Budget / Planning Process

Hi,
My company would like to use the budget process in SAP to keep track of actual vs budget / Panning.
Can some one provide me the full configuration setup for the budget / planning process ?
Like creating budget version or plan version, entering of planned values, any need to create additional accts or used of secondary accts ?
Thanks.
Angel.

Dear,
If you are using Funds Management then you can have the budgeting funcitonality at very deep level.
If you are not using FM then use Internal Order functionality to meet your requirement. Do following to get this done...
1. Create Order type with category 01. (Tcode - KOT2)
2. Create Budget Profit and insert this into order type created in step1. (Tcode - OKOB)
3. Define tolerance for an Internal Order type which is located in SPRO>CONTROLLING>INTERNAL ORDER
4. Create internal order.
5. Assgn budget to internal order.
Regards,
Chintan Joshi

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Budget Planning for Plant Maintenance

Explain functions for Budget planning through SAP BW-BPS (SAP Business Information
Warehouse)

SAP has the MCB functionlity for this.
With maintenance cost budgeting (MCB) functionality, SAP offers a product life cycle management cross-application component supplying a solution for planning a maintenance cost budget. A MCB in general is a budget for all costs for maintenance, inspection, and repair of technical assets. In the stricter sense of SAP R/3 software, a MCB is a budget for PM order costs.
MCB provides the following planning scenarios with pre-configured standard entries:
- The history-based scenario is history-based and the budget categories are combined in one overall planning scenario. This scenario can create records with budget categories preventive, planned or unplanned.
- The ad-hoc (hist) scenario
- The maintenance plan scenario is zero-based and can only create records with budget use preventive.
- The task list scenario is zero-based and can only create records with budget use planned.
- The ad-hoc (plan) scenario is zero-based and can create records with budget categories planned or unplanned.
The benefits of an appropriate budgeting tool include:
- Tool to drive down maintenance costs
- Better data integrity than spreadsheet-based budgeting
- Access to your plan data from everywhere with a user-friendly front end (Web interfaces)
- Ability to reflect changes in near future
- Flexible and accurate reporting
- Integration with other enterprise systems
- Data extracted automatically from back-end system
- Reduction of the budget preparation time
- Continuous planning with standardized, automated budget processes
- Better transparency of the budget planning process
- Support of planning as a company-wide effort, with a great number of managers and employees contributing
- Not just a tool but analytical applications
Regards,
Paul

Automated Budget Plan preparation & Consolidaton

Hi,
I have a requirement for automated budget plan preparation and its consolidation in Funds Management, the process is :
1. Preparation and sharing budget templates to cost centers
2. Gather final approved budget from cost centers by gl wise
3. Consolidate all the budget
4. Upload the consolidated budget
The above steps are to be processed automatically in system.
I explored the solution from Funds Management, but could not able to reach.
Please suggest
Regards
Sam

Thanks for the Referral Minghong Ji;-)
CA Sam,
If you want the individual cost centers to enter their plans into CO Planning and then copy the plans to FM, as Eli mentioned, there is a tool. The transaction code is FMCYCOPI_CO. I have used the previous version of this tool but not the latest.
Thanks
Shyam

Budget Release Process

Hi
Planing to use budget release process on monthly basis, done relevant configuration but release process is not working
For release done following configuration:
Define Release Scenario
Define Budget Types for Release
Assign Budget Types for Release to Processes
Kindly advice where I am missing
Regards
Upendar

Hi
Thank you for reply
Sorry for later reply
I will explain requirement:
1. we are planning to annual into 12 portions and for this each portion I am trying to use release process
2. Can you please let me know if I want to use release process what is process to be followed, done the following configuration for release process
Define Release Scenario
Define Budget Types for Release
Assign Budget Types for Release to Processes
3. In FMMBC what is the selection we have to use while entering budget with release process
Regards
Upendar

