How To Fix 5V097 - This data combination only valid for the year following the factual div.

SAP Error Message - Details

• Message type: E = Error

• Message class: 5V - HR: Messages for Belgium

• Message number: 097

• Message text: This data combination only valid for the year following the factual div.

What causes this issue?

The combination of <LB>Professional Income</> for the <LS>Partner income
</> (P0101-BVEKI) field and <LB>Factual Divorced</> for the <LS>Marital
status</> (P0101-BVFAM) field is only valid in the year after an
emplyoee's factual divorce.

System Response

The system has identified a possible error with the combination of
<LS>Partner income</> and <LS>Marital status </>field values, which
results in a warning message.
The system determines the applicable tax scale for an employee with
reference to his marital status and with reference to his (ex) partner's
income, as follows:
During the fiscal year of the factual divorce (year X), the value <ZK>6
Factual Divorced </>of the <ZH>Marital status </>(P0101-BVFAM) field can
be combined with all possible values of the <ZH>Partner income
</>(P0101-BVEKI) field, with exeption of the value <ZK>' ' Not relevant.
</> This means that the tax scale will depend of the partner's income
and there will be NO tax reduction (constant <ZK>Tax reduction EEsingle
</>,T511P-ST008).
In the year after an emplyoee's factual divorce (year X+1), the value
<ZK>6 Factual divorced</> in the<ZH> Marital statu</>s (P0101-BVFAM)
field can only be combined with the value <ZK>' ' Not relevant </>in the
<ZH>Partner income</> (P0101-BVEKI) field. This means that the tax scale
is always <ZH>Tax Scale I</> and a tax reduction (constant <ZK>Tax
reduction EEsingle</>,T511P-ST008) is applied .
<ZH>Note</>: The employee's marital status must be specified from the
date of its occurence. If an employee undergoes divorce, then a factual
divorce must be specified in the <LS>Marital status</> field from its
starting date (year X).

How to fix this error?

You need to check the data specified for the <LS>Partner income</> and
<LS>Marital status</> fields.
If necessary, delimit the <ZK>Fiscal data (B)</> (<ZH>0101</>) infotype
record for the fiscal year after the factual divorce.

Procedure for System Administrators

The system issues an error message and will not allow you to continue with this transaction until the error is resolved.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message 5V097 - This data combination only valid for the year following the factual div. ?

  The SAP error message 5V097, which states "This data combination only valid for the year following the factual div.," typically occurs in the context of financial or controlling modules, particularly when dealing with data related to fiscal years, periods, or specific financial transactions.
  Cause:
  This error usually arises when there is an attempt to post or process data that is not valid for the specified fiscal year or period. The message indicates that the data combination you are trying to use is only valid for the year following a factual division (dividend or similar financial event). This could happen due to:
  
  Incorrect Fiscal Year/Period: The fiscal year or period you are trying to use does not align with the data combination rules set in the system.
  Data Entry Errors: There may be a mistake in the data entry, such as selecting the wrong year or period.
  Configuration Issues: The system configuration may not allow certain combinations of data for the specified year, especially after a division or restructuring event.
  
  Solution:
  To resolve this error, you can take the following steps:
  
  
  Check Fiscal Year Settings: Verify that you are using the correct fiscal year and period for the transaction you are trying to process. Ensure that the data combination is valid for the intended year.
  
  
  Review Data Combinations: Look into the specific data combination you are trying to use. Ensure that it is indeed valid for the year following the factual division. You may need to consult your financial or controlling team to understand the valid combinations.
  
  
  Adjust Data Entry: If you find that the fiscal year or period is incorrect, adjust your data entry accordingly. Make sure to select the correct year that aligns with the data combination rules.
  
  
  Consult Documentation: Refer to SAP documentation or your organization's internal guidelines regarding fiscal year handling and data combinations. This can provide insights into the rules governing the data you are working with.
  
  
  Contact SAP Support: If the issue persists and you cannot identify the cause, consider reaching out to SAP support or your internal SAP team for further assistance. They may have additional tools or insights to help diagnose the issue.
  
  
  Related Information:
  
  SAP Notes: Check for any relevant SAP Notes that might address this specific error or provide additional context.
  Transaction Codes: Familiarize yourself with transaction codes related to financial postings, such as FB50 (General Ledger), F-02 (Post Document), or others relevant to your context.
  User Roles and Authorizations: Ensure that you have the necessary roles and authorizations to perform the actions you are attempting, as restrictions can sometimes lead to unexpected errors.
  
  By following these steps, you should be able to identify the cause of the error and take appropriate action to resolve it.