Using Fiscal Year in RPM 4.5

Hello,
Is there a way to set RPM 4.5 up such that when viewing resource capacity/financial capacity the tables can be set up to display by our company's fiscal year?
We really need the functionality to be able to think of our demands in the terms of our fiscal year quarters and not calendar year quarters.
Thank you,
Wendy Miller

Hi Wendy
We managed in a RPM 4.0 implementation to get the fianncial planning to follow the fiscal year of the company Jul - Jun - this was particularly important when trying to reconcile budgeting data from PS
I will have to look out the BaDI and code that we used and will send you a copy if you are keen
Cheers
Wayne

Similar Messages

Using Fiscal/Year Period to get last year all months data

Hi,
Had a requirement to get Last Years 1-12 months data based on Fiscal/Year Period. So here i am using Fiscal/Year period as my input. Please let me know with code.
Regards,
Vishnu

Hi ,
Where you want to write code ?
Well the basic logic will be like :
TYPES: BEGIN OF ty_range,
sign TYPE c LENGTH 1,
option TYPE c LENGTH 2,
low TYPE c LENGTH 8,
high TYPE c LENGTH 8,
END OF ty_range.
DATA : t_range TYPE TABLE OF ty_range,
w_range LIKE LINE OF t_range.
DATA :v_lastyear type c length 4 .
v_lastyear = sy-datum(4) - 1 .
w_range-sign = 'I'.
w_range-option = 'EQ'.
concatenate v_lastyear '001' t into w_range-low.
concatenate v_lastyear '012' t into w_range-high.
APPEND w_range TO t_range.
****it will select data from source package for last one year .Internally year and period store like YYYYPPP (2011001)
select SOURCE_PACKAGE WHERE 0fiscper IN t_range.
you can modify selection statement as per your requirement .
hope this will be helpful .
Regards,
Jaya Tiwari

Date range using Fiscal Year

Hi,
Please tell me the function module to get this data.
My input is Fiscal Year -2008(for eg).
I need the output with
          f_day = 01.04.2008
          l_day = 31.03.2009
How to get this?

Hi,
I think SAP considers fiscal year from 01.01.2008 to 31.12.2008
And FM for this is 'HR_E_GET_FISC_YEAR_DATES'
So what u can do this is create an Z-FM and paste code as in Standard FM which is given above
In code the changes will be
   FISC_FECINI = FISC_YEAR.
   FISC_FECINI+4(4) = '0401'.
   FISC_FECFIN = FISC_YEAR.
   FISC_FECFIN+4(4) = '0331'.
Let me know further.
Cheers,
Parth Parikh

To show all months of qty values for each fiscal year in report?

Our cube contains different fiscal years of order qty/delivered qty for a material (e.g. material A). We use fiscal year variant V9 (Oct. - Sep). We would like to generate the following query result to list the material, order qty, fiscal year, and then for each calender month, the delivered qty value for the corresponding fiscal year:
Column title:
Material --- Order Qty --- Fiscal Year --- Oct --- Nov --- Dec --- Jan --- Feb --- Mar --- Apr --- May --- Jun --- Jul --- Aug --- Sep
Just give two rows of data for material A:
1st row data example:
A (material) --- 23 (Order Qty) --- 2006 (fiscal year) --- 2 (delivered qty in Oct of the calendar year 2005 ) --- 4(delivered qty in Nov of the calendar year 2005 ) ---1 (delivered qty in Dec of the calendar year 2005 ) --- 5 (delivered qty in Jan of the calendar year 2006 ) --- .... 2 (delivered qty in Sep. of the calendar year 2006)
2nd row data example:
A (material) --- 45 (Order Qty) --- 2007 (fiscal year) --- 3(delivered qty in Oct of the calendar year 2006 ) --- 6 (delivered qty in Nov of the calendar year 2006 ) ---1 (delivered qty in Dec of the calendar year 2006 ) --- 5 (delivered qty in Jan of the calendar year 2007 ) --- .... 2 (delivered qty in Sep. of the calendar year 2007)
How to generate this query?
Thanks!

