Budget check in Create Invoice Screen

Hi,
When I create Invoice in SAP SRM 5.0, I can see the budget check tab there.
What is the exact functionality of this.Is it related to budget check what we have in SC for users.
Pls let me know.
Thanks,
Manu

Hi Manu,
Please read the following online documentation (including referenced SAP Notes):
[Budget Display|http://help.sap.com/saphelp_srm50/helpdata/en/9b/efa03c1178ad2ce10000000a114084/frameset.htm]
[Budget Check for Account Assignment Objects|http://help.sap.com/saphelp_srm50/helpdata/en/4f/b3e739e62b714be10000000a114084/frameset.htm]
Cheers,
Serguei

Similar Messages

Budget Check while Creating a PO

Hi All,
My company want to Restrict the Amount for the Department Means they want to Allocate the Budget for Each Department.
Is there Any setting Where I have to Configure that When the PO amount >then the Allocated amount Is should throw me a Error??

Hi
In my opinion, assigning Budget to the Cost centre is not the right solution. This is because in PO, Cost Centres come into picture only when you are creating an account assigned PO.
The right way is through Funds management. When you use Funds management, in your PO in the Account Assignment tab, you can find teh various fields such as Funds Center, Functional Area, Budget, etc.
This will allow you to restrict further commitments beyond the budget.
Hope this clarifies.
Thanks

Budget check problem in BSP screen

Hi Experts,
We are using BSP internet online application to create the PR. I Configured list of Tolerance messages in the back end and i can able to see these soft warnings and hard stops in the backend PR creation process. My problem is iam unable to see any tolerance messages in the BSP screen.
Thanks in advance,
Peter

You need to add these messages in BSP, as it wont show directly from back end.
please ask your developer to add in BSP display these error messages...

Budget check for purchase order

Hi everyone!
We have NO problems with budget check for the SC. But when we create a PO and exceeds the budget no message are displayed. The only thing that happens is that the PO gets status "error in process". But if we change the PO (still exceeding budget) we receive a correct message. Is this a program error?
Sincerely
Anders

Hi
Temporarily deactivate budget check: SRM: using Badi
BBP_BUDGET_CHECK, AVC Backend customizing.
Did you do budget check while creating sc? what did it says?
Refere this old notes.
Note 740933 - Incorrct purchasing budget for currencies w/o decimal
places
Note 747143 - User purchasing budget in pop-up incorrectly formatted
regards
Muthu
Edited by: Muthuraman Govindasamy on Nov 5, 2008 3:08 PM

Budget check for a Training Event

Hi,
My client has departmentwise budgets for Training. They want a budget check when the Training Event is being creating in SAP. If the training costs exceed the remaining training budget of the department, the system should not allow it. How to achieve this?
Please help.
Regards,
Sasi.

Hi
Temporarily deactivate budget check: SRM: using Badi
BBP_BUDGET_CHECK, AVC Backend customizing.
Did you do budget check while creating sc? what did it says?
Refere this old notes.
Note 740933 - Incorrct purchasing budget for currencies w/o decimal
places
Note 747143 - User purchasing budget in pop-up incorrectly formatted
regards
Muthu
Edited by: Muthuraman Govindasamy on Nov 5, 2008 3:08 PM

Budget exceeded BP604 (when create Invoice)

Hi All,
User got an error message budget exceeded BP604 when create invoice. How can i know what the configuration to check why system check budget( Investment management). I tried to check the configuration in SPRO (Define tolerance limit for availability control) shows that budget profile use ++ which are : (no invoice checking) but in actual it checks budget.
++     All activity groups
00     Purchase requisition
01     Purchase order
02     Orders for project
03     Goods issue
04     Financial accounting document
05     CO document
06     Budgeting
07     Funds reservation
08     Fixed prices in project
09     Payroll
Many thanks in advance.
Nies

Business transaction group 04 (Financial accounting document) contains below transactions:
G/L account posting
FI invoice parking
Invoice verification
Goods receipt for the order
Cash budget management
Payment transfer
Down payment posting
Inventory difference
Regards
Sreenivas

Err: Budget Exceeded(when int.order changed in asset) while creating invoic

Hi All,
Hope you are all doing wonderfull !
We have created a statistical order type and wanted to assign them to assets as we don't wanna settle thoze expenses,but needed only for statistical purpose.
It was okay, when we have changed them in asset master. However, we could not change them in already existing PO's, so when we are trying to create Invoices for the PO's having old internal order number, it is shooting us an error " item xxx order xxxxxx budget exceeded?
Please let me know how to proceed further to clear this problem.
Thanks
Sri

Hi Sri,
Can you please elaborate a bit on your scenario. Have you assigned an internal order in asset master record.
The internal order in asset master record has different purpose. It is used when you want to post depreciation of that asset to internal order.
Regards
Chetan.

How to check whether an invoice has been paid or not?

Hi,
In FI, how should I check whether an invoice is paid fully and also whether it has any residual item?
And how should I pay an invoice with some residue? Which transaction I should use and what are the steps to do that?
Since I'm new to FI, any guidance will help me a lot...
Thanks,
Priya.

Hi Priya,
you create a posting with residual items as follows:
Incoming payment
1. Start transaction F-28
2. Enter all required information and click on Process open items
3. On the next screen click on the tab Res. items
4. Make sure that only the items that you want to pay are highlighted ((Net amount appears in blue)
5. For each line item enter the residual amount that is still to be paid (Example: you have one invoice over 100 USD and 80 USD are paid, you enter 20 USD, since this is your residual that still needs to be paid)
6. Save
Outgoing payment
1. Start transaction F-53
2-6. is identical to incoming payment
Regards,
Claus

Problems creating invoice from order (DI API and SBO)

Hello all!
I´m getting various tax problems using the following code to automatically create invoices from existing orders.
For Each currentKey In arrABEntrys
objInv = objCompany.GetBusinessObject(SAPbobsCOM.BoObjectTypes.oInvoices)
objAB.GetByKey(currentKey)
objInv.CardCode = objAB.CardCode
With objInv.Lines
    .BaseType = SAPbobsCOM.BoObjectTypes.oOrders
    .BaseEntry = currentKey
    .BaseLine = 0
    For i = 1 To objAB.Lines.Count - 1
      objInv.Lines.Add()
      BaseType = SAPbobsCOM.BoObjectTypes.oOrders
      .BaseEntry = currentKey
      .BaseLine = i
    Next
End With
If objInv.Add() = 0 Then
Else
End if
The result of objInv.add() was first "5002 - 'Tax Definition (1)' (a very informative message to me).
Then I checked my admin tax settings and put a check on "EU".
The next time the result was "10 - Customer´s tax ID not defined OINV.LicTradNum"
Actually, I don´t want to pre-set any fields in the invoice, because the order looks complete to me.
By the way: The error occurs in SBO, too.
Thanks for help in advance!
Best regards
Marian

Hi Marian,
Your Error "10 - Customer´s tax ID not defined OINV.LicTradNum" is not working (through DI and in SBO)
occurs because your "Federal Tax ID" is not set up against the Business Partner. (This is on the main page of the Business Master Data Screen).
Set this up and it will work in SBO and the DI API!

Budget checking for services with "Unlilmited" indicator set

hi friends,
Under normal cases, the budget checking is happening properly for the services in a project.
But I have certain service activities where I require to set the "Unlimited" indicator set (in the service specification screen)and some other services where I set a value limit to the unplanned services (in the Limit section of the service specification screen).
In these cases, the budget checking is not happening as expected by the standard methods. Please note that the availability control is active.
Please help me out.
regards
Pratap.V

Hi Nitni,
Thanks for the prompt replies.
Now you have struck the point. Assume I have a budget of rs.50000. The planned services in PR is of Rs.20000 and I have set a limit of rs.50000 for the unplanned services in the same PR. Now my commitment is Rs.20000 only which is right.
In our specific case, the budget check will not happen at PR.
Now I am creating a PO of the above PR. So PO commt is rs.20000.
After this, when I go to the service entry sheet and enter a planned services of rs.20000 and unplanned services of rs.40000 (remember i set a 50000 limit for unplanned services in the PR). Hence my total actual cost is rs.60000. Obviously I want the system to do a budget check here and stop the user at the time of service entry sheet. But this is not happening. The budget check is not happening at service entry sheet if I am having any unplanned services in the PR or if I tick the "unlimited" indicator against a particular service.
Hope I have put my point clearly.
regards
Pratap

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,

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

Create invoice list

Dear experts!
Thank you for your attention!
I have problems in creating invoice list. I used VF21 to create invoice list and enter the billing doc. But the sys aways notice me " the doc. is not relevant for invoice list" who does this happen?
I have maintain the billing type LR and copy control, and set calendar for the payer as well.
who can help me~~~~
Best regard!
Tangdark

Check three points:
1) Copy controls from billing type to invoice list type in VTFF
2) Invoice list type to be assigned in Billing type
3) Factory calendar maintained in InvoicingListDates field in billing documents tab of customer master
If all three are in place and still you get the problem, create a new sales cycle (from sale order to billing) and check.
Another option is to enter the Billing type as LR and billing date as todays date in initial screen of VF21 and check.
Regards,
GSL.

Material not getting displayed in create asn screen

Hi All,
We are not able to see the material under create asn screen in SUS tho the same appears wen we open the PO in SUS.Also,please let me know which function module in sus governs the display of material in create asn screen
Thanks,
Manu

Hi Jeetu,
can you check in your cube if you have for one material, entries with AND entries without the MATL_TYPE? If this is the case then you were loading transactional data before having the corresponding material master data.
You should adapt your scenario:
- first do not use the standard attribute derivation during your URules: performance is very bad.
- implement a start routine filling an internal table with your material and MATL_TYPE for all entries of material in your datapackage.
- implement an update routine on the MATL_TYPE with a READ on this internal table an raise an ABORT = 4 if the MATL_TYPE is initial or the material in not found.
Now to fix your situation you'll have to reload your cube or alternatively just reload your missing MATL_TYPE MATERIAL from your cube itself and selective delete those which are empty.
hope this helps...
Olivier.

SRM 7.0 - Unconfirmed PO limit items not showing up when creating Invoice

Hi Guys,
For PO standard items, when creating an invoice and is unconfirmed, these items still show up in the invoice screen and the invoice gets created with the status 'Waiting for preceding document'. For unconfirmed limit items, these items do not show up at all in the creation of the invoice and displays an error. My question is how will I make the unconfirmed limit items scenario work just like the standard items scenario whereby instead of the unconfirmed limit items not showing up and generating an error, they will show up and have the invoice created with the status 'Waiting for preceding document'?
Thanks in advance!

Is this thread still valid? If not, please close the thread.
If so, as no response has been submitted, please rephrase your question and/or provide further information to describe your requirement.
Thanks
Jason
SDN SRM Moderator Team

Budget check in Create Invoice Screen

Similar Messages

Maybe you are looking for