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.

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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.

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 checking during proucerment and consumption

Hi experts
My client is having two budgets. procurement budget and consumption budget.Both are having different figures.
PR,PO,GR,Inv and Payment is related to procurement budget.and Goods Issue linked to Consumption Budget.
While Issuing Goods they asking budget check.
i have created payment budget Here, while doing PR budget check will be done.
While doing Goods issue consumption GLs will hit and budget check should happen at consumption GL level.
now i am using fund center and commitment item master data. i am geting bit confusion regarding some issue.
1. i want to know can i map derivation rule procurement budget and consumption by using only fund center and commitment item with payment budget type .
OR
2. Can i create another master data fund for both proc.and consumptn budget for maping derivation rule.
thanks & regards

Hi alex
thank a lot for your reply. i need some sugestion i configured the derivaion like this. i used only fund center and commitment item
GL account to Commitment item
GL account to Valuation class to Commitment item
Cost element to commitment item
Cost center to fund center
Commitment Item to Fund Center
for procurement i configured throught GL account to Valuation class to Commitment item
and for goods issued(consumption) i configured Cost center to fund center (budget checking required during goods issue)
let me know if i did any mistake
thanks
soraj

No budget check during MB1A mov type 201

Dear All
How to exclude MB1A by using mov type 201 from budget check. I actually want to issue goods to cost center and don't want budget consumption in cost center where goods and issue and on the same time sending plants budget should also not be reduced
Thanks in advance

Dear Eli,
Thanks for your instant reply. I want to issue the goods to cost center by using Mov type 201at this time my consumption gl and inventory gl will be used and same is the commitment item. Now inventory gl cannot be made as dummy commitment item as during migo it will not consume budget (if wrong please correct me) and also consumption gl/commitment item i want it to be excluded only in case of 201 not in other mov type.
As per your second option could you please elaborate as i couldnt get that.
Regards,

Changes in Budget checking during creation of purchase requisition

Hi Experts,
My client wants changes the current Internal Order BUget checking. Currently Budget checking happens with availability control ie. 105% Suppose current budget is 8000. It will add 5% and Purchase reqn checks the fund available with 8400 less budget utlised, but client wants 8000 less budget utilised as they want to keep 5% aside for the unforseen cases.
Cilent does not want to change the current availability setting i.e 105%, retaining that availability check, client wants to check the availability excluding tolerance. What is the solution for this.
Appriciate your immediate response.
Thanks & regards
Veda Pandit

Hi,
I think you shall set 100 % limit for purchase order and purchase requisition and 105% for good receipt.
You can do so in customizing "Define Tolerance Limits for Availability Control" , using the activity group.
Paolo

Cost center budget checking during purchase request creation

Hi experts,
My user want to able budget cheking when creating PR or when release the PR using PR release strategy.
Is there any tool or which setting I have done for it ?
Thanks

The Funds Management of FI need to be activated. The budget is allocated against each GL account . When ever the commitment is created (for example Purchase requisition, Purchase order) , the budget is allocated . When ever the budget is consumed , we can customize the message(Error,Warning) based on the business requirement....
When ever PR or PO is created , then it will be subjected to release. In case we want to use SAP std functionality , the budget can be checked at the creation stage of PR or PO , and not at the release stage.
Regards
Mani

Project Budget Checking in SAP MM Purchasing

Hi,
As far as i know, in FM we can control whether the posting or delivery date should be taken for budget check for PR/PO. In our company, setting configured as posting date so when budget error trigged, the system will display budget base on the posting date.
For WBS budget control (Project System), how we can control the budget checking during PR creation (ME51N), so that budget will refer to Posting Date and not by Delivery Date??.
Data simulation in screen Purchasing (ME51N)
Account Assignment = P
Delivery Date = 31/10/2010
Cost Center = MM051000
GL Account = 70080010
Network No = 80001776 0010
Error message at FUND Level :
Item 010 MM051000 /70080010 payment budget exceeded++
_Message no. BP629
_Diagnosis
_In document item 010 MM051000 /70080010, payment budget on MM051000 /BS020209 for fiscal year 2009 , Fund 0958 , was exceeded by 18,000.00 MYR.
Error message at WBS evel
Item 010 Ntwk actvty 80001776 0010 budget exhausted
Message no. BP608
Diagnosis
In document item 010 Ntwk actvty 80001776 0010, budget for WBS element P.000064.20 for fiscal year 2010 is exhausted.
Regards,
Azmiey

Under OPS9, below are the settings. Base on this setting, it's configured as "Annual budget released".
Profile               MI0001
Text                  MyCOmpany Budget Profile
Past                  4                  Program type budget   = ' '
Future               4
Start                 0
Decimal places = ' '                     Activation Type 1 Usage             0.00
Scaling factor       0                    Overall = ' ', Release = 'X', Object Currrency =' '
Exchange Rate Type   M
Value Date = ' '
Budgeting Currency : 'X' Controlling area currency
Tried untick "Release" to make it as annual budget also same error budget which still refer to year budget 2010. Any steps did i'm missing?

