Budgeting in SRM

HI All
We are planning to implement Budgeting Functionality.
Requirement
Company set up Budget based on cost dimensions like Cost Center, Project, Division, Customer.
For eg: Suppose we have Budget for CC 5100 say around 10000 USD, users create a Shopping Cart for this cost dimension, if the cart value is under 10000 USD its fine, otherwise it should throw a warning message saying that "Shopping Cart exceeded the Budget LImit" and should trigger a work flow (Budgeting Workflow) for approval in case the SC exceeds the limit.
Please can anyone tell me how the standard SRM functionality works and the steps to implement it.
Thanks
Venu

Hi Azad
Thanks for the update.
Let me tell you my scenario more clearly.
We have approval matrix set for a company based on Five Cost Dimensions
1.Cost Center
2.Product Line
3.Division
4.Project
5.Customer
Based on the combination of the above dimensions we have approvers set in the approval matrix.
(We too have Generic entries)
The Shopping cart goes to the approver by the Cost Dimensions entered in the Shopping cart.
We have around 30-40 Cost Centers for a Company Code.
My requirement is i need to set up Budget for Cost Center, which is my main cost dimension i.e all the Cost Centers available for that Company Code.
I need documentation regarding this.
Thanks in advance
Venu

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WBS budget in SRM

WBS budget updated in backend but not reflecting in SRM. What may be the reasons????
Pls suggest how to resolve???/
Thanks in advance

HI ,ParagMahajan :
Could you explain thow to use the WSB to check the budget in SRM ?
Alex

Item 001 Order 99999999 budget exceeded SRM 5.0 Classic Extended

There are two issue that seem to be going on with budget being exceeded.
One is that when looking at the Budget Overview the Credit Limit Used seem to be twice that of what is noted in our backend system.
The second one is the Assigned value is not the same as that in the backend system.
In both cases the sysem of record ECC is correct. Is there a way to refresh the information from the ECC side or how do I find out why the Credit Limit Used is way over the assigned limit.
The ECC (backeend) allows a 10% overage to occur. How do I get SRM to allow for the 10% over so that we do not exceed the limits and cause an error.

Is this thread still valid? If not, please close the thread.
If so, as no response has been submitted, please rephrase your question and/or provide further information to describe your requirement.
Thanks
Jason
SDN SRM Moderator Team

Budget check for purchase order

Hi everyone!
We have NO problems with budget check for the SC. But when we create a PO and exceeds the budget no message are displayed. The only thing that happens is that the PO gets status "error in process". But if we change the PO (still exceeding budget) we receive a correct message. Is this a program error?
Sincerely
Anders

Hi
Temporarily deactivate budget check: SRM: using Badi
BBP_BUDGET_CHECK, AVC Backend customizing.
Did you do budget check while creating sc? what did it says?
Refere this old notes.
Note 740933 - Incorrct purchasing budget for currencies w/o decimal
places
Note 747143 - User purchasing budget in pop-up incorrectly formatted
regards
Muthu
Edited by: Muthuraman Govindasamy on Nov 5, 2008 3:08 PM

Budget check for a Training Event

Hi,
My client has departmentwise budgets for Training. They want a budget check when the Training Event is being creating in SAP. If the training costs exceed the remaining training budget of the department, the system should not allow it. How to achieve this?
Please help.
Regards,
Sasi.

Hi
Temporarily deactivate budget check: SRM: using Badi
BBP_BUDGET_CHECK, AVC Backend customizing.
Did you do budget check while creating sc? what did it says?
Refere this old notes.
Note 740933 - Incorrct purchasing budget for currencies w/o decimal
places
Note 747143 - User purchasing budget in pop-up incorrectly formatted
regards
Muthu
Edited by: Muthuraman Govindasamy on Nov 5, 2008 3:08 PM

Earmarked funds budget check in SRM

Hello to all SRM experts,
I've added two customer fields (earmarked funds and earmarked funds item) in the account assignment according to note 672960 using the INCL_EEW_PD_ACC_CSF structure.
Now we need to add those fields to the standard account assignment check performed by the system.
We are using ECC 6.0 for our B/E system and SRM 5.0 deploying the extended classic scenario.
What the client expects is for a budget check against the earmarked fund along side with the FM budget check.
Any ideas how to add those to customer fields to the standard account check?
Raz
Message was edited by:
Raz Golan

Hi
Please go through this ->
You need to code the SRM Budget checks logic part by your logic and implement the same on the Customer fields using BADIs.
Use BBP_DOC_CHANGE_BADI (For changing Buget values) and
BBP_DOC_CHECK_BADI (For issing Customer messages to Shopping cart web page)
Budget availabiltiy check will take place in R/3. This check has to be set in R/3 as there is no specific FI settings in SRM for availability check.
This is customized in SRM when defining your backend system:
SPRO Path ->
Supplier Relationship Management -> SRM Server -> Technical Basic Settings -> Define Backend Systems
Manage column FI valid with "Real-time backend validation".
Function module - BBP_BUDGET_CHECK (The database table BBP_USRBDGT contains the value for the purchasing budget in the column AmountSpent.)
Are the below ones used while checking...?
PO create/change
FM - B31I_ACC_PURCHASE_ORDER_CHECK
SC create/change
FM- B31I_ACC_PURCHASE_REQUI_CHECK
FM - B31I_ACC_PURCHASE_ORDER_CHECK
For SRM standard Budget checks, please go through the relatd links ->
OSS Note 520717
Re: FM for budget check in ECS ?
Budget availability check
Purchasing-Budget Workflow
http://help.sap.com/saphelp_srm40/helpdata/en/4e/1d74eff196d64e880fd28d41d4502b/frameset.htm
Costcenter wise budget
Re: Cost Center wise Budget
Hope this will help.
Do let me know.
Regards
- Atul