hi Chandran,
Actually in each row data for material in different fiscal year, all the KFs in columns should be restricted to the fiscal year value. What we do is to use selections other than structure or RKF. What we is following listed in details that you can check if what we do is correct:
Under KF structure:
1. Create a selection for the 1st KF (Order Qty). In this selection, Order Qty is restricted with the characteristic 0FISCYEAR.
2. Create a formular as 2nd KF for the FY value. This formula KF use the value of a formular variable with Replacement Path of the the characteristic 0FISCYEAR. But somehow this KF value shows "X" values in this column. We defined this Replacement Path variable with the Reference Characteristic as 0FISCYEAR and all others keep default. But don't know why this column shows "X" values. We also add 0FISCYEAR to the row, and find the one does have data in the row. Any idea why put it in formular variable onto column not working?
3. Create a selecction for the 3rd KF (Oct). In this selection, restrict Delivered Qty with the characteristic 0CALMONTH2 (Calendar month) and further restrict 0CALMONTH2 to a fixed value: October
4. Create a selecction for the 4th KF (Nov). In this selection, restrict Delivered Qty with the characteristic 0CALMONTH2 (Calendar month) and further restrict 0CALMONTH2 to a fixed value: November.
Then the following steps are similar to step 3 and 4 to create all other Month columns. We wonder in all these selections, would we have to restrict them further with 0FISCYEAR?
Therefore we've got two questions:
1. Why in step 2, the formular variable doesn't work and the FY column shows "X" values?
2. Do we need to further restrict the delivered qty with the characteristic 0FISCYEAR for each month column which corresonding to the fiscal year in the same row?
Thanks alot and we are keeping giving you reward points!

Fiscal Year / Periods does not show properly in WebI and compunding

Hi,
I have few reports where I am using Fiscal Year /Period as filter.
I have created a Universe on the top of a SAP BI Query and did not do any customization.
Then I created a WebI report. In this report I created various filters beside Fiscal Year / Period. When I run report, filter window opens. I can select all other filters but when it comes to Fiscal Year / Period it does not show me the values I want to see. It shows AUG 0001, APR 0025 etc. I want to see AUG 2010, MAR 2009 etc so that I can select them and get the data of the required Fiscal Year / Period. In Cube I have the required data. If I select MAR 0010 etc I donu2019t get any data.
On the other hand if I put fiscal Year / Period in columns or rows it shows the right value.
If also run SAP BI Query and Fiscal Year / Period in Variable then on variable screen I can see the right value from where I can select and get the required result.
Do I have to do any step at Universe level or something else?
It seems that Fiscal Year / Period is compounding.
Is there any help?
Thanks
Bashir Awan

Ingo,
for thanks for igniting my thoughts in this regards.
Yes these values do exist in SAP BW.
It is some how compunding the values at filter level.
It does not let me see the whole value when filter screen popup in BOBJ.
In SAP whole value shows when variable screen popup, I see three columns Fiscal Year / Period. Text, Posting Period Key, and Posting Year Key.
Fiscal year / Period Text which shows Aug 2009, Posting Period Key which shows our period 1 to 16, and Fiscal year key which shows 2009 etc.
Is there any setting in BOBJ which compunds the year for variable screen so that we may see the whole values for filters?
thanks

Fiscal Year Time Dimension - Month Time Span

I have a need to create a fiscal year time dimension and I created using Time Wizard in OWB. When I was developing BI Reports, I found some inconsistencies in Time dimension as it was showing figures in all the months of my first quarter of new financial year that Apr 2009 – Mar 2010. On close inspection of Time Dimension table I found that fiscal_month_time_span value varies from 35 to 28 to 29 for different months. i.e. it’s not matching with corresponding Calendar month. This means I am unable to plot data correctly using fiscal year dimension.
Maybe this is how it works in Oracle, but this does not solve my problem. Could anyone give me some solution for this ? My Fiscal year is from ‘1- Apr – 09’ to ’31-Mar-10’. In my reports I would like to see transactions for April month when I use month attribute of time dimension like it happens in Calendar time dimension.

