Budget transfer

hi experts,
we are transfering the budget using bapi_0050_create.it is giving the error like 'amount is greater than available budget'.all these information we put in custom table.the bapi is checking the custom table ZFMBCSE01_T.
what my requirement is some users dont need all these checks they can transfer the money whaterver they want.but some users need all these checks like 'amount is greater than available budget'.
for this how can i write the code for this.
Thanks in advance,
Praveen.

Hi Praveen,
I don't think that the standard bapis check the amounts against a z table,for how would sap know the existance of a z table ?
It must be some othe standard table for sure.
What you can do it to debug the bapi and see what are the conditions that would lead into raising this error. And then take help from your functional consultant if he could do some configuration in IMG to avoid the check you do not really need.
Regards,
Ravi

Similar Messages

Report for budget transfer documents

Hi
Any other Report is available to extract budget transfer documents.
which report in SAP Financial (FM Module) to be used to extract budget transfer documents.
Regards
K.Gunasekar

Hi All
Any report is available to view the transfer budget details along with transfer amount.For example FR72 is used to view the budget transer document details,but we want to know the budget transfer amount along with budget transfer details.
Note: FR72 is used to view all the details except budget transfer amount. Any standared report is available to view the
budget transfer amount along with budget transfer details.
Please help us to provide the standard report.
Regards
K.Gunasekar

Restrict access to budget transfer

Hi folks,
We have a problem wherein we need to restrict which funds can be changed by users in transaction FR58 or other budget transfer transaction code. For example: at no time should a user be able to add, change or delete the budget for objects 100 or 200. I need to know the authorization object/t-code/parameter where I can do this. Appreciate any help you can provide.
Donnie

You need to have a separate account for yourself and not give anyone else the password.
You can set up separate libraries in one account, but it is tedious to switch libraries and there is no protection against another family member accessing your library.

Error in budget transfer - wbs is locked

hi experts, need advise on how to check error exists during budget transfer in CJ34 from level 1 wbs to level 3, error message occured sender wbs is locked. then when I looked in CJ20n for this wbs status, this is not locked.

Hi
" Sender and receiver are in the same hierarchy branch".
Since you are trying to transfer funds between objects assigned to the same branch of the hierarchy. This not possible with CJ34 t.code.
Budget updates between objects in the same hierarchy branch are carried out by means of a supplement using CJ37 t.code or a return using CJ38 t.code.
Try this
Thanks
S.Murali

Issue in periodic budget transfer in FM BCS

Hi All,
We have implement FM BCS na dfacing issue in periodic budget transfers. Below is a example..
Uploaded Budget for A fund center and AA commitment item for all months of a FY 2012
Jan = 150
Feb =100
Mar =100
Ap =100
May =300
Jun =200
July = 200
Aug =200
Sep =200
Oct =100
Nov =100
Dec = 100
Now the total current budget for FY 2012 is 1850 eur
Now I want to transfer budget from this fund center "A" and commitment item "AA" to some other fund center and commitment item. I am using distribution key as "0" lets say for feb 2012. I am able to transfer more than EUR 100 where as in FEB month I have only EUR 100 and I should not be able to transfer more than this. We are working on Annual Budgets.
Please suggest on the same.
Regards

Hi,
Budget control in BCS is working on annual/multi-annual basis, i.e. there will be no control on monthly basis even if you enter your budget period by period. If you want to implement monthly control, you might use FM object 'Budget period' which is available as from 6.04 release. If you are in earlier release you can make a workaround with some unused FM object, e.g. Funded Program. This issue has been discussed several times on SDN, so please search for available material.
Regards,
Eli

Portion of budget transfer restriction

Dear Friends,
I want to transfer the budget from one fund center to another fund center but the condition is that need to rectrict the portion of the budget from sender fund center. The sender fund center will not allow to transfer that budget portion.
Can anyone please guide how to restrict the portion of the budget for transfer.
Thanks in advance.
Regards, MD.

