Budget Allocation to Maintenance Order

Dear SAP Gurus,
I wanted to enquire about how could the Budget be allocated to Maintenance Order of Order Category 30. No Budget Profile could be assigned to Maintenance Order types. I have worked on the transaction ko22 but still it denies me any budget allocation due to non allocation of Budget Profile to the Maintenance Order.
Thanks and Regards,
Muhammad Usman Kahoot

Hi
You can create an Controlling Internal order where costs are settled to by the PM order. I.e. vehicle repairs can all go to a single internal order to collect costs. You can easily plan on the internal order. The internal order can then in turn settle to a cost centre or otherwise.
I don't believe that one can do an independent plan on the PM order because it is a temporary cost object for a particular repair or something. It should be able to create a PM dependant plan from the planned activities or operations or materials. The planning will be done on the object settled to. i.e. Internal order or WBS Element as previously recommended.
Hope this helps
Dawn

Similar Messages

Budget allocation to Maintenance orders

Dear Experts
Please guide How to allocate budget to Maintenance order of different types and segregate the budget into Mechanical, electrical, instrumentation etc as per client requirement.
I created different WBS elements for different Maintenance dept budget allocation
But My client does not want to put WBS element each time to every Maintenance Order one by one.
Please Suggest
Thanks

Hi Mahes
1. the link you have provided gives me how to allocate budget to one maintenance order.
I need to know how to allocate budget to a particular type of order.
2. In KO22 when I try to give budget to one order type, it asks for order number or order group.
If I maintain one order group for budgeting then also I ve to maintain individual budget for 100 orders maintained in the group in KOH1.
3.And when creating one maint order how system will know that this order belongs to a perticular order group?
4.I want to have one over all budget for break down maintenance for a particular period. Any order I create and release
the committed cost should be deducted from my over all budget allocated for break down order.
5. And if alternatively i try to assign WBS elements to allocate budget, then I need to put WBS elements to each order to integrate with project assigned to maintenance order. But my client is not willing to put WBS elements one by one while creating order.
Please suggest if anywhere I am wrong.

WBS budget functionality for Maintenance Order

Experts,
Can we use the Availability control functionality of WBS budget with Plant Maintenance orders? If yes what are the necessary config/settings required to do that?
Thanks
Arya
Edited by: Arya Singh on Sep 17, 2008 11:08 PM

Hello Arya,
For budget availability control to get activated against MO thru WBSE, you should create MO as a subnetwork of an activity in PS.
Please try following
1) Create a Project, WBSE, Network with one Internal activity. T-code CJ20N.
2) Assign Budget to the WBSE. T-code CJ30.
3) Assign Budget profile at Proj Def level. Choose activation type as 1 in profile.
4) In MO, in additonal data tab, enter the network and activity number. WBSE will be fetched automatically by the system.
5) For point 4 above do config setting @ T-code OPTP. Enter following in two columns
1) Network type Subntwrk = MO order type.
2) Ntwktype replaced act = PS network type.
6) Assign a component or raise service PR such that it exceeds budget. Sytem will throw an error for budget unavailability.
7) To check report S_alr_87013558 to know Budget/commitment/Assigned funds/Remaining budget.
Please post ur observations.
Thanks
Saikishore Ganga.

Reduce Budget for Plant Maintenance Order without PS

Dear All,
Request help for reducing the budget of an Plant Maintenance Order. Overall budget for order is Rs. 1,00,00,000 and want to reduce the same to Rs. 46,00,000. Actual Consumption of budget is Rs.24,00,000. I tried reducing the order through Ko26 but getting the below mentioned error.
Overall budget less than cumulative budget
-55000366(Order) 46,00,000 < 1,00,00,000 (INR)
Message No. BQ106
Diagnosis
The total budget 46,00,000 INR in order 55000366 is less than the cumulative budget 1,00,00,000 INR
The cumulative budget is total of annual budgets.
Please help for the same asap.

