Processing Certification Runs 
Use
A certification run uses a previously specified certification procedure and ends in the output of a certification report. This report consists of a statement of the individual expenditures involved in the certification run and a calculation of the individual contribution(s).
The certification run ID is user-defined. It is composed of the certification date and the certification number. This enables you to create personalized IDs for certification runs which are easily retrievable.
Note that this certification date is only a key to identify the run and is not used for the certification itself.
When you create a certification report, the selection of line items and therefore the assignment to a certain certification report is dynamic, that is, executed at runtime. This means that, at the time of posting an expenditure document, it may not be clear:
● Whether a particular line item will be selected for a certification
● To which sponsor(s) it will be certified. The sponsor refers to the organization defined as the business partner in the Customizing of the financing source type.
● To what extent (amount, percentage) certification will take place
This is all determined during the runtime of the certification run, according to the:
● Run parameters entered
● Configuration of the derivation tool to derive the operation from the account assignment
● Links of the operation to one or more financing sources
● Customizing
Prerequisites
You must have maintained the following:
● Certification procedures
You do this in the Implementation Guide (IMG) activity Define Certification Procedure. See Certification Procedure for more information.
● Financing sources, operations, and the links between them
Procedure
Call up the certification run screen from the Enterprise Portal. Although the certification run ID is made up of the certification date and the certification number, the actual dates used for certification are the ones you enter in the fields described below.
A. Processing Certification/Correction/Simulation Runs
Proceed as follows:
1. In the first screen, you can enter a certification date and/or a certification number; if you do not enter one or both of them here, you must do so in the next screen. In any event, choose Create.
2. In step 1 Run Identification, enter a certification date and/or certification number if you did not do so in the first screen. In addition, make the following specifications:
○ One of the following
■ Certification Run
■ Simulation Run
■ Correction Run
○ Optional: One or more of:
■ Submitted on (date)
■ Certification as of (date)
■ External Run ID
3. Proceed to step 2 Choose Document Selection and choose either Select Document Attributes or Referenced Certification Run.
● Reference certifications do not use links between operations and financing sources other than the ones that are used in the referenced certification
● An operation used in a certification might be linked to two different financing sources.
● If one of those links (and not the other) is used to certify a document line in a certification, it is not possible to use the other link to certify the same document line in a certification that uses the first one as reference.
In other words, in a certification that refers to an existing certification, a document line can be certified to a financing source if it was certified to that financing source in the referenced certification.
Example:
Links Operation-Financing Source
OP1 ßà FS1
OP1 ßà FS2
Document line 4711 001 derives operation OP1
Certif. 01
4711 001 OP1 FS1
Certif. 02 (ref to Certif.01)
4711 001 OP1 FS1
4711 001 OP1 FS2*
* This item cannot be used in certification 02 because the combination of OP1 and FS2 is not used .in the referenced original certification (certification 01).
4. Proceed to step 3 Enter Document Attributes. If you selected Referenced Certification Run in step 2, the system shows a list of existing runs from which you select the one you want to reference. You then jump to Step 6 Review and Save (described under point 7 below).
Otherwise, you need to enter the following:
○ Required:
■ Either a posting date or document date or payment date
In each case, you can specify a range of dates instead of a single date.
■ Company code
○ Optional: FM area
5. Proceed to step 4 Enter Financing Source.
Here you must enter a financing source or range of financing sources. You can also enter a financing source type.
6. Having done so, proceed to step 5 Enter Time Slice and Phase.
Here you must enter a time slice and a certification phase. You can also enter a time slice pattern and a certification procedure.
7. Having done so, proceed to step 6 Review and Save.
You cannot enter new data here. Review the entries already made. If you need to change any of them, return to the relevant step and make the necessary changes.
8. Once you are done, choose Save.
The system confirms creation of the new certification run. If there is anything wrong with it, the system displays an appropriate message. You should then return to the relevant step and make any necessary changes.
9. You can now execute the run To do this, choose Execute the current certification run immediately.
B. Processing Correction Runs
Proceed as follows:
1. In the first screen, you can enter a certification date and/or a certification number; if you do not enter one or both of them here, you must do so in the next screen. In any event, choose Create.
2. In step 1, Run Identification, enter a certification date and/or certification number if you did not do so in the first screen and select the Correction Run option.,
3. Proceed to step 2 Choose Document Selection.
The Referenced Certification Run option is preselected.
4. Proceed to step 6 Review and Save.
You cannot enter new data here. Review the entries already made. If you need to change any of them, return to the relevant step and make the necessary changes.
5. Once you are done, choose Save.
The system confirms creation of the new correction run. If there is anything wrong with it, the system displays an appropriate message. You should then return to the relevant step and make any necessary changes.
6. You can now execute the run if you want To do this, choose Execute the current certification run immediately.
Result
The certification run has been created and can be displayed and/or changed in the output list of the certification report.
See also: