Budget Approval

Hi,
My client require Budget approval functionality for budget supplement..ie., user will enter budget in CJ36 or CJ37, but the budget should not be update immediately..it should be approved by his superior and then only it should be update...is there any such functionality available in project system?

Hi
I suggest you to advise your client to Use "Release Budget- CJ32". The User can Post the Supplement in CJ36 / 37 whereas the approving Authority can keep control of Releasing the Budgeting in His Role. For this you need to maintain "Release" option in Availability Control of BUDGET PROFILE.
Hope this can meet your requirement.
Regards
Babu

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FMBB Budget Approval workflow is not triggered

Hi Experts,
I want to activate the standard workflow for Budget Approval in FMBB t-code. I found two standard workflow templates for this WS12300025 and WS12300026 and I activated it. In both workflow templates start event is maintained as 'BUS0050' 'PREPOSTEDDOCCREATED' .
But when I am creating Budget document in FMBB t-code, 'BUS0050' 'POSTEDDOCCREATED' is triggering , so the standard workflow is not triggering.
Then checked in forums, that we should maintain SPRO settings. I maintained the setting in SPRO.(Attachment 1).
After maintained this setting I am facing an error while creating Budget in FMBB t-code. (Attachment 2).
Kindly help me on this is urgent .
Thanks & Regards
Ayyappan.V

Ibrahim, The complete statement is:
If event linkage not activated it (Workflow Instance) will not get traced i.e. in T-Code SWI2_FREQ, thats the reason I have suggested to check error message in SWEL .
SWEL will always create entry whether linkage is activated or not, the only thing is trace should be on in T-Code SWELS. Hope things are clear now.
BR,
Prakash

Fix authorizations for the budget approval flow (internal orders)

Hi,
I need to fix the authorizations for the budget approval flow.
What do I need to take into account?
Thank you.
Kind regards,
Linda

(1) Each appropriation request should be attached to an investment program (leaf) position. To update the approved budget on the investment program from time to time, you should
    - make a plan rollup from the appropriation requests to the program positions via IM34 (use an appropriate status selection profile on the initial screen of IM34 and select appropriation requests only to make sure that
       > only appropriation requests
       > with status 'Approved' are taken into account),
    - To budget the investment program via IM32, set view 'Planned total' (Menu: 'Views -> Planned total') and copy this view, which contains the latest approved budget amounts, to the "real" budget (Menu: 'Edit -> Select -> Select all' and then 'Edit -> Copy view').
(2) You can even generate an order from the appropriation request that enherits the appropriation requests plan value. For details see SAP Library (Menu: 'Help -> SAP Library'), path 'Financials -> IM Investment Management -> Appropriation Requests -> Replacement by a measure for implementation'. Analogously to step (1), you can also take over the orders 'Planned total' view into the orders budget via txn IM52.
If you strictly limit the authorisations to execute IM34, IM32 and IM52 as pointed out in steps (1) and (2) to a handful of people who execute these functions as pointed out above (withoud adding or removing budget arbitrarily, of course), the budgeting process
really focusses on planning/approving appropriation requests which is fully accompanied by the approval workflow.
Hope above helps you.
Regards
Siva

Budget Approval Hierarchy

what are the steps to do Budget Approval Hierarchy ?

Hi,
To enable budget approval workflow:
1) Activate the check box in Project Type window for budget approval in last tab page
2) Activate the check box in Budget Type window for existing or new budget types where we need to use approval.
When budget are defined for any project (using project type defined in step 1) and budget type, then approval process is activated by default.
However the supervisor is identified based on HR definition. The approval is only one level using the default workflow.
Hope the info helps.
Sarma

Budget Approval Workflow

Hi,
We have requirement for budget approval request for portfolio item. I guess we dont have any standard workflow for budget approval. Please suggest if anyone has worked on similar requirement. Also I want to know if SAP recommends any non workflow based solution for such requirement.
Regards
Shrikant