Budget issue while creating PO in SRM

Hello All,
We are using SRM_SERVER 5.5 SP level 11. We have extended classic scenario.
Whenever we create PO assigned to account assignment category ORDER where ORDER is assigned with some fixed budget in R/3, we are able to create PO. But no budget details appears in PO. Budget tab in PO shows "No Budget Information Exists". BUDGET_CHECK_BADI is also deactivated.
Why this message is displayed instead of Budget details?
Is there any configuration required to be done for displaying budget details? What might be the issue? Please help.
Thanks,
Shital Nimje
Edited by: Shital Nimje on Sep 22, 2009 4:13 AM

Hi
Is it a Direct material ?
How did you create a Shopping cart?
Hope you may not have accounting assignment in your Purchase order?
Scenario plz?
you might this error message while doing confirmation in SRM.
"Enter Stor. location"
Br
Muthu

SRM 7.0 for Public Sector integrated with FM (Budget Control System)

Hello!
I'm starting an implementation project of ERP 6.0 and SRM 7.0 for Public Sector.
It would be necesary the integration not only SRM with ERP but with FM (Fund Management), with BCS (Budget Control System) specifically.
Is it possible? has anyone experience on it?
Thks so much in advance and best regards!
Marcela.-

Hi,
Certainly... If you have FM implemented in your project, you will have to make integration with SRM.
I did it some 3 years ago and it was quite problematic (a lot of notes were created by SAP on this matter, also as initiative from our project), but since then, I assume, it should not pose specific problems.
Regards,
Eli

SRM Error - Budget Almost Exhausted - Availability Control

Hi All,
We are trying to use the Internal Order number(Real Order) in the shopping cart which has
estimated costs value of 25000 USD in KO02 and budget assignment of 25000 USD in KO22 and
we have Tolerance limit if the above Internal Order number is used in range 90%-129% it should
show warning and if it is used above 130% it should show ERROR.
While creating Purchase Order in SAP ECC 5.0 with the above the Interal Order number the system
works as expected but the ISSUE is when we try to use the same Internal Order in SRM 5.0 (classic scenario)
while creating shopping cart for value above between 22,500 USD to 25,000 USD (which is around 90%-129% of total value
25000 USD), the SRM system is throwing 2 hard ERROR messages(instead of Warning messages).
Error Messages are :1. Availability Control
2. Item XXX Order XXXXXXXX Budget Almost Exhausted
Experts any hints to resolve this issue is highly appreciated.
Thanks in Advance
Noor

Sorry, there was couple of typo in the previous post.
I tried with both the OSS notes but it is not working.
I think the notes is specific to : if (I-information) messages are showing as (E-Error) then it will fix it seems but
in my case SAP Internal Order warnings and budget exceeded (W-warning) messages are showing up as E-Error messages
in SRM. The generic message BBP_PD 047 is being used to show the error messages(In an effort to fix this i also
tried changing the SPRO>SRM Server> CA basic settings>influence message control>BBP_PD 047 (standard message is W) but in our system it is forced to be E-Error) I tried changing it to Standard message(which is W-warning). Unfortunately
since it is generic message it affects other messages too(for example if I enter wrong cost center the message appears as W-Warning(instead of hard error).
My need is to display the Internal Order warnings as W-Warning in SRM(As shown in SAP) instead of E-Error.
Thanks in advance for your valuable thoughts and contributions
Any clue to resolve this issue is highly appreciated
Thanks
Noor

Budget check at SC level in SRM 4

Experts,
How can i implemet the below functionlity :
"Budget checking for multiples Cost Center and internal order Numbers". Do i need to use the 'BBP_BUDGET_CHECK'.
Plz let me know.
Rgrds,
SK

Hi Yann,
Appreciate your response.
Is it also same for Asset A/c assignment as well? The system by default takes care of the budget check , once SRM/EC is inegrated ?....
Any idea, in which table budget related data is stored in SAP SRM?
Once again thanks!
Rgrds,
SK

Can any body tell me the transaction for budget check in SRM ?

HI,
Experts,
As i want to check the budget of a business partner / customer i am new to that can u please tell me basic information about budget check and pass the Standard transaction for budget check.
Thanks in advance,
Shabeer Ahmed

Hi    Dinesh,
Thanks for your reply and can u send me the Budget check standard transaction and related tables and how he going to check his budget.
According to me:
1    In which table Amount is maintained for BP
2   How we have check the budget.
Do u have any document related to this please forward it to me.

