Use

In Grantee Management, the derivation tool is used 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 derivation tool is used to derive the grant, sponsored program, and sponsored class needed for transactions such as purchase orders related to grant processing.

Funds Management (FM) also uses a derivation tool. If FM integration is active for Grantee Management, the FM derivation tool is called first for the purpose of deriving grants. If FM integration is not active, the Grantee Management derivation tool, not the FM derivation tool, is used for this purpose.

Activities

To configure the derivation, go to Customizing and choose Public Sector Management → Grants Management → Grantee Management → Master Data → Assignments → Maintain Grants Management Assignment Derivation Rules.

The Change View: “GM Strategy Environments”: Overview screen appears.

To create a strategy, choose New Entries and enter an identifier and description for your new strategy.

Save your entries, then select your strategy and choose Company Code Assignments in the dialog structure.

In the resulting overview, enter the company code(s) to which the new strategy is to be applied.

Save your entries and return to the overview screen. Select your new strategy again and choose Maintain Strategy .

The Display Strategy screen appears.

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.

Choose Derivation rule .

The Change Structure of Rule Definition screen appears.

Enter the source and target objects you want to use, along with any conditions that should apply and any related attributes, if relevant.

You can specify that entering a business partner results in the sponsored class and sponsored program being derived.

Save your entries.

To test that your derivation is working as you want, choose Test in the Grants Management Assignments: Display Strategy screen.

In the resulting Test Grants Management Assignment screen, enter the objects you want to test and choose the following:

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 button. 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.

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

In the resulting overview, select the rule for which you want to enter specific values and choose Change Rule Values .

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.

When you have finished, save your entries.