Dear Eli,
Thanks for your reply.
As per earlier scrap we are using the FMX1 were you can use Document type 11 and reserve the budget on Fund- Fund Center- Commitment Level.
And also remove reserve budget using tcode FMX2, make Zeor in the Overall column the amount will get removed from the mentioned combination.
It is easier to handle by client and also the complete activity is done from there end only. This will help to reserve on amount basis not on percentage basis.
Thanks MD.

Problem in budget transfer with CJ34

Dear All,
Pls go through below senario and help me out.
suppose there are 2 WBS elememts, A and B
WBS A - Rs 10,000 , budget added( CJ30) and released(CJ32)
WBS B - Rs 10,000 , budget added( CJ30) and released(CJ32)
now i want to transfer Rs 5,000 from WBS A to WBS B, to do this transaction if i directly use CJ34, i am getting error. and to c\do this 1st i have change release for WBS A from CJ32 from Rs 10,000 to Rs 5,000, then go to CJ34 and carryout transfer, then again come to CJ32 and release both WBS. is this the correct procedure or not pls help me out.
note: Request to moderator - pls dont delete this post, if this is a easy query then pls help me out with answer, as i need this very much.
Regards,
Mandar

Hi,
For transferring, from WBS A to B, WBS A should have required available amount in Current Budget which is not yet released.
1) Firstly check if Rs 5000 is available on WBS A, means: current-released>=5000
2) If yes then simply transfer from tranx. CJ34.
3) If no then adjust some amount from released budget to make Rs 5000 available in current budget, using CJ32. And after that, transfer using CJ34
Regards
Shishir

Carry Forward of Budget in Investment Program

Dear Experts
I am trying to carry forward the budget of the Investment program from FY 2010 to FY 2011. I have used IM27 for copying the program structure and Internal Orders. The Budget Values, Commitments of IO has been carried forward but I am not able to carry forward the budget at the Position ID and NODE Level.
Kindly help.
Vikash

Hello,
You can run the BPCARRY01 program to copy the most recent budget structure to a target year. In doing so, you no longer have to maintain BS elements that already exist.
You execute the program, under Accounting - Public Sector Management - Funds Management - Master Data - Budget Structure - Former Budgeting -Transfer from Previous Year. This is, as Eli said, FM9Z.
Helene

WBS to WBS transfer error CJ34

Hello Experts,
I want to transfer amount from one WBS to other WBS but its not working in SAP.
Attached below ins the screenshot of error
I have tried everything standard t codes but nothing is working out for resolution.
Please guide me with above issue.
Regards,
Prasad

Hi,
Use CJ34 as per below
Date : 03.04.2014
sender year - 2014
receiver year - 2014
given text - budget transfer X to Y
press enter
and as per screen shot
sorry give reverse sender & Receiver above screen shot
I give wrongly -please correct it as per your requirement
and save it
Mahesh

Capital Investment Progrom - Copy of plan to budget

Hi All
I've been asked to copy the Capital investment plan to the Capital Investment Budget as well as do a Capital Investment Plan rollover to the next financial year. Having never done this before, could I please have some pointers on what to do, transactions to use and what pitfalls to lookout for? Unfortunately the person who did this last year has left!!
Regards Juliet

You ise T Code-
IMCCP1 - Transfer Plan to Investment Program Budget
Mention the IM program details and the Plan version which needs to be copied and set the indicator 'Post budget as supplement or return' as per your business case.
Use T Code-
IM64 - Plan/Budget Transfer from Old Investment Program
Ensure that you've selected the right settings.
I would suggest you try this in test system and carry them out later in production.
Regards
Sreenivas

Budgeting w/o Planning

Hi Experts,
Can we do Budgeting with out cost planning?How could it possible?
Regards,
Sanju

Hi Sanjay,
You can do the Budgeting with out cost planning.
The T codes for Budgeting are :
CJ30 Create Original Budget
CJ31 Display Original Budget
CJ37 Budget Supplement: Within Project
CJ36 Budget Supplement: To Project
CJ38 Budget Return: Within Project
CJ35 Budget Return: From Project
CJ32 Change Budget Release
CJ33 Display Budget Release
CJ3a Change Budget Document
CJ3b Display Budget Document
CJBV Budget: Activate Availability Control
CJBW Budget: Deactivate Availability Control
OPSX Budget: Reset "Budgeted" Status
CJ34 Budget Transfer
Regards,
Amit

Reserve functionality no longer working

I have several workflows where the reserve functionality is no longer getting set when a user clicks on an item and exits out.
We have several workflows that use the DECISION object PROCESS method in a customer defined task. We have a Budget Transfer, Travel
Request and Travel Expense that use that object. This is also not working for Purchase Requisition Releases or Parked Vendor Invoice releases which use object methods for those objects. I do have some work items working but ONLY those which have a webdynpro that we
created with a specific call to either SWK_WI_SELECT or SAP_WAPI_RESERVE_WORKITEM. These workflows are working fine.
This is not working for substitution or Work Center agent determination. It is also not working in UWL or Business Workplace.
We just did a major upgrade to EHP6, SAP Basis release 731 and SP-level 9 and my functional
teams did not test this specifically during upgrade testing but I know this has worked in the past. We didn't have to code for it, it was intuitive.
Any ideas?
Thanks,
Cheri

Modak,
Took at look at those notes today. They are both in our system.
EA-HRGXX is release 604 SP level 0067.
The 1331372 note looked promising but but we have the code and it looks like it is only called for HR Process Objects. When bringing up the work item, the work item is reserved and then if you quit out of the screen with the adobe form it then unreserves. There was no effect or call for my PVI's or Travel.
Karri: I am a step closer to your suggested message to SAP. Thanks for the timely response and thought.
Thanks,
Cheri

Documents carryforward

At our company commitment carryforward is only possible for one year, meaning that documents created in the current year and fund. e.g year 2009 fund A9, can be carriedforward the commitments and the budget to the next year and equal fund e.g year 2010 fund A9.
The problem arises when in 2010 the flow of documents is not completed, meaning that my purchase order is not completed receptioned or invoiced. From that moment, the commitments can´t consume carryforward budget.
Now what it is done is:
Creating a new funds reservation in 2011, adding a new line item to the purchase order with account assignment the new funds reservation and the quantities pending to delivered. For the ones delivered but not invoiced direct invoices are made against the new funds reservation.
I don´t know which is SAP Bestpractices for this cases in order to avoid modifying the purchase order or lost the purchase order history due to direct invoices, any suggestions?
The issue is that now refuses to go shopping in this way and wants the budgetary effects do not impact on purchasing documents. This means creating new
lose lines or purchase history to make direct invoices against the reserve.
What we were trying was made a commitments carriedforward this documents without budget, meaning documents that are in year 2010 fund a9 will be carryforward to fund a11 year 2011, and consume the budget of 2011, but for the commitments of a10 2010 the commitment carryforward must be with budget and result in fund a10 year 2011.
We performed t-code fmj2 to transfer a9 2010 documents to a11 2011. But those documents dont appear at a11 2011 but neither remain at fmj2. I understand that are pending that i make the budget transfer in order they appear but as i said I dont want to transfer budget for this cases I want them to consume from a11 2011. Is this possible and compatible with budget carryfoward for commitments to the following year. Am I missing running any t-code or customizing.
Sorry for the long and not very clear explanation.
Best regards and thanks for the help

