Upgrading SAP Public Budget
Formulation (PBF)
SAP Public Budget Formulation
Agenda
PBF 8.0 System Pre-Requisites
PBF 8.0 Functional Enhancements
Global enhancements
Additional Currency
Budget Form Re-Allocations
Mass Stage Advancer
PEP Enhancements
CO Master Data Integration
Authorizations
Support Pack 01 enhancements
PBF 8.0 Upgrade Overview
Pre-Upgrade Steps
Various Backups
Upgrade Checklist
Upgrade Steps
Framework upgrade
Install new PBF content
NWDI setup
PBF Forms (Visual Composer Models)
Post-Upgrade Steps
System Prerequisites
Platform Technologies:
–
SAP NetWeaver Business Warehouse 730
(Support Pack 07 or higher)
–
SAP Netweaver Enterprise Portal 730
(Support Pack 07 or higher)
–
PBF 8.0 is the only supported PBF release on SAP NetWeaver 730
–
Maintenance support for PBF 8.0 is valid until 30
th
Dec 2020.
Global enhancements
FM Dimension InfoObject length changes
•
All PBF FM dimensions InfoObjects (Fund, Fund Center, Functional Area, Funded Program,
Grant) have been expanded to 24 characters
Globals table /PBFBI/GLOBALS
Conversion types for Budget Form, Personnel Exp. Planning (PEP)
–
Two conversion types delivered with PBF 8.0
(/PBFBI/BFC & /PBFBI/PEP)
Apply rounding option for PEP
Inlying years for Federal Ranking
BFORM table /PBFBI/BFORM
The table has been enhanced to include the Alternate or Form currency
Central Locking
Additional Currency
Budget Forms
•
The existing Budget Form layout has been enhanced to include a field for Form currency.
•
Two currency amounts are saved in Budget Form Cube results: Form currency and FM
Area currency. A planning function triggered during Save will translate the amount entered
in Form Currency to FM Area Currency.
PEP
Enhanced to support different currencies at the Employee/Position and Pay Table master
data.
Two currency amounts are saved in Projection Cube results: FM Area currency and Master
Data currency.
NOTE: additional configuration is required (discussed in post-upgrade steps)
Alternate Amount Key
Figure added to Budget
Budget Form Re-Allocations
A new form has been added to allow budget form amounts to be re-allocated between
various forms
Functionality allows data from 1 budget form entry type to be re-allocated to one or multiple
budget forms.
Sender (input) consist of a
–
Form ID
–
type of entry (expense, revenue, position)
–
fiscal year
Receiver (output) can be one or many budget forms
–
Search functionality provided
Allocation can be amount or percentage driven
Transaction Type,
Transaction ID added to
Mass Stage Advancer
Functionality to allow all form instances to be advanced centrally to a particular stage
in bulk
The PBF Administrator portal role and a new authorization are required
The rule that a form instance may never move backwards is still enforced
Stages can be skipped (as always)
For Mass Stage Advancer, the new authorization object allows the user to advance form
instance stages without having authorization to the current stage and target stage.
PEP Enhancements (1)
Continuity in Step Calculation
The PEP engine maintains continuity in step calculation for
the employees or positions with multiple time slices.
Employee – Position: Job
Interdependency
Employees and corresponding Positions can be assigned to
different Jobs.
Budget Year on PEP
Projection Screen
Selectable budget year on the Projection screen
Option for posting results only
to Projection Cube
If the option is selected the PEP engine writes results only to
the Projection cube. Results from the Monthwise DSOs are
not saved.
Versioning of Master Data
Captures the master data used for the PEP calculation,
which in turn is used as the basis for What IF Projection.
Enhancements to the PEP Projections:
Save Master Data Option
on Projection creates a
reference projection for
PEP Enhancements (2)
What-if Projection Scenarios
Allows the user to create projection scenarios within the
subset of the Reference Projection Master Data.
Supplementary Amounts and
Rates
Similar to existing Projections, salary and benefits amounts
can be changed
Overwrite Pay Level Master
Data
Step Month, Next Pay Scale Group, and Next Pay Scale
Level can be overwritten
Re-Allocate Funds
Employee and Position Allocation Master Data can be
re-allocated across different FM dimensions for a specified
duration
Add Employee/Position
Benefits
Benefits can be added to individual Employees/Positions
Remove Employee/Position
Benefits
Existing benefits can be excluded from individual
Employees/Positions
New PEP What-if Analysis form
What-if projections only possible
after creating a Reference
CO Master Data Integration
New tools are provided to aid in loading PBF Master Data from non-BI
sources (ECC FI/CO and Non-SAP legacy systems)
•
An Open Inbound layer of Staging DSOs are provided to stage data initially
•
A flexible mapping layer of DSOs is provided to perform any derivations of the
master data before loading to PBF FM dimension master data
•
Hierarchy conversion utility programs aid in loading non-BI based hierarchies into
PBF FM dimension hierarchies
Authorizations
A new PBF authorization concept allows both Direct and Indirect
Authorization checks
•
Direct authorization performs checks on the underlying InfoObjects. Standard BI
functions provide the functionality.
