Budget Update In Funds Management

Hi,
I have configure FM and posted budget through FMBB. after releasing the budget i am still unable to see it as consumable budget in Budget consumption report it shows m all the budget amount in available budget column. further when i post an invoice in FI through FB60 fund management document alse get posted but again i am unable to see it in budget consumption report. please help me out here...
Regards,

Its been resolved..
For budget not being available for consumption after being posted through FMBB th issue was in my AVC profile. and for the second part where budget was not consumed after invoice being posted through FB60 the issue was in my fiscal yeas variant year shift. the posting was taking plane in the wrong fiscal yeas hence consuming budget for that particular fiscal year and not of the year i intended to post to. Thank you so much fpr approving my query
Regards,

Similar Messages

Exclude budget update in Funds Management for particular FI document type

HI FM gurus !!
We have an issue in FM .We do the service entry for Transporters for the whole years charges at one time . ( for some reason it cant be done for the month) So we have to pass the FI entry for the Prepaid Expenses. But when we do this entry in FI corresponding effect goes in FM and the Budget for this committment item gets INCREASED. THIS WE DONT WANT since this temperorily available budget may get used for other things. This is the background .
so All we would like to do is to prevent the budget update in FM for this Prepaid entry. How can we do this ? is there any config or BADI ?
PLEASE ADVICE

Its been resolved..
For budget not being available for consumption after being posted through FMBB th issue was in my AVC profile. and for the second part where budget was not consumed after invoice being posted through FB60 the issue was in my fiscal yeas variant year shift. the posting was taking plane in the wrong fiscal yeas hence consuming budget for that particular fiscal year and not of the year i intended to post to. Thank you so much fpr approving my query
Regards,

Budget availablity in funds management

hi
Kindly explain at what stage committment item update in Funds management. Client requirement is following report format
cost center GL budget value actual value open PR value Open PO values Available budget
r

Hi,
Commitment item is a master data in FM. Please, read this information for basics in FM:
http://help.sap.com/saphelp_erp60_sp/helpdata/en/f0/ca33a5260211d28a430000e829fbbd/frameset.htm
As for your reporting, it's possible to create one in Report Painter, based on 4FM library. You can create the colmuns based on Value type in order to distinguish between PO, PR, etc.
Regards,
Eli

How to release the budget in SAP Funds Management

Hi
How to release the budget in SAP Funds Management. Please let me know the proceedure and the transaction code
Tks

Hi,
The answer depends on if you are using Former Budgeting or BCS.
1) If you are using Former Budgeting:
a. You should use transaction FR51 to enter Release or FR55 to distribute it.
2) If you are using BCS:
a. Within FMBBC transaction you have the option to release the budget, use document type as REL (release).
b. You can activate the automatic release for each budget profile in Customizing of Funds Management Government. To do this, in IMG select Funds Management Government ® Budgeting and Availability Control (Former Budgeting) ® Budget Profiles (Former Budgeting) ® Set Up Budget Profiles.
With the automatic release, the corresponding background releases for expenditures FM account assignments with budget transfers are also posted. Take note that the maximum amount that this automated release can transfer from the sender is the amount that has already been released.
If you do not activate the automated release, the maximum amount that can be transferred from the sender is that which has not yet been released.
c. You can use the mass transaction for release, which is FMMPRELE.
I hope that this answer your inquiry.
Best Regards,
Vanessa Barth.

Budget Posting and Funds Management

Hi,
Can some one tell me how I can setup a budget in a fund? I currently can create a fund and then when I try to do a budget posting update w/exp BPUE, it will not allow me to enter a posting amount.
So I can create a budget posting, but when I save it, I get and error asking to provide a posting amount. The problem is the posting amount field is greyed out.
Any ideas?
Thanks,
Eric

Hi Maz,
In BCS, you create a plan structure each year like 2008, 2009, 2010 and you create budget adresses in the 2008 plan structure and posting adresses in 2008 plan structure
Budget adresses are saved in the ledger 9F and posting adresses are saved in the ledger 9A and AVC in ledger 9H
When you create budget and posting adresses in plan structure this means that only thoses combinations Funds, Funds center, commitment item will have budget in FMBB and will be used in earmarked funds and real postings like 9A
Simply if budget adress is not created you acn not enter a budget in 9F table FMBDT
If posting adress is not created you can not for example create a funds commitment with FMZ1. any way to update the table FMIOI or impossible to create an invoice with FB60 referencing the funds commit in order to update the table FMIFIIT
AT closing you copy the different budget adresses and the posting adresses in the next plan structure for example 2009. There is a tcode for that.
I hope i have been clear
ciao MAZ
I need your help in CJ88
Salvator
PSM-FM Consultant
Suitzerland

