How To Fix CRM_HIERARCHY_IL037 - Fund &1 does not have a funds plan assigned

SAP Error Message - Details

• Message type: E = Error

• Message class: CRM_HIERARCHY_IL - CRM Account HIerarchy

• Message number: 037

• Message text: Fund &1 does not have a funds plan assigned

What causes this issue?

You are trying to assign a fund without a funds plan. This is not
possible.

System Response

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

How to fix this error?

Call up the fund and assign a funds plan. Afterwards you can assign the
fund to a partner hierarchie.

Procedure for System Administrators

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message CRM_HIERARCHY_IL037 - Fund &1 does not have a funds plan assigned ?

  The SAP error message CRM_HIERARCHY_IL037 indicates that a specific fund (denoted by &1) does not have a funds plan assigned to it. This error typically arises in the context of SAP's Funds Management (FM) module, which is used for budget control and financial planning.
  Cause:
  
  Missing Funds Plan: The primary cause of this error is that the fund in question has not been assigned a funds plan. This means that the system cannot find the necessary budgetary information to process transactions related to that fund.
  Configuration Issues: There may be issues in the configuration of the Funds Management module, such as incorrect settings or missing entries in the relevant tables.
  Data Entry Errors: There could be errors in data entry where the fund was created without a corresponding funds plan.
  
  Solution:
  
  
  Assign a Funds Plan:
  
  Navigate to the Funds Management module in SAP.
  Use transaction code FMX1 (Create Funds Plan) or FMX2 (Change Funds Plan) to create or modify the funds plan for the specified fund.
  Ensure that the fund is correctly linked to the appropriate funds plan.
  
  
  
  Check Configuration:
  
  Review the configuration settings for Funds Management to ensure that all necessary parameters are set up correctly.
  Use transaction code SPRO to access the configuration settings and verify that the funds plan assignment process is correctly defined.
  
  
  
  Data Validation:
  
  Check the master data for the fund to ensure that it is complete and correctly configured.
  Use transaction codes like FMF1 (Create Fund) or FMF2 (Change Fund) to review the fund details.
  
  
  
  Consult Documentation:
  
  Refer to SAP documentation or help files for additional guidance on managing funds and funds plans.
  
  
  
  Contact Support:
  
  If the issue persists after checking the above points, consider reaching out to your SAP support team or consulting with an SAP expert for further assistance.
  
  
  
  Related Information:
  
  Transaction Codes: Familiarize yourself with relevant transaction codes in the Funds Management module, such as FMX1, FMX2, FMF1, FMF2, and others.
  SAP Notes: Check for any SAP Notes related to this error message for potential patches or updates that may resolve the issue.
  User Roles: Ensure that the user has the necessary authorizations to create or modify funds plans in the system.
  
  By following these steps, you should be able to resolve the error message CRM_HIERARCHY_IL037 and ensure that the fund has a valid funds plan assigned.