPENING)
*IS ADJ.Q2
   *REC(TIME = ADJ.Q3, FLOW 0 OPENING)
I hope you got the idea.

Investment management - budget carry forward

HI Experts,
When ever I am running transaction code CJCO in update run, I get a message saying " Update run possible only in closed fiscal year". If I tick the green check, it runs for a while. I am not sure if it actually carrying forward the budget or not.
I have gone through the program description which says " You can use this program to carry unused budget from a closed fiscal year forward to the next year"
I have closed year 2008 using IM27_close. I am not sure if this is the correct or not. Projects were created in fiscal year 2008. Fiscal year 2008 for in this case is from June 07 to May08.
Can you please guide me as to what are the steps to be performed for year end closing of IM and at the same time is it ok to ignore the message and continue to process it.
Please help me in this regard.
Thanks in advance.
regards
Pawan

this depends mainly on your cut over strategy -
are you converting existing projects?
Is the historical postings also being converted - most likely not
if not then what happens to costing of projects - ie are you converting partial complete projects, if so without historical data how you will analyse the project costs etc for whole projects
what if you have projects over say 5 yrs - do you want to roll over budgets from say 2003?
my advise would be to allow all the financial trial balance conversion take care of the project P&L
you should only convert active projects with structures to be used form 1/1/09
create z tables for any data required for historical puposes for the drill down from standard reports or use statistical postings to build the historical data only for the converted projects

Funds management commitment carry forward

hi,
we have got funds management activated in our system. we started a new fiscal year and i ran fmj2 to carryforward all FM commitments. now when i try to changed purchase orders created in the previous fiscal year i get an error "Document item 10124941/00001 has not yet been carried forward to the current year". please advise.

Also you have carry out year end closing for FI & MM. then you have to carry forward the balance to next year. for goto periodic processing closing then carry forward here you will find 3 steps 1. determine 2. calculate 3. execute.
There may slight variation but this activity has to be done.
Regards,
Manish Jain'

Funds Management-Budget Carry Forward

Hi,
I was doing testing for open item commitment carry forward along with Budget (FMJ2). In the selection screen, there is a drop down for Availability Control, When I Select Check and execute..
1) I get errror message.. Budget "Annual Budget Exceeded by ......" . This message shld not appear as budget from CY is to be transffered to New Year.
2) Then I executed FMJ2 again but this time I in Availability Control.. I selected Update without check.. this time there was no error and I could post it. But here the problem is when i see the report for Year 2009 (new year)FMRP_RW_BUDCON - Budget Control System (BCS) -> Budget -> Overview of Budget Consumption , Consumable bugdet is 0, Current bugdet has value carried forward, available budget is in negative.
I have release strategy for budget, but not for budget type carried forward.
What could be the problem...How shld I solve this???
Thanks & Regards,
Jyoti

Hi ELi,
I have checked the table BUVALTPRO, automatic release is checked for carry forward process.
Why I m not using release for this:
1) IN FMJ2, I would like to choose Availaibility control as check, if I do this i'll get error message as release is done after I do carry forward.
2) Budget is already released for open items in old year, so it would not make sense to release it again.
3) Now, I have activated consistency check for Negative budget, so when I execute FMJ2, it does not allow me post even if I choose update wihout check and I get the message : "The current budget for budget type CFWD is negative"
Does it has anything to do with
IMG/PSM/FM Govt/Closing Operations/Closing operation for BCS/Set Up Automatic Budget Postings After Fiscal Year Change -
what's d use of this?
Thanks & Regards,
Jyoti

Query on Time Management Status

Dear Team,
Scenario:
We have some employees wherein the time evaluation will be evaluated for the status of 9 in Planned Working Time Infotype. After a period of time, these employees will be sent for education and no leaves are entitled. In this case, the time management status will be changed to 0. No time evaluation.
The accrued leaves will still be available for the employee while going to this education for example 20 days.
We have customized a rule, which will carry forward the last year balance to the current year balance on every 1st of the year.
In the above case, if an employee completes his education and returns back in the middle of the year other than the 1st day of the year, in this case, the carry forward of leave is not taking place.
My assumptions:
I would like to know an operation which would query the Previous Day Time Management Status and Current Day Time Management Status. If I can able to do this, if it is YES, the last old previous balance to be carried forward....
Please let me know if any other alternative method.
Thanks and Regards
Team Member.
Edited by: Patlolla Mallikarjun on Apr 26, 2010 8:35 PM

