Budget Check against Asset Procurement

Hi,
We have defined the budget profile and assigned the same in the project and we have loaded the budget against WBS element of AED 10000 and we define the tolerance limits as below
Usage %    Indicator
75              Warning
85              Warning with mail
100            Error message
And also we assigned the same WBS element is asset master record and while we procuring the asset through PO for AED 9000 it is giving an error message of funds committments is less than 1500 by budgeted amount.And if we give lessthan AED 8500 it is working fine and also for more than AED 10000.
Why it is giving the error mesage number BP613 even the funds committments were less than budgeted amount.

You can achieve your requirement thru PSM-Funds Management , by creating commitment items, you can control the asset procurement.
First search on the web for the PSM-FM documentation and then configure it.
And for the Acc Assign Cate A, change the field statuses for FM related fields.

Similar Messages

Budget check during Asset procurement

Hello Experts.
here asset procurement scenario is through Account Assignment cat. 'A' . Now , using the same account assignment cat. users want a budget check (they are strict with not using any internal order or any WBS assignments).
How is it possible?
please help.
thanks in advance.
ankur

You can achieve your requirement thru PSM-Funds Management , by creating commitment items, you can control the asset procurement.
First search on the web for the PSM-FM documentation and then configure it.
And for the Acc Assign Cate A, change the field statuses for FM related fields.

Internal Order Budget check while asset procurement through PR or PO

Hello Experts ,
Hope this is the correct place to post my issue!!
I have created the IO- KO01
Assign Budget - KO22
Activated tolerance limit and availability control and released the IO
status of IO is- REL AUC AVAC BUDG
Now, i want to create the PR/PO for this IO. Please tell me the process ahead ie. which a/c assign category is to be used,what document type is needed etc.
Please Also , suggest what are the other things/configuration needed for the same i,e. G/L assignment or Cost Element creation.
Please help experts.
Regards,
Ankur
Moderator: Please, search before posting

HI,
.1. Create Investment program (IM01 u2013 Create)
2. Create top node (IM11 u2013 Create Top Position)
3. create position id (IM22 u2013 Change)
4. Put appropriate budget on position id (IM32 u2013 Edit Original)
5. Create an internal order with internal order type CAPX- Capital Investment Orders (KO01 u2013 Create)
6. System will ask to create AuC assets at this time. We need to create AuC Assets here. It will be used to post the value from CWIP account at the month end.
7. Assign this order to appropriate investment program node. (IM32 u2013 Edit Original)
8. Change the status of I/O from u201CINPL- Initial Planning by Locationsu201D to u201CINPR- In-Principle Sanctionu201D (KO02-Change)
9. Allocate the appropriate budget to this I/O (T-Code IM52)
10. Change the status of I/O from u201CINPR- In-Principle Sanctionu201D to u201C30 APPR Board Note Approu201D and from u201C30 APPR Board Note Approu201D to u201C40 EXEC Execution Phaseu201D. (KO02: Change)
11. Create PO with reference of this I/O and give the expense GL account (ME21)
12. Goods receipt (MIGO) with reference to PO and refer the vendor excise invoice created in above step.
13. At this time cost element u201CCWIP accountu201D will be posted with reference of I/O. (KOB1 Line Item display for Order)
14. At the month end we need to run the settlement for the I/O through KO88. It will post the value to AuC and credit the u201CCWIP accountu201D. It makes the CWIP account zero at the month end.
15. Create an assets master for final settlement. (AS01)
16. To settle the value from the AuC to Final asset we need to run the order settlement once again and at this time we need to give the final assets in the settlement rule for I/O. It will post the final assets and credit the AuC. (KO88 u2013 Line Item settlement)
17. At the month end depreciation need to be run (AFAB u2013 Execute)
18. Do retirement for transferee asset.
See the bellow Link also
http://help.sap.com/saphelp_470/helpdata/en/4f/71e6f0448011d189f00000e81ddfac/content.htm
Thanks,
Raviteja

Budget check against overall limit value

Hi,
When i create a service activity in a project , a PR is created in the background. In this service activity under "limits" tabs, i enter the value of "overall limit"and "expected value".
Now, whenever the project budget is defined/maintained,the system checks the summation of the expected value against the released budget and gives the commitment error in PS and budget exceeded error in PR/PO respectively
My client has a requirement that the system should check the "overall limit" instead of "expected value" against the budget and accordingly give the error message.
Is this possible? I tried searching on these forums but didn't find anything. I am new to PS and any inputs to meet the above requirement will be highly appreciated.
Please suggest how can this requirement be met?
Thanks
Regards,
Dhwni

