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/RPM/PLAN_INT_PREP - Creates Financial/Capacity Categories and Groups

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Purpose

You use this report to create financial and capacity categories, and groups for buckets, initiatives, portfolio items and items of initiative based on the options displayed on the selection screen.

You must create categories and groups to carry out financial and capacity planning for a portfolio item, an item of initiative, an initiative and a bucket.

Integration

Prerequisites

You have configured the financial and capacity categories, groups, and views in Customizing by choosing

SAP Portfolio and Project Management -> Portfolio Management -> Global Customizing -> Portfolio Independent Settings -> Define Financial and Capacity Categories and

SAP Portfolio and Project Management -> Portfolio Management -> Global Customizing -> Portfolio Dependent Settings -> Define Financial and Capacity Settings for Portfolio Types.

Features

Selection

  • On the selection screen of the report, you must specify the portfolio ID, the bucket ID, the initiative ID and the item/item of initiative ID for which the report needs to be executed. Categories and groups are then created for an initiative and portfolio item/item of initiative.
  • If you select no initiative ID or item/item of initiative ID, then categories and groups are created for all initiatives and items/items of initiative that fall under the bucket mentioned and the portfolio mentioned. Categories and groups are also created for the bucket mentioned.

  • If you select no bucket ID, no initiative ID and no item/items of initiative ID, then categories and groups are created for all initiatives and items/items of initiative that belong to all the buckets that fall under the portfolio mentioned.

  • financial planning is carried out for all initiatives and items/items of initiative that belong to all the buckets that fall under the portfolio mentioned. Categories and groups are created for all the buckets under the portfolio mentioned.

  • If you select no portfolio ID, no bucket ID, no initiative ID and no item/item of initiative ID, then categories and groups are created for all initiatives and items/items of initiative that belong to all the buckets for all the portfolios in the system. Creation of categories and groups is carried out for all the buckets.

  • In the Dates Selection area, select a valid date range for the execution of the report. If you enter no dates, the system considers all entries based on the selection criteria for the objects portfolio/bucket/item/item of initiative/initiative.
  • Always execute the report in test mode first, by setting the indicator. If no errors occur, execute the report in production mode.

Standard Variants

Output

  • If no problems occur, a log report with information messages is generated .
  • If a problem occurs during financial planning, the log issues error messages .
  • You can ignore the warning messages .

Activities

Example






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Length: 3703 Date: 20191205 Time: 212750     sap01-206 ( 32 ms )

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