Budget availablity in funds management

hi
Kindly explain at what stage committment item update in Funds management. Client requirement is following report format
cost center GL budget value actual value open PR value Open PO values Available budget
r

Hi,
Commitment item is a master data in FM. Please, read this information for basics in FM:
http://help.sap.com/saphelp_erp60_sp/helpdata/en/f0/ca33a5260211d28a430000e829fbbd/frameset.htm
As for your reporting, it's possible to create one in Report Painter, based on 4FM library. You can create the colmuns based on Value type in order to distinguish between PO, PR, etc.
Regards,
Eli

Similar Messages

How to release the budget in SAP Funds Management

Hi
How to release the budget in SAP Funds Management. Please let me know the proceedure and the transaction code
Tks

Hi,
The answer depends on if you are using Former Budgeting or BCS.
1) If you are using Former Budgeting:
a. You should use transaction FR51 to enter Release or FR55 to distribute it.
2) If you are using BCS:
a. Within FMBBC transaction you have the option to release the budget, use document type as REL (release).
b. You can activate the automatic release for each budget profile in Customizing of Funds Management Government. To do this, in IMG select Funds Management Government ® Budgeting and Availability Control (Former Budgeting) ® Budget Profiles (Former Budgeting) ® Set Up Budget Profiles.
With the automatic release, the corresponding background releases for expenditures FM account assignments with budget transfers are also posted. Take note that the maximum amount that this automated release can transfer from the sender is the amount that has already been released.
If you do not activate the automated release, the maximum amount that can be transferred from the sender is that which has not yet been released.
c. You can use the mass transaction for release, which is FMMPRELE.
I hope that this answer your inquiry.
Best Regards,
Vanessa Barth.

Budget Update In Funds Management

Hi,
I have configure FM and posted budget through FMBB. after releasing the budget i am still unable to see it as consumable budget in Budget consumption report it shows m all the budget amount in available budget column. further when i post an invoice in FI through FB60 fund management document alse get posted but again i am unable to see it in budget consumption report. please help me out here...
Regards,

Its been resolved..
For budget not being available for consumption after being posted through FMBB th issue was in my AVC profile. and for the second part where budget was not consumed after invoice being posted through FB60 the issue was in my fiscal yeas variant year shift. the posting was taking plane in the wrong fiscal yeas hence consuming budget for that particular fiscal year and not of the year i intended to post to. Thank you so much fpr approving my query
Regards,

Exclude WBS Budget Checking in Funds Management

Dear SAP Community,
We have activate the Availability Control in PS module for line item posting using WBS element as cost object, and in FM module for line item posting using cost center as cost object.
Since the FM module active, for every posting, the system require assignment to funds center. Therefore, we assigned all WBS elements into one Funds Center called WBSDUMMY.
Our requirement for a project is to have budget checking in WBS element level.
Our current settings already exclude WBSDUMMY funds center assigned to FM Budget Profile in "Availability Control: Specific Tolerances". But, for every posting that use WBS element as its cost object, warning message of "Payment Budget Exceeded" in funds center WBSDUMMY always appeared.
Is there any way to avoid the budget checking of WBS in FM module?
Can we create the FM Budget Profile without warning/error message and assigned it to WBSDUMMY funds center? If yes, is there anyone can help me on the specific settings? Since I can't found the configuration/settings to define availability control action besides the SAP standards.
Appreciate your input
Thank you and best regards,
Fitria

So in other words, you want to suppress the budget message received whenever the fund center = WBSDUMMY?
If so, then I would suggest trying this...
Create a tolerance profile to be used solely for the WBSDUMMY fund center.
The tolerance profile would be something like this...
Tolerance profile name = DWBS (for example)
Ceiling type = Expenditures, Activity group = ++, Order = 1, click the Inactive setting ", Message type = Information, Usage = 999.00
Then set up a derivation strategy for tolerance profiles (FMAVCDERITPROF) solely for the WBSDUMMY fund center that basically says when the fund center = WBSDUMMY, then derive tolerance profile DWBS...
Derivation type = Assignment, Definition tab constant = DWBS, Target field = TOLPROF
Condition = ACO_ADDRESS RFUNDSCTR (fund center) = WBSDUMMY
So when the fund center is WBSDUMMY, the tolerance profile DWBS is derived, and the entry in the tolerance profile is inactive, therefore no warning or information message is received. The key is that the entry in the tolerance profile is inactive.

Budget Posting and Funds Management

Hi,
Can some one tell me how I can setup a budget in a fund? I currently can create a fund and then when I try to do a budget posting update w/exp BPUE, it will not allow me to enter a posting amount.
So I can create a budget posting, but when I save it, I get and error asking to provide a posting amount. The problem is the posting amount field is greyed out.
Any ideas?
Thanks,
Eric

Hi Maz,
In BCS, you create a plan structure each year like 2008, 2009, 2010 and you create budget adresses in the 2008 plan structure and posting adresses in 2008 plan structure
Budget adresses are saved in the ledger 9F and posting adresses are saved in the ledger 9A and AVC in ledger 9H
When you create budget and posting adresses in plan structure this means that only thoses combinations Funds, Funds center, commitment item will have budget in FMBB and will be used in earmarked funds and real postings like 9A
Simply if budget adress is not created you acn not enter a budget in 9F table FMBDT
If posting adress is not created you can not for example create a funds commitment with FMZ1. any way to update the table FMIOI or impossible to create an invoice with FB60 referencing the funds commit in order to update the table FMIFIIT
AT closing you copy the different budget adresses and the posting adresses in the next plan structure for example 2009. There is a tcode for that.
I hope i have been clear
ciao MAZ
I need your help in CJ88
Salvator
PSM-FM Consultant
Suitzerland

Exclude budget update in Funds Management for particular FI document type

HI FM gurus !!
We have an issue in FM .We do the service entry for Transporters for the whole years charges at one time . ( for some reason it cant be done for the month) So we have to pass the FI entry for the Prepaid Expenses. But when we do this entry in FI corresponding effect goes in FM and the Budget for this committment item gets INCREASED. THIS WE DONT WANT since this temperorily available budget may get used for other things. This is the background .
so All we would like to do is to prevent the budget update in FM for this Prepaid entry. How can we do this ? is there any config or BADI ?
PLEASE ADVICE

Its been resolved..
For budget not being available for consumption after being posted through FMBB th issue was in my AVC profile. and for the second part where budget was not consumed after invoice being posted through FB60 the issue was in my fiscal yeas variant year shift. the posting was taking plane in the wrong fiscal yeas hence consuming budget for that particular fiscal year and not of the year i intended to post to. Thank you so much fpr approving my query
Regards,

Payment Budget Exceeded in Funds Management Error BP629

Hi All
I am facing the Below error while doing the FB50 transaction.
"Item 002 20020001 /EXPENDITURE payment budget exceeded"
I have created the commitment item "Expenditure" to post the expenses to the budget.
I have made the budget entry into the system for Expenditure as well as Revenue Commitment Item.
I am able to post revenue posting successfully with FB50 transaction through revenue commitment item but facing the above error for expenditure commitment item.
Regards,
Dimpesh Ray

Hi Dimpesh,
Check whether the budget has been released (consumable) if you have made budget release setting in FM . If you have defined consumable budget types in Customizing, only these budget types will be considered as "releasable" budget.
Regards,
Lewis

DPRs and DPs are reducing the commitments creatd by POs in Funds Management

In Funds Management, Purchase orders are creating commitments. Then Down payment requests and Down payments are created against these purchase orders. Hence, these Down payment requests and Down payments are reflected in the Purchase order history. But these down payments and down payment requests created with reference to Purchase Orders are reducing the commitments created by the Purchase orders in Funds Management. The business requirement is that only GR should be reducing the commitment and then consuming the budget. Down payment requests and Down payments should not have any impact on the commitment created by Purchase orders. How to do this ?

