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SAP PSM

FM “Configuration Guide”
1- Create FM area:

Make it copied from 0001, with consideration of changing new FM area code, text and currency

2- Assign it to company code :

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And we can assign one fm area to many company codes as below:

3- Go to if it is not activated, go to SFW5 and activate

PSM business function or inform your basis.

4- General Settings for PSM :

Then select Allow BLANK as Value for Account Assignment .

Make a copy of 0001 to the new FM area and select the fields that system can permit to be
blank.

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5- Funds Management Government

5.1 In basic settings go to activate FM

Tick both of check boxes

5.2 Activate Global Functions for Budgeting

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5.3 Define Global Parameters

Make copy from 0001 then fill the below data:

*To define number range go to “OF19” and create Range maintenance FM Document and assign it as
mentioned above “01” as example.

6- Master Data –Use of Account Assignment Elements-Budget Structure (BCS)- Create Budget
Structure

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Make a copy from 0001

7- Master Data –Use of Account Assignment Elements-Budget Structure (BCS)- Define Settings
for the Budget Structure

8- Master Data – Allocations to Account Assignments from Other Components- Select Derivation
Steps

Select the way of controlling your actual posting VS FM CI,FC…ETC ,then Execute.it is very
important step as it will generate the standard derivation rule as per each process.

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9- Master Data – Allocations to Account Assignments from Other Components- Define Account
Assignment Derivation

Make a copy of “SAP” as example to be 1000 and assign it for Company code

From the previous step we have selected on role to be derived so the system created
automatically its derivation role as below:

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Fill the proper the data you want to make a derivation:

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You can create new rules from:

Then create

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10- Budget Control System (BCS)– Budgeting - Basic Settings- Use of Master Data- Activate
Account Assignment Elements in Budgeting

Copy from 0001 and select what to be mandatory and rest that are not used.

11- Budget Control System (BCS)– Budgeting - Basic Settings- Use of Master Data- Deactivate
Account Assignment Elements in Controlling

To avoid hassles between fund and Product costing below checkboxes should be ticked:

12- Budget Control System (BCS)– Budgeting - Basic Settings- Definition of Budget Data- Define
Budget Category

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13- Budget Control System (BCS)– Budgeting - Basic Settings- Definition of Budget Data- Budget
Types- Define Budget Types

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14- Budget Control System (BCS)– Budgeting - Basic Settings- Definition of Budget Data- Assign
Budget Types to Processes (Mass Maintenance)

Only to make sure about the previous step for each type you have created and its assignment
of the process

15- Budget Control System (BCS)– Budgeting - Basic Settings- Definition of Budget Data- Budget
Releases- Define Release Scenario

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16- Budget Control System (BCS)– Budgeting - Budget Entry- Budget Entry Documents- Document
Definition- Define Document Types

Setting for automatic release as per each doc type :

Then its interval

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17- Budget Control System (BCS)– Budgeting - Budget Entry- Budget Entry Documents- Document
Definition- Field Control for Budget Entry Documents-Field status

Maintain variants and group then assign to FM area.

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18- Budget Control System (BCS)– Availability Control - Edit Tolerance Profiles

The way of controlling your actual posting and needed action as per each level of usage

19- Budget Control System (BCS)– Availability Control- Settings for Availability Control Ledger-
Settings for Availability Control Ledger

Then next step

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20- Budget Control System (BCS)– Availability Control- Settings for Availability Control Ledger-
Define Activation of Availability Control

While saving no warning messages allowed to be displayed. If you have error message while saving
this step you should make sure that all previous steps are fully deployed

21- Actual and Commitment Update/Integration– General Settings - Assign Update Profile to FM
Area

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22- Actual and Commitment Update/Integration– General Settings - Make Other Settings

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23-

Tick two check boxes

24- Then go to FMBBC to post FM document :

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Fill the data then Post “ABAP RUN

TIME ERROR” will be displayed

To solve it go to SE38 and Run the

below program “RGZZGLUX”

Try to post budget Doc it will post successfully.

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