The Derivation Tool in Grantee
Management 
Use
The derivation tool is used in Grantee Management (GM-GTE) to derive sponsored classes and sponsored programs, and, under certain circumstances (see below), funds and grants. User-defined derivation rules are created to record data assignments and perform the derivations.
Features
● The GM-GTE derivation tool is used to derive the grant, sponsored program, and sponsored class needed for transactions such as purchase orders related to grant processing.
● Like GM-GTE, Funds Management (FM) also uses a derivation tool. If FM integration is active for GM-GTE, the FM derivation tool is called first for the purpose of deriving grants. If FM integration with GM-GTE is not active, the GM-GTE derivation tool, not the FM derivation tool, is used for this purpose.
Activities
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1. To configure the derivation, go to the GM-GTE part of the Implementation Guide (IMG) and choose Master Data ® Assignments ® Maintain Grants Management Assignment Derivation Rules.
The Change View: “GM Strategy Environments”: Overview screen appears.
2. To create a strategy, choose New Entries and enter an identifier and description for your new strategy.
3. Save your entries, then select your strategy and choose Company Code Assignments in the dialog structure.
4. In the resulting overview, enter the company code(s) to which the new strategy is to be applied.
5. Save your entries and return to the first screen. Select your new strategy again and choose Maintain Strategy.
The Display Strategy screen appears.
6. To add a new rule, choose Display <-> Change, and then Create step.
The Create Step dialog box appears, listing the types of rule you can create.
7. Choose Derivation rule.
The Change Structure of Rule Definition screen appears.
8. Enter the source and target objects you want to use, along with any conditions that should apply and any related attributes.
For example, you can specify that entering a business partner results in the sponsored class and sponsored program being derived.
9. Save your entries.
10. There is a test tool you can use to ensure your derivation is working as you want. To use it, choose Test in the Grants Management Assignments: Display Strategy screen.
11. In the resulting Test Grants Management Assignment screen, enter the objects you want to test and choose:
○ Derive assignments, to test the actual derivation based on the object entered
○ Clear assignment, to delete the displayed derivation
○ Check assignment, to see which rule is being used for the derivation
Click a line in the resulting display to see additional information
Note the TRACE pushbutton. If you activate this option, the system displays a window each time you enter a transaction, such as a purchase order, showing how GM-GTE objects are being derived for that specific transaction.
12. You may make your rules more specific by going to the GM-GTE part of the Easy Access menu and choosing Master Data ® Assignments ® GM Assignment - Maintenance.
13. In the resulting overview, select the rule for which you want to enter specific values and choose Change Rule Values.
14. Enter the values you require in the Grants Management Assignments: Change Rule Values screen.
In the example mentioned above, you could specify that using Business Partner A in a transaction always leads to sponsored class B and sponsored program C being used.
15. When you have finished, save your entries.
Result
You may now process transactions using your new derivation rules.
You can use the report RFFMWHEREUSED to check which funds or grants are used in the FM derivation tool.
See also: