Budget IO issue

Hi Gurus,
I need assistant/advice on IO budget issue.
Situation :
User has use wrong IO for purchasing(2008). Instate of OPEX IO, they use CAPEX IO.
Issue:
We can't upload 2009 budget as system prompt that we have exceeded budget for 2008.
Solution/advice:
1) Do SAP have any indicator to prevent system from checking previous budget utillisation so that we can upload new budget (like cut of date)
2) Please advice on any solution so that we can upload new budget(capex)
Thanks in advance
Suresh Naidu

i got answer

Similar Messages

Budget Exceed Issue in work Order (P.O) in Production Server.

Hi Friends,
I am getting different type of budget exceed issue, that to only in Production server.
Here the issue is when I am creating the work order P.O (Acc.As. Cat.P, Itm Cat. D) with different service line items with respective WBSe with in the budget limit, then I am doing SES for some quantity, now when I am changing (I am decreasing not increasing) the same P.O line item available quantity and creating the new version now system is calculating the old version line item quantity + new version quantity (nothing but double) then giving budget exceed error.
One more strange thing is, if I change quantity for one line item then system is giving budget exceed error for another line item which is having the different WBSe which was saved with out giving any error at the time of P.O creation.
This issue is happening only in Production server ....same scenario I have run with the same values in both Dev. and Qau. (Where the config. is same in all 3 clients) but in both the clients it is working fine...but in production why the system is behaving in such a way I am not getting.
In the below I have given the test scenario...
Service P.O Creation
Line Item
P.O Quanity
Value
WBS
Budget
Commitment
SES. Quatity
Actual cost
1
10
100
WBS 1
2000
1000
5
500
2
20
200
Wbs 2
4000
2000
10.00
1000
3
30
300
WBS 3
6000
3000
15
1500
4
40
400
Wbs 4
8000
4000
20.00
2000
Service P.O change with new version
Line Item
P.O Quanity
Value
WBS
Budget
Commitment
SES. Quatity
Actual cost
1
6
100
WBS 1
1000
1000
5
500
2
20
200
Wbs 2
2000
2000
10.00
1000
Budget exceed with the double value
3
30
300
WBS 3
3000
3000
15
1500
4
40
400
Wbs 4
4000
4000
20.00
2000
If any one has come across with this type of issue and solved ...please suggest me ..
Regards,
Srikanth

Hi,
I have face similar issue in deleting PO line items.
Even though I delete items, system check budget for deleted qty with the currency conversion + value & gives budget exceed error.
In some cases we have asked user to deactivated AVAC asked to do the transaction, which is not recommended.
You can try running CJBN & CJBV in sequence for affected WBS.
Thanks & reg,
Sam

Budget Exceeded Issue - Activated budget profile for existing project

Dear Experts,
I have a Project and not using any budget profile, already actual data exist only in CJI3 no data in CJI5.
Now I assigned Budget Profile in that project.
While entering Budget in T-code CJ30, I can see values in assigned values for a wbs elements.
Example -
WBS Element - XXXXXX-02 - 2000 (Assigned) - Here Budget Profile not assigned in the project
Same WBS Element - Once Budget Profile assigned, when am assigning same 2000 budget am getting budget exceeded issue.
If I give 2500 I am not getting any errors, My tolerance as only Warning message.
Please Suggest - Screenshot attached
Thanks,

Hi Pavan,
As soon you enter your budgeting fig the availability control triggers, this check your assignment with available budget.this the reason you are getting error as you say there are already actual posting in CJI3.In this you need to balance first the fig which is appear in assigned column in CJ30.
Its a good practice to give budget first release it & then start procurement,confirmation etc.
Check this in budget profile availability control.
Regards,
Sachin.

Project system: Budget exceeded issue.

Dear Sir or Madam,
This issue is related to project system. We have overall budget and annual budget. If annual budget in a year is exhausted is it possible to make the system look at overall budget since there are sufficient funds in overall budget.
Thanks
Joseph

Hello Joseph,
Unfortunately not. You may however change the assigned budget profile so that the overall budget is
checked (transaction OPS9->tab "Availability Control->flag the field "overall") and rebuild availability control of the project in transaction CJBN afterwards.
But there is definitely no "combination" of both possible.
Greetings
Florian

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

Grant Budget posting Issue ! ASAP !

