Budgeting in sap

Hi Frnds,
I'm new to SAP FI/CO
Can anyone tell me about budget customisation, and which sub module of FI/CO do we customise it under.
Eg: Say if we have 8 regions in a company, and if we need to allocate budgets for each of the regions, how and where do we do it.
Kindly suggest
Regards
Pallavi

Hi Paul,
thnx for your quick reply. I'm still not clear, could you give me more insight into this please.
Let me put my question in another way:
Say we have 8 regions in a Company:
Each of which is allocated a budget for the expneses:
Eg: If we have allocated Rs.100000/- for region# 1,
Regions# 2 - Rs.400000/-, so on for all 8 regions.
How do I set the budget for each of these regions.
I was told we need to customize it in a treasury management or cash management, which I'm not sure of.
Now, how and where do we compare these budgets with the actuals.
Is it in controlling alone.
regards
pallavi

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How to release the budget in SAP Funds Management. Please let me know the proceedure and the transaction code
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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,
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Hi Shashi
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From your question I am assuming that the Main Budget (for example) has been populated and you want to revise this budget. The choice would be to keep the Main budget intact and add another scenario called Revised. But remember that if budget checking is turned on, it will only check against Main Budget. For this reason, any changes should be made direct to the Main Budget if they are to impact budget checking.
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You can check this thread for more info:
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I am trying to import budgets into SAP for the first time. The problem I am getting is that after I add the object my system just hangs with no error code returned.
I can't seem to see any examples or help on this
Can anyone help me please ?
Regards Andy
Dim obudget As SAPbobsCOM.Budget
Set obudget = ocompany2.GetBusinessObject(SAPbobsCOM.BoObjectTypes.obudget)
obudget.AccountCode = "_SYS00000000143"
obudget.BudgetScenario = 2
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obudget.Lines.BudgetSysTotCredit = 100
'obudget.Lines.RowNumber = 1
obudget.Lines.Add
obudget.Lines.BudgetSysTotCredit = 100
'obudget.Lines.RowNumber = 2
obudget.Lines.Add
obudget.Lines.BudgetSysTotCredit = 100
'obudget.Lines.RowNumber = 3
obudget.Lines.Add
obudget.Lines.BudgetSysTotCredit = 100
'obudget.Lines.RowNumber = 4
obudget.Lines.Add
obudget.Lines.BudgetSysTotCredit = 100
'obudget.Lines.RowNumber = 5
obudget.Lines.Add
obudget.Lines.BudgetSysTotCredit = 100
'obudget.Lines.RowNumber = 6
obudget.Lines.Add
obudget.Lines.BudgetSysTotCredit = 100
'obudget.Lines.RowNumber = 7
obudget.Lines.Add
obudget.Lines.BudgetSysTotCredit = 100
'obudget.Lines.RowNumber = 8
obudget.Lines.Add
obudget.Lines.BudgetSysTotCredit = 100
'obudget.Lines.RowNumber = 9
obudget.Lines.Add
obudget.Lines.BudgetSysTotCredit = 100
'obudget.Lines.RowNumber = 10
obudget.Lines.Add
obudget.Lines.BudgetSysTotCredit = 100
'obudget.Lines.RowNumber = 11
obudget.Lines.Add
obudget.Lines.BudgetSysTotCredit = 100
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Hi Andy / Paul,
To me it looks like you have found some bug, but I am not 100% sure...
No matter what you do differently it looks like you can only add a new budget record only when you set the budgets for local currency in the lines (tested on 2005A SP01 PL16):
obudget.Lines.BudgetTotCredit = 100
HTH,
Frank

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Can any one explain the Budget utilization in SAP-PS.
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Hi Bekele,
Budget utilization againt a WBSE is based on the commitments (PRs and POs) plus actual costs booked against that WBSE.
Please go through the below link.
http://help.sap.com/saphelp_47x200/helpdata/en/86/98853478616434e10000009b38f83b/frameset.htm
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I am using budget control for Internal Order/WBS and it is working fine.
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Hi Umang,
Check the following things out:
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Reward points if Helpful
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Edited by: Bhaskar Babu TVS on Sep 12, 2008 9:11 AM

Hi Ajeet,
thanks a lot for your help.
the data source CC_7 does not provide the planning data with respect to Cost elements, it gives with respect to cost center.
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We are following MTO scenario and we are releasing SAP Project with save of Sales Order.
Later we are assigning(CJ30) and releasing(CJ32) budget in SAP Project, with budget release System status "NBUD" replaced with System status "BUD". But, some times SAP is not removing this "NBUD" tick. And later when user try to release PR or perform any other transaction they face error message for system status "NBUD".
You all are requested to suggest solution for this error.
Best Regards,
Vishal Kadia

Hi,
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regards,

Budget upload in SAP ByDesign

Does anyone know how to upload annual budgets in SAP ByD?
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Thanx

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Kindly mark this thread as answered if i answered your question.
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Budget Control at top level WBS only

Hello All,
I have a requirement from client where I need to activate the Budget control (90% warning and 100% error). I have done the setting accordingly.
Now the scenario is such that when client is doing budgeting, they are allocating the budget only at top level WBS (they have a different legacy, where they are doing there detail planning n budgeting, but since they want the feature of budget control in PS, they will do minimal budgeting in PS). As per my settings when I budget top level WBS and save the availabity control is activated (with no budget on lower level WBS). Now when I try to do some postings/or assign that WBS to PO, even with a value of 1 USD, i am getting an error of budget exceeded, which is fine as per the settings as that WBS is having 0 budget.
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I have 2 questions:
1.Is it possible to activate AVAC only for top WBS ?(without any enhancement/development)
2.How the AVAC will work, if the total of 2nd level WBS exceeds the budget of top WBS (as explained in example above)?
Awating your replies.
Thanks
Sarang

Thanks Virendra, it was useful.
I tried other way round also i.e. by not marking the release tab in OPS9 and activating AVAC in CJ30.It works in that way too.
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Thanks
Sarang

Process and Documents on Budgeting

Hi All,
I want to know the process of budgeting in SAP. I have not worked before on this area.
Can anybody send me the documentation on budgeting. Please send it XXXXXXXXXXXXXXXXX
Best Regards,
Tapan
Moderator: Please don't request documentation / information via email addresses.

Hi,
you can find useful information on budgeting under Budget Management for Projects and Internal Orders on help.sap.com
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Is it possible to upload/enter a second 'budget' in SAP besides KP06?
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Budgeting in sap

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