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,

Error occurred during budget check

Good Morning PS Gurus<
We are unable to increase the quantity of the matearil
in project & save. It’s throwing error
Error occurred during budget check, see cost protocal
Message Number :IW172
Diagnosis:
An error occurred during budget availabilty check
Procudure:
Display the cost determination log for the order or network plan for more detailed information.
We do’t have budget in our project. I checked budget TL ( it said warning message:1)
Please throw light on this issue.
Thanks
PY

Hello Team,
When i select the network-activityà extrasà logsà cost calculation.
It said WBS <<PRO1234> do't exist CJ021
Please help.
Thanks
PY

Error occured during budget check while planning in network activity

Dear All,
i have created a project with 4 WBSE. i have assigned budget to one of these WBSE and released that project. than i want to do planning in next WBSE this is giving error while saving this planning as Error occured during budget check, see cost.
i have created user status for budgeting like if we have not budgeted than WBS is not able to release. i have added availability control as Forbidden while not budgeted but this not effective.
please suggest me some thing to remove this problem
thanks
Sunil

hi,
In WBS you can Plan and budget to group WBS , the below wbs will consume budget form top.
Proj>WBS1(Group WBS- Plan/Budget) it is applicable for below all wbs elements say WBS2>WBS3
When you are determining Hierarchy you should create WBS in same levels then only you can allocate Budget.
If you wan to allocate budget for WBS2 and WBS3 separately.
Proj
WBS1
WBS2                    WBS3
     WBS2A                   WBS3A
          WBS2B                    WBS3B
               WBS2C                         WBS3C
Proj>WBS1 (it will no more act as Group wbs element) then you can directly plan and budget for below wbs elements WBS2 and WBS3.
Below hierarchy will consume budget from as displayed above.
Note: In you case as per my understanding return budget make zero, then plan and budget the same it will work.
Thanks and regards
Sadiq

IW172 : Error occured during Budget Check see Cost Protocol

Hello Guru's
While creating Capital Reservation in the Network i am getting the error " IW172 : Error occured during Budget Check see Cost Protocol" In making reservation we don't book any cost in the reservation.The Resv is charged by making SR.The amount is still available against the WBS Element.Please suggest what needs to be done.
From
Aashutosh

Check whether the following note helps you:-
Note 551677 - Process order: Availability control against WBS element
G. Lakshmipathi

Check duplicate asset number during MIGO

Hi MM/Abap Gurus ,
What user exit can be used to check duplicate asset number during GR. E.g: I have a PO with same asset number for item line 1 and 2. What user exit can be used to set warning msg if duplicate asset number exits during MIGO. Please advise if there any user exit can be used for my requirement?
Thanks
Mitra

Hi Puspha,
Actually, the scenarios as below:
1. PO created with 1 line item with Acc Assign Cat = A and multiple account assignment. Therefore, under the account assignment tab there are duplicate asset number inputted.
2. Hence, when do GR, the system should prompt warning message " Duplicate asset number exists".
Above are the requirement. I need any user exit that I can use in MIGO, where there is checking on duplicate asset number or during the sving of MIGO, I could inforce a logic on the checking.
Your help appreciated.
Thanks

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

Budget checking

Dear guru,
i need some idea regarding budget checking. my client wants that budget checking will be available for procurement and consumption.Means while creating PR,PO,INVOICE & PAYMENT system will check procurement budget & wihle issueing goods system will check consumption budget. so how i will map it in sap for both consumption and procurement budget.
- Can budget checking is posible during STR (inter plant transfer case budget checking).
so i need some idea how i will map in derivation rule. We are using SAP ECC 6
Thanks & regards
kris
Modeator: Please, read info on PSM-FM module

Dear:
Budget checking is not merely a word. Budget development in SAP requires definition of commitment items FMCIA T code, and then their assignment to the respective GL master data that corresponds to payments. Fund centers needs to be created (FMSA), their hierarchy should be defined. I mean to say there is a complete configuration of a new module Funds Management in SAP. Elaborate your requirements and forwards them to the respective department, like for production and consumption budget to PP (Production planning module), payments to FI module e.t.c. Revert for any confusion,
Regards

Budget check during Asset procurement

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