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Dynamically Overlaying Standard Summarization Rules in FI through Customization

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OBCY: FI Summarization rules, for Ref transactions, the Table-field combination drives the summarization rules in accounting document posting. These rules apply to all company codes or org data in the same instance


Snapshot of OBCY for ref transaction VBRK

FI summarization VBRK.jpg

Let us say user wants Granular visibility at the GL level for reporting purposes for a particular company code .Based on the existing summarization rule if a Billing document is created with 2 sales order, material and unit of measure being the same, the existing summarization rule would post one GL line for both the sales orders in the Billing accounting document through the SD-FI interface.

 

Billing With Summarized GL

Billing with summarized GL.jpg

 

Dynamically we can split the Revenue account for each sales order by updating the assignment field or the text field for each of the GL  with unique values for each document .

We can either use a BADI “AC_DOCUMENT” or SD Exit “SDVFX004” to update the values through the custom code

 

Billing with Split GL lines for each order 

 

Split GL lines for each order.jpg

Similarly we can use BADI AC_DOCUMENT on the MM-FICO interface to split GL lines according to requirement  overlaying the summarization rules Example : for ref transaction MKPF , by dynamically updating the assignment or the text field

 

This being my first post on SCN, hopefully folks would find this useful


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