Hi Shrikant,
In this scenario, you can only enter the values manually after offline approval or you need to develop a z-webdynpro component and attach those details to financial information of portfolio items.
In case of SAP PS/internal order, the budget planning & approval has a control over business transactions like PR/PO commitments since the planning is done over cost collectors. In portfolio management, no cost collectors, so no budget planning provided. And the information in items are there to enable decision making.
Regards,
Ravi

PA Budget Approval Issue

Hello Experts
Please guide me on the following issue.
I am creating a Project Budget for entire lifecycle of a project say from Oct-2010 To Dec-2012 period. And on submission of the same notification goes to approving authority. But even after when approving authority approves this budget status of this budget remains as 'In Process'. Expected to change status to 'Working'.
But when I am creating budget for same project only for period Oct-2010 To Dec-2010 and after approving the budget status is getting changed to 'Working'.
I shall be grateful if some body can help me in resolving this workflow issue.
Thanks in Advance.

Thanks a lot Dina
Can you please tell me on following doubts:
1. If my Project Budget is a non time phased, in this case can I generate and review budget accounting from Tools menu. If yes in which period these budget journals will be posted in GL?
2. If its not possible to post budget journals in GL for non time phased budget, then how the funds check would be exercised at the time of actual transactions? And is this budget is still a GL integrated budget?
Please clarify my doubts.
Thank you

PR Budget Approval n Checking

Hi
1. How can we support on-line checking of available funds before approval of purchase requisition. is thr anything avl in std SAP.
2. Is thr any possibility to support use of budgetary control for expense or inventory procurement
Regards
Ram

Hi Rama,
How can we support on-line checking of available funds before approval of purchase requisition. is thr anything avl in std SAP.
- yes it is possible if u have implimented Budget Planning in FI
these budgets are assigned to the cost centers and when u create the PR for cost center as acc assignment then system will check whether you have the sufficient Budget for Purchase in your cost center.
Is thr any possibility to support use of budgetary control for expense or inventory procurement
- yes possible pl discuss with ur FICO and MM consultant.
Reward if you find this helpful.
Regards,
Anil

Budget Approval Workflow before release.

Hi,
My Client want to trigger a approval workflow for Budget once its created in CJ30.
Let me know if any once have a worked on same process. Just share a process how we can do it the same.
regards,
Atul R. Rajmane

Hi,
I have created a project in CJ20N. Also, created a cost plan CJ40. Then, I have creted a budget in CJ30. Now, before release of this budget, I need to trigger a approval workflow.
Let me know how we can do this?
regards,
Atul R. Rajmane

India -With Holding Tax - Changes As per the Budget Approval

Dear All
Many of you are aware, there will not be any surcharge, education & higher education cess for with holding tax in Indai from 01.10.2009.
Our client is operating seperate tax codes for Basic Duty, Surcharge and Education Cess. We have change the configuration and maintained 0% in the formula for calculating with holding tax for surcharge and education cessand we have maintained with the validity from 01.10.2009
(ie., The above solution we thought because, we wish to maintain the same tax code and with out modifying the vendor master)
Now, the system is working fine for all the scenarios, except the transfer of the old advances from special gl indicator to normal line item through T.Code (F-54). Under this T-code, the system is reversing only basic duty at old rates with out surcharge and cess.
Kindly suggest the solution to reverse the surcharge and cess while doing F-54 with the posting dates as 01.10.2009 onwards
Regards
Anilkumar

Please go through the SAP note 1359268 for budget changes
also see the 1369775,1371380,1372734 for your exact requirement

Notification for Budget approval

Dear Experts,
Is it possible to trigger notifications for budget approvals, I mean, as and when user allocates budget in CJ 30 notification should go to the responsible person (Manager, CFO or MD) based on the budget amount? i.e., If the amount is X, mail should go to the Manager , If the amount is Y, mail should go to CFO & If the amount is Z, mail should go to MD.
Your inputs on this would be highly appreciated.
Thanks & Regards,
Murthy.

Hi,
Thank you Harsh for your quick response. I'll check with ABAPer. I awarded points.......
Regards,
Murthy.

