The preceding figure summarizes the various Customizing activities that are relevant for the FI/CO integration. These Customizing activities can be roughly divided into the configuration for object link types and the definition of the mapping between cost elements and CO versions on the one hand, and financial groups and financial views on the other hand.
Object link types are already defined in the standard SAP system for the integration of accounting data from internal orders and projects of Project System (PS). You can use these object link types as templates for creating new object link types in the customer-defined namespace. Specify the RFC connection and the logical system of the FI/CO system in your object link types. If you want to upload data from different FI/CO systems to PPM, you must create object link types for each system. Finally, activate the object link types that you want to use for the integration. The object link types that are used for the FI/CO integration are assigned to the SAP Controlling application.
Settings for Financial Planning
In PPM, financial data with reference to financial categories, groups, and financial views can be entered and evaluated in the financial planning. However, accounting data with reference to cost elements, value types, and CO versions is managed in the FI/CO system. Therefore, a mapping between the relevant reference data must be defined. You can perform the mapping according to your requirements in Customizing for PPM with reference to the relevant FI/CO system.
The preceding graphic displays the table in Customizing in which you can make the relevant settings. The organizational unit that you specify in the settings corresponds to the controlling area in the FI/CO system. This is implemented by the assignment of the organizational unit type COA (controlling area) to the SAP Controlling application.
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