Use

You use this function to adopt a changed R/3 fiscal year variant in SAP APO.

For example, if your customer has changed the fiscal year variant, that is has changed the date of the fiscal year start, or if you are accidentally using an incorrect fiscal year variant then you change the fiscal year variant in SAP R/3.

So that there are no data inconsistencies, you must adopt the changed fiscal year variant in SAP APO. In this way the fiscal year start is adjusted in sales scheduling agreement releases.

Prerequisites

For it to be possible to adopt the R/3 fiscal year variant in SAP APO the following prerequisites exist:

You must have changed a fiscal year variant in SAP R/3

(Customizing for Financial Accounting under Financial Accounting Global Settings → Fiscal Year → Maintain Fiscal Year Variant )

You must have reorganized the cumulative delivered or issued quantities in SAP R/3 using the report SDLIPL01 ( Scheduling Agreement: Reorganization of Cumulative Delivered/Issued Qty ) in SAP R/3. (This report cannot be accessed from the menu).

A change transfer of the cumulative quantities and deliveries to SAP APO automatically via the CIF must have taken place

In SAP APO, the system determines the fiscal year start from the delivery.

Activities in SAP APO

Choose Master Data → Master Data for Sales Scheduling Agreement Processing → Change Fiscal Year.

Choose the sales scheduling agreements you want to process, for example, by entering the start date of the fiscal year, and choose ( Execute ).

Scheduling agreements in which the fiscal year of the release differs from the fiscal year determined from the delivery (deviation in day and month) are displayed in red in the results list and can be identified by the message number 018 .

You should note that scheduling agreements may also be displayed in red for other reasons, for example, if a scheduling agreement is locked by another user.

You must select the scheduling agreements in question and adjust the fiscal year start so that it matches the fiscal year variant defined in the R/3 system.

Select the affected scheduling agreement and choose Adopt FY Variant.

Adopt FY Variant is only displayed if scheduling agreements with deviating fiscal year variants exist.

After the change has been made, the system displays a success message.

The system adjusts the most recent operative and/or forecast/planning delivery schedule relating to the scheduling agreement and adopts the month and day of the “current” fiscal year start. (Internally, a new delivery schedule is created which has the same number and the same data as the current delivery schedule; the only difference is in the adjusted fiscal year start. The year is not changed or shifted.)

You must then check the cumulative (delivered) quantities, because the changed fiscal year variant may have led to a “shift” in the cumulative delivered quantities.

If you see that the cumulative (delivered) quantity is no longer correct, you must either enter the corresponding cumulative correction quantity in SAP APO or create a correction delivery in SAP R/3.

See Correct Cumulative Quantities

Example

The fiscal year 2003 starts on 02/01/2003 and finishes on 01/31/2004.

Your customer changes the start of his fiscal year to the 07/01/2003 and informs you of the changed fiscal year start.

To adjust your data accordingly, you change the fiscal year variant in SAP R/3 and reorganize your cumulative quantities using the relevant report. (The adjusted deliveries are automatically transferred to SAP APO via the CIF).

In SAP APO you then adopt the new fiscal year start using the function Manage Fiscal Year . (It is not possible to create new scheduling agreement releases while inconsistencies exist). You also check the cumulative quantities in sales scheduling agreements that have been converted, and correct them if necessary.