Technical Articles
Use of ” Import Financial Plan Data ” Application for Projects
Dear Readers,
This Blog will cover how to use ” Import Financial Plan Data ” Fiori Application for Projects with different currencies for ” Project Planning ”
- I assume Readers are aware of basic Function/Feature of this application.
Prerequisites :
- Necessary Configuration for Project System
- Availability of Master Data
- Maintain Category for Planning
- Download the Template ” Project Planning ” via Download Template button located in ” Import Financial Plan Data ” application
Case 1 : Use of Global Currency / Controlling Area Currency
- Default Downloaded Template has below layout and Last Two Column represents Amount and Currency related to Global Currency / Controlling Area Currency
- Lets put the Required Master Data and Values ( Plan Cost, Revenue ) in Template
- Once data filled up into Template, file needs to be imported in application
- System Will do different checks and upload the data in ACDOCP Table
- To Transfer the values from ACDOCP Table to CO Table Program : R_FINS_PLAN_TRANS_CO_S4H_2_ERP to be executed
Case 2 : Use of Company Code Currency
- For Certain business case , Project is not using the CO Area currency but using the company code currency to plan the values
- To meet this requirement, we need to change the Last Two Column as highlighted below and run the cycle.
Tip : If Controlling Area Setting has ” Diff. CCode Currency ” Check-box enable, then this template works as Object Currency Planning as Object Currency and Company Code is same for this case.
Case 3 : Use of Transaction Currency
- To Plan Values against Transaction Currency, Below template should be followed and then transaction needs to perform.
Summary
By using above methods we can utilize ” Import Financial Plan Data ” Application for ” Project Planning ” in different currency.
Pro Tip : ” Project Budgeting ” of this application is not linked with PS Budget function, Its is dedicated to SAC Based Project Budgeting Function which allows G/L Level Budgeting.
———————————————————————————————————————————-
Please, let me know if anyone have doubt or I missed something.
Your suggestions are most welcome.
Cheers for EPPM Community…!!!
Thanks,
Akash Khandelwal
How can we add standard fields to downloaded template .These are already part of ACDOCP but not of in template
You Need to manually adjust the field in template after downloading the template..
Dear Akash,
We have chosen to use the "Financial Data Import" tile to load the budget for the WBS.
However, after loading, we are facing two issues:
1/ Budget control does not occur when creating purchase orders, even though we had defined alerts at 80%, 85% and 90%.
2/ The "System Status" field is not populated after budgeting. It should normally display "Budg" and also "Avac" for "Availability Control Check".
Our client wants to only use the fiori budget tile, and not the CJ30/CJ32 transactions.
For information, when we budget and release the project budget via the classic tiles (CJ30/CJ32), budget control works fine at the purchase order level. And the system statuses are also reported properly.
Do you have any idea why the loading via the "Financial Data Import" tile does not trigger the required updates?
Thank you very much for your help.
Regards,
You have the confusion over this functionality, it populates ACDOCP table, while CJ30 is based on other tables. Check the "Pro Tip" in the Summary section.