Plan Key Figures
Business object from Payment Distribution and Monitoring (FS-MCM-PDM)
in Master Contract Management
, which summarizes the calculated and paid contributions.
Normally there is a legal or other requirement for the disbursements from a plan, which specifies the time and amount of the possible disbursement and the minimum disbursement. We deliver, for example, calculation and check methods for the different types of an “individual retirement account” (IRA) according to the rules of the US Internal Revenue Service (IRS) and for the calculation of the market value (current value of all participant contracts for the plan on a key date).
Structure
The business object Plan Key Figures
comprises tables and methods for calculated and paid amounts.
Methods
The following overview shows which methods for the plan key figures can be called up, and via which channel:
Method |
Channel |
||
Dialog |
BAPI |
DI |
|
Calculate Amounts |
X |
X |
|
Create Calculated Amount |
Migration only |
||
Create Paid Amount |
Migration only |
||
Display Calculated Amounts |
X |
X |
|
Display Paid Amounts |
X |
X |
|
Read Market Value from Database or Calculate It |
X |
X |
Dialog
You can call up the following transactions in dialog mode:
Transaction Code |
Short Description |
/FSPDM/RAMOUNT_RUN |
Calculate amounts *) |
/FSPDM/PDM_AMT_CA_LI |
Display list of calculated amounts |
/FSPDM/PDM_AMT_PA_LI |
Display list of paid amounts |
* Including reading the market value from the database or calculating it
Business Application Programming Interface (BAPI)
You can use the BAPI Explorer (currently only via the Business Object Builder) to call the following methods:
Method |
Short Description |
PDMfigures.CreateCalcAmt *) |
Create calculated amount |
PDMfigures.CreatePaidAmt *) |
Create paid amount |
PDMfigures.ExecCalcAmt |
Execute calculation for recurring payments |
PDMfigures.GetListFMV |
Read market value from database or calculate it |
PDMfigures.GetListCalcAmt |
Display calculated amounts |
PDMfigures.GetListPaidAmt |
Display paid amounts |
* These methods are provided only for migration, which means that they are not available after the system has gone live.
Integration
Customizing
The following settings are relevant for the plan key figures in the Customizing of Master Contract Management
:
Specify time periods
Define calculation types
Assign life expectancy table for the calculation of the RMD/SEPP
We do not deliver any calculation types in the standard system. Therefore, you need to define the required calculation types in Customizing for Master Contract Management
. You can use the sample check and calculation methods delivered by SAP, or you can create and assign your own (see the documentation in the SAP system for class /FSPDM/CL_PDM_AMOUNT_CALC).
Thematic Link to Other Areas
Financial Conditions (CA-FIM-FCO)
To use the calculation methods specified by the American IRS (Fixed Amortization
or Fixed Annuitization
) to calculate the data for a special payment (SEPP), you need to define a condition type for condition category 105070
Periodic Withdrawal
and you can also include reference interest rates.
One-Time Payment, Recurring Payment, Plan Statement
Paid or calculated amounts and the market value are generated or required in the named objects. For more information about these objects, see SAP Library under One-Time Payment,