Year end activity in Hana system for Fund management and Project system module.

[mdtariqul_alam]

Dear Expert,

Kindly let me know Year-end activity in the Hana system for the Fund management and Project system module.

BR.

Tariq.

[mlabrude]

Hi Tariq,

As Eli said, it's a quite vague question. In general, in my experience, the main tasks to be done are:

- Configure year dependent customizing in spro that have to be transported to production system

- Set client specific customizing (Number range, open period,etc)

- Then close obsolete commitments if needed

- Carry forward commitments if needed

- Carry forward remaining budget if needed

Best regards.

Marc.

[iklovski]

Hi,

There is no direct answer to your question. It depends on your client and its business activities. In general, you can say that all the projects have to be settled, and all the commitments closed or carried-forward, but this is just a vague definition. If you want to check what YE activities are foreseen by SAP in general, you can go to the relevant Menu area fro Period Closing in the relevant modules (PS and FM) and check the possible actions there.

Regards,
Eli

[mdtariqul_alam]

Dear Eli Klovski,

At the time of year-end, need to balance carry forward for PS and FM ?

kindly let me know, how?

have any advice from your end?

BR.

Tariq.

[iklovski]

Balances of PS have to be carried-forward, only if you use commitments in CO module. Otherwise, there is no PS-specific balance carry-forward activities. In FM, there is a procedure for year-end, including carry-forward (not of balances, but of open documents - commitments and actuals), but, as I said, the exact procedure depends on a concrete client. If you have a concrete business case, please, elaborate. Otherwise, please, the thread could be closed.