Hi Grant's Experts,
Iam having an issue while posting Grants budget using BAPI 'BAPI_0036_CREATE'.
In one my client's its posting successfully but in one of the clients its giving a message of
'Enter a non-zero amount for at least one period'.
and functional folks are able do post a budget manually in that client, did you folks faced this issue earlier.
Please advice ! ASAP !
Regards.

Hello Ravikiran
Since your request is rather sparse on details I can give only a rather broad answer.
You say that calling the BAPI with the same input data (all periods have zero amount) works in one client but not the others. Now I see two possible reasons for that:
(1) The message (probably FMKU 015) is a quite FI-specific message. Therefore, I assume that the FI-Customizing for "Grants budgets" differs on the two client.
(2) If the client are on different SAP systems I can imagine that you have user-exits active on one system but not the other (the BAPI contains the BAdI exit 'BAPI_0036').
Regards
Uwe

Public Sector Budgeting Freeze Issue

Hello all,
While freeze the Budget Group, I am getting below error.
Account 03.620.0.0.0.2630104.0 has budgeting enabled but does not belong to any budget group.
Account 03.615.0.0.0.6510138.0 has budgeting enabled but does not belong to any budget group.
Account 03.615.0.0.0.2110315.0 has budgeting enabled but does not belong to any budget group.
Account 03.620.0.0.0.2620208.0 has budgeting enabled but does not belong to any budget group.
Account 03.615.0.0.0.2620138.0 has budgeting enabled but does not belong to any budget group.
Account 03.620.0.0.0.2210701.0 has budgeting enabled but does not belong to any budget group.
Account 03.620.0.0.0.2110399.0 has budgeting enabled but does not belong to any budget group.
Please help me to resolve the Issue.
Thanks and Regards,
Muthu
[email protected]

I had this problem recently because the form timed out and did not finish to open. The error while trying to open the form was similar.
To solve it, what we did is:
1. Go to Administration/Manage/User Variables
2. Uncheck the "Use Context" from the dimension that is giving you the problem. (i.e Year)
3. Save
4. Go to File/Preferences/Planning/User Variables (Now you may see the variable for the dimension "Year")
5. Assign a dimension member to the Variable (Let's say: FY14) and click OK.
6. Open the form that gave you the error. (It should open now). Close Form.
7. Go to Administration/Manage/User Variables and
8. Check back the "Use Context" in the dimension. (i.e Year)
9. Save
10. Open again the form.
Edited by: Urbano83 on Feb 23, 2012 12:11 PM

Budget control issue

Dear all
First I am doing bottom up planning and then i am doing copy of planned total to budget.When i am doing change the quantity of material and rate,the system showing error of budget exceeding
Budget for WBS element RE-09-06.01 was exceeded by 1,875.00 INR in document item 001 Ntwk actvty 4000005 0010 .
Regards
K.Muthukamatchi

this is now locked
thread is duplicate
please update previous thread and do not unnecessarily create new one
I will delete this thread later on

BBPSC03, BBP_BUDGET_AVC Budget Check issue

Hi ,
We are using SRM 5.0 Extended Classic Scenario, with ECC 6.0 Backend.
We use the Budget Check functionality with Regard to Internal orders ,Budget.
In the Production System when a Shopping cart is created using a Template the budget check is not showing proper Result.This is nothappening for all the Shopping carts created using template but so far3 shopping carts have the wrong Budget check Message" No Budgetinformation Exists". Where as there is Budget associated with this Internal order in the backend R/3 System.
Does any of you has any clue please?
Thanks and Regards,
Sudhakar

Hello,
Please apply the following notes and double-check if all manual
steps were proceeded:
719753
752983
926322
For more information:
The cost center budget display is handled slightly different to the
other CO objects. The reason is that cost centers do in general not
carry a budget. Therefore a workaround is offered to assign a budget to
a statistical order which is assigned to the cost center via CO
substitution. This bases on CO standard functionality and not on SRM
restrictions. Please also check the following notes for more background:
520717
68366
In note 520717 it is also mentioned that if you do not want to use the
availablility control you can use a Badi to maintain customer defined
rules additionally (optional).
Check note 68366
I hope this will help.
Thanks and regards,
Gaurav

