Hierarchy
CPRXRPM (Software Component) SAP Portfolio and Project Management 6.0⤷
PPM (Application Component) Portfolio and Project Management⤷
PPM_IMG (Package) Portfolio and Project Management IMG Objects
IMG Activity
| ID | PFM_VC_T009 | Maintain Fiscal Year Variant |
| Transaction Code | S_X1D_36000066 | (empty) |
| Created on | 20100601 | |
| Customizing Attributes | PFM_VC_T009 | Maintain Fiscal Year Variant |
| Customizing Activity | PFM_VC_T009 | Maintain Fiscal Year Variant |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | PFM_VC_T009 |
Use
In this Customizing activity, you can define the following properties:
- How many posting periods a fiscal year has.
- How many special periods you require.
- How the system should determine the posting periods when posting.
Important Note:
- For SAP Portfolio and Project Management processing, special periods are not taken into account.
- For SAP Portfolio and Project Management processing, the system only supports a fiscal year variant having 12 periods.
- The system displays the period text defined in this Customizing activity as column header in the Financial Planning or Capacity Planning view. If you do not specify the text, the system uses the standard naming (P001, P002 and so on).
When defining your fiscal year, the following options are available:
- Your fiscal year is the same as the calendar year
In this case, you must simply select the field Calendar year.
- Your fiscal year differs from the calendar year and is not year-related
In this case, you first enter the number of your posting periods in the Number of posting per. field. Then choose Navigation -> Periods. A screen appears in which you can define your posting periods. Enter the relevant month and day for the start and the end of the period.
- Your fiscal year differs from the calendar year and is year-related
In the field Number of posting per. , enter the number of your posting periods and mark the field Year-dependent. If you choose Navigation -> periods a window appears, where you enter the calendar year for which you want to define your variants. A screen then appears in which you can define your posting periods again.
Note:
If you define a year-related fiscal year variant, you need to include not only the current year but also the previous year. The system needs this information for calculations. See SAP Note 6556.
You have the additional option of establishing descriptions for the periods of a year-independent fiscal year variant by using Navigation -> Period texts. You can enter a three-digit abbreviation (Jan, Feb, Mar ...) and a 20-digit long text (January, February, March).
Requirements
Standard settings
The following fiscal year variants are created in the standard system:
- Variants in which the fiscal year corresponds to the calendar year with one, two, three, and four special periods in addition.
- Variants for shortened fiscal years. For more information, see the section "Defining Shortened Fiscal Years".
- Variants for non-calendar fiscal years, for example:
- April to March with four special periods
- July to June with four special periods
- October to September with four special periods
- Variant on a weekly basis. This variant can only be used for the application "Special Ledger".
With the standard system, two variants for shortened fiscal years are delivered: the variant R1 for a shortened fiscal year in financial accounting and the variant AM for a shortened fiscal year, if asset accounting is used.
Activities
- Check the fiscal year variants delivered.
- If necessary, change the existing variants or create your own variants.
- If you need to define a shortened fiscal year, clarify which of the options stated are required to define the year.
- Define your shortened fiscal year.To define the shortened fiscal year for asset accounting, choose Navigation -> Shortened fiscal year.
Defining Shortened Fiscal Years
A fiscal year that is made up of less than twelve months, and for which a year-end closing is created, is described as a shortened fiscal year. The definition of a shortened fiscal year is always year-dependent, as this fiscal year represents a year-related exception. When defining a fiscal year variant, you must always define a complete calendar year. Therefore, the year-related fiscal year variant contains not only the periods of the shortened fiscal year, but also additional periods of the previous or subsequent fiscal year.
You have the following possibilities to define a shortened fiscal year:
- If you use financial accounting without asset accounting, each fiscal year can start with any period you want.
Example: If your shortened fiscal year runs from January to September, you can assign the periods 004 to 012. You assign the periods 001 to 003 of the new fiscal year to the months October to December.
For the fiscal year variant, you enter the number of periods (in the example above, 12 periods).
Note
The last period of a fiscal year must correspond to the number of periods. Therefore, if you wish to define twelve periods, the last period of a fiscal year must be 12.
- If you use asset accounting, each fiscal year must start with the period 001, so that the depreciation calculation of the asset accounting runs correctly. For a fiscal year variant, you enter the desired periods and the number of periods that are in the shortened fiscal year. Therefore, each fiscal year of the fiscal year variant can start with the period 001.
Example: If you define a fiscal year with twelve periods, a shortened fiscal year with nine periods (from period 001 to 009) can be contained in it. The remaining calendar year then constitutes the first three periods of the new fiscal year (periods 001 to 003).
To find out which factors must be taken into account when using asset accounting, see the documentation for asset accounting.
Note:
You define your shortened fiscal year and the consequent normal fiscal years under the same fiscal year variant. As a rule, it must be possible to make postings to a prior period in previous fiscal years.
As long as you are still posting in or before the shortened fiscal year, or are transferring legacy data from this time period, you must retain the year-dependent fiscal year variant. You can only redefine the fiscal year as not year-dependent after the shortened fiscal year has been closed for accounting, and no more correction postings are expected.
As soon as you switch the fiscal year variant from year-dependent to year-independent, the year-dependent definitions are deleted.
Defining a Non-Calendar Fiscal Year
You can define variants for non-calendar fiscal years. If you define a variant of this type, then one of the periods must end on December 31, even if it is not the last period.
Example: In the following example, the fiscal year begins on April 1 and ends on March 31.
Month Day Period Move
1 31 10 -1
2 28 11 -1
3 31 12 -1
4 30 1 0
5 31 2 0
6 30 3 0
7 31 4 0
8 31 5 0
9 30 6 0
10 31 7 0
11 30 8 0
12 31 9 0
Business Attributes
| ASAP Roadmap ID | 250 | Define Number Range and Basic Structures |
| Mandatory / Optional | 1 | Mandatory 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 | PFM_VC_T009 | 0 | /RPM/XSD0000011 | Portfolio Management |
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 |
| VC_T009 | C - View cluster | SM34 |
History
| Last changed by/on | SAP | 20100601 |
| SAP Release Created in | 500_702 |
