SAP Public Budget Formulation 8.1

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1 SAP Public Budget Frmulatin 8.1 Gvindaraja Srinivasan August 2013 Public

2 Agenda 1. Technical Architecture 2. Upgrade Paths 3. New Functinalities in Budget Frms 4. Cpy Frm Data 5. Stage Wrkflw 6. Audit Trail Budget frm integratin 7. CSV File uplads and Dwnlads 8. Budget Frm Histry 9. Flexible pay perid based Persnnel Expenditure planning 10. Attritin and Back-fill 2013 SAP AG. All rights reserved. Public 2

3 Public Budget Frmulatin 8. 1 Technical Architecture BW 7.31 Standard SAP Cmpnents NetWeaver EP 731 SP07, Java NetWeaver Dev. Infra. (NWDI/SLD) 7.0+* NetWeaver 731 SP07 ABAP PBF related Cnfiguratin PBF Add-ns/ Sftware Cmpnents (JSPM) Define Tracks & Landscape Define Sftware Cmpnents NWDI/SLD bx PBF Add-n /PBFBI/ Namespace Usage Types AS, EP, BI, EPC, CE-APPS, COMP-ENV, BASIC, NW-MODEL Manage Landscape Manage VC dev & deplyments Sftware Cmpnents/ Namespaces Business Data Warehuse *Can be f any versin but it is recmmended t g with the latest release SAP AG. All rights reserved. Public 3

4 Valid Upgrade Paths SAP Public Budget 7.1 >> SAP Public Budget 8.1 SAP Public Budget 8.0 >> SAP Public Budget 8.1 Upgrade webinar planned fr the 4 th week f Nvember. All PBF prduct infrmatin & dates fr the webinar will be updated in the PBF cmmunities page: PBF Cmmunity End f Maintenance fr SAP Public Budget Frmulatin 8.0 & 8.1 December 31 st 2020 Link t the SAP Public Budget 8.1 Prduct availability matrix*: PAM - PBF 8.1 * PAM page will be updated nly in Nvember SAP AG. All rights reserved. Public 4

5 Key Functinality updates 1. New Functinalities in Budget Frms 2. Cpy Frm Data 3. Stage Wrkflw 4. Audit Trail Budget frm integratin 5. CSV File uplads and Dwnlads 6. Budget Frm Histry 7. Flexible pay perid based Persnnel Expenditure planning 8. Attritin and Back-fill 2013 SAP AG. All rights reserved. Public 5

change based Audit Trail Frm Dwnlads Frm specific Templates.

6 Public Budget Frmulatin 8. 1 New Functinalities in Budget Frms Stage Advance Lgs Reasn fr change based Audit Trail Frm Dwnlads Frm specific Templates. Data uplads with validatin Fcus Area Perfrmance, Usability & Accessibility 2013 SAP AG. All rights reserved. Public 6

7 Public Budget Frmulatin Cpy Frm Data Allws users t create frm with reference data cutting acrss budget years. The Budget Frm cpy feature Allws users t cpy the entire cntent f a given budget frm: Expenses, Revenue, Psitin Line text, lng Text, Justificatins & Reasn fr Change. Attachments cannt be transferred t the cpied frm Previus budget year frms can be used as frm templates fr the new budget cycle. Allws users t cpy data frm ne budget year t anther. The cpied data will be autmatically fiscal year adjusted. The cpy will autmatically create new psitins based n the surce frm. Audit Trail updated with the surce frm infrmatin & lg subsequent edits The planning functin is bth HANA and HANA (PAK) cmpatible SAP AG. All rights reserved. Public 7

9 Public Budget Frmulatin Frm Dwnlads Funding data, Budget Items (Expenses, Revenue, and Psitins) and Narrative (texts and cmments) can be dwnladed t XML based Excel file Line texts are dwnlad fr Budget items like Expenses and Revenues File can be dwnladed directly frm Prtal with ne click r they can be dwnladed t the ABAP applicatin server Authrizatin Cntrlled: restricted access thrugh Authrizatin Object /PBFBI/DWL Easy t use VC service that allws custmizatin f tabs, queries and field rders Enhancement ptins available fr custm InfObjects and Queries 2013 SAP AG. All rights reserved. Public 9

