Symptom
When accessing one of the Related Apps of copy, delete or set in "Import Financial Plan Data" App, you try to select a Plan Category (mandatory field) and get the message "No matching items found".
Environment
SAP S/4HANA Cloud
Reproducing the Issue
- Enter in the "Import Financial Plan Data" app;
- Click in "Related Apps" and go to one of the options Copy/Delete/Set Financial Plan Data;
- Try to find a option for the mandatory field Plan Category;
- You see the "No matching items found" message;
Cause
This happens due to missing configuration.
Resolution
In order to use the Financial Plan Data apps, you must first enable these apps by selecting the By Deleting Financial Plan Data and By Copying Another Plan Category checkbox for each plan category from which you want to delete/copy plan data.
Customers using "Manage Your solution":
1- Manage Your Solution -> Configure Your Solution -> search for Maintain Category for Planning or SSCUI ID 101970 .
Customers using Central Business Configuration (CBC):
1-Open the concerned Workspace -> Under Configuration Activities -> search for Maintain Category for Planning.
Besides that, to use the "Set Financial Plan Data To Zero" app, you have to make sure that the Availability Control option of the plan category is not selected in the configuration. Planning categories with the Availability Control option are not displayed in the application. To check this, go to Define Budget Checks for Categories.
Customers using "Manage Your solution":
1- Manage Your Solution -> Configure Your Solution -> search for Define Budget Checks for Categories or SSCUI ID 102822 .
Customers using Central Business Configuration (CBC):
1-Open the concerned Workspace -> Under Configuration Activities -> search for Define Budget Checks for Categories.
See Also
You can also check the Documentation for the mentioned apps:
https://help.sap.com/viewer/TEST/1cbcff7ccd35405ab445b223c1ab1588/LATEST/en-US/13985ce49c414a2eb6559516e33d83d2.html
Keywords
Financial Plan Data, SSCUI 101970, CBC, Maintain Category for Planning, Planning, Plan Category , KBA , CO-OM-CCA-2CL , Cost Center Accounting (Public Cloud) , X4-CBC-FT , Finetuning and Expert Configuration , SV-CLD-SSC , Self-Service-Configurations-UI , How To