Friday, 14 December 2012

Define Fiscal yearvariant | SAP FICO Tutorial PDF

Define Fiscal yearvariant:

Fiscal year                                                    Fiscal year variant

Indian companies periods            April to March +4 special periods  V3
US Companies                           Jan to Dec.+4 Special Periods     K4
                                                  July to June+4 Special periods     V6
                                                  Oct. to Sep+4 special periods     V9
April 2007 – March 2008 Accounting year 2007-08.            
In SAP we will call it as fiscal year 2007.
July 2007-June 2008        Fiscal year 2007
Oct.2007 –Sep.2008        Fiscal year 2008

                                            2007        2008        Fiscal year

April 2007-March 2008                  9            3        2007
July 2007-June 2008                      6             6        2007
October 2007-September 2008     3              9        2008
It is above 6 months in next year take next year otherwise same year.
April 2007     March 2008             Fiscal year 2007
1                           12                     13    14    15    16
(Normal periods)                            (Special periods)

For year end adjustment purpose SAP has given special periods .
Special periods are part of March
March will have total 5 periods 1noraml period 4 special periods.
To get the profitability and different stages SAP has given special periods.

Why special periods are required:
20th March 2008 we have declared profitability upto February 2008 to the management profitability figures should not be changed.
Users should be allowed to post transactions only for March 2008.
April 2007-March 2008 Fiscal year 2007.
Open periods     March 2008-March 2008
For posting         12,2007    - 12,2007
No user can post transaction before March 2008 and after March 2008.
30.03.2008     April  2007- March 2008    Fiscal year 2007
                       April 2008- March 2009    Fiscal year 2008.

Open periods     March 2008-March 2009
                            12,2007    -12,2008
15/04/2008 accounts dept. finalized profitability for the year ended 31/03/2008
Management adjustment entries
        Entry Date     05/05/2008
        Periods date 31/03/2008 to update last year ledger.
We get profitability finalized by management audits by Auditors.
20/05/2008 No.of ratification entries
        Entry Date        22/05/2008
        Posting date        31/03/2008    to update last year ledger.
We get profitability finalized by auditors. To day we want to see profitability finalized by accounts department . we can not got March 2008 includes normal entries .
Management adjustments and auditors rectification entries.
Auditor is asking to show rectification entries list we can not get the list separately.
To get profitability separately or to get the rectification entries list separately SAP has given special periods.
Usage of special periods is optional.
Special periods can come in the same month or different months.
Here stage means department profitability, Management profitability and Auditors profitability – the state can come in the same month or different months.
Accounts Dept. profitability             April 2008
Management adjustments and
Auditors rectification entries            May 2008

How special periods will be used:
April 2007-March 2008                Fiscal year 2007
20th March 2008 open periods for posting    March 2008-March 2008
                            12,2007….12,2007
                            No user can post transactions
before March 2008 and after March 2008.
                             April 2007-March 2008 F.Y 2007
                            April 2008-March 2009 F.Y.2008
15/04/2008 accounts dep. finalized profitability for the year end 31/03/2008 Management adjustment entries.
05/05/2008     March 2008……..March 2009
Open periods     13,2007………12,2008
Entry date    :05/05/2008
Posting date :31/03/2008 to update last year ledger period 13
We get profitability finalized by Management audit by a auditors.
22/05/2008 no.of rectification entries.
Open periods        March 2008 …. March 2009
                14,2007 ……     12,2008
Entry date        :22/05/2008
Posting date         :31/03/2008 to update last year ledger
Periods         14

We get profitability finalized by auditors.
Accounts dep. Profitability :                1-12
Management Profitability                     1-13
Auditors finalized profitability               1-14
List of auditors rectification entries       14-14
SAP known only calendar year periods –we have to convert calendar year periods to our accounting year periods.

                             Month     Days         Periods     Year shift
January                      1           31               10          -1
February                    2           29               11          -1
March                        3           31               12         -1
April                          4            30                1           0
May                          5             31                2           0           
June                          6             30                3           0
July                           7             31                4           0
August                      8             31                5           0
September                9             30                6           0
October                   10            31               7           0
November                11            30               8           0
December                12             31               9          0
April 2008
April 2008 – March 2009 F.Y.2008           
In which year it is coming 2008
As which year we are calling in SAP 2008
Year shift                            0
January 2009
In which year it is coming                     2009
As which year we are calling in SAP            2008
Year shift                            -1
Posting 05/01/2009 update 2008
Ledger not 2009 ledger

                                                                          Oct.2008-Sep 2009     F.Y.2009
Month     Days     Periods  Year shift                               October 2008
1               31          4              0                      In which year it is coming as which 2008
2               29          5              0                      year we are calling in SAP 2009
3               31          6              0                     year shift    +1
4               30          7              0
5               31          8              0                         January 2009
6               30          9              0                        in which year it is coming          2009
7               31         10             0                        as which year we are calling
8               31         11             0                             in SAP                 2008    
9               30         12             0                               year shift                +1
10              31         1              0
11              30          2             0                         posting 05/10/2008 update 2009 ledger
12               31         3             0                         not 2008 ledger
Path :    SPRO – Financial accounting – Financial accounting Global settings – Fiscal year – Maintain fiscal year variant (Maintain shortened fiscal year) (Trs.code is OB29
Select position button fiscal variant V3
Enter
Select fiscal variant V3
Double click on periods folder
Select back arrow
Select new entries button
FV    :    B1
Description     April to March 4 Special periods
Do not select year depend check box
If we select year depend check box – when we save it will ask for year – when we give year 2008 – The conversion is applicable only for the year each year we have to create the conversion.
If we deselect year dependent check box – The conversion is common for all years.
Deselect calendar year check box
If we select calendar year check box – It takes
Month 1 (Jan)will be as period 1
Month 4(April ) wil be as period 4
Where as we require month 4(April) should be as period 1 so deselect calendar year check box.
No. of posting periods     :12
No.of special periods     :4
Select save button or Ctrl+S
Select your request press enter and press enter save in your request.
Select Fiscal year variant     :B1
Double click on periods folder.
Select new entries button
First column         Month
Second column    Day
Third column        Period
Last column        Year shift
Month     Day        Period        Year Shift
1              31           10            -1   
2              29           11            -1   
3              31           12            -1       
4              30           1               0           
5              31           2               0   
6              30           3               0
7              31           4               0   
8              31           5               0
9              30           6               0
10            31           7               0
11            30           8               0
12            31           9               0
save

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