GM-GTE Customizing: Basic Settings and Global Settings

Prerequisites

The prerequisites applying to the individual programs are stated below as appropriate.

Process Flow

In the Public Sector Management (PSM) part of Customizing, choose Start of the navigation path General Settings for Public Sector Management Next navigation step Basic Settings: Account Assignment Elements End of the navigation path and carry out the following steps:

  • Activate Account Assignment Elements

    In this step you activate the grant, fund, functional area, and funded program for your client.

  • Allow BLANK as Value for Account Assignment Elements

    In this step, you can specify that a BLANK/SPACE entry is allowed for account assignment elements grant, fund, functional area, and funded program.

    If you are already using Funds Management and are activating the account assignment elements grant, funds, functional area or funded program for the first time with this release, you can allow BLANK/SPACE as a value for these account assignment elements for your FM area during the transition period. This means that you will not have to make supplemental account assignments for documents posted that are in old fiscal years.

    Also in PSM Customizing, choose Start of the navigation path Grants Management Next navigation step Grantee Management Next navigation step Global Settings End of the navigation path and use the following programs, in any order:

  • Set Grant as Not Relevant for Grants Management

    If you have activated the dimension Grant in other components, such as CO, but do not need to make use of any other features in the GM system, use this step to specify a dummy grant to serve this purpose.

    There are a number of ways you can configure the grant to be used. The best way is to access the derivation tool and make the following entries:

    • Type of entry: MOVE

    • Constant: “DUMMY”

    • Target field: GRANT_NBR (Grant)

  • Maintain Company Code Settings

    Prerequisite : You must have created the company codes you want to use in GM. You cannot create them here.

    Enter the following:

    • Company code

    • From Date

      The official start date for use of Grants Management.

    • Check the Grantee Active to activate the GM grantee features.

    • Check the FM Active box to activate budget integration between GM and Funds Management (FM).

    • Specify the budget category (payment or commitment) to be used in each case.

      When you save your entries, the system enters the name of the company code in the Name column.

  • Maintain Update Settings

    In the maintenance views, make the entries described below to regulate the FI/CO update.

    • In Generic Update Settings :

      • Chart of accounts

      • From and To accounts

      • Value type number

      • Specify whether the postings applying in each case are real postings, which consume budget, or statistical postings, which do not.

      • Stipulate, in each case, whether the grant is to be derived directly or based on the split ledger.

      • When you save your entries, the system enters the name of the value type in the appropriate column.

    • In Controlling-Specific Settings :

      • Chart of accounts

      • The transaction group to which these settings are to apply

        Use the input help to view the available options.

      • From and To cost elements

      • Specify whether the postings applying in each case are real postings, which consume budget, or statistical postings, which do not.

  • Maintain GM Value Types

    We deliver standard GM value types. You can use these or follow the procedure described below to include new ones of your own.

    Enter the following in the maintenance view:

    • Value type number and description

    • The category into which the value type falls (the options are budget, obligations, actuals, payments)

    • Whether the value type is relevant for one or more of the following:

      • FI update

      • Billing

      • Master data

  • Change Message Control for Grants Management

    You may want certain messages to behave differently for particular users in GM than for others. For example, you might want a senior person in your organization to receive a message as a warning while everyone else receives it as an error. Use this step to make the necessary specifications.

  • Currency Exchange

    In this activity you define the type of currency exchange conversion you want to implement for budget, actuals/commitment postings, and revaluation.

  • Business Add-Ins (BAdIs) for Global Settings

    • BAdI: Grants Management Coding Block Authority Check

      You need to incorporate this BAdI to include additional authorization checks at posting time.

    • BAdI: Grants Management Authority Check

      This BAdI enables additional authorization checks on the following:

      • Grant

      • Budget

      • Sponsored class

      • Sponsored program

    • BAdI: Grants Management: Override Updating Attributes

      In some business cases, the standard customizing settings are not enough. This BAdI allows you to override customizing settings when updating transactions in GM. You can also redefine the statistical indicator and derivation method.

Result

With the basic and global settings made, you can now proceed to enter more specific GM customizing settings.