PPM - Current Transfer Period and Values in Transfer to ERP Screen

[former_member301510]

Hi Experts,

The "current transfer period" in the screen "Transfer to ERP" of a portfolio item gets picked from Bucket.

As a result, the system considers and displays those years for Transferring budget from PPM to PS.

I believe, that is wrong.

The system must consider "Planning Start/Finish date" of an item as "Current transfer period" in the screen "Transfer to ERP".

Is there any Snote to implement or global switch to achieve that?

Also, the values are displaying as '0' for the corresponding view in the screen "Transfer to ERP".

To my knowledge, the same forecast budget we have maintained in Financial planning must appear in the screen "Transfer to ERP". Attached screen.

Please suggest.

Regards,

[judith_gabriel · Accepted solution]

Hi Sandeep,

The Current Transfer Period Start/Finish fields are defined at bucket level in the front end. This is described in the online documentation under
https://help.sap.com/viewer/213a68a4ef6e448e8e49d8f67d1a1607/6.1.08/en-US/bb368507da86452b94fc3e8bb9...

When using "Transfer to ERP"-button - the table remains empty due to a missing setting in customizing. Go to customizing: Portfolio Management > Global Settings > Override Default Global Settings. Maintain a value for switch 0001/0004: MONTH/WEEK.

(These information are also provided in the incident which you have created.)
Regards,
Judith

[former_member301510]

Thanks Judith.

Yes, I followed the same and could able to achieve.