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Function documentationPredecessors for Combined Documents Locate this document in the navigation structure

 

Note: This functionality is only available in the BL variant for Spain.

If you need to carry out reporting on the predecessor documents of earmarked funds documents, purchasing documents or invoices, you can customize special combined documents. In this way, for example, a funds commitment can be preceded by a funds precommitment and possibly by a reservation, or an invoice can have as its predecessors a commitment and a precommitment, etc. The predecessor documents are used for subsequent reporting in the budgetary ledger.

Note Note

Note that the chain of predecessors is only generated in the Budgetary Ledger, not in Funds Management itself. In order to avoid manual posting of all these documents in the chain, you only post the principal document. In the background, the system automatically prepares a chain of predecessor documents, which are then written to the budgetary ledger.

End of the note.

Integration

The combined document functionality is fully integrated with the SAP Enterprise system.

Prerequisites

The budgetary ledger must be customized in order to create combined documents.

Features

In Customizing, you define the predecessor documents of the principal document to be posted, enabling the system to automatically generate the predecessor document data to be written to the budgetary ledger.

The invoices that require virtual predecessors can come only from FM, not from Materials Management (MM). This is because the invoice from MM requires a reference to an existing purchase order, meaning that the combined documents are created only at the time of purchase order creation.

Note Note

As of SAP enhancement package 6 for SAP ERP 6.0 (EA-PS 606), it is possible to define combined earmarked funds documents (EFD) for the invoice verification, indicating which EFD is the precedent in the chain.

For that, you need to activate one of two business functions:

  • PSM, FM, Localization ES, EA-PS (PSM_FM_LOC_CI_01)

  • PSM, Funds Management 4 (PSM_FM_CI_4)

End of the note.

Activities

In the Customizing for the budgetary ledger, access the settings for the Spanish budgetary ledger. In the IMG activity called Define Predecessors for Combined Documents, you make the entries for the chain of documents you need to combine. For each kind of combined document you enable, you must define the document type that triggers the "combining" functionality, as well as the predecessor documents to be generated.

Example

You may need to set up a funds commitment as a combined document requiring a funds reservation and a funds precommitment as its predecessors. You set up it in this way:

Define Combined Documents

Combined Document

Doc Type

Predecessors

Funds Commitment

RP

Reservation - Precommitment

Caution Caution

In the column "Combined Document", the document type referred to is the FM document or the invoice that updates the budgetary ledger. It is not the document type of the BL posting.

End of the caution.

Provided the budgetary ledger (BL) is properly customized, when you post the funds commitment using a document type involving the predecessors "funds reservation" and "funds precommitment", the results will be:

  • a commitment posting in FM and BL, and

  • its predecessor postings (funds reservations and funds precommitments) only in BL.