May be someone from
Forum: Business Intelligence Suite Enterprise Edition can answer this .
Please post it there.

Fiscal year in the columns outside the key figure structure

Dear Experts
I have a report requirement to show the keyfigures in the columns from year 1 to year 10 and in each year there are 4 keyfigures each restricted to 1 quarter for 4 quarters.
So, there are too many keyfigures to create.
I am using fiscal year in the columns outside the Key figure structure containing the keyfigures restricted at each of 4 quarters.
So, when the report displays, all the 10 years will automatically be displayed.
The problem is one of the 4 quarter level keyfigures needs to be restricted by calendar year.
How can I read what is the fiscal year for each column at runtime so that I can reference this value to determine the calendar year ?
As you know, each FY spans 2 Calendar Years. So, i need to restrict this on the 4th keyfigure by calendar year but while having the FY outside the keyfigure structure i can get all the FY, I am not sure how to access this value at runtime so that eg.
if FY for column 1 is 2010, i can set calendar year to be 2010 to 2011.
Hope you can give me some clues.
Thanks you Gurus!
Best regards
John

Dear Sunnybt
Copy Riyes, I find your response interesting. Please could you elaborate your idea of using condition in more detail.
Sorry for my late response.
Allow me to clarify my statement, which you are right, is unclear.
By :
"if the current QuarterFY is less than the current QuarterFY"
I mean :
eg. user enters FY range : 2009 to 20NN (eg. 2017)
KF_column1_FY2009_Q1______KF_column2_FY2009_Q2____KF_column3_FY2009_Q3______KF_column_FY2009_Q4______KF_column_FY2010_Q1______KF_column2_FY2010_Q2____KF_column3_FY2010_Q3______KF_column_FY2010_Q4_____KF_column_FY_NNNN_Q1
For each column, where the FY can be any year range entered by user,
the Text Description of the Column should show either 'Actual' or 'Plan' based on what is the current FY Quarter at runtime.
If the FY Quarter (eg. 1st column is 200101) is before current FY Quarter (i.e 201103), then the Description of this column should be "Actual" , else "Plan".
In my current design, I am unable to use customer exit text variable to meet this requirement.
So, I like to check with you for fresher ideas.
If not , I would use a workbook, which I am avoiding as the user needs to drilldown and I believe drilldown is not possible in workbooks where report layout needs to be rigid or cell positions fixed. Of course, unless there is a way out of this which I do not know.
Best regards
Bass

Texts for Fiscal Year Period

Hi all
We are currently using Fiscal Year Variant Z6(July - June, 4 special periods).
When we display the texts for Fiscal Year Period in a Query it displays as CALMONTH FISCYEAR. E.g. July 2004, which is FISCPER 01.2004 but Calmonth 07.2003 (July 2003). I want the texts to display as the correct calendar year month, not as a combination of calendar month with the fiscal year.
I have tried to maintain the texts of 0FISCPER, but I get the following message "The master data table of char. 0FISCPER is not generated, operation terminated"
Has anyone managed to solve this problem?
Thanks in advance
Chami

Chami,
I see the problem. The Year Part of the Text is wrong.
Unfortunately this means that Fiscal Year cannot be used to display the texts.
The solution to your problem is to have the description from the calendar month/year in the column headings by adding the calendar period to the data target, convert the fiscal period to calendar period on data loading (using provided date conversion functions in the formula builder) and use it for display purposes. The fiscal year is still used as selection criteria (as a filter)
The other solution is to have text variables created from the Calendar period and used in the column headings
Hope that helps!
Rishi