You need to reduce the Annual budget and also the overall budget in such a way that Sum of annual values equals total value
br, Ajay M

How to assign the budget to maintenance order

Dear PM Guru's,
I like to know the how to assign the budget for a maintenance order. how we control the expenses from a maintenance order. suppose for a small work manangement assigns budget as 2lacs. now i like to restrict if any thing purchased once budget reached to 2lacs system should populates the error message to restrict the creation of Purchase orders / material requisitions and some other issues. Please suggest me how i can map in SAP? if any one have full documentatioin regard this please send through mail.
thanks in advance to all of PM Guru's.
regards
Jalu

Hi,
There are different approaches for budget control in PM orders.
1) Option1: In koab transaction maintain commitment managemen active and in budget profile (oioa) you must tick total values ,annual values,activation type should be 1-automatic activated when budget allocation done. Then distribute budget in PM order through KO22.
2) Option2:You can also opt for Investment management approach but it is mainly done in case of capital work/projects/internal orders. In this approach you need to activate IM for orders(done by CO people). Investment programs are created and budget distributed through IM52. For details you may consult your FICO consulatnt.
3) Option3: Fund Management approach enables you to monitor budget-relevant plant maintenance processes. enables you to monitor budget-relevant plant maintenance processes in FM.
The link between the plant maintenance process and FM is established by entering an FM account assignment (commitment item, funds center, and fund) when you create a plant maintenance order.
You have to enter the FM account assignment manually. If, however, you have maintained the assignments of FM account assignments to CO account assignments, the system determines the FM account assignment from the cost center of the technical object (functional location, equipment) which is assigned to the plant maintenance order.
FM takes care of budget related processes from creation of maintenance order till settlement.
Hope this helps you to decide an appropiate approach.
Regards,
S.Basu
Edited by: S Basu on Nov 10, 2011 5:34 PM
Edited by: S Basu on Nov 10, 2011 5:34 PM

Budget Process (Linked the maintenance Order into Internal Order) in EAM

Dear Experts,
Scenario for Repair & Maintenance with only MM & FICO module live w.e.f. 2007 (PM not live)
Process Managed thru Internal Order (Order Type: RPMT)
Budget managed through Investment Management (IM); Budget is directly entered against the IO using transaction IM52
Scenario for Repair & Maintenance with only MM, FICO & PM module live (PM went live in 2010)
It was proposed to assign budget against each Maintenance Order. Since the number of maintenance orders being used is very high, it was decided to link the MO & IO so that budget will be assigned to the IO and when the MO is settled against the IO, the budget in IO can be deducted accordingly. The proposed process to assign budget in Internal Order against each Maintenance Order are given below-:
1.)     In EAM process one can plan/procure material and External Services only when the Maintenance Order is created & released but practically it has to be planned long before any Maintenance Activity (Maintenance Order to be linked with the estimate so that PO can be created against the estimate).
2.)     The no. of Maintenance Order generated in EAM Module is very large as Maintenance order is created for almost each and every maintenance activity. It is cumbersome to allocate the budget to each and every maintenance order. There should be a single estimate for maintenance activity (as in MM module) and that should be linked to maintenance order so that the actual cost of Indent/Service Entry Sheet can be deducted automatically from the estimate (Maintenance Order is to be linked with estimate).
3.)      While doing return Indent the cost of return material is not being added to the maintenance order automatically (Maintenance Order is to be linked with estimate).
4.)      If Material & External Services not planned in the maintenance order (estimate), the user must be able to do that through Internal Order (estimate), hence the Internal Order must be link to the Maintenance Order. They should able to record the planned & actual cost in the maintenance Order.
Process followed:
1.) Created Internal Order in KO01 for Repair & Maintenance Order Type
     Assigned budget to Internal Order thru IM52
2.) Created PM order and assigned Internal order against Settlement Order in tab
     u2018Locationu2019 and in Settlement Rule with 100%. In this Section attach the Internal
     Order with selection type u2018ORDu2019.
3.) Released both orders and issue the Material for particular Operation and then
     determine the Cost for material .After that performed MIGO for consumption of
     materials.
4.) Settled the PM order in KO88.
     Settlement process was successfully saved.
Problem faced:
After posting the goods movement (against each Maintenance Order) and settlement of the maintenance order against IO, we still find the budget assigned to the IO is not consumed/deducted.
1. Actual cost of maintenance is not reflected in the internal order
    immediately. We have to run cost settlement (t-code KO88) for the
    maintenance order each time the actual cost is incurred in the maintenance order.
2. Also in the case of return indent, the value of returned material is not directly
    added to the available budget of internal order.
3. When the material is issued from store through the reservation generated by
    maintenance order, system does not check for budget in the internal
    order/maintenance order while issuing material from the store.
4. It must not be allowed to create reservation from the internal order of order type
     RPMT.
5. In case of external service in the maintenance order, the unit of
     measure in the requisition is set to u201CD (days)u201D by default. System does not allow
     changing the unit of measure in the requisition (it should allow to change the unit
     of measure or set the unit of measure u201CJOBu201D).
6.) When the material is issued from the store through reservation generated in
     maintenance order, system does not check for budget in Internal Order
     (estimate)/Maintenance Order while issuing material from store.
Thanks & Regards
Deepak Soni