11 Public Budget Frmulatin Stage Wrkflw Flexible stage wrkflw cnfiguratin at tw distinct levels Budget frm stage advance lgs cntains the entire apprval histry f the budget frm Frms submitted fr apprvals are centrally lcked until an apprval r rejectin decisin has been made. Rejectin reasns cntained as a part f the stage advance lgs Fully integrated with the existing stage authrizatin cncept. N additinal authrizatin required. Integrated int prtal universal wrklist SAP AG. All rights reserved. Public 11

12 Stage Wrkflw - Details Cnfiguratin ptins by Frm Definitin UWL Apprvers Inbx Cnfiguratin ptins by Frm Instance Stage Apprval lg within the budget frm Fcus Area Perfrmance, Usability & Accessibility 2013 SAP AG. All rights reserved. Public 12

13 Public Budget Frmulatin 8. 1 Budget Frm Histry Audit Trail by date, time, user and reasn fr change Every change lgged by reasn Fcus Area Perfrmance, Usability & Accessibility 2013 SAP AG. All rights reserved. Public 13

Create template Templates t be created frm the Budget Frm using the exprt capability. 2 Additinal Security t cntrl uplads.

14 Public Budget Frmulatin 8. 1 Frm Uplad Template based uplad 1 Frm uplad capability is a tw step prcess: Creatin f the uplad template Uplad data frm file int the budget frm 1. Create template Templates t be created frm the Budget Frm using the exprt capability. 2 Additinal Security t cntrl uplads. Authrizatin Object Name - /PBFBI/DWL Authrizatin Check Functin Mdule - /PBFBI/BF Dl AUTH Check 2. Data entry in the template Up-t 5000 cells f data can be upladed per SAVE (data cmmit t the database) Fcus Area Perfrmance, Usability & Accessibility 2013 SAP AG. All rights reserved. Public 14

Frm Uplad Frm Template & Errr handling 1 New Visual Cmpser Feature used by PBF. The file uplad capability supprts bth Allws users t add new rws r replace the entire data set.

15 Frm Uplad Frm Template & Errr handling 1 New Visual Cmpser Feature used by PBF. The file uplad capability supprts bth Allws users t add new rws r replace the entire data set. append and replace apprach. Append allws users t add additinal recrds int an existing frm. Replace allws users t verwrite the existing data in an existing frm. The enhanced errr handling addresses 2 Fcus Area Perfrmance, Usability & Accessibility data integrity issues. Descriptive errr handling (as shwn in fig Allws users t pin pint affected rws SAP AG. All rights reserved. Public 15

Uplad functinality cannt be used in frms invlving:

16 Frm Uplad Data Aggregatin 1 Relevant fr the Append scenari: SAP BW autmatically aggregates that shares the SAP BW based data aggregatin same master data, as illustrated in fig 2. Uplad functinality cannt be used in frms invlving: New master data creatin (e.g.) The Psitin Frm in the delivered template 2 Other cmplex table functinalities like clumns invlving interdependent master data, etc. Aggregated result Fcus Area Perfrmance, Usability & Accessibility 2013 SAP AG. All rights reserved. Public 16

17 Public Budget Frmulatin 8. 1 Flexible Pay Perid PEP Persnnel expenses calculated by pay perid Ability t cnfigure flexible pay perids Versining f Emplyee and Psitin Master Data Selective executin f PEP by surce. E.g.: Surce 1 can be the master date derived frm the ERP system and Surce 2 can be frm a lder versin f master data stred in a DSO. At the time f executin, the user will nw be able t select the master data surce that shuld be used fr a given scenari. Ability t selectively attrite by FM Dimensin and HR master data (Pay Scale Grup, Pay scale, etc.) Rule based back-fill ptin. The capability allws users t selective replace an attrited psitin by a new psitin belnging t a different pay scale Usability imprvements in calendar and rule maintenance. Perfrmance imprvements in PEP executin 2013 SAP AG. All rights reserved. Public 17

Flexible Pay Perid - PEP Surce Selectin:

18 Flexible Pay Perid - PEP Surce Selectin: Allws users t select alternate versins f emplyee and psitin master data. Pst Results t Cube: Deletin f temp data stred in DSOs. Imprves perfrmance and BW data maintenance. Save Master Data: Allws users t save master data. This master data is then used fr Attritin and Backfill Fcus Area Perfrmance, Usability & Accessibility 2013 SAP AG. All rights reserved. Public 18

based cst split Ability t execute calculatin at varying

19 Flexible Pay Perid PEP Majr Reprting Highlights Prprtinal cst split acrss pay years based days Pay perid based cst split Ability t execute calculatin at varying levels f granularity SAP AG. All rights reserved. Public 19