Asset Register with different Fiscal Year Variant

Ministry Of Commerce requires Power Line Carrier Companies to maintain
an additional fixed asset register. This register needs to have
Fiscal Year - April to March
Revaluation of Assets on 1 April every year based on indice provided
Ministry.
Depericiation Rates same as existing
Staright line depreciation
No depreciation / revaluation of new assets aqired during the year
No depreciation on disposal of assets during the year
This can work OK for Companies with same Fiscal Year Variant (April to
March).
What are the options for Companies with different Fiscal Year?
Some of the companies do not have the new GL activated and hence cannot
use the additional ledger and use for this purpose.
Can you please advise.
Regards,
Suneel Bhonsule

If the company codes are using fiscal year variant April - March, then it is possible. If the company codes are using differant fiscal year variant other than April - March and if you want to get the report with the Fiscal year April-March,, it will not work out..
Even If new GL Activated for all company codes also its not possible.. i had a experience of this and finally came to know that parellel ledger or special ledger concept will not support for Diefferant fiscal year for Asset accounting alone which is differant from Company code fiscal year..
Thanks
Fit 4 Nothing

Function module to get Fiscal year/week

Hi,
I searched SAP forum but could not find specific answer to this question.
I want to find Fiscal year week (YYYYWW) for a date using Fiscal year variant.
Can you suggest some function module/method to get the info?
E.g., if todays date is 06/23/2010
then Fiscal year week should be 201034. (Depending on Fiscal year variant XX)
Calendar year week is 201025.
Thanks,
Chirag

>
Chirag Mistry wrote:
> C'on guys, help me out!
That's what the other's have been doing all along!
AT some point, you have to take responsibility yourself. The forum isn't here to provide people with complete packaged solutions. You have to do some work yourself.
You either have the fiscal year variant in your system as Brad has suggested, or you will have to develop some logic to figure out what week you are in based on the start date of your fiscal year and the date you are interested in.
Rob

Reset cleared item in inactive fiscal year using FBRA

I want to Reset cleared item document in 2006, but now Im in active fiscal year 2008 using T-code FBRA. The error message show Reversal in different fiscal year is not allowed Message no. AA 487
Does any body could help to let me know the configuration to open it?

Hi,
When we maintain GL accounts/sub ledgers with open item management, we clear docuemnts when the debit and the credit match. This clearing also creates a clearing document. Clearing documents cannot be reversed using F.08. For reversing clearing we need to first reset the documents as open items and then reverse it.
For example I have an invoice no 1234. This invoice will remain open till i receive a payment. When I receive a payment a new document is created (no. 5678) when i enter the receipt and this document also becomes the clearing document. Now due to some error, when we have to reverse this payment document, we use FBRA. When we use this, the system will first reset the documents 1234 and 5678 as open items and then reverse the document 5678.
hope this helps.
thanks and regards,
anit

Using Indian Fiscal year Variant V3

Hi Experts,
I am using V3 Variant, ( I don't no how to maintain it ?)
In OB52 I have Maintatined Periods from 1,2008 to 12,2010 and 13,2008 to 16,2010
In MMRV, Current Period is 04,2008.
I have checked Allow posting to previous period.
Now, while doing MIGO
I got the error
Postings only possible in 03/2008 and 04/2008 only..
I don't know the settings to maintain in V3 in OB29 Transaction.
If any one can explain me this, it would be a great help to me.
and if possible send a screen shot that how to maintain periods in V3 Fiscal Year,...
Full Points Assured,
Thanks
Ravi

For the First time you need to maintain Period in OMSY.
and for closing the current & opening the next period you should do it from MMPV.
For V3 the Current period( April,2008) should be 01,2008
Opening & Closing periods follow as below
First check the Current period in OMSY trx...for your Comp code..
Then go to MMPV and enter Comp code, Period & Year
and execute...
Ex: if the current period in OMSY for your Comp code is 01,2008
then you need to enter period 02, 2008 in MMPV trx...
so, that period 01 will be closed & Period 02 will be opened automatically...
You need to close periods one by one like this..
until the period you want use...
Remember you can not Roll back the closed period
Be careful in closing the MM period in PRD client.
Thx
Raju