Finally, about your last paragraph:
"And also after finishing fmj2, instead of running fmja,fmjb and fmjc as in cases of CF with budget I dont run these tcde and I only run fm9p,fmbv and fm9qbud, but nothing happens not carryforward is done but the strange thing is that in fmj2 the documents don´t appear in order to try to run it again."
FMJ2 is for open items carryforward, i.e. EF's, PO's, invoices, etc. Then, once they have been successfully carried forward, they should not be selected by FMJ2 anymore.
If those items were CF'd with their own budget (i.e. CF via FMJ2 should include the budget already consumed by those documents), the remaining budget will stay the same in the Old FY and you would not need to run a Budget CF for those documents (i.e. you won't need FMJA, FMJB, FMJC)
If they were CF'd without their budget, then, the Residual Budget CF should be done via separate steps (FMJA, FMJB,FMJC).
I think you do not need FM9P nor FM9QBUD. Only FMBV at the end of the whole process if you ran FMJ2 without availability control.
I nevertheless suggest you to have a look at the documentation in these IMG activities, and also at the online help:
http://help.sap.com/saphelp_erp60_sp/helpdata/en/f0/ca5716260211d28a430000e829fbbd/frameset.htm
Under 'Closing operations'
Let me know if this helps.
Kind regards
Mar
@contributors, please feel free to add any comments, they will be most welcome!

Standard report name in PS module

if anybody knows the some standard report in PS   module then please give me the standard report name