Flexible Pay Perid PEP Sample reprt t explain attritin and backfill Backfill different frm riginal psitin Backfill based n rule grup Pay perid wise

20 Flexible Pay Perid PEP Sample reprt t explain attritin and backfill Backfill different frm riginal psitin Backfill based n rule grup Pay perid wise split Day wise perid split Attritin based n rule Reduced head cunt Pay perid wise split Day wise perid split 2013 SAP AG. All rights reserved. Public 20

21 Flexible Pay Perid PEP Additinal Cnfig.. Requirements Additinal cnfiguratin requirements fr flexible pay-perid based PEP Pay perid type Usage f alternate Pay-types Uplad pay perids Ability t uplad pay-perids frm csv files. Prcess chains Prcess chain definitin fr Flexible pay-perid based PEP Surce type Alternate master data fr PEP executin Fcus Area Perfrmance, Usability & Accessibility 2013 SAP AG. All rights reserved. Public 21

22 Thank yu Gvindaraja Srinivasan (Arun) Prduct Directr SAP Public Budget Frmulatin SAP America, Inc. T E gvindaraja.srinivasan@sap.cm

23 2013 SAP AG. All rights reserved. N part f this publicatin may be reprduced r transmitted in any frm r fr any purpse withut the express permissin f SAP AG. The infrmatin cntained herein may be changed withut prir ntice. Sme sftware prducts marketed by SAP AG and its distributrs cntain prprietary sftware cmpnents f ther sftware vendrs. Natinal prduct specificatins may vary. These materials are prvided by SAP AG and its affiliated cmpanies ("SAP Grup") fr infrmatinal purpses nly, withut representatin r warranty f any kind, and SAP Grup shall nt be liable fr errrs r missins with respect t the materials. The nly warranties fr SAP Grup prducts and services are thse that are set frth in the express warranty statements accmpanying such prducts and services, if any. Nthing herein shuld be cnstrued as cnstituting an additinal warranty. SAP and ther SAP prducts and services mentined herein as well as their respective lgs are trademarks r registered trademarks f SAP AG in Germany and ther cuntries. Please see fr additinal trademark infrmatin and ntices SAP AG. All rights reserved. Public 23

24 2013 SAP AG. Alle Rechte vrbehalten. Weitergabe und Vervielfältigung dieser Publikatin der vn Teilen daraus sind, zu welchem Zweck und in welcher Frm auch immer, hne die ausdrückliche schriftliche Genehmigung durch SAP AG nicht gestattet. In dieser Publikatin enthaltene Infrmatinen können hne vrherige Ankündigung geändert werden. Einige der vn der SAP AG und ihren Distributren vermarkteten Sftwareprdukte enthalten prprietäre Sftwarekmpnenten anderer Sftwareanbieter. Prdukte können länderspezifische Unterschiede aufweisen. Die vrliegenden Unterlagen werden vn der SAP AG und ihren Knzernunternehmen ( SAP-Knzern ) bereitgestellt und dienen ausschließlich zu Infrmatinszwecken. Der SAP-Knzern übernimmt keinerlei Haftung der Gewährleistung für Fehler der Unvllständigkeiten in dieser Publikatin. Der SAP-Knzern steht lediglich für Prdukte und Dienstleistungen nach der Maßgabe ein, die in der Vereinbarung über die jeweiligen Prdukte und Dienstleistungen ausdrücklich geregelt ist. Keine der hierin enthaltenen Infrmatinen ist als zusätzliche Garantie zu interpretieren. SAP und andere in diesem Dkument erwähnte Prdukte und Dienstleistungen vn SAP swie die dazugehörigen Lgs sind Marken der eingetragene Marken der SAP AG in Deutschland und verschiedenen anderen Ländern weltweit. Weitere Hinweise und Infrmatinen zum Markenrecht finden Sie unter SAP AG. All rights reserved. Public 24

Annex16 Report (Program RAIDJP_ANNEX16) Depreciation Shortage in the last year. SAP Japan / Globalization Product Management - Japan November 2013

Annex16 Report (Program RAIDJP_ANNEX16) Depreciation Shortage in the last year SAP Japan / Globalization Product Management - Japan November 2013 Agenda Symptom Correction of Annex16 Report (Program RAIDJP_ANNEX16)