Hello Mallikarjun,
If you are planning on controlling thru a rule in schema, you can approach this way. Whenever an EE returns from education, change IT0007 time mgmt status to 9 along with additional time indicator say 'ED'. You can query the additional time indicator status in a rule thru the operation 'OUTWPATIND'. Hope this helps your requirement.
Best Regards,
Sunny

Carry forward AR spl and asset error

when I use year end balance carry forward for AP/AR, it pops the message saying company code still in year 2010, do we need to do vendor/customer open item clearing and finish the dec month closing, then we can use f07 to carry forward and no such warning message will apear? which report I should compare so I can make sure F07 the figure is correct and is really carried forward to new year? can we run( actual run )for f07 several times? is there any accounting doc posted?
in asset closing, we have run depreciation run for dec, can we run ajrw before ajab?
in special ledger carry forward, we found the error: KR23 820000 record not carried forward since no account defined-->check account, but we don't have fs00 record for 820000, this is not gl account, how can we check? how to make sure balance sheet account and retained earning account carried forward is correct figure, for example, I chose company code KR23 in the selction screen of gvtr, but the retained earning account shows both company code KR01 and KR25, thus my reained earning account transaction currency for these company codes is 4mil, why system shows so many company code, I want only KR23, how to do? Thanks

Hi,
Generally, you will want to call these business rules from a BPC Data Manager package. Similar to how you call a script logic package. In fact, you'll have to use the DM package to call a basic script that then executes the program. See the instructions in the online help:
[http://help.sap.com/saphelp_bpc75_nw/helpdata/en/bpc_nw_index.htm]
Here is the code they describe to run the CarryForward Rule:
*RUN_PROGRAM COPYOPENING
CATEGORY = %C_CATEGORY_SET%
CURRENCY = %GROUPS_SET%
TID_RA = %TIME_SET%
*ENDRUN_PROGRAM

GL balance carry forward special period 13 to new fiscal year and Rec acct

Hi,
would like to seek for your advice as below question/problem.
a) User now is doing the year end closing. Normally the closing is up to the period 12 and for the purpose of track the adjustments made by the management and auditors user post to period 13 2008 from the pervious financial year. Our concern is when perform the GL Balance carry forward to new fiscal year which is 2009 does the system carry forward the GL adjustment figure from period 13 to the new fiscal year on top of that when we perform the GL balance carry forward to new fiscal year 2009 and later on find out there is an audit adjustment that need to done and user post in the period 13 fiscal year 2008 can the adjustment auto post to the new fiscal year?
b) Can we change the Rec account in the vendor master as currently user need to change the vendor from difference Rec account which from joint venture to subsidiary account code? If involve the SPRO configuration how where should we configure? After we change the configuration does all the posting from one Rec account subsidiary will auto post to another Rec account Joint venture?
Kindly advice.

Hi,
Thank you for the prompt reply.
a)could you provide the path/T-code to view the vendor master activity screen layout configuration field status for reconciliation account should be Optional.
b)Beside,what the impact of change the reconciliation account from one to another? It is neccesary/must to do the balance sheet adjustment for change the reconcilation account?
Can we post the balance through the manual JV (F.02)with the document type is ZD(Debit Note) to post the balance of old reconciliation account to the clearing account and then change of the reconciliation account to the new account then reverse the posting of the JV? By doing so what is the impact in the system? In this scenarion do we need to do the balance sheet adjustment?
c) You mention balances from the old recon will not be posted to the new reconcilation account unless I do a balance sheet adjustment it is mean after I run the balance sheet adjustment the balance from the old reconcilation account will auto post to the new reconcilation? What other impact will effect the system?
d) If the company never run the balance sheet adjustment before and due to the scenerion mention above they run the balance sheet adjustment for the first time what are the impact in the system for the company that only have one business area and also for the company which have more than one business area?
e) What are the prerequisite step/configuation/setting need to be setup in order to run the balance sheet adjustment as the company perviously never run the balance sheet adjustment before? Kindly provide reference/document/guide.
e) Change of reconcilation account does it related/impact to the account group of vendor master?
Please help.

Time Management: Carry Forward.

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