Budget Process (Linked the maintenance Order into Internal Order) in EAM

Dear Experts,
Scenario for Repair & Maintenance with only MM & FICO module live w.e.f. 2007 (PM not live)
Process Managed thru Internal Order (Order Type: RPMT)
Budget managed through Investment Management (IM); Budget is directly entered against the IO using transaction IM52
Scenario for Repair & Maintenance with only MM, FICO & PM module live (PM went live in 2010)
It was proposed to assign budget against each Maintenance Order. Since the number of maintenance orders being used is very high, it was decided to link the MO & IO so that budget will be assigned to the IO and when the MO is settled against the IO, the budget in IO can be deducted accordingly. The proposed process to assign budget in Internal Order against each Maintenance Order are given below-:
1.)     In EAM process one can plan/procure material and External Services only when the Maintenance Order is created & released but practically it has to be planned long before any Maintenance Activity (Maintenance Order to be linked with the estimate so that PO can be created against the estimate).
2.)     The no. of Maintenance Order generated in EAM Module is very large as Maintenance order is created for almost each and every maintenance activity. It is cumbersome to allocate the budget to each and every maintenance order. There should be a single estimate for maintenance activity (as in MM module) and that should be linked to maintenance order so that the actual cost of Indent/Service Entry Sheet can be deducted automatically from the estimate (Maintenance Order is to be linked with estimate).
3.)      While doing return Indent the cost of return material is not being added to the maintenance order automatically (Maintenance Order is to be linked with estimate).
4.)      If Material & External Services not planned in the maintenance order (estimate), the user must be able to do that through Internal Order (estimate), hence the Internal Order must be link to the Maintenance Order. They should able to record the planned & actual cost in the maintenance Order.
Process followed:
1.) Created Internal Order in KO01 for Repair & Maintenance Order Type
     Assigned budget to Internal Order thru IM52
2.) Created PM order and assigned Internal order against Settlement Order in tab
     u2018Locationu2019 and in Settlement Rule with 100%. In this Section attach the Internal
     Order with selection type u2018ORDu2019.
3.) Released both orders and issue the Material for particular Operation and then
     determine the Cost for material .After that performed MIGO for consumption of
     materials.
4.) Settled the PM order in KO88.
     Settlement process was successfully saved.
Problem faced:
After posting the goods movement (against each Maintenance Order) and settlement of the maintenance order against IO, we still find the budget assigned to the IO is not consumed/deducted.
1. Actual cost of maintenance is not reflected in the internal order
    immediately. We have to run cost settlement (t-code KO88) for the
    maintenance order each time the actual cost is incurred in the maintenance order.
2. Also in the case of return indent, the value of returned material is not directly
    added to the available budget of internal order.
3. When the material is issued from store through the reservation generated by
    maintenance order, system does not check for budget in the internal
    order/maintenance order while issuing material from the store.
4. It must not be allowed to create reservation from the internal order of order type
     RPMT.
5. In case of external service in the maintenance order, the unit of
     measure in the requisition is set to u201CD (days)u201D by default. System does not allow
     changing the unit of measure in the requisition (it should allow to change the unit
     of measure or set the unit of measure u201CJOBu201D).
6.) When the material is issued from the store through reservation generated in
     maintenance order, system does not check for budget in Internal Order
     (estimate)/Maintenance Order while issuing material from store.
Thanks & Regards
Deepak Soni

Hi,
1. Actual cost of maintenance is not reflected in the internal order
immediately. We have to run cost settlement (t-code KO88) for the
maintenance order each time the actual cost is incurred in the maintenance order.
As per the standard system budgeting is done against the actual cost only. And until you settle your order the actual cost from
maint order are not getting transfered to IO. Once they are transfered system is checking for the budget.
2. Also in the case of return indent, the value of returned material is not directly added to the available budget of internal order.
This is similar to first point, when you return goods there will be negative cost on the order, this has to be settled until that system will not compare the IO budget with maintenance order actual cost.
3. When the material is issued from store through the reservation generated by maintenance order, system does not check for budget in the internal order/maintenance order while issuing material from the store.
The budget you have assigned is at IO, how can system will check the budget while issueing goods for maintenance order. We may have to develop or use some user exit over here. Which will trigger checking of budget from the settlement receiver IO for that maintenance order.
I think you may have to go for development. These are my observations from my experience.
Regards,
NNR