Exclude WBS Budget Checking in Funds Management

Dear SAP Community,
We have activate the Availability Control in PS module for line item posting using WBS element as cost object, and in FM module for line item posting using cost center as cost object.
Since the FM module active, for every posting, the system require assignment to funds center. Therefore, we assigned all WBS elements into one Funds Center called WBSDUMMY.
Our requirement for a project is to have budget checking in WBS element level.
Our current settings already exclude WBSDUMMY funds center assigned to FM Budget Profile in "Availability Control: Specific Tolerances". But, for every posting that use WBS element as its cost object, warning message of "Payment Budget Exceeded" in funds center WBSDUMMY always appeared.
Is there any way to avoid the budget checking of WBS in FM module?
Can we create the FM Budget Profile without warning/error message and assigned it to WBSDUMMY funds center? If yes, is there anyone can help me on the specific settings? Since I can't found the configuration/settings to define availability control action besides the SAP standards.
Appreciate your input
Thank you and best regards,
Fitria

So in other words, you want to suppress the budget message received whenever the fund center = WBSDUMMY?
If so, then I would suggest trying this...
Create a tolerance profile to be used solely for the WBSDUMMY fund center.
The tolerance profile would be something like this...
Tolerance profile name = DWBS (for example)
Ceiling type = Expenditures, Activity group = ++, Order = 1, click the Inactive setting ", Message type = Information, Usage = 999.00
Then set up a derivation strategy for tolerance profiles (FMAVCDERITPROF) solely for the WBSDUMMY fund center that basically says when the fund center = WBSDUMMY, then derive tolerance profile DWBS...
Derivation type = Assignment, Definition tab constant = DWBS, Target field = TOLPROF
Condition = ACO_ADDRESS RFUNDSCTR (fund center) = WBSDUMMY
So when the fund center is WBSDUMMY, the tolerance profile DWBS is derived, and the entry in the tolerance profile is inactive, therefore no warning or information message is received. The key is that the entry in the tolerance profile is inactive.

Payment Budget Exceeded in Funds Management Error BP629

Hi All
I am facing the Below error while doing the FB50 transaction.
"Item 002 20020001 /EXPENDITURE payment budget exceeded"
I have created the commitment item "Expenditure" to post the expenses to the budget.
I have made the budget entry into the system for Expenditure as well as Revenue Commitment Item.
I am able to post revenue posting successfully with FB50 transaction through revenue commitment item but facing the above error for expenditure commitment item.
Regards,
Dimpesh Ray

Hi Dimpesh,
Check whether the budget has been released (consumable) if you have made budget release setting in FM . If you have defined consumable budget types in Customizing, only these budget types will be considered as "releasable" budget.
Regards,
Lewis

Amount for budget in funds management

Hi
In case of internal order, we give create internal order first then we give budget amount in KO22.
Similarly, where we have to give budget amount in case of funds management. I have given fund, commitment item and fund center in FB60. But budget check was not done. entry was posted.
Please let me know how to use funds management. I have configured. But how to use it effectively, let me know.

Hi,
Funds Management is activated in your company when:
1 - You have activated Funds Management functionality (Enterprise Extension EA-PS is activated in transaction code SFW5
2 - and flags "Account Assignment Derivation" and/or "Activate Update in Funds Management" are activated in customizing path PSM -> Funds Management Government -> Actual and Commitment Update/Integration -> Activate/Deactivate Funds Management").
The checkbox 'Update' should be marked for your company code
Please also check these important notes:
1082741 Migration to ERP 6.0 (EA-PS 6.00)
429225   Migration FI-FM to SAP R/3 Enterprise Publi
666322   Derivation tool in the FM: Trace function
966093   FMDERIVE: Result display as of Release EA-PS 6.00
839488   Derivation of commitment item from G/L account
I suggest you to read also the documentation available in the following menu:
SPRO -> Public Sector Management -> Funds Management Government -> Prepare Funds Management Installation
It is only a text document but with links and with all the necessary instructions to start FM in your company.
I hope that this helps to resolve your issue.
Best Regards,
Vanessa Barth.

