How To Fix 64473 - Change in portfolio changes valuation groups

SAP Error Message - Details

• Message type: E = Error

• Message class: 64 - Treasury Management: Securities

• Message number: 473

• Message text: Change in portfolio changes valuation groups

What causes this issue?

Portfolio valuation has been activated for the company code in
Customizing. The valuation groups are structured according to the
portfolio assignment. You should not therefore change the portfolio
assignment.

System Response

The portfolio assignment cannot be changed.

How to fix this error?

If an error has occurred when creating the securities account, delete
the securities account and create it again using the correct portfolio
assignment.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message 64473 - Change in portfolio changes valuation groups ?

  The SAP error message 64473, which states "Change in portfolio changes valuation groups," typically occurs in the context of SAP Portfolio Management or Project System when there is an inconsistency in the valuation groups associated with a portfolio or project. This error can arise when there are changes made to the valuation groups that are not aligned with the existing data or configurations.
  Cause:
  
  Inconsistent Valuation Groups: The valuation group for a portfolio or project has been changed, but the associated objects (like cost elements, internal orders, etc.) still reference the old valuation group.
  Data Migration Issues: If data has been migrated from another system or if there have been changes in the configuration, inconsistencies may arise.
  Configuration Changes: Changes in the configuration of valuation groups in the system without proper updates to all related objects can lead to this error.
  
  Solution:
  
  Check Valuation Group Settings: Review the valuation group settings in the configuration. Ensure that the valuation groups are correctly defined and that all related objects are updated accordingly.
  Update Related Objects: If the valuation group has changed, ensure that all related objects (like cost elements, internal orders, etc.) are updated to reflect the new valuation group.
  Consistency Check: Perform a consistency check on the portfolio or project to identify any inconsistencies. This can often be done through transaction codes like CJ20N (Project Builder) or using specific reports in the Portfolio Management module.
  Reassign Valuation Groups: If necessary, reassign the valuation groups for the affected objects to ensure they are consistent with the portfolio or project.
  Consult Documentation: Refer to SAP documentation or notes related to this error message for any specific guidance or patches that may address the issue.
  
  Related Information:
  
  Transaction Codes: Familiarize yourself with relevant transaction codes such as CJ20N (Project Builder), CJI3 (Project Actual Line Items), and others that may help in analyzing the project or portfolio.
  SAP Notes: Check SAP Notes for any known issues or fixes related to error message 64473. SAP frequently releases notes that address specific error messages and provide guidance on resolution.
  Support: If the issue persists, consider reaching out to SAP support or your internal SAP support team for further assistance.
  
  By following these steps, you should be able to identify the cause of the error and implement a solution to resolve it.