How To Fix APEO037 - Assignment period is not within approval year of inv. program

SAP Error Message - Details

• Message type: E = Error

• Message class: APEO - Investment Programs in Enterprise Organization

• Message number: 037

• Message text: Assignment period is not within approval year of inv. program

What causes this issue?

You want to create a program position in the enterprise organization
and at the same time assign the program position to an organizational
unit. However, the validity period determined for this assignment is
completely outside of the approval year of the investment program, to
which the new program position should belong.
The start date of the assignment has to be within the approval year of
the investment program.

System Response

Creating the program position is not allowed.

How to fix this error?

Choose a start date for the assignment that is within the approval year
of the investment program.

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 APEO037 - Assignment period is not within approval year of inv. program ?

  The SAP error message APEO037, which states "Assignment period is not within approval year of investment program," typically occurs in the context of investment management (IM) within SAP. This error indicates that the period you are trying to assign to a particular investment program does not fall within the approved fiscal year for that program.
  Cause:
  
  Period Mismatch: The assignment period you are trying to use is outside the range of the approved fiscal year for the investment program.
  Investment Program Settings: The investment program may have specific settings that restrict the assignment of periods to certain fiscal years.
  Approval Year: The investment program may not have been approved for the year you are trying to assign.
  
  Solution:
  
  Check the Investment Program: Verify the approved fiscal year for the investment program. You can do this by navigating to the investment program in SAP and checking its settings.
  Adjust the Assignment Period: If the assignment period is indeed outside the approved year, you will need to either:
  
  Change the assignment period to one that falls within the approved fiscal year.
  If necessary, extend the approval of the investment program to include the desired period.
  
  
  Review Approval Process: Ensure that the investment program has gone through the necessary approval processes for the fiscal year in question.
  Consult with Finance Team: If you are unsure about the approval status or need to make changes to the investment program, consult with your finance or investment management team for guidance.
  
  Related Information:
  
  Transaction Codes: You may use transaction codes like IM01 (Create Investment Program), IM02 (Change Investment Program), or IM03 (Display Investment Program) to manage investment programs.
  Documentation: Refer to SAP documentation or your organization's internal guidelines on investment management for more detailed procedures and policies.
  User Roles: Ensure that you have the necessary authorizations to make changes to investment programs or to view their details.
  
  By following these steps, you should be able to resolve the APEO037 error and successfully assign the desired period to the investment program.