Hi,
1. Actual cost of maintenance is not reflected in the internal order
immediately. We have to run cost settlement (t-code KO88) for the
maintenance order each time the actual cost is incurred in the maintenance order.
As per the standard system budgeting is done against the actual cost only. And until you settle your order the actual cost from
maint order are not getting transfered to IO. Once they are transfered system is checking for the budget.
2. Also in the case of return indent, the value of returned material is not directly added to the available budget of internal order.
This is similar to first point, when you return goods there will be negative cost on the order, this has to be settled until that system will not compare the IO budget with maintenance order actual cost.
3. When the material is issued from store through the reservation generated by maintenance order, system does not check for budget in the internal order/maintenance order while issuing material from the store.
The budget you have assigned is at IO, how can system will check the budget while issueing goods for maintenance order. We may have to develop or use some user exit over here. Which will trigger checking of budget from the settlement receiver IO for that maintenance order.
I think you may have to go for development. These are my observations from my experience.
Regards,
NNR

Add the budget profile in the order type Maintenance Order

Dear Experts,
Scenario for Repair & Maintenance with only MM & FICO module live w.e.f. 2007 (PM not live)
Process Managed thru Internal Order (Order Type: RPMT)
Budget managed through Investment Management (IM); Budget is directly entered against the IO using transaction IM52
Scenario for Repair & Maintenance with only MM, FICO & PM module live (PM went live in 2010)
It was proposed to assign budget against each Maintenance Order. Since the number of maintenance orders being used is very high, it was decided to link the MO & IO so that budget will be assigned to the IO and when the MO is settled against the IO, the budget in IO can be deducted accordingly. The proposed process to assign budget in Internal Order against each Maintenance Order are given below-:
1.) In EAM process one can plan/procure material and External Services only when the Maintenance Order is created & released but practically it has to be planned long before any Maintenance Activity (Maintenance Order to be linked with the estimate so that PO can be created against the estimate).
2.) The no. of Maintenance Order generated in EAM Module is very large as Maintenance order is created for almost each and every maintenance activity. It is cumbersome to allocate the budget to each and every maintenance order. There should be a single estimate for maintenance activity (as in MM module) and that should be linked to maintenance order so that the actual cost of Indent/Service Entry Sheet can be deducted automatically from the estimate (Maintenance Order is to be linked with estimate).
3.) While doing return Indent the cost of return material is not being added to the maintenance order automatically (Maintenance Order is to be linked with estimate).
4.) If Material & External Services not planned in the maintenance order (estimate), the user must be able to do that through Internal Order (estimate), hence the Internal Order must be link to the Maintenance Order. They should able to record the planned & actual cost in the maintenance Order.
Process followed:
1.) Created Internal Order in KO01 for Repair & Maintenance Order Type
Assigned budget to Internal Order thru IM52
2.) Created PM order and assigned Internal order against Settlement Order in tab
u2018Locationu2019 and in Settlement Rule with 100%. In this Section attach the Internal
Order with selection type u2018ORDu2019.
3.) Released both orders and issue the Material for particular Operation and then
determine the Cost for material .After that performed MIGO for consumption of
materials.
4.) Settled the PM order in KO88.
Settlement process was successfully saved.
Problem faced:
After posting the goods movement (against each Maintenance Order) and settlement of the maintenance order against IO, we still find the budget assigned to the IO is not consumed/deducted.
1. Actual cost of maintenance is not reflected in the internal order
immediately. We have to run cost settlement (t-code KO88) for the
maintenance order each time the actual cost is incurred in the maintenance order.
2. Also in the case of return indent, the value of returned material is not directly
added to the available budget of internal order.
3. When the material is issued from store through the reservation generated by
maintenance order, system does not check for budget in the internal
order/maintenance order while issuing material from the store.
4. It must not be allowed to create reservation from the internal order of order type
RPMT.
5. In case of external service in the maintenance order, the unit of
measure in the requisition is set to u201CD (days)u201D by default. System does not allow
changing the unit of measure in the requisition (it should allow to change the unit
of measure or set the unit of measure u201CJOBu201D).
6.) When the material is issued from the store through reservation generated in
maintenance order, system does not check for budget in Internal Order
(estimate)/Maintenance Order while issuing material from store.
7.) My first problem is every time running the cost settlement(KO88) is maindetory.Without running cost settlement, How we can settle the actual amount of MO with IO (Estimate budget).
2.) As you know that I have assigned the budget in IO.How system will check the budget while issuing the goods for maintenance order.So will please tell me that which user-exit is used over here.
Thanks & Regards,