Unable to enter posting amount in budget update creating from fund.

Hi All,
while creating Budget Update from Fund, not able to enter the posting amount in the space provided for this. I checked all my setting but looks fine. any particular setting i need to do for this purpose?
Rgds
Suryamani

Hi surya,
Check your pricing procedure determination.
Use pricing procedure 0CRMBP
Your problme will be solved
Regards
Itty

Funds Management - Reconstruct payment data

Hello,
I have implement Funds Management with Multi-Year Budget Execution and update profile 00101 (posting date) and realize that my commitment item for vendor account was 40 and not 60 so I have some invoices that are not updated with the payment in FM. How can I reconstruct my data? I used the report RFFMRPFI but is not working as I expect. I still have teh invoice open in FM.
Thank you,
Angela Costa

Hi Angela,
There are only 2 ways to make a FI payment be a payment also in FM (value type 57) and it is not related to the financial transaction of the commitment item.
1 - Run of the Payment Selection Program (report RFFMS200)
SPRO -> Public Sector Management -> Funds Management Government -> Actual and Commitment Update/Integration -> Integration -> Define Settings for Payment Transfer
Please check the documentation icon available in front of this line.
2 - Payment Update Online
You check if you are using payment update online in transaction OF29.
It seems to be that you are not using Payment Update online otherwise the value type 57 would be generated automatically in FM table. Therefore, please run the report of item 1.
I dont know in which release you are but from ECC600 on, customers are not allowed to use program RFFMS200 but only use the payment update online.
Therefore, I will give you some additional information regarding Payment Update Online:
CONSULTING NOTES
================
882379 - FMPU_R: Recommendations for the online payment update
435328 - Analysis programs for the payment update
1234391 - Incorrect payment update in FM or in NewGL split information
1030497 - SAP ERP 6.0: Public sector scenarios in new general ledger
Please check carefully the notes. Since Release EA-PS 6.00, only the online payment update in Funds Management using the new general ledger with document splitting is supported. Therefore, you must have NewGl with document splitting. You will find additional information in the PDF attached and also in the notes mentioned above.
I hope this helps.
Best Regards,
Vanessa.

DPRs and DPs are reducing the commitments creatd by POs in Funds Management

In Funds Management, Purchase orders are creating commitments. Then Down payment requests and Down payments are created against these purchase orders. Hence, these Down payment requests and Down payments are reflected in the Purchase order history. But these down payments and down payment requests created with reference to Purchase Orders are reducing the commitments created by the Purchase orders in Funds Management. The business requirement is that only GR should be reducing the commitment and then consuming the budget. Down payment requests and Down payments should not have any impact on the commitment created by Purchase orders. How to do this ?

Hi,
Please, refer to this Re: How to exclude value types 58 and 61 from Budget check in Funds Management
Regards,
Eli

Authorization restriction in Funds Management

Hi all,
We have a requirement from the client to restrict budget execution in Funds management.
Business case: A user from a particular organization/agency should be able to transfer funds within his organization and should be restricted from using other agency funds.
We are planning to use authorization groups while defining the FM master data (funds, fund centers, funded programs). Later, we use these authorization groups while creating derived roles (organization/agency specific). So when the user performs activity in FMBB, he will get an authorization error if he tries to use funds that he is not authorized for.
As there could be 1000s of fund centers, maintaining them using authorization groups could be cumbersome.
I would like to know if any of you have implemented security in FM using fund center groups/ hierachy structure instead of using authorization groups.
Appreciate your suggestions and inputs ..
Thanks
Kee