There are other which is not on the list, but this is a good platform to start and build up your own list of PS transactions as per your requirements:
CJ01    Create Work Breakdown Structure
CJ02    Change Work Breakdown Structure
CJ03    Display Work Breakdown Structure
CJ06    Create Project Definition
CJ07    Change Project Definition
CJ08    Display Project Definition
CJ11    Create WBS Element
CJ12    Change WBS Element
CJ13    Display WBS Element
CJ14    Display WBS Element (From DMS)
CJ20    Structure planning
CJ20N   Project Builder
CJ21    Change Basic Dates
CJ22    Display Basic Dates
CJ23    Change Forecast Dates
CJ24    Display Forecast Dates
CJ25    Change Actual Dates
CJ26    Display Actual Dates
CJ27    Project planning board
CJ29    Update WBS (Forecast)
CJ2A    Display structure planning
CJ2B    Change project planning board
CJ2C    Display project planning board
CJ2D    Structure planning
CJ30    Change Project Original Budget
CJ31    Display Project Original Budget
CJ32    Change Project Release
CJ33    Display Project Release
CJ34    Project Budget Transfer
CJ35    Budget Return from Project
CJ36    Budget Supplement to Project
CJ37    Budget Supplement in Project
CJ38    Budget Return in Project
CJ3A    Change Budget Document
CJ3B    Display Budget Document
CJ40    Change Project Plan
CJ41    Display Project Plan
CJ42    Change Project Revenues
CJ43    Display Project Revenues
CJ44    Act. overhd: Projects, ind. process.
CJ45    Act. ovhd: Projects, coll. process.
CJ46    Plnd ovrhd: Projects, ind. process.
CJ47    Pld Overhead: Projects, Coll.Procssg
CJ48    Change Payment Planning: Init.Screen
CJ49    Display Payment Planning: Init.Scrn
CJ70    Maintain Project Settlement LIs
CJ72    Project: Act. amt. line item settlmt
CJ74    Project Actual Cost Line Items
CJ76    Project Commitment Line Items
CJ7E    Plan Data Transfer: Projects
CJ7G    Plan Data Transfer: Projects
CJ7M    Project Plan Cost Line Items
CJ7N    Maint. DRG inv.projects for retmt.
CJ80    Availability Control - Overview
CJ81    Update Report List
CJ88    Settle Projects and Networks
CJ8A    Act.-setlmt: Proj. retirmt. from IM
CJ8G    Actual Settlement: Projects/Networks
CJ8V    Period Close for Project Selection
CJ91    Create Standard WBS
CJ92    Change Standard WBS
CJ93    Display Standard WBS
CJ9B    Copy WBS Plan to Plan (Collective)
CJ9B_OLD        Copy Project Cost Planning (old)
CJ9BS   Copy WBS Plan to Plan (Indiv.)
CJ9C    Copy WBS Actual to Plan (Collective)
CJ9C_OLD        Copy Project Revenue Planning (old)
CJ9CS   Copy WBS Actual to Plan (Indiv.)
CJ9D    Copy Plan Versions
CJ9E    Plan Settlement: Projects
CJ9ECP Project System: Easy Cost Planning
CJ9F    Copy Project Costing (Collective)
CJ9FS   Copy Project Costing (Indiv.)
CJ9G    Plan Settlement: Projects
CJ9K    Network Costing
CJ9L    Forecast Costs: Individual Projects
CJ9M    Forecast Costs: Coll.Project Proc.
CJ9Q    Integrated Planning for Ntwks(Coll.)
CJ9QS   Integrated Planning for Ntwks (Ind.)
CJA1    Proj.Rel.Order Receipts: Coll.Proc.
CJA2    Proj.Rel. Order Receipts: Ind.Proc.
CJAL    Send project
CJB1    Generate Settmt Rule: Coll.Proc.
CJB2    Generate Settmt Rule: Indiv.Proc.
CJBBS1 Planning Board Report Assignment
CJBBS2 Structure Overview Report Asst
CJBN    Reconstruct Availability Control
CJBV    Activate Project Availabilty Control
CJBW    Deactivate Project Availabilty Cntrl
CJC1    Maintenance Dialog for Stat.by Per.
CJC2    Maintain Planned Status Changes
CJCD    Change documents: WBS
CJCF    Carry Forward Project Commitments
CJCO    Carry Forward Project Budget
CJCS    Standard WBS
CJE0    Run Hierarchy Report
CJE1    Create Hierarchy Report
CJE2    Change Hierarchy Report
CJE3    Display Hierarchy Report
CJE4    Create Project Report Layout
CJE5    Change Project Report Layout
CJE6    Display Project Report Layout
CJEA    Call Hierarchy Report
CJEB    Background Processing, Hier.Reports
CJEC    Maintain Project Crcy Trans.Type
CJEK    Copy Interfaces/Reports
CJEM    Project Reports: Test Monitor
CJEN    Reconstruct: Summarized Proj.Data
CJEO    Transport Reports
CJEP    Transport Forms
CJEQ    Import Reports from Client
CJET    Translation Tool - Drilldown
CJEV    Maintain Global Variable
CJEX    Reorganize Drilldown Reports
CJEY    Reorganize Report Data
CJEZ    Reorganize Forms
CJF1    Create Transfer Price Agreement
CJF2    Change Transfer Price Agreement
CJF3    Display Transfer Price Agreement
CJF4    Transfer Price Agreement List
CJFA    Analysis of Data Trans. into PS Cash
CJFN    CBM Payment Converter
CJG1    Enter Transfer Price Allocation
CJG3    Display Transfer Price Allocation
CJG4    Enter Trsfr Price Allocation: List
CJG5    Cancel Transfer Price Allocation
CJH1    Reconstruct Project Inheritance
CJH2    Project Inheritance Log
CJI1    Project Budget Line Items
CJI2    Budget Line Items: Document Chain
CJI3    Project Actual Cost Line Items
CJI4    Project Plan Cost Line Items
CJI5    Project Commitment Line Items
CJI8    Project Budget Line Items
CJI9    Project Struct.Pld Costs Line Items
CJIA    Project Actual and Commt Paymt LIs
CJIB    Project Plan Payment Line Items
CJIC    Maintain Project Settlement LIs
CJID    Display Project Settlement Line Itms
CJIE    Projects: Retirement LI Settlement
CJIF    Projects: Profitability Analysis LI
CJIG    Display PS Cash Documents
CJJ2    Change Statistical Key Figures
CJJ3    Display Statistical Key Figures
CJK2    Change Statistical Key Figures
CJK3    Display Statistical Key Figures
CJL2    Collective Agreement
CJN1    Reval.    ACT: Projects    Ind.Pro.
CJN2    Reval.    ACT: Projects    Col.Pro.
CJNO    Number range maintenance: FMCJ_BELNR
CJO8    Overhead COMM: Projects    Ind.Pro.
CJO9    Overhead COMM: Projects    Col.Pro.
CJP1    Create Project Plan Adjustment
CJP2    Change Project Plan Adjustment
CJP3    Display Project Plan Adjustment
CJP4    Delete Project Plan Adjustment
CJPN    Number Range Maintenance: Proj.Items
CJPU    Execute Project Plan Adjustment
CJR2    PS: Change plan CElem/Activ. input
CJR3    PS: Display plan CElem/Activ. input
CJR4    PS: Change plan primary cost element
CJR5    PS: Display plan primary cost elem.
CJR6    PS: Change activity input planning
CJR7    PS: Display activity input planning
CJR8    PS: Change revenue type planning
CJR9    PS: Display Revenue Element Planning
CJS2    PS: Change stat. key figure planning
CJS3    PS: Display stat. key fig. planning
CJS4    PS: Change stat. key figure planning
CJS5    PS: Display stat. key fig. planning
CJSA    Data Transfer to SAP-EIS
CJSB    Select Key Figure and Characteristic
CJSG    Generate WBS Element Group
CJSN    Number Range Maintenance: Projects
CJT2    Project Actual Payment Line Items
CJV1    Create project version (simulation)
CJV2    Change project version (simulation)
CJV3    Display project version (simulation)
CJV4    Transfer project
CJV5    Delete simulation version
CJV6    Maintenance: Version administration
CJV7    Display transfer log
CJVC    Value Category Checking Program
CJW1    EURO: Adjust Project Budget
CJZ1    Act. Int Calc.: Projects Coll. Proc.
CJZ2    Actual Int.Calc.: Project Indiv.Prc.
CJZ3    Plan Int.Calc.: Project Indiv.Prc.
CJZ5    Plan Int.Calc.: Project Coll.Prc.
CJZ6    Actual Int.Calc.: Indiv.CO Order Prc
CJZ7    Planned Int.Calc: Indiv.CO Ord.Proc.
CJZ8    Actual Int.Calc.: Coll.CO Order Prc.
CJZ9    Plan Int.Calc.: Coll.CO Order Prc.