Hi Deepak1103,
Well, obviously you will have to settle the costs incurred at the maintenance order. The internal order should be mentioned in the settlement order field in the location tab of the maintenance order. What you can do is to ask your ABAP person to activate this enhancement IWO10004: Maintenance order: Customer check for order completion, use the CAUFVD structure to get the internal order number, then use the BAPI BAPI_INTERNALORDER_GETDETAIL and pass the details to the function module BBPG_BUDGET_CHECK and check the actual cost against the required budget. In case of a conflict raise an error other wise run the function module CK_F_IH_ORDER_SETTLE to settle the costs of the maintenance order to the internal order. Budget would also be consumed and you can verify the same in S_ALR_87013019.
Regards,
Muhammad Usman Kahoot

Error while creating maintenance order - Budget almost exhausted.

Hi Experts,
We have maintained budget on WBS element. As per WBS report S_ALR_87013558 still Rs. 438000 available.
Now when we were trying to make a maintenance order with assignment of same WBS element system is showing error
"Budget almost exhausted" Message no: BP611. Actually the order cost is only Rs 18000.
Could anyone help me to find the root cause of this problem?
Please do the needful.
Best Regards,
Praveen
Edited by: Praveen kumar on Aug 26, 2009 1:19 PM

Hi,
No, here we dont have PS team. Even I am also new to PS.
Best regards,
Praveen.

Budget Availability Control for Maintenance Order

Hi,
Can anybody tell me that how to activate Budget Availability Control for Maintenance Order ? For Internal orders, it is already activated but for Maintenance Order (Category 30, type PM01), it is not activated.
Please tell the procedure for activation for the same.
Thanks in advance,
Regards
Satadal

Thanks.
But I have added Budget profile from Plant Maintenance -> Order type settings.
So, I can assign only maintenance related Investment program and positions in my Maintenance Order.
But as availability control is not activated, System is not stopping me to issue Goods against that Order even if there is no Budget.
I need to have that control for Maintenance Order that we should be able to issue material against that order only if there is a budget.
That's why I want to activate this control but don't know how to do it.
Can you tell me how I can do the same - depending on order type or individually?
Thanks and Regards
Satadal

Equipment wise component allocation in a maintenance order

Dear experts,
I have created maintenance order for multiple equipments.I can able to allocate components operationwise. But I need to allocate components equipmentwise?
Please suggest solution.Your early reply will be highly appreciated.
Thanks & Regards
Reddi

Hi,
I think the first thing here is we issue components to operation and not to eqpts in object list .. , first thing what we need to have is to link object list with operation ..and thus :- to link Object list to operation we can do the config :-
Path: Maintenance and Service Processing>>>Functiona and setting for Order Types>>>>Define Notification and Order Integration: Enhance Object List:- Selct the required Order type and Choose " Assignment of Operations to All Object list entries Active"
I think you have some reports for which components issued to operation like IW47 etc can be tracked out .. so this can be one work around i belive ..
regrds
pushpa

Budget check in PM Orders

Dear Experts,
When I am trying to save Maintenance Orders after including reservations (in PM Module) which are raised against WBS Elements , I am getting an error specifying u201CError occurred during budget check, see cost protocolu201D.
Need your guidance to sort-out this issue.
Thanks in advanced,
Dileepa,

Hi,
Check in CJ30 whether any budget is allocated. And if it is, try to increase budget amt.
Check the assignment of WBS element in the order. Just try to remove WBS element assigned in order & try to save.
Regards,
Rajesh

