How To Fix FTOE_TRMIMPL029 - 'No Planning Period and Planning Year' is not set for exp. pos. type &1

SAP Error Message - Details

• Message type: E = Error

• Message class: FTOE_TRMIMPL - FTOE_TRMIMPL

• Message number: 029

• Message text: 'No Planning Period and Planning Year' is not set for exp. pos. type &1

What causes this issue?

If the <LS>No Planning Period and Planning Year</> indicator is not set,
the planning period and planning year are used as differentiation
criteria and the due date of the exposure position is set according to
the period setting.
Note:
The indicator is only enabled if the aggregation indicator is not set
and the transaction category change is chosen in the global settings.
For analysis items defined <LS>By Reference</> only exposure positions
are allowed, which are not aggregated and for which the <LS>No Planning
Period and Planning Year</> indicator is set.

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?

You can set or unset this indicator in the Customizing activity
<DS:SIMG.TEXVC_EXPOSURE_TYPE>Define Exposure Position Types</>.

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 FTOE_TRMIMPL029 - 'No Planning Period and Planning Year' is not set for exp. pos. type &1 ?

  The SAP error message FTOE_TRMIMPL029, which states "No Planning Period and Planning Year is not set for exp. pos. type &1," typically occurs in the context of financial planning or budgeting within the SAP system, particularly in the area of Treasury and Risk Management (TRM).
  Cause:
  This error indicates that the system is unable to find a defined planning period and planning year for the specified expense position type (indicated by &1). This can happen due to several reasons:
  
  Missing Configuration: The planning period and planning year may not have been configured for the specific expense position type in the system.
  Incorrect Settings: The settings for the planning period or year may be incorrectly defined or not aligned with the current fiscal year or planning cycle.
  Data Inconsistency: There may be inconsistencies in the master data or configuration settings that prevent the system from recognizing the planning parameters.
  
  Solution:
  To resolve this error, you can take the following steps:
  
  
  Check Configuration:
  
  Navigate to the configuration settings for the expense position type in the SAP system.
  Ensure that the planning period and planning year are correctly defined for the specified expense position type.
  
  
  
  Define Planning Period and Year:
  
  If the planning period and year are not set, you will need to define them. This can typically be done in the customizing settings under the relevant module (e.g., Treasury and Risk Management).
  Use transaction codes like SPRO to access the configuration settings and navigate to the appropriate section for planning.
  
  
  
  Review Master Data:
  
  Check the master data associated with the expense position type to ensure that it is complete and accurate.
  Look for any missing entries or incorrect values that could lead to this error.
  
  
  
  Consult Documentation:
  
  Refer to SAP documentation or help files for specific guidance on configuring planning periods and years for expense position types.
  
  
  
  Testing:
  
  After making the necessary changes, perform a test to ensure that the error no longer occurs and that the planning functionality works as expected.
  
  
  
  Related Information:
  
  Transaction Codes: Familiarize yourself with relevant transaction codes such as SPRO (Customizing), FTR_EDIT (to edit financial transactions), and others that may be useful in managing planning settings.
  SAP Notes: Check for any SAP Notes related to this error message for additional insights or patches that may address known issues.
  User Roles and Authorizations: Ensure that you have the necessary authorizations to make changes to the configuration settings.
  
  If the issue persists after following these steps, it may be beneficial to consult with your SAP support team or a functional consultant who specializes in Treasury and Risk Management for further assistance.