SAP ABAP IMG Activity _ISPSFM_FMU1 (Define Document Types)
Hierarchy
☛ EA-PS (Software Component) SAP Enterprise Extension Public Services
   ⤷ PSM-FM-MD (Application Component) Master Data
     ⤷ FMCC (Package) FIFM: Cash budget management customizing
IMG Activity
ID _ISPSFM_FMU1 Define Document Types  
Transaction Code S_KI4_55000128   IMG Activity: _ISPSFM_FMU1 
Created on 19991215    
Customizing Attributes _ISPSFM_FMU1   Define Document Types 
Customizing Activity _ISPSFM_FMU1   Define Document Types 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name _ISPSFM_FMU1    

In this IMG activity, you create the document types for the documents in Funds Management. Document types are used to classify the documents. You can define characteristics for each document type which control how the document is entered or they may be recorded in the document itself. For each document type, you must specify:

  • A number range interval
  • A field status group.
    The field status group, together with the field status variant, determines, by way of its assignment to a field selection string, which fields are optional, required or hidden when you post documents in your FM area.

You can also control:

  • which field contents are copied from the reference document
  • which style sheet the system should use when printing a document type
  • which tolerance limits are checked when earmarked funds are reduced
  • whether the document is to be included in Workflow
  • whether the G/L account should automatically be derived from the FM account assignment
    The G/L account can only be derived automatically when you are using requests.

Requirements

The number range interval must be defined in the IMG activity "Define document number ranges".

If you do not want to print a specific document using the SAP standard style sheet, you must define your own form for it.

If you want to define tolerance limits, you must first make the following settings:

Standard settings

The document types defined in the standard cover the types of document used (document category) for the individual business transactions in Funds Management:

  • AA Document type with Workflow
  • 11 Document type without Workflow

There are two forms in the standard system:

  • FMFUNDSRES based on SAP smart forms
  • FMFUNDS_RESERVATION based on Adobe

The system used the form FMFUNDRES as a printing template if you do not enter a form.

If you want to change a standard form, SAP recommends that you copy the form and change the copy. Note that the name of the form must be in the customer namespace so that it is not overwritten if the release is upgraded. The descriptions for your own forms should therefore start with Y or Z.

To copy the FMFUNDRES form, choose Tools -> Form Printout -> Smart Forms from the SAP Easy Access screen.

Use transaction SFP to copy the form FMFUNDS_RESERVATION.

You can find more information on SAP smart forms and PDF-based forms in the SAP Library under SAP-NetWeaver -> Application Platform SAP Web Application Server) -> Business Services -> Smart Forms and PDF-Based Forms.

Recommendation

If you want to change the style sheet, SAP recommends copying the delivered form and then changing the copy. Please note that the form name must be within the customer name area so that it will not be overwritten in a change of releases. The names of your own forms should therefore begin with a Y or Z.

This is how you copy a form:

  1. Choose Tools ->Word processing ->Form from the SAP menu.
    You reach the initial screen of the Form Painter.
  2. Choose Utilities -> Copy from client.
  3. Enter the necessary data and choose Execute.
  4. Change the copied form.
  5. Save the copied form.

You can find detailed information concerning the maintenance of forms in the SAP Library under BC - SAPscript style and form maintenance.

Activities

  1. First, check whether you can use the standard settings for the individual document categories (such as funds blocks and funds commitments).
  2. Change or add to the standard settings as necessary.

Further notes

When posting the forecast of revenues, you should use the document types shipped in the standard system.

The field status groups in the standard contain all fields in the field selection string that you need if you want to make full use of all the different options for posting a forecast of revenue.

Business Attributes
ASAP Roadmap ID 204   Establish Functions and Processes 
Mandatory / Optional 2   Optional activity 
Critical / Non-Critical 1   Critical 
Country-Dependency A   Valid for all countries 
Assigned Application Components
Documentation Object Class Documentation Object Name Current line number Application Component Application Component Name
SIMG _ISPSFM_FMU1 0 KI48000004 Earmarked Funds and Funds Transfers 
Maintenance Objects
Maintenance object type C   Customizing Object 
Assigned objects
Customizing Object Object Type Transaction Code Sub-object Do not Summarize Skip Subset Dialog Box Description for multiple selections
V_TKBBA V - View FMU1 PSFMU1 Document Types for Manual Commitments 
History
Last changed by/on SAP  19991227 
SAP Release Created in