•
Requires activating the Authorization Relevant flag in the InfoObject
•
Indirect authorization performs checks on other related InfoOobjects.
•
Highly used for F4 help, dropdown lists
•
For example, a user request a list of budget form IDs. The authorization check has 2
phases:
•
First the FM dimension values are read from the respective authorization-relevant characteristics for
which the user is authorized
•
Second the authorized values of FM dimensions are used to filter Form IDs in the budget form
before displaying the list
Support Pack 02 for PBF 8.0
New content (forms, cubes, queries, planning functions, etc.) are introduced
to address common processes at the State and Local levels
•
Projection forms
•
Multi-year Projection
•
Revenue Projection
•
Base budget utility forms
•
Transfer and Re-distribution
•
Base Adjustment
•
Decision Package forms and Ranking
•
Capital forms and Ranking
Federal Ranking form
Resource Planning form
High Level Summary
Presentation will be published
Upgrade overview: Landscape for PBF 8.0 SP01
Upgrade overview: Upgrade Steps
Pre-Upgrade:
•
Create Safeguard list (identify objects for backup, such as: InfoCube data, DSO configuration data,
InfoObject data, Hierarchy data)
•
Perform a backup of the safeguard list to protect against data loss
•
Standard BW tools (copy InfoObjects, InfoCubes, etc.)
•
PBF Utilities for Upgrade
Actual Upgrade:
•
NW 7.30 SP07
•
Apply additional NW 7.30 notes (
Critical notes listed in the upgrade guide)
•
Upgrade PBF Add-on (ABAP and JAVA)
•
Upgrade PBF NWDI Track
Post Upgrade:
•
Collect / Install PBF content
Pre-upgrade Planning
Create safeguarding list:
•
Standard PBF objects should include
•
FM dimension InfoObjects (Fund center, Fund, Funded Program, Functional Area, Grant)
•
Hierarchies used in PBF FM dimension InfoObject. The upgraded InfoObjects will not
activate if hierarchy data exists.
•
Budget form cube (/PBFBI/BF_CUBE)
•
Direct update DSOs
•
PBF ABAP table data
Pre-Upgrade Steps: Backup Utilities
See note 1637621 for details
on PBF Backup Utility
program
Upgrade Steps
Upgrade steps: NWDI Setup
NWDI Version
PBF does no place any restriction on the NWDI version. For this reason there is no need to
upgrade you NWDI version during the PBF upgrade.
However, it is very important to update the SLD CR content in order to make the newer
Software Component versions available. This can be done by following the instruction in Note
number 669669.
Clear the User Workspace in the NW Portal Frontend
In order to avoid data loss it is required to verify that no open activities are left open before the
upgrade process starts. Additionally, you must clear each user’s workspace in the CE system.
This can be done by following the instruction in Note number 1764496.
Upgrade steps: NWDI Setup cont.
New PBF 8.0 Track
You should set up a new track for the PBF 8.0 content, please note that the Track and
Software Components configuration must suit the content’s version – 730 (e.g. you should
maintain the BuildOptions properly)
Configure the SDIC service to point to the new Track
Upgrade steps: PBF Forms (Visual Composer Models)
Using PBF 7.1 Forms
PBF 7.1 delivered Forms should work seamlessly after the upgrade. Any customized Forms
should be tested to verify that they work properly and if not, take the proper action to adjust
them
.
VC Models
Visual Composer model are backward compatible, meaning any upgrade required will be done
automatically and in such case, an upgrade notification will be presented to the form
Post-Upgrade Steps
Install PBF 8.0 Content
Activate PBF BC set
(/PBFBI/BCSET_MAP_OBJ
) containing standard customizing content from some
PBF tables
Maintain Number Ranges
Execute PBF transactions to create default master data
:
/PBFBI/MD_CORE01, /PBFBI/MD_CORE02,
and /PBFBI/MD_SL01
Maintain PBF Global Configuration
Currency conversion types has to be maintained for Budget Forms (used in Bex queries) and for PEP
(projection program logic).
Activate projection kits for Referenced Based Projections (What-if Scenarios)
Upgrade Steps: Installing PBF BW content
Install FM Dimension Objects with Merge
Install Employee/Position/Job and Associated Objects
Install InfoCubes
Install DSO’s
Install Multiproviders
Install Aggregation Levels
Install Process Chain
PBF Upgrade Guide
:https://websmp201.sap-ag.de/~form/sapnet?_SHORTKEY=01100035870000743798&_SCENARIO=01100035870000000202&_OBJECT=011000358700001268572011E
For details refer to PBF
Upgrade Guide
PBF 80
Post-Upgrade: After Upgrade and
Post Restore steps
See note
1637621
for details on
PBF Backup Utility program
Upgrade Steps Summary
Backup Data
Platform Upgrade
PBF Upgrade
Install PBF Content
Restore Backup Data
Delete Backup Data
Standard tools
PBF utility tools
NW 7.30 upgrade and patches
PBF ABAP Add-on
PBF Java Add-on
Install PBF 8.0 content
State/Local content (optional)
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