Use of different fiscal year variant in leading&non leading ledgers and Asset closing&Reporting

Experts,
Need one clarification on using different fiscal year variants for Leading(0L)&non Leading(NL) Ledgers and impact on Fixed Asset Accounting.If I use say V6(Jan2013-Dec2013) for Leading Ledger and April2013-March2014 for non leading Ledger,(local GAAP)-please clarify the following.
1.Does Asset Accounting gives all standard reports as expected in both(Leading&Locals) the Depreciation areas?Do we need to any settings specially for in the above scenario?(I am assuming point#4 given below may not help for this as system gives an error if both the fiscal year variants have different start&end dates)
2.How is Year end in Asset Accounting handled?If I close the year end in Asset Accounting for Company Code as per Leading Ledger i.e say by Dec 2013,can I still post the asset entries in non leading ledger?Because Financial year for Leading ledger will be 2014 and non leading will be still 2013(in Jan2014).
3.I am aware SAP has some restrictions way back in 2005-2007 (SAP note 844029) for different fiscal year variants in Leading&Non Leading Ledgers,Does SAP come out with any solution later?
4.What is the exact use of the settings at Asset Accounting>>Valuation>>>Fiscal year>>Fiscal year variants at company code level or Depreciation area level?My understanding here is,they are not meant for using different fiscal year variant with different start&end dates but they are meant for using different fiscal year variant with same START&END DATES and have different number of posting periods i.e 1 can have 12 and other can have 13.
Please can you give your comments?
regards
hinfi

Hi Hinfi,
It seems standard SAP does not manage different fiscal year variants (at least with different start/end dates) in different depreciation areas.
However, they came up with an add-on solution called Multiple Calendar Tool and based on a mirroring solution that synchronizes asset transactions in a mirror company code.
It's all explained in following notes:
Note 1175751 - Project solution for alternative fiscal year variant
Note 1636025 - Asset acctg multi calendar tool 1.0_ SP Note
Note 1658489 - Installation of Asset acctg multi calendar 1.0 software
Note 1658714 - Asset acctg multi calendar tool_ Overview Note
Note 1691481 - Release strategy_ Asset acctg multi calendar tool
Note 1951069 - Different fiscal year variants in General Ledger Accounting (New) (NewGL) under the new Asset Accounting (FIN_AA_PARALLEL_VAL)
I don't know if it's commonly used and personnaly have no feedback on it. I was curious to check how to manage a depreciation area 01 posted in a leading ledger in US GAAP (FYV january to december) and another depreciation posted in a non leading ledger in Indian GAAP (FYV april to march).
BR
Gregory