Distribution Function - To split Planned/Process orders into 10

Have you used, or tried to use Distribution Function?
It is assigned to the Production version and we assumed that it would divide the Planned order/Process order by the % we have in customizing.
We have created a distribution function DV10 and assigned to our plant. This uses the standard function S30 which has 10, 20, 30, 40, 50, 60, 70, 90, 100 in % dur and % cap fields. So you would think the planned/process order would be divided into 10 parts
Reason u2013 if an order goes over multiple days we want the order to be broken down by day.
Why? So that Deployment, when looking at an ATP report in R3 for multiple materials in 1 location, by day or period of days, can see how much will be available each day
Problem with GLEI (equal distribution) is that if an order starts today at 22:00 then we have equal distribution, we then have 25,000 PAL available today and 25,000 tomorrow, which is not a fair proportion according to the time available. Therefore, we thought that dividing by 10, for example, we would have a more accurate proportion each day
Many thanks for any input, even if "tried and failed :("
Cheers, Paul

Hi Mario,
Thanks for your input. Today we use GLEI which equally splits the same planned or process order into equally daily quantities for ATP purposes. We also have created STRT which drops the Planned/process order quantity onto the first day of the order.
Regarding daily lot sizes this could be an option but I suppose you would then get individual orders, which the business may prefer not to do.
Cheers, Paul

Planned/process ord creation on sales order creation

Hello Experts,
Is it possible to create planned/process orders on creation of a sales order? The scenario is MTO. Also, if any of you has done this, do let me know an example of where such a requirement comes to use.
Thanks,
Pradeep.

Hi
You requirement will fillfull by the planning Strategy 82 - assembly processing.
1. It creates production orders directly once the sales order is saved. (because the KMFA req type is assigned to this strategy)
2. You do not have to run MD50 to create planned orders and then convert to production order for this strategy.
The setting you need to set :
1 In material master , MRP 2 view / the planning Strategy as 82 .
Edited by: raj on Jun 9, 2009 10:23 AM

An exception occurred during planning process

Hi All,
We are working on Opportunity Planning. as part of it we have configured,planning area, planning level, BPS Lay out & planning profile in BI. This planning profile is assigned to relevant transaction type in CRM 7.0 system.
We have created opportunity with the transaction type for which we have assigned planning profile. when I select the planning in opportunity, I am getting the below message.
An exception occurred during planning process
Can any please let me know why this is happening and help me out in resolving the issue.
Thanks in advance for your reply
Regards,
JM.

Hi JM,
please check trx. st22 and try to activate BSP_WD_EXCEPTION_DISPLAY in trx. saab.
Best regards,
Caíque Escaler

Manual Budget Planning with Budget Control System

Hi Friends,
The below scenario i have found in Periodic/Closing Operations:
What is the purpose of Manual Budget Planning with Budget Control System
Can anybody provide the link or document with configuration for above scenario
Thanks
Venkat
Edited by: venkata raju khottari on Feb 14, 2009 2:52 PM

Dear venkata raju khottari,
Budget control is one part of Project System. Normally we have two types of Budgets one Budget for CAPEX and Budget for Over Head expnes. Max companies PS will take care by the Budgets. If u need any information let me know.
thanqu
raj

Exception Message 30 "Plan process according to schedule"

Dears ,
In exception Message 30 "Plan process according to schedule "
What is the action should be taken by MRP Controller
Regards
Rami

The meaning of EM 30 is as below
30: Plan process according to schedule
i.e.For one of the following reasons, the (non-firmed) order proposal could not be planned on time:
- On the basis of backward scheduling, the system calculated a start date in the past. The system automatically switched to forward scheduling and planned the order proposal in the future using the in-house production time or the delivery time
- On the basis of the planning time fence and a fixing type, the order proposals are moved to the finish date of the planning time fence. With this logic, order proposals must be correctly planned manually.
The date displayed is the date on which the receipt is to be available for materials planning. This contains the goods receipt processing time. If this is not equal to zero, the necessary goods receipt date is also displayed for information purposes.
Hence the exception is displayed in the MRP list along with the rescheduling date.Hence MRP controller need to manullay reschedule the order as per the rescheduling date given in the rescheduling column in MRP list in MD05. If you cannot reschedule practically, then you need to talk to the concern so that requirement date can be postponed to match the rescheduled dates.
Example requirement date - 30.08.2008 for 100 qty
after running MRP the planned order date given is 25.09.2008
against which system will show maessage 30 with reschdule date as 30.08.2008 as it is required on 30.08.2008.
Now how system behavious is as below
the planned delivery days for this item is say 30 days.
Hence from 30.08.2008 system does backward scheduling and reaches today i.e. 24.08.2008 and then go for forward scheduling to give the date as 24.08.2008+30 cal days i.e 25.09.2008 and displyes the EM as 30 with rescheduling date as 30.08.2008. Hence it is upto MRP controller whether he will convince purchase dept to get the material with in 30.08.2008 or ask the production people to wait till 25.09.2008.
I hope you understood, if not com beack.