Hi,
Please, refer to this Re: How to exclude value types 58 and 61 from Budget check in Funds Management
Regards,
Eli

Authorization restriction in Funds Management

Hi all,
We have a requirement from the client to restrict budget execution in Funds management.
Business case: A user from a particular organization/agency should be able to transfer funds within his organization and should be restricted from using other agency funds.
We are planning to use authorization groups while defining the FM master data (funds, fund centers, funded programs). Later, we use these authorization groups while creating derived roles (organization/agency specific). So when the user performs activity in FMBB, he will get an authorization error if he tries to use funds that he is not authorized for.
As there could be 1000s of fund centers, maintaining them using authorization groups could be cumbersome.
I would like to know if any of you have implemented security in FM using fund center groups/ hierachy structure instead of using authorization groups.
Appreciate your suggestions and inputs ..
Thanks
Kee

Hi Kee,
I can understand your concerning about the number of funds center but in the authorization roles you will use ONLY the authorization groups not each fund center, so the maintenance will be easier.
You will not maintain each fund center in the rule, but if necessary the creation of a new authorization group or deletion of one. Because the change of one authorization group (which means more or less fund centers) will be done in master data, in the authorization part will be ok already.
The principal object will be F_FICA_FSG which is the authorization group for the funds center, so I am not sure what do you mean about maintenance, because if defined as per the business process, it will not change so much because it will be in the group level not in fund center.
Thinking about your question:
"If we follow an intelligent naming standards for fund centers and determine the hierchacal structure, can we use the fund center/fund names directly in auth objects instead of using authorization groups?"
Create authorization objects with funds center directly not using authorization groups, I did this many times in previous releases (from 3.0F to 4.0B) when I implement PSM-FM and I think that authorization groups will reduce the maintenance in an important way. The most huge maintenance is doing in this way that you are thinking about use funds center directly.
For example, if you have ?.000 funds center grouped in ?00 authorization groups and of course some of the users will have more than one authorization group and one rule will have more than one authorization group right? This will be for sure a number lower than the quantity of funds center.
Be aware that I am focusing only in authorization regarding FMBB like you mentioned in the beginning. This means authorizations to manage budget in the company, nothing else.
Therefore, it will be not so much different roles with authorizations. I am quite sure that your customer will not allow a great number of users to increase/decrease budget. You should consider this too in your analysis.
You will need to create roles in PFCG for your authorizations and of course each role will have a combination of authorization objects (reports, master data, budgeting postings, actual and commitment postings). This is a matrix that needs to be detailed and clarified with the customer needs.
I am not sure if I could help more, kindly inform if I am going in the wrong direction
Best Regards,
Vanessa Barth.

Budget for a month in Funds Management

Hi Guys
I have done funds managment (budgetory control system) and the same is working fine on control of expenses
Now the doubt i have is the budget is controlled for the entire year and not for a particular month
I will explain the same with an example
Commitment Item - 500000 ( for travel expenses and my funds center is 7000 for admin ) - i have entered a budget of 45000 AED for the period 08 i.e. August 2010 in FMBB
To my understanding if the Budget is entered for a single period i.e. month it should allow to enter the transaction for only that period and not for the entire year
In my case, the system is allowing to do transaction for the whole year i.e. from jan to december 2010 for the total value of 45000 AED and then availablity check comes into picture as the value exceed the budgeted value
Can any one help me on this case, whether the system will check only for the whole year as far as budget is concern or what is the purpose of the field available in FMBB (period - SPERIOD)
Thanks in advance
Bala

Hi,
By default, the budget control in FM as annual (or multi-annual if you work in this mode). Periods are meant only for reporting purpose. In order to achieve monthly control, you have to define your own AVC ledgers. If you are in 6.04 release or later you could use for this purpose Budget Period object:
http://help.sap.com/erp2005_ehp_04/helpdata/EN/08/ea9b16d3b24da5a605ebc46053423a/frameset.htm
If you are on earlier release, then to build monthly control would be more difficult, but still achievable with definning of 12 AVC ledgers, each for every month.
Regards,
Eli

Fund managment exceeding the budgeted and committed items

Dear All,
In my client place we implement the fund management. we create the department wise fund center and related committed items.
For example for the Fund center Administration Expenses- Committed item is Advertising expenses. When ever i made the payment to that particular expenses if i exceed the budgeted amount it will though error .
Like this i am getting for the some of the fund center and commitment items. I am having department wise fund center and commitment items list of 50 under that for 25 fund center whenever i exceed the budget it shows the error message for the some of the fund centers it not showing any warning message. and also allowing to make entries so my fund center report is showing negative values. so please guide to solve this issue.
Regards
girija

