Plan Key Figures 

Definition

Business object from Payment Distribution and Monitoring (FS-MCM-PDM) in Master Contract Management, which summarizes the calculated and paid contributions.

Use

Normally there is a legal or other requirement for the disbursements from a plan, which specifies the time and amount of the possible disbursement and the minimum disbursement. SAP delivers, for example, calculation and check methods for the different types of an “individual retirement account” (IRA) according to the rules of the US Internal Revenue Service (IRS) and for the calculation of the market value.

Structure

The business object Plan Key Figures comprises tables and methods for calculated and paid amounts.

Methods

The following overview shows which methods for the plan key figures can be called up, and via which channel:

Method	Channel
	Dialog	BAPI	DI
Calculate amounts	X	X
Create calculated amount		Migration only
Create paid amount		Migration only
Display calculated amounts	X	X
Display Paid Amounts	X	X
Read market value from DB or calculate it	X	X

 

Dialog

You can call up the following transactions in dialog mode:

Transaction Code	Short Description
/FSPDM/RAMOUNT_RUN	Calculate amounts *)
/FSPDM/PDM_AMT_CA_LI	Display list of calculated amounts
/FSPDM/PDM_AMT_PA_LI	Display list of paid amounts

*     Including reading the market value from the DB or calculating it

Business Application Programming Interface (BAPI)

You can use the BAPI Explorer (currently only via the Business Object Builder) to call the following methods:

Method	Short Description
PDMfigures.CreateCalcAmt *)	Create calculated amount
PDMfigures.CreatePaidAmt *)	Create paid amount
PDMfigures.ExecCalcAmt	Execute calculation for recurring payments
PDMfigures.GetListFMV	Read market value from DB or calculate it
PDMfigures.GetListCalcAmt	Display calculated amounts
PDMfigures.GetListPaidAmt	Display Paid Amounts

* These methods are provided only for migration, which means that they are not available after the system has gone live.

Integration

Customizing

The following settings are relevant for the plan key figures in the Customizing of Master Contract Management:

·        Specify time periods

·        Define calculation types

·        Assign life expectancy table for the calculation of the RMD/SEPP.

SAP does not deliver any calculation types in the standard system. Therefore, you need to define the required calculation types in the Customizing for Master Contract Management. You can use the sample check and calculation methods delivered by SAP, or you can create and assign your own (see the documentation in the SAP system for class /FSPDM/CL_PDM_AMOUNT_CALC).

Thematic Link to Other Areas

Financial Conditions (CA-FIM-FCO)

To use the calculation methods specified by the American IRS (Fixed Amortization or Fixed Annuitization) to calculate the data for a special payment (SEPP), you need to define a condition type for condition category 105070 Periodic Withdrawal and you can also include reference interest rates.

One-Time Payment, Recurring Payment, Plan Statement

Paid or calculated amounts and the market value are generated or required in the named objects. For information about these objects, see the SAP Library under One-Time Payments, Recurring Payments and Plan Statements.