SAP FM: Derivation Rules

[former_member762948]

Hello,

I am presently configuring SAP Fund Management and I am new to this module, can anyone advice how to create Derivation Rule (FMDERIVE) and the basis on which it will be created. Because designing Derivation Rule vary from organization to organizations.

Requirement:

1. Expense Budget on the basis of GL

2. Budget on the basis of Material Group

Regards

Snehasish

[iklovski]

Hi,

There are no guidelines how your FM objects are derived; each client defines for themselves. You have to see for each process/transaction what would be the attributes acquired by the document, which would be able to help you to derive fund centre, commitment item, etc. For example, G/L account could (but only could, not must) derive a commitment item, cost centre - fund centre, etc. But, as I said, there are no strict rules: FMDERIVE gives you the flexibility to define the strategy which would meet your requirements.

Regards,

Eli

[former_member762948]

Thanks for your reply.

My requirements are (for Opex only):

1. Expense Budget on the basis of GL (commitment item)

2. Budget on the basis of Plant-wise Material Group at PR & PO level

shall I go for Payment Budget or Commitment Budget or both.

Again, for GL accounts (assets/liabilities/incomes/inventory etc.) which are not subject to FM in my case; whether I have to create a dummy commitment item for them.

Regards

[iklovski]

What is the difference between 'expense budget' and 'budget' in your perception?

Whether you should go with commitment and/or payment budget or both of them is only dependent on the way the budget is managed by your client. Do they have both budgets? I.e. do they have a separate budget for commitments and a separate for payment... Also, this setting has nothing to do with FMDERIVE; try and not mix the subjects in the thread for better follow-up for the others.