Integration with Cost and Proj. CO Prerequisites

Irrespective of whether you require integration of both components in terms of structural parallelism or of parallelism in terms of content, you must:

  1. Assign a controlling area to each FM area for which you want to integrate Cost and Project Controlling.

  2. You make this assignment in Customizing for the Enterprise Structure by choosing Assign controlling area to financial management area .

  3. Allocate the FM account assignments to the CO account assignments. You can allocate FM account assignments to the following CO account assignments:

Cost elements

Cost centers

Orders

WBS elements

Profit centers

In the Funds Management IMG, you can choose Start of the navigation path Integration Next navigation step Integration with Cost and Project Controlling Next navigation step Define year-dependent assignments for master data objects Next navigation step to stipulate whether the assignments you maintain are year-dependent. End of the navigation path

Caution Caution

System performance problems can occur with the following scenario:

End of the caution.

  • You have allocated FM account assignments to CO account assignments in master data maintenance and assigned your controlling areas to the FM areas.

  • You are using orders and projects.

  • Availability control is active both in Funds Management and for orders and projects.

You must therefore define clearly which task the availability control should have for orders and projects in Funds Management.

To activate/deactivate availability control for Funds Management, choose Define year-dependent parameters in the Funds Management IMG.

Posting Integration

You can activate the CO posting integration selectively for the business transactions which are relevant to you in the Funds Management IMG by choosing Choose business transactions for integration.

Caution Caution

You are not allowed to enter the FM account assignments manually when posting business transactions with active posting integration. For more information, read FM Account Assignment Logic .

End of the caution.

To achieve a parallelism in terms of content between Controlling and Funds Management for active CO posting integration, you must make the appropriate settings in the Funds Management IMG. For more information on this, refer to the Funds Management IMG in the sections Override update profile and Enter other settings .