Automatic creation of service notification for maintenance order

hi,
I created one new document type (SR) as service requestion in material management.
Then i create maintenance order for service and attached service master. System generated PR. Where document type to be given to get SR instead of PR.
Kindly explain
Regards
sathish. R

Hi,
Please check the indicatorsin Actual cost/cost sales and Valid recevivers in settlement profile.
If for cost center : 1 settlement optional is maintained in valid recevivers and also for order
and in actual cost/ cost sales: indicator to be settled in full is selected.
Also check Allocation structure too if you have assigned the valid allocation structure.
**check if you have assigned the valid settlement profile to order types.
*****Most important after doing all these settings you need to create new order. for same order you will not get the automatic settlement rule
Hope this helps.
Regards,
PMAddi

G/L accounts or cost elements for maintenance order

Hi,
Can anybody explain the following.
1- What are the applications of inventory and consumption cost element / GL accounts, while posting goods issuance, good receipt and maintain service entry sheet with reference of maintenance orders' reservations and purchase requisitions? I want to know which cost element or GL account is debit and credit during every posting. And What are their impacts on maintenance order?
2- What is the purpose of "source" (cost element group) and "settlement cost element assignment" in allocation structure when we want settle maintenance order on cost center?
3- On which accounting term, the maintenance order should be settled, cost center or GL account? what is the best practices?
Regards,

Goods Issue & Goods Receipt:
In OBYC, G/L account for Inventory posting & Offset account for that Inventory posting will be maintained. Inventory posting will be BSX & Offset will be GBB.
In Material Master, valuation class will be assigned. Based on this valuation class, this entry will be taken.
Service Entry Sheet:
Problem with Service Entry Sheet creation through ML81N
service entry sheet

Automatic Creation of Settlement Rule for Maintenance Order

Hi,
While doing TECO for Maintenance Order, its asking for Settlement Rule. IF I click settlement rule, message is coming as Maintain Settlement Profile with options like With Default, Without Default & Cancel.
I have maintained the Cost center in Equipment Master. Also I maintained Cost Center as Default Settlement receiver.
Also I have gone through setting in Automatic Creation of Settlement Rule under Controlling Category.
But I couldnt understand that. Can you please tell what are the steps to be done?
Regards,
Maheswaran.

Hi,
Please check the indicatorsin Actual cost/cost sales and Valid recevivers in settlement profile.
If for cost center : 1 settlement optional is maintained in valid recevivers and also for order
and in actual cost/ cost sales: indicator to be settled in full is selected.
Also check Allocation structure too if you have assigned the valid allocation structure.
**check if you have assigned the valid settlement profile to order types.
*****Most important after doing all these settings you need to create new order. for same order you will not get the automatic settlement rule
Hope this helps.
Regards,
PMAddi

Maintenance order for Refurbishment

Dear Experts,
I have created a maintenance order for the equipment E12000003 with order type PM01 and using the control key PM03.Material 12000003 representing the equipment E12000003 issued against the PM order .
Purchase requisition is created at the background , which converted to PO and the material 12000003 issued to vendor through a deliver challan.
Acceptance of service through service entry sheet and GR at the background.
Confirmation of time for the order and GR for the PM order done .Settlement of the order against the material which issued against the order.
We are planning to follow the above cycle instead of refurbishment process as we donu2019t want to have split valuation . Please correct me if ia m wrong.
Thanks,
Ram

Hi Ram,
The method u are using is ok for some companies. But the following questions arise which are to be answered,
1.How do you fix the cost of the refurbished material? will it be the original cost (cost, if bought from a vendor)
2. You draw and use spare parts for refurbishing the eqpt. If the spare parts cost is more than the original equipment cost how do u account for it?
3. The refurbished material must be certified to be as good as new, otherwise its cost must be split based on the condition. In your case all the time the cost will be same. Is it ok? Mind you once the refurbished material is returned to store, there is no replenishment and if the plant condition needs a new spare u do not have one!
4. In the accounting it can happen that u refurbish few costly materials and in the end of the year return them to stores to bring down the maintenance cost vs budget. How these are controlled?
But it does not mean the SAP way of refurbishment is an complete solution.
regards,

Budget Allocation to Maintenance Order

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