Integration of Funds Management without using Position Managemen (SAP Library

Integration of Funds Management without using Position Management

Use

The aim of Position Management is to finance, arrange and plan the work areas and employees as efficiently as possible within the budget allocated. Integration with Funds Management makes it possible for Position Management to access the part of the budget from Funds Management that contains the personnel expenses.

Persons and positions can be financed in Position Management using the budget set for personnel expenses in Funds Management. This creates fund commitments in Funds Management. When posting to Accounting, these funds commitments are used up and an actual posting takes place in Funds Management.

For more information on the environment in Position Management and Funds Management, see Position Management and Funds Management.

Integration

The integration of Position Management (PA-PM) with Funds Management (FI-FM) must be activated. For information on activating the integration, see the Implementation Guide (IMG) for Personnel Management under Position Management -> Integration -> Integration with Funds Management.

Prerequisites

The employees in question must have been financed in Position Management. The master data for this employee must meet the following conditions:

No account assignments from Funds Management (funds center, commitment item and fund) should be stored in the infotypes Organizational Assignment (0001) and Cost Distribution (0027).
The account assignment objects from Controlling that are stored in these infotypes, must belong to controlling areas that belong to the same FM area for each employee.

In the infotypes, in which deviating cost assignments can be specified, you can also store account assignments from Funds Management. For a list of the most important infotypes in which you can specify a cost assignment, see Posting-Relevant Information from Master Data, Time Data and Organizational Management. If you enter a deviating account assignment in these infotypes and the integration of Funds Management and Controlling are active, you must store account assignment objects for both account assignment objects:

If a wage type is posted as an expense, you must have specified which expenditure type is used for the accompanying financing in Position Management.

You must have specified to which account assignment objects from Funds Management the system should post if an expenditure type was not financed for an employee.