Dear Alex,
in my client in Availability control limit
they send for
MSL MSL001 pb selected proceed ++ Action 1 usage % 90
Msl Ms002 Action 3 usage % 100
it is correct or not pl guide to solve this issue for half of the fund center and commitment item when exceed the budget it is through error but for the remaining fund center is is accepting.
Regards,
girija
Edited by: k.r.girija devi devi on Nov 13, 2009 5:14 AM

Budgeting and Fund Management Solution

We are required to implement a solutioon for Budgeting and Fund management in existing CRM OnDemand used for Sales and Marketing. However CRM Ondemand is not giving us flexibility to embed our processes.
Is anyone aware of any solution being available as 'Custom' solution for Budgeting and Fund Management and that integrated with CRM OnDemand ?
It will be of great help.
Thanks !!

The On Demand High Tech Vertical has a "Funds" object. Contact customer care and they can provision it for you.

Funds management and project budgeting

Hi
We have funds managment activated for operational expenses(OPEX).
Project budget will be used for all CAPEX requirements. However, there will be common G/L accounts used in both operational expenses and capital expenses. For eg. steel could be issued both for projects as well as maintenance activities.
Please clarify on the following:
1) How to avoid duplication of budgets in PS and FM.
2) Can we forego PS budgetings and depend on only FM budgeting to meet the above issue. Can't we achieve the PS budgeting functionality in FM.
3) What differentiates or advantages we get in PS budget over FM budget.
Regards
Srikrishna

Srikrishna,
I am not aware of FM, but for the point mentioned by you
However, there will be common G/L accounts used in both operational expenses and capital expenses. For eg. steel could be issued both for projects as well as maintenance activities.
You can over come this by using valuation class in the material master Acoounting1 view. There you have 2 valuation classes
1. Valuation class - this is used for operational purposes and this valuation class will have set of G/L accounts mentioned in IMG for determining different process like, inventory, consumption etc...
2. Project Valuation Class - This is used for Project (when you mention account assignment as Q in PR or PO) system will read this valuation class, if no value exists in this field, it reads Valuation class. Again if the value in this field is different than the Valuation class, then it will contain different set of G/L account, with help of this you can distinguish the operative and Project G/L accounts and inventory / consumption separately.
Hope this may help you.
Regards,
Praveen

Funds Management - Budget ( FMBBC )

Following error is coming while entering Budget in Funds Management
The value type used is not supported with document type 0001
Message no. FMKU073
Diagnosis
The value type is not correct if you want to use document type 0001, since the scenario assigned to this document type does not correspond to the value type you have entered.
System Response
The system stops the transaction.
Procedure
Please use another value type or choose a document type with a scenario corresponding to the current value type.
Kindly let me know which configuration is pending and Path of it
thanks
santosh

Hi Santosh,
It seems to be that it is a wrong or missing customizing.
For value types in FMBBC you have:
B1 - Budget
R1 - Released
Please check the following customizing in your IMG:
SPRO -> Public Sector Managment -> FMG -> BCS -> Basic Setting -> Definition Budget Data -> Budget Release -> Define Budget Types for Release.
Also check the following:
By default all budget types are defined as consumable, however customer might have define some groups of consumables budget types and by consequence non consumable.
(check customizing budget data -> budget types -> define budget type group)
=> check that budget type (for eligible / non eligible) used are defined as consumable
I hope it helps
Best Regards,
Vanessa Barth.

Funds Management BCS error: Combination ENTR / A1 is not allowed in budget

I just applied Budget Control System in Fund Management module. I use FMBBC to enter budget value. I select BCS value type B1, Process ENTR, Type A1 and enter Fund Center/Commitment Item value. Whenever i tried to save, it always show error Combination ENTR / A1 is not allowed for status ADEC, Budget. Same error with any other combination.
I already assigned budget type and process combination in FM area (Budget Control System (BCS) > Budgeting > Basic Settings > Definition of Budget Data > Budget Types > Assign Budget Types to Processes (Mass Maintenance)
What setting did I missed? Thanks

Hi,
Chech the 'Status' configuration in BCS Budgeting - Control Budgeting Flow - Edit Status.
Regards,
Eli

Budget availablity in funds management

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