Use of Different Fiscal Year Variant-Statistical Depreciation Area Postings

An existing Company Code in SAP is going to have Fixed Assets implemented. This Company Code is setup just like the others in our SAP instance: Same Chart of Accounts, Same Fiscal Year Variant, Fixed Asset procedures, etc. For purposes of this question our company's Fiscal Year is from August 1st to July 31st. In addition, this Company Code will post Fixed Assets just like the other SAP enabled Company Codes into Book Depreciation Area 01. The company I work with is on ECC 6 but we use the Classic Ledger for Financials, and the Special Ledger is posted to but not really utilized.
For the Country Specific/Tax Reporting purposes within Fixed Asset Accounting we have created a Statistical Depreciation Area 03 (I will call it Tax) with its own Life and Depreciation Key assignments with a setting of 0 in OADB-No Posting in GL for this Fixed Asset go-live, so I think we are set there. The tricky part comes in the reporting. The country in question requires information to be generated on a Calendar Year basis, which is obviously different than the Fiscal Year outlined above. To my knowledge we would have to assign Tax Depreciation Area 03 to the Calendar Fiscal Year Variant: Financial Accounting>>Asset Accounting>>Valuation>>Fiscal Year>>Fiscal Year Variants>>Specify Other Versions on Depreciation Area Level.
The other piece of this is to get the Fixed Asset Reporting for Tax Depreciation Area 03 to work on a Calendar Year basis for the Company Code in question. When I did some research I stumbled upon the link below. In summary it says that you have to manipulate the standard Fixed Assets reports in Excel for Asset Acquisitions and Depreciation, and setup a new Retirement routine/transaction for posting into the Special Depreciation Area.
http://help.sap.com/saphelp_46c/helpdata/en/05/bc0bf3d8f811d1953e0000e82debf7/content.htm
My questions are:
1) Besides assigning a different Fiscal Year Variant for Tax Depreciation Area 03, is there anything else I need to worry about on the setup end?
2) Is the article I posted accurate when it comes to how the reporting works and the need for setting up a Calendar Year specific Asset Retirement Routine? If so, what are the configuration steps for setting up a Calendar Year specific Asset Retirement Routine?
3) Is there anything else that I need to consider for enabling Fixed Assets at an existing Company Code with different Reporting requirements for Book/Tax purposes?
Thanks in advance for all responses. I am willing to answer any other questions on this subject if needed.
Roman

Hello Rio. In our scenario, we still had to load assets in the legal entity with this issue. When we loaded the fixed asset data into SAP we did with data accurate as of December 31, 2011; which for book purposes is 5 months into our company's fiscal year, and for tax purposes is the end of the 2011 calendar year. The calendarized reporting for the tax depreciation will need to be pieced together manually using the SAP recommended methodology of combining report values, which I have pasted below.
Since this is the only SAP-enabled entity that has this scenario right now we are in wait and see mode to see if this sufficient. In the end the SAP path for Dual Calendar was too much of a risk.
I hope this helps.
Roman
Asset Acquisitions
Run the acquisitions list. Report date: 7/31/2012. Posting Date: 1/1/2012 to 7/31/2012. Export the report to MS Excel.
Run the acquisitions list. Report date: 7/31/2013. Posting Date: 8/1/2012 to 12/31/2012. Export the report to MS Excel.
Add the values of both reports together, using MS Excel.
Asset Retirements
Run the retirements list. Report date: 7/31/2012. Posting Date: 1/1/2012 to 7/31/2012. Export the report to MS Excel.
Run the retirements list. Report date: 7/31/2013. Posting Date: 8/1/2012 to 12/31/2012. Export the report to MS Excel.
Add the values of both reports together, using MS Excel.
Depreciation
Run the depreciation list. Report date: 7/31/2012. Export the report to MS Excel.
Run the depreciation list. Report date: 12/31/2011. Export the report to MS Excel.
Run the depreciation list. Report date: 12/31/2012. Export the report to MS Excel.
Using MS Excel functions, subtract the second report from the first, and then add the third report (I - II + III).

How to capture the data if i am using two Fiscal year variant

Hi
My client is required need two type financial statement one is as per company act and calender year. Other one is company act and fiscal year.
regarding we have maintain two fiscal year variant one is assigned to company code as per calender yr other one is assigned to Spl.Pr G/L. but how to capture the financial data from company code in case we are using two fiscal yr variant.
Rekha

Hi
U cannot maintain two two fiscal year varaint for a company code in GL. As said by u maintain one fiscal year varaint for GL and the other one for FI SL. When u post FI document in GL automatically the same will flow into FI SL for the corressponding period.
For example ur Fiscal year varant is April to March in GL
and Callendar year in FI SL and u do a posting in April 1 (period 1) in GL then it post it to 4th period in FI SL automatically since April is the 4th period in FI SL since it uses K4 as the fiscal year variant.

Using Fiscal Year in RPM 4.5

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