Unable to Control Half-yearly & yearly Budget in Payment Budget

Hi Expert,
Our Client's requirement is to control the FM Budget on half-yearly as well as yearly in payment Budget category.
Here they want that system will enable to make PR & PO for entire year but at the time of MIGO or ML81N if half-year budget get exhausted it will stop.
Example: They will create PR for SAP Service AMC for full year as 100000*12 month = 12,00,000. But at the time of MIGO or SES system will stop to make any SES if budget will exceed for half-year(100000*6month = 6,00,000).
Which is might be impossible because once budget get consumed at PR level it will not asked for budget again @ MIGO or SES.
I can do the same if activate the commitment budget but they want only payment budget not commitment budget.
Kind Regards
Shyam

Hi Eli,
I agreed with you and it's 100% correct but for the same I raise the OSS and I got the below reply:
But I have one doubt as below which I got the reply from SAP against OSS 457351/2014.
SAP has provided below three option for this issue.
1. Use Budget releases
2. Use different budget type, or even different AVC Ledger
3. Use Budget period as FM Dimension.
I use option 1 & 3 issue is not resolved but if I use the option 2(use Commitment Budget), then issue will get resolved which is not correct because our requirement is to control the budget by Payment Budget only not from any other Budget category.
Please suggest.
Regards
Shyam Singh

IM - IM52 Original assigned budget is automatically multiplied by 100

When assigning the original budget to a Project (from a node) in the Investment Progam (transaction IM52), the amounts entered are automatically multiplied 100, but the available budget for the project is correct and the amount discounted in the Node above remains correct as well (not multiplied). The same occurs when doing supplements or returns.
Can you please tell why is this happening, how can I solve it and what consequences may it bring?
Thanks in advance. Regards.

Hi,
1. Actual cost of maintenance is not reflected in the internal order
immediately. We have to run cost settlement (t-code KO88) for the
maintenance order each time the actual cost is incurred in the maintenance order.
As per the standard system budgeting is done against the actual cost only. And until you settle your order the actual cost from
maint order are not getting transfered to IO. Once they are transfered system is checking for the budget.
2. Also in the case of return indent, the value of returned material is not directly added to the available budget of internal order.
This is similar to first point, when you return goods there will be negative cost on the order, this has to be settled until that system will not compare the IO budget with maintenance order actual cost.
3. When the material is issued from store through the reservation generated by maintenance order, system does not check for budget in the internal order/maintenance order while issuing material from the store.
The budget you have assigned is at IO, how can system will check the budget while issueing goods for maintenance order. We may have to develop or use some user exit over here. Which will trigger checking of budget from the settlement receiver IO for that maintenance order.
I think you may have to go for development. These are my observations from my experience.
Regards,
NNR

Add the budget profile in the order type Maintenance Order

Dear Experts,
Scenario for Repair & Maintenance with only MM & FICO module live w.e.f. 2007 (PM not live)
Process Managed thru Internal Order (Order Type: RPMT)
Budget managed through Investment Management (IM); Budget is directly entered against the IO using transaction IM52
Scenario for Repair & Maintenance with only MM, FICO & PM module live (PM went live in 2010)
It was proposed to assign budget against each Maintenance Order. Since the number of maintenance orders being used is very high, it was decided to link the MO & IO so that budget will be assigned to the IO and when the MO is settled against the IO, the budget in IO can be deducted accordingly. The proposed process to assign budget in Internal Order against each Maintenance Order are given below-:
1.) In EAM process one can plan/procure material and External Services only when the Maintenance Order is created & released but practically it has to be planned long before any Maintenance Activity (Maintenance Order to be linked with the estimate so that PO can be created against the estimate).
2.) The no. of Maintenance Order generated in EAM Module is very large as Maintenance order is created for almost each and every maintenance activity. It is cumbersome to allocate the budget to each and every maintenance order. There should be a single estimate for maintenance activity (as in MM module) and that should be linked to maintenance order so that the actual cost of Indent/Service Entry Sheet can be deducted automatically from the estimate (Maintenance Order is to be linked with estimate).
3.) While doing return Indent the cost of return material is not being added to the maintenance order automatically (Maintenance Order is to be linked with estimate).
4.) If Material & External Services not planned in the maintenance order (estimate), the user must be able to do that through Internal Order (estimate), hence the Internal Order must be link to the Maintenance Order. They should able to record the planned & actual cost in the maintenance Order.
Process followed:
1.) Created Internal Order in KO01 for Repair & Maintenance Order Type
Assigned budget to Internal Order thru IM52
2.) Created PM order and assigned Internal order against Settlement Order in tab
u2018Locationu2019 and in Settlement Rule with 100%. In this Section attach the Internal
Order with selection type u2018ORDu2019.
3.) Released both orders and issue the Material for particular Operation and then
determine the Cost for material .After that performed MIGO for consumption of
materials.
4.) Settled the PM order in KO88.
Settlement process was successfully saved.
Problem faced:
After posting the goods movement (against each Maintenance Order) and settlement of the maintenance order against IO, we still find the budget assigned to the IO is not consumed/deducted.
1. Actual cost of maintenance is not reflected in the internal order
immediately. We have to run cost settlement (t-code KO88) for the
maintenance order each time the actual cost is incurred in the maintenance order.
2. Also in the case of return indent, the value of returned material is not directly
added to the available budget of internal order.
3. When the material is issued from store through the reservation generated by
maintenance order, system does not check for budget in the internal
order/maintenance order while issuing material from the store.
4. It must not be allowed to create reservation from the internal order of order type
RPMT.
5. In case of external service in the maintenance order, the unit of
measure in the requisition is set to u201CD (days)u201D by default. System does not allow
changing the unit of measure in the requisition (it should allow to change the unit
of measure or set the unit of measure u201CJOBu201D).
6.) When the material is issued from the store through reservation generated in
maintenance order, system does not check for budget in Internal Order
(estimate)/Maintenance Order while issuing material from store.
7.) My first problem is every time running the cost settlement(KO88) is maindetory.Without running cost settlement, How we can settle the actual amount of MO with IO (Estimate budget).
2.) As you know that I have assigned the budget in IO.How system will check the budget while issuing the goods for maintenance order.So will please tell me that which user-exit is used over here.
Thanks & Regards,