Hi Dhwni Patil,
We have exactly the same requirement than you. In fact we entered some months ago a service desk for this. SAP answered us that there is no way by standard the system works base on the expected value.
Did you finally find a way to met the requirement?
Thanks in adavance and Regards

Do not want Budget check & Commitment value for purchase Requisition

Hi Experts,
I hope you all are doing well.
My client's requirement is that at the time of Creation of Purchase Requisition there should be no budget check against WBS element and also Commitment value should not be for Purchase Requisition.
Please suggest.
Thanks & Regards

Hi Gokul,
Thanks for ur quick reply.
I have done changes in tolerence limit (activated it for PO only).
Now i created 1 Project PR of more than value of budget (system didnt check the Budget against WBS) but when i am trying to create PO with reference to same PR, system is giving error of budget. That is OK for me.
Now my requirement is to not take PR value as commitment in my reports, i want only PO value in Commitment column of repport.
I have read all 3 notes suggested by you. Can u tell me whcih one should i implement to stop PR value as commitment in reports.
Thanks & Regards

Earmarked funds budget check in SRM

Hello to all SRM experts,
I've added two customer fields (earmarked funds and earmarked funds item) in the account assignment according to note 672960 using the INCL_EEW_PD_ACC_CSF structure.
Now we need to add those fields to the standard account assignment check performed by the system.
We are using ECC 6.0 for our B/E system and SRM 5.0 deploying the extended classic scenario.
What the client expects is for a budget check against the earmarked fund along side with the FM budget check.
Any ideas how to add those to customer fields to the standard account check?
Raz
Message was edited by:
Raz Golan

Hi
Please go through this ->
You need to code the SRM Budget checks logic part by your logic and implement the same on the Customer fields using BADIs.
Use BBP_DOC_CHANGE_BADI (For changing Buget values) and
BBP_DOC_CHECK_BADI (For issing Customer messages to Shopping cart web page)
Budget availabiltiy check will take place in R/3. This check has to be set in R/3 as there is no specific FI settings in SRM for availability check.
This is customized in SRM when defining your backend system:
SPRO Path ->
Supplier Relationship Management -> SRM Server -> Technical Basic Settings -> Define Backend Systems
Manage column FI valid with "Real-time backend validation".
Function module - BBP_BUDGET_CHECK (The database table BBP_USRBDGT contains the value for the purchasing budget in the column AmountSpent.)
Are the below ones used while checking...?
PO create/change
FM - B31I_ACC_PURCHASE_ORDER_CHECK
SC create/change
FM- B31I_ACC_PURCHASE_REQUI_CHECK
FM - B31I_ACC_PURCHASE_ORDER_CHECK
For SRM standard Budget checks, please go through the relatd links ->
OSS Note 520717
Re: FM for budget check in ECS ?
Budget availability check
Purchasing-Budget Workflow
http://help.sap.com/saphelp_srm40/helpdata/en/4e/1d74eff196d64e880fd28d41d4502b/frameset.htm
Costcenter wise budget
Re: Cost Center wise Budget
Hope this will help.
Do let me know.
Regards
- Atul

Budget check not active for commitment & actual budget

Budget check runs fine while checking budget limits for Production order and vendor invoices i.e does not allow to further create production order and vendor invoices if budget limits exceeds the released budget.
But this budget check does not work on procurement processes ( PR, PO &GR).
No warning or error message pop out and the system allows to further create PR/PO/GR beyond released budget
What config changes are required to make budget check active for procurement processes.

Hi vishal,
Check the Transcation groups in Budget tolerance limits.
PScostsbudget---define tolerance limits.
If you assign ++ All Activity groups it will activate the Budget avaliability control for all Transcation.
Check the avaliability control in OPS9 whether the activation type is 1 or 2 . If 2 run the avliability control CJBN.
Hope this will helpful,
Regards,

Asset PO with Budget check

Hi Everyone,
My requirement is that i want to create a asset PO with account assignment "A" but the value of the asset should be checked against a predefined budget in Asset Accounting. If the budget exceeds the user should be stopped from creating a PO. How do we do this?
Regards,
Vinod Kapote

Boss,
       Create Contract on Dummy Vendor.
       Create PO with respect to Contract.
       Actual Vendor can be maintained as Invoicing Party.
       System check the Quantity and Value wrt Contract.
       You can also track the Contact using WCOC - Contract Monitor if you use ISR.

