Integration with Plant Maintenance - SAP Documentation Page 1 of 2

Integration with Plant Maintenance

Purpose
Integration between the Plant Maintenance (PM) and Funds Management (IS-PS-FM) components enables you to
monitor budget-relevant plant maintenance processes in Fund Management.

If you are using integration between the Materials Management (MM) component and FM, this is particularly relevant to
external procurement transactions and withdrawals from your own warehouse.

If you are using integration between Controlling (CO) and FM and FM-CO posting integration is active, order completion
confirmation and order settlement transactions also have an effect on FM.

The link between the plant maintenance process and FM is established by entering an FM account assignment
(commitment item, funds center, and fund) at header level when you create a plant maintenance order. This means that
the system automatically takes this account assignment from the maintenance order during subsequent processes
triggered automatically by the maintenance order, such as purchase requisitions.

You must enter the FM account assignment manually. However, if you have maintained the relevant assignments of FM
account assignment elements to CO objects in one of the steps of your derivation strategy, the system can determine the
FM account assignment elements from these assignments, for example, from the cost center of the technical object
(functional location, equipment) that is assigned to the maintenance order. The FM account assignment element
determined with the account assignment derivation strategy then appears as a default value that cannot be overwritten.

Note
You can implement an alternative default logic (example: from the cost center assigned to the responsible work center
in the plant maintenance order) by means of an enhancement SAPLFMPM (component EXIT_SAPLFRC4_001,
development class FMFS_E).

Prerequisites
Field control

The fields for the FM account assignment elements only accept input in the maintenance order, if their field status is set
as optional or required entry. You make the necessary settings in Customizing for Funds Management Government by
choosing Actual/commitments update / Integration Integration Maintain field status for assigning FM
account assignments.

Automatic derivation of FM account assignment in follow-on documents of the maintenance order

To allow the FM account assignment to be derived automatically in the follow-on documents of the maintenance order,
you must copy to your derivation strategy the Maintenance order assignment (Table FMZUOB) derivation step, which is
provided by SAP. You make this settings in the Customizing of Funds Management Government by choosing Master
Data Assignments to Account Assignments from Other Components Choose Derivation Rules .

For further information, see the documentation for the Choose Derivation Rules IMG activity.

Derivation of funds center and fund from Controlling object

If you want to derive FM account assignment elements from Controlling objects, you must have defined a rule in your
derivation strategy, in which the funds center and, if applicable, the fund are assigned to the Controlling object.

For more information on this topic, see Deriving FM Account Assignment Elements from CO Account Assignments .

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Derivation of commitment items

SAP recommends that you derive commitment items from the G/L account or the cost element. You must also have
defined an appropriate step in your derivation strategy for this derivation.

For more information on the derivation of commitment items from the G/L account, see Deriving Commitment Items from
G/L Account .

Order confirmation and settlement

If you want to integrate the order completion confirmation (activity allocation) and order settlement transactions with FM,
you must activate them in the Customizing of Funds Management Government by choosing Actual/Commitments
Updating / Integration Integration with Cost and Project Controlling Choose Business Transactions for
Integration :

Actuals activity allocation (RKL)

Order settlement (KOAO)

Process Flow
1. Creating the maintenance order

If the system can determine an FM account assignment from the derivation strategy, it will appear as the default value.

If the system cannot determine an FM account assignment, you must enter one by choosing Extras Assignments
Funds management .

The FM account assignment elements that you must enter depend on the field control. SAP recommends that you set field
control in such a way that you must enter the funds center and, if necessary, the fund. In follow-on postings, the
commitment item should be derived automatically from either the G/L account or the cost element. If the commitment item
is derived from the cost element, this should ensure that the same commitment item is assigned to the primary cost
elements and to the settlement cost elements.

As long as the FM account assignment in a maintenance order is not complete according to the field control, the order
status HMKU (FM account assignment incomplete) is active. This status prevents automatic generation of purchase
requisitions for components and services procured externally as well as releasing the order.

1. Processing the maintenance order

Procurement

If the system automatically triggers purchase requisitions, material reservations, or goods issues by means of the
maintenance order, the FM account assignment from the maintenance order is automatically transferred for these
business transactions. You cannot then change the FM account assignment manually in these documents.

Completion confirmation

With the order completion confirmation, the system transfers the FM account assignment from the maintenance order for
the debit posting.

1. Settling the maintenance order

In order settlement, the system uses the FM account assignment from the maintenance order for the credit posting.

See also:

Integration with Cost and Project Controlling

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