Budgeting/Planning Applications

We may be looking at Budgeting/Planning applications at some point in the future. I am familiar with Hyperion Planning. Are there others that work with Essbase that may be worth looking at?

Clarity Systems seems to be more flexible than Hyperion Planning. We've been using Planning now for 2 years and are considering transitioning to Clarity Systems. Clarity hooks up to Essbase cubes in the background just as Planning does but offers more features and less limitations than Planning. Hope this is helpful. Cameron

Throug Easy cost planning process in proj systems ,i want to do sales cycle

throug Easy cost planning process in proj systems ,i want to do sales cycle
i am new to proj systems module
i am trying to create 1 PS :quotation --> PS: Order > PS Billing Request>F2 Billing through Easy cost plannng methodology.
i also created till 1 PS :quotation --> PS: Order --> PS Billing Request without Material
while entering a WBS in quotation --> PS: Order --> PS Billing Request ** randomly from F4 options then system is picking but after saving , the selected WBS is not displaying.
at the creation of F2 invoicing , system is throwing an error as "Document 70000074 does not contain any items with open quantities"
Pls guide me in a better way even i dont know the full funda of Easy cost planning .
regds

Sunitha
go through the following links:
http://help.sap.com/saphelp_46c/helpdata/en/b4/cb2d28e4ded31184080004aca6e0d1/frameset.htm
http://help.sap.com/saphelp_46c/helpdata/en/51/5828e4a44c11d189bf0000e829fbbd/frameset.htm
I hope these links will help you.

Scenario on Procurement Budget planning, Fund management

Dear all,
Can any one put a light on this.
We have a scenario on " Procurement Budget planning " Fund management. We need to plan annual spend plan with respect to procurement.
Could any body suggest what settings need to be carried out with respect to MM module ? what are the responsiblities of MM ?
Does it carried by MM or FI ?
Any related material related to MM?
please suggest your valuable inputs.
Best Regards
Javeed

Hi,
Is your question technical or functional; that is are you asking who should be responsible for the content of the budget planning or how it's technically to do it in SAP?
If the first is correct, then it's for your budget officer to clarify it. There is nothing to be done by MM consultant, as MM is automatically integrated within FM framework for budgetary aspects. It's up to your FM consultant to set up the budget and take of relevant derivation rules.
Regards,
Eli

COPA vs IP for budget planning

hi gurus...
i m involved in a bi project about budget planning, and all the time i got the question from the users: why do I use BI instead of COPA for budget planning?
I know BI but dont know copa, so what r the advantages of IP over COPA?
regards
joker

I've not got any reply on post yet, I'm wondering have i Posted a question in wrong sections, If so please let me know correct group in which i can post this question.

Budgeting/Planning on group of Projects

Hi,
IN SAP PS we can not budget /Plan on group of Projects...
Is there any work around through which we can acheive this?
Many thanks

Hi Ahmed,
i think ,what you are suggesting is whatever plan cost i have on project level that we can transfer and make it budget for the projects but that is not something which i required
basically the requirement is like that we need to control the budget on group of project not on particular project.
Say i have 5 project P1 to P5, Can we budget for P2-P4 combinely suppose 100GBP.so if 100 GBP is booked for P2. i should not be able to book any cost on P4.
I know that is something which SAP PS does not provide, but still if you can suggest some work around that will be very helpful
Many thanks

Budgeting/Planning/Forecasting products

I am currently researching new internet based applications for
budgeting/planning/forecasting (rolling forecast). I am looking
at a product from Adaytum called eplanning. What Oracle
product(s) would be equivalent in functionalities and
capabilities to eplanning from Adaytum?
Is eplanning from Adaytum better than Oracle products for
Budgeting? Planning? Forecasting?
Where would I find an article that compare/rate them?
Thanks

Clarity Systems seems to be more flexible than Hyperion Planning. We've been using Planning now for 2 years and are considering transitioning to Clarity Systems. Clarity hooks up to Essbase cubes in the background just as Planning does but offers more features and less limitations than Planning. Hope this is helpful. Cameron

Budget / Planning Process

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