Hi Kee,
I can understand your concerning about the number of funds center but in the authorization roles you will use ONLY the authorization groups not each fund center, so the maintenance will be easier.
You will not maintain each fund center in the rule, but if necessary the creation of a new authorization group or deletion of one. Because the change of one authorization group (which means more or less fund centers) will be done in master data, in the authorization part will be ok already.
The principal object will be F_FICA_FSG which is the authorization group for the funds center, so I am not sure what do you mean about maintenance, because if defined as per the business process, it will not change so much because it will be in the group level not in fund center.
Thinking about your question:
"If we follow an intelligent naming standards for fund centers and determine the hierchacal structure, can we use the fund center/fund names directly in auth objects instead of using authorization groups?"
Create authorization objects with funds center directly not using authorization groups, I did this many times in previous releases (from 3.0F to 4.0B) when I implement PSM-FM and I think that authorization groups will reduce the maintenance in an important way. The most huge maintenance is doing in this way that you are thinking about use funds center directly.
For example, if you have ?.000 funds center grouped in ?00 authorization groups and of course some of the users will have more than one authorization group and one rule will have more than one authorization group right? This will be for sure a number lower than the quantity of funds center.
Be aware that I am focusing only in authorization regarding FMBB like you mentioned in the beginning. This means authorizations to manage budget in the company, nothing else.
Therefore, it will be not so much different roles with authorizations. I am quite sure that your customer will not allow a great number of users to increase/decrease budget. You should consider this too in your analysis.
You will need to create roles in PFCG for your authorizations and of course each role will have a combination of authorization objects (reports, master data, budgeting postings, actual and commitment postings). This is a matrix that needs to be detailed and clarified with the customer needs.
I am not sure if I could help more, kindly inform if I am going in the wrong direction
Best Regards,
Vanessa Barth.

Idoc Funds Management Update

Hi,
We are using IS-U and updating separate ECC instance through IDOC FIDCCP01. The FM (Funds Management) assignment i.e. Fund, Fund Center and Commitment Item are being correctly updated, however, there is no budget check. The report FMAVCR01 also does not reflect the IDoc posting.
There is no Funds Management or Controlling document, only FI document is being created.
We need to activate budget availability check on IDoc posting.
Please advice.
Thanks and regards,
Achal

Hello,
Can you please review your settings according to the attachment? (zip file). this error sometimes happens if settings for document splitting and payments without reference are not ok.
Please let us know if it helps
regards
Mar
If you can't open the file, please try this link:
[https://websmp107.sap-ag.de/~sapidb/011000358700007290972005E]
sorry for the trouble with the attachment
regards
Mar
Edited by: Mar Novalbos on Jul 23, 2009 4:50 PM
Edited by: Mar Novalbos on Jul 23, 2009 4:55 PM

Funds Management as a budget source for Grants Management

Hi:
I have grant type whose budget source has been set as Funds Management and transfer to FM check box is also on. Now i have a fund center and commitment item which have been assigned to sponsored program and sponsored class master data respectively. I have created a grant with reference to these Sponsored program and sponsored class in initial draft phase. Now i want to post budget in FM and then automatically transfer it to GM as soon grant is awarded. I am following link http://help.sap.com/saphelp_erp60_sp/helpdata/en/3e/1b7e3cda04f678e10000000a11405a/content.htm .
In FM i have posted a budget (but did not release it) against an external fund, also against commitment items and fund centers which have been assigned to SC & SP respectively. Grant field is set as non relevant grant.
Now my question is at what point in time budget will be will be updated in Grants management , How will the transfer from FM to GM happen ? Please guide me
Regards

Hi Shyamal:
Please note that a DUMMY grant has been created in customizing Define "Not-relevant grant". I am following the process e.g
1..1 have 3 Million Research & education budget for year 2012-13 and for a varying sponsored programs and a sponsored class linked with fund center and commitment items respectively
2..Of these 3 Million i am expecting that i will receive 1 Million as grant .
3..In FMBB i ENTER 3 Million budget against DUMMY Grant along with combination of fund,FC & CI.
4.As soon an MOU is signed with Grantor and he releases amount 0.6 Million for budget i create a Grant master ans set its status to award ..Grant number generated is XYZ
5.Now i n FMBB, i try to release budget again this grant number but system is throwing error that budget amount is not sufficient for release for combination XYZ/FC/CI/Fund , system is true in saying so because earlier budget was entered and posted for DUMMY Grant and now i am trying to release it for Grant XYZ. System does not let me directly ENTER budget in FMBB against Grant XYZ and throws error "Grant XYZ can not be used to enter budget in FM".
Please note that in Grant type budget source has been explicitly defined as "Funds Management"
Regards

System error in Funds Management update

Dear you,
Have anyone seen the following when updating FM from FI document:
"System error:Funds management update (FMRI, CHECK_WE_RE)"
Any ideas what to do?
Thanks
Sonja

Hi there,
The update problem occurs both if we try to post with FB50L or if I try to make a transfer of FI postings in FM. This all happens in the new installation where we plan to use new GL and FM.
This note you gave did not ring a bell for me
The error message is FI057. But we have not yet found a suitable note.
Therefore any ideas are still welcomed.

Budget Update In Funds Management

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