/RPM/FICO_INT_PLANNING

[former_member694558]

Hi Gurus,

I am new to the finance integration aspect of PPM and am trying to understand the process. In the following scenario:

PPM Item -->PPM Project --> PS project, the actual costs that are captured against PS-WBS

Then in order bring over those costs to PPM, the report /RPM/FICO_INT_PLANNING is executed.  I have some questions about this report:

What does this report actually do? Does it  follow the link from the PS project to the PPM project to the item and update values for the relevant financial group/ category? Does it impact anything on the PPM project?

I appreciate any insight.

thanks,

Rahul

[Former Member · Accepted solution]

Hello Rahul

This report transferrs financial 'value types' (e.g 'Actuals which is value type 04, budgets, commitments, etc) to associated financial views in PPM. You therefore need to create relevant Financial Views in PPM and set them as 'integration' types. You also have to map the financial views you defined to the relevant value types in ERP. For example: Financial View in PPM 'Actual' is mapped to value type '04'(actual). There is quite a bit of other detail.

Also, you need to ensure that:

- You have activated switch for PS and FI/CO integration under global settings (this is area 0002 and Name 0007),

- You have maintained relevant object links in configuration

The link between Item and PS is referenced for this roll-up

Values are rolled into table RPM_FIDATA and then /rpm.fin_plan

Yes, it impacts the Item in the sense that all integrated values are now updated to the correct period/fiscal year as per PS Project postings

Note that there are a few possibilities with regards to this integration and I have only given you some examples and high level detail

Not sure if this helps you

Regards

Chatsworth

[Former Member · Accepted solution]

Hello Chatsworth,

Just a quick query on this: Does this program post overhead cost on projects too? Can we set this program in a way that it posts overhead on project too?

Best Regards

Saurabh

[Former Member · Accepted solution]

Hello Saurabh

As far as I know the answer is no - unfortunately !

I haven't thought about this to be honest, but knowing how the integration works I don't think this is possible. Remember you need to link a value type to an integrated financial view to make the rollup work. So, unless you have these two, you would probably not be able to make this work in standard

Regards

C