1. SAP Glossary
  2. Policy Management
  3. conversion report


What is conversion report in SAP FS-PM - Policy Management?


SAP Term: conversion report

  • Component: FS-PM

  • Component Name: Policy Management

  • Description: You use the conversion report to set the policy cancellation indicator for legacy policies.


Smart SAP Assistant

  • Key Concepts: 
    A conversion report is a tool in SAP FS-PM Policy Management that allows users to convert existing policies into new policies. It is used to migrate existing policies from one version of the software to another, or to convert policies from one policy type to another. The conversion report also allows users to make changes to existing policies, such as adding or removing fields, or changing the policy type. 
    
    How to use it: 
    To use the conversion report, users must first select the policy type they wish to convert. Then, they must select the source and target versions of the policy. Finally, they must select the fields they wish to include in the new policy. Once these steps are completed, the conversion report will generate a new policy based on the selected parameters. 
    
    Tips & Tricks: 
    When using the conversion report, it is important to ensure that all of the fields in the source and target versions are compatible. If there are any discrepancies between the two versions, it may cause errors when generating the new policy. Additionally, it is important to double-check all of the fields that are included in the new policy before saving it. 
    
    Related Information: 
    For more information about using the conversion report in SAP FS-PM Policy Management, please refer to SAP's official documentation on the topic. Additionally, there are several online tutorials and videos available that provide step-by-step instructions for using this tool.
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