2162501 - PSM-FM Roadmap I - Activating Funds Management subsequently on a live system

2162501 - PSM-FM Roadmap I - Activating Funds Management subsequently on a live system

Symptom

• You are already using SAP components productively and in are in process of activating Funds Management subsequently
• You experience multiple issues such as a missing PSM node in the IMG, dumps when posting, errors owing to missing account assignments, or documents not recorded in Funds Management
• You would like to have a short starter guide with basic steps to resolve main known problems

Resolution

1. Use transaction SFW5 to activate EA-PS
2. If you observe the PSM menu is missing afterwards, see SAP Note 544035 - PSM Functions Not in Menu or IMG.
3. Make sure all authorizations are granted: If you need to run RFFM_ACTIVATE_BCSETS again, note that to execute the program, the user profile must have authorization for authorization object S_BCSETS activity '07'.
   For transporting SFW settings you can create a transport as explained in SAP note 908007 in your development system. Bear in mind that with this option all SFW settings are transported.
   
   Additional information in these notes:
   719694 Activating BC Sets in the production system
   855959 Activation of Extension Sets via SPRO not successful
   2004225- Switch Framework Activation of Enterprise Extensions Fails in Productive System due to BC Set Activation Error
4. When activating Funds Management in the IMG, you may encounter dump PERFORM_NOT_FOUND in ABAP program SAPL0F52. Make sure the corrections associated to SAP Note 2057665 are in place.
5. When preparing your FM account assignment master data and derivation, make sure financial transactions are correctly assigned (this is essential!)
   See SAP Note 1466979 FM Financial transactions to be used in FI line items
6. You may be starting your preliminary tests. If you encounter dumps while recording FM relevant documents (for example GETWA_NOT_ASSIGNED in transaction FMBB), or missing update of FM totals table FMIT, run report RGZZGLUX. 
   See SAP notes: 
   976463 FMBB: Runtime errors GETWA_NOT_ASSIGNED
   977016 FMIT: Missing totals records in Funds Management
7. Choose a valid update profile: you can use help report RFFMMONI to see which profile suits better. 
   While on development, you can change the profile assignment, run RFFMMONI to have an overview, test and eventually change the profile to a more suitable one. 
   But in Production, changes to the update profile must be handled under a Consulting project and typically requires rebuilding all FM documents.
8. Once FM is active, you must supply FM account assignments to your old data. For that, you have to determine which items are entitled to be transferred into Funds Management (Purchasing documents, Sales documents, Financial documents and so on). Once listed, use reassignment tools and FM data reconstruction.
   See SAP Notes:
   1609379 - Reassignment tools in Funds Management, which one to choose?
   1666046 - Activating Funds Management subsequently: Transferring PRs and POs
   For FM updating, more info is available in the online help:
   Prerequisites for Updating in Funds Management
   Update Control
   SAP Internal Data Transfer
9. If you were using New GL prior to Funds Management activation, the existing Leading ledger (0L) may no longer be visible in customizing. 
   Don't panic, the ledger was not deleted. See KBA 1867318 Leading ledger 0L disappears after activation of Funds Management 
10. If you are planning to use Payment update online in Funds Management, read note 1695556 Main features of Customizing for online payment update 
11. Go ahead with your testing activities and take advantage of the trace tool of FMDERIVE as described in SAP note 666322. Make sure your derivation results comply the expected financial transactions, so that FM determines proper value types (once more, refer to SAP note 1466979).