Hi Deepak1103,
Well, obviously you will have to settle the costs incurred at the maintenance order. The internal order should be mentioned in the settlement order field in the location tab of the maintenance order. What you can do is to ask your ABAP person to activate this enhancement IWO10004: Maintenance order: Customer check for order completion, use the CAUFVD structure to get the internal order number, then use the BAPI BAPI_INTERNALORDER_GETDETAIL and pass the details to the function module BBPG_BUDGET_CHECK and check the actual cost against the required budget. In case of a conflict raise an error other wise run the function module CK_F_IH_ORDER_SETTLE to settle the costs of the maintenance order to the internal order. Budget would also be consumed and you can verify the same in S_ALR_87013019.
Regards,
Muhammad Usman Kahoot

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

Up Date Profile selection

Hi,
Clint has a requirement for controlling budgets at procurement level andat consumption level .
Eg: Procurement Budget : Purchase Requisition and Purchase Order
Eg: Consumption Budget : Goods Issue / Service Entry sheet and FI direct entry i.e : Expenses Dr , Vendor Credit.
Which update profile is appropriate.
100     1     Payment budget; Payment basis ; Due date
101     1     Payment budget; Payment basis ; Posting date
102     1     Payment budget; Invoice basis ; Posting date
200     1     PB more than 1 yr: CB 1 yr Ex. Dutch justice min.
201     1     PB more than 1 yr: CB 1 yr Ex.Netherlands (w.CCN)
300     1     Separate PB/CB budget lines; EU
350     1     Separate PB/CB budget lines ; standard
351     1     BL active for cmmt and payment budget (Colombia)
400     1     CB with target fiscal years Ex.German local auths
500     1     Payment prog.avlblty control Ex. Canadian govt
600     1     Former Budgetary Ledger - US Government
601     1     Budgetary Ledger - US Government
Regards,
Sujana

Hi Sujana,
If you work with version management in MM, please check the following information:
Deriving the update date from the version management of purchase documents
If you have activated the version management for the purchase documents purchase requisition and purchase order in Materials Management, then you can determine the posting date when you CREATE or CHANGE purchase requisitions/purchase orders. This posting date is then copied to the commitment change document.
The field selection (hide, display, optional entry, required entry) that you can define for the posting date
in version management has the following effects on the update date in the commitment change document:
·        Posting date: Hide, Display, Optional Entry
If you do not enter a posting date in the purchasing document, the update date created manually (see above) is copied into the corresponding commitment document.
·        Posting date: required entry
If you have defined the posting date as a required entry and do not enter a date, the system date is entered in the purchasing document and is also copied into the corresponding commitment document.
If you have activated the period-based encumbrance tracking in Funds Management and the version management of Materials Management, you should define the posting date for purchasing documents as optional entry or required entry in the version management.
I hope this helps.
Best Regards,
Vanessa.

Budget IO issue

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