Can cash advance check against internal order budget?

I thought only cost elements can check against budget or statistical asset elements. But for AP balance sheet (cash advance via special GL), is that even possible?
Please advise.
Thanks in advance.

No Padmaja, Down payments made can be checked against budget using PS module
you specify a cost element in IMG to be used in the case of down payments and this is used to update PS module
Regards
Ajay M

Funds Management and Budget Check on Settlement of Assets

Dear All
We are implementing Funds Management module with BCS as budgetary tool. We have a requirement like this. At the time of PR or PO for AUC, budget need to be checked, whereas at the time of settlement of this AUC to a fixed Asset there should not be any budget check
Kindly let me know whether, this scenario can be mapped in SAP using Funds Management Module
Regards
Vivek MG

Hi,
You can build a derivation rule in FMDERIVE basing it on business transaction field. In case of assets settlement, you can derive a dummy commitment item.
Regards,
Eli

Implement Budget check at SC level against Fund Management(ECC)

Hello,
We would like to implement Budget check at SC level against Fund Management(ECC) .
We are planning to use Extended classic scenario with SRM 7.0
Could please confirm that it is feasible, I know that there were some problems integrating SC and Fund Management with previous SRM version in Extended Classic Scenario..
Best regards,
Lina

Hi,
I think it is standard function and no development is required.
Regards,
Masa

Budget check at SC level against Fund Management

Hello,
We would like to implement Budget check at SC level against Fund Management(ECC) .
We are planning to use Extended classic scenario with SRM 7.0
Could please confirm that it is feasible, I know that there were some problems integrating SC and Fund Management with previous SRM version.
Best regards,
Lina

Hi,
I think it is standard function and no development is required.
Regards,
Masa

Budget check in STO

Hello All,
We are maintaining project stock at our plant. After consumption it is getting capitalized.
Materials are required to be transferred from one plant to other plant. Since each plant is having their own budget, it is required to check the budget when creating STO and system should not allow to create the STO if the amount exceeds the budget. This is working fine in case of inventory items.
As against the requirement certain capitalized items are also available, which are of no use in the supplying plant.
At the time of delivery we want to fulfill the requirement from project stock inventory as well as from capitalized asset, if available.
We are using account assignment "Q" for the inventory items and accordingly the budget check take place against the WBS but the problem is with capitalized items. Our requirement is to consider the depreciated value of the capitalized asset if sent partially against the required quantity and reduce the budget accordingly.
Please suggest how to map this requirement.
Thanks in advance.

Hi,
Not sure in MM, But you can look in below link
help.sap.com/printdocu/core/Print46c/en/data/pdf/FIFM/FIFM.pdf
http://help.sap.com/erp2005_ehp_04/helpdata/EN/f0/ca3480260211d28a430000e829fbbd/frameset.htm
Kapil
Edited by: Kapildev Farakte on Jan 29, 2010 9:07 AM

Budget checking purchasing

can anyone advise about the budget checking in purchasing.. what are the business steps, and what is the standard (for assets and stockable materials)
should it be checked in the PR or in the PO? what is the business flow for each.
thank you

Hi,
When integarting with Funds Management normally Stock material, the is no budget checking because we always think that there are funds available.
Procurement of any items should serve as a commitment.
It makes business sense to have the budget check at time of Purchase Requisition not Purchase Order.
Edited by: Silas Ngcobo on Sep 26, 2011 9:48 AM

Budget checking with respect to BOM

Hi,
Could you please let me know whether budget checking can be done with respect to BOM? If there is any standard procedure could you please let me know? Also if there is no standard procedure, then could you please tell me what can be the customization?
Thank You

Dear Souvik,
Budgeting can be carried out on WBS elements
when budgeting is carried AVAC (availability control is activated)which check the costs and restrict it if it is exceeding the available budget value
when you assign the material or service (in your case as composite material or BOM) the cost of the same is considered while creation of PR or PO for that particular material.and thus check is available
to particularly control only one single BOM or continuous process of procurement of material you can create a WBS element as BOM and create a internal or dummy activity against which material shall be assigned for procurement in future.
carry out the budgeting process for WBS BOM (CJ30-->CJ32)and hence checking could be done on day to day basis,by system itself.
hope this shall help you

Budget Check against Asset Procurement

Similar Messages

Maybe you are looking for