GMDERIVE - Best Practices

Hello experts,
Do you have any best practices to share for the setup of GM DERIVE? Although I know this is company-specific, I would appreciate if you could give some advice.
I am currently analyzing 2 possibilities for the derivation of sponsored objects, but neither of them satisfies me completely:
1st option:
Set up derivation rules, and maintain correspondance table (i.e. sponsor + GL account = Sponsored class).
The main disadvantage here is that every time a user creates a new sponsor or sponsored object, the correspondance table will have to be maintained manually. I am afraid this will create additional workload and risk of errors.
2nd option:
Use a function module to derive sponsored objects from the master data.
This is a little complex, specially for the derivation of sponsored programs, because it means the program has to:
Select combination of funded program and fund center
Check in which funded program groups/ funds center groups they are used
In grant and/ or sponsor master data, select each sponsored class and check if the combination of funded program group/ fund center group is found in view tab "Allowed Budget and postings".
This seems sooo complex! I am sure there is a simpler way to do it, the advantage being that the user would only maintain the master data and no parallel tables on top of it.
Is it possible to use tab "Budget transfer"instead of "Allowed budget and postings" for the derivation?
I was not able to find the real use of tab "allowed budget and postings" in the SAP help, and I am wondering why we have both:
"allowed BUDGET and postings"
and "BUDGET transfer"
Does this mean there is a double check for budget entries?
Thanks for taking the time reading this, I hope it is clear. And thanks in advance for your answers and for sharing your experience on this matter.
Regards,
Nafissa Diop.
Edited by: Nafissa DIOP on Mar 5, 2009 11:44 AM

We went down the route of having our own master data table to match GL accounts to sponsored classes, but with a set of defaults for each Business Partner.
The advantages for us are:
1. Control of the mapping is in the hands of the end-users who set up the grants
2. The derivation rule is static and simply has code to lookup the mapping table
3. The maintenance of the data is grant-specific / grant-focused.
4. The inheritance of defaults for a Business Partner simplifies the need to do the mapping for all grants, and just allows specific grants which differ from the BP defaults to be defined independently.
We've been running with GM live now since that start of 2007 and have not needed to change our FMDERIVE or GMDERIVE rules since.
Regards,
Paul

Budget transfer

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