Budget Approver for Purchase Requisition

Hi,
In MM setup for purchase requisition, 4 levels has been setup for approving based on amount. The person who will approve is configured to be determined based on user exit (value - 9) in TCode OMGQ.
My question here is where is this user exit and how can we know to whom this PR will actually reach for approval.
Please help me out.
Regards,
Binay Agarwal

That you have to check in the Workflow settings based on the organization defined in PPOME
User exit M06B0001
you ca check the logic of user exit in SMOD
enter the above user eixt and display the component logic

BOR for PS budget approval workflow

Hi gurus,
               I have a Project Systems scenario in which For all the changes done in CJ40, one reminder has to generate for Budget approvals to the concern in T-Code: CJ30.
Has anyone done this workflow before. Is there any standard Workflow or business object for this.
Please share your idea on how to proced with this workflow scenario.
Regards,
Hari

Hello Hari !
              I suppose bus2001 will be suitable to your requirement.
              If it doesn't suits, you can find the business object by adopting following steps :
              1.Switch on the event trace inb SWELS transaction.
              2.Go to CJ40 and do the changes and save.
              3.Go to SWEL and see what business object have generated for the time stamp at when CJ40 is saved.
              That's the business object required for your scenario.If no business object is seen , set the status(system or user as required) and do the above 3 steps again.
             Still, no event is fired in SWEL, find the appropriate BAdI or user-exit and you can get the job done.
              There is no standard workflow that suits to your requirement.You have to go only for custom developments.
Regards,
S.Suresh

Budget Approval Workflow Error: FMBCS_WF_ROLE_BUDGET parameter: FMBCS

Hi All,
I am implementing BCS Standard workflow templates WS12300025/6 on ECC 6.0. When I test the workflow, i get the following error:
"Function module call up error: FMBCS_WF_ROLE_BUDGET parameter: FMBCS"
What could be the cause of this?
Please assist.
Thank you.
Robeth

Sudhir,
I have tried simulating the rule alone but I get the error message "Test not Executed".
I must admit I am new with Objects.   Which Object ID is not properly imported? When I define binding automatically, the following workflow and rule objects are generated,
Workflow          Rule
&ACTIVITY&    &ACTIVITY&
&BUS0050&    &BUS0050&
&LEVEL&        &LEVEL&
I have also tested the workflow without the rule using Tcode SWDD directly, the task is started ok but work item in the agent's inbox has decision box showing only one alternative (Cancel and keep work item in inbox) instead of two. In addition it does not show the attached pre-posted document.
When I run Tcode FMBB directly to trigger the workflow, the workflow is not triggered even though type linkage for event PREPOSTEDDOCCREATED has been activated.
I am puzzled by this. Please give me step and step and if possible give me the objects.
Thank yuo.
Robeth

Budget Request with Approval SR62

Did anyone use this functionality -Budget Request with Approval SR62?
Edited by: psconsultant on Mar 24, 2011 2:12 PM

Hi,
Pls go through link, it seems its a feature of intranet portal
http://help.sap.com/saphelp_ppm50/helpdata/en/f2/05603815ba682ce10000009b38f842/content.htm
To my knowledge you cant have budget approval process in standard SAP, unless you use Appropriation Requests (under Investment management) for budget request
Regards,
SL
Edited by: sam Lesha on Mar 25, 2011 7:29 AM

Budget for Purchase requisition

Hi everybody,
Is there anyways that a budget can be done for balance sheet items?
Scenario:
Each and every purchase requisition raised should check for the available budget.
Budget can be done for the P&L items through internal order likewise is there any possibility of doing the same for the inventory accounts

Hi
We have the same scenario.Generally for capital asset or high value items, budget approval is required.Budget approval is confirmed from finance people.
If the PR needs budget approval, then follow Work flow procedure for release the PR. Assign the release points as finance people.A mail will automatically go to the finance controller and get it approve from them.
Then make the PO for the asset.
What I've suggested is MM point of view.
Consult an FI consultant for Budget Approval.
Thanks & regards
Pranaya

Budget Approval

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