Budget Commitment Report - S_ALR_87013558

We have an issue with the Budget Commitment Report S_ALR_8701355 as explained below.
Org Structure:
A* Projects are separate small Projects to track Capital and Operating Expenses
But all the Capital Purchases are done only through C* WBS. And accordingly Capex budget is maintained only for C* WBS. So AWBS has been linked to 3 CWBS ( SW, HW & Dev SW) in one of the user field of C*WBS.
Shopping Cart will be raised using CWBS in SRM. But once PR has been created it replaces the account assignment field with AWBS. And later even the Asset posting happens only with A*WBS
Issue:
While using Budget Commitment Report - S_ALR_87013558, CWBS is giving Budget and A WBS is giving Actual cost. This Actual Cost pertains to 3 C* WBS Elements (SW, HW & Dev SW). So now Business requires to merge the cost of A* WBS with respective C*WBS Element.
We are able ascertain the cost of AWBS but not able find a logic to distribute this cost across respective C WBS.
Current Logic of the Program:
Any document posted using WBS Element will update table RSPCO with just Amount, Period & Value Type (Actual/ Budget / Plan) . So Budget Commitment Report S_ALR_87013558 will fetch the details from this table alone.
Could any of you please let us know how to deal with this problem without altering the existing Org structure .

Hi Rajesh,
I think the report is showing correctly as per the logic. But please elobrate us why the PR created with account assignment C* WBSE is replacing by A* WBSE.
If the account assignment in PR and PO is replacing by A* WBSE then obviously actual cost will book against A* WBSE and report S_ALR_8701355 will display the same.
you can post cost from AWBSE to C WBSE uisng KB15N.
Regards,
Nag.

Open PO concept in SRM

Hi,
How we can create OPEN PO in SRM. Our requirement is to create the multiple PO of one Invoice.
E.g. PO has 1 quantity with 10000 Rs.. We want to create the 10 invoice based on the Value not based on QTY how we can achieve this.
Regards
Nishant Bansal

Hi Nishant ,
Their is standard sap delivered functionality in SRM called Limit PO which you can used type blanket PO of ECC where you can create po for value and time limit and within limit value time you can do invoice against PO .
Limit items
You can process the value limit (maximum purchase order value that goods or services must not exceed) and the expected value (estimated value of the purchaser, either under or the same as the value limit). The expected value serves to update the commitment in Controlling and the budget is reduced by this amount.
You can spread the value limit over partial limits (contract limits and remaining limits) or establish an undefined value limit. The sum of the contract limits created may be greater than the value limit. The system checks and ensures that the value of the ordered items is not greater than the value limit.
You can assign the relevant product category and define the period in which the goods should be delivered or the service performed.
Thansk
Sharad

Function module (FM) to read budget to be used in n-step approval badi

We have SRM 5.0 with ECC 6.0 (extended classic). For capital expenses we are going to have budget check in SRM based of account assignment internal orders in R/3. In shopping cart line item approval workflow, it is required to read the budget available for that internal order and compare with shopping cart value...what is the function module to read budget assigned to that internal order, that will used in n-step approval badi at every step??
Thanks,
Kim r.

Hi
Please try the related SRM function modules, which will definitely help ->
B470_BUDGET_READ
BBP_PD_USER_BUDGET_AMOUNTSPENT
BBP_PD_USER_BUDGET_CHECK
BBP_PD_USER_BUDGET_DEFINED_GET
BBP_PD_USER_BUDGET_SAVE
BBP_PD_USER_BUDGET_SCVALUE_GET
BBP_REQREQ_CHECK_BUDGET
META_BUDGET_READ
META_BUDGET_READ Function module in turn calls RFC-enabled 'BBP_BUDGET_READ' Function module in the R/3 or the ECC System.
Hope this will definitely help.
Do let me know.
Regards
- Atul

Error in PO "IO Budget exceeded"

Hi All,
I am working with extended classic scenario , I am facing a problem while changing the PO.
When I try to add or delete any line item in the PO it throws error of "Budget Exceeded for the IO XXXX" for 1st line item or any other line among the PO for which the PO is ordered and Budget is available.
e.g.
1) PO is created with one IO 1P , its in ordered status . after that I try to add 2nd line item in the same PO with IO 2P, that time it throws error " Line item 1 Budget exceeded for IO 1P "
2) Po created with 8 line items with different IOs.. When I try to delete 6 line item , it throws Budget exceeded error for other line item.
Its working fine in Test system, I tried to replicate the same scenario in ET2 ( Test system ) but I didn't get any error there, so its really very difficult to analyse exactly whats happening in production system.
Please help me out to resolve this issue
Regards,
Sheetal

Hi CS,
I have tried all sceanrios before reporting this problem .I had created PO in R/3 and deleted , added line item in the same PO.. There is no any error in R/3 system.
Its working fine. Only problem in the SRM side. That day I received one more same problem with another PO.& IO.. User was trying to delete the PO line item , he wasn't able to delete it that day. But next day, he could able to delete the line item. & nothing was changed in that one day... This is really inconsistency of the system.. I don't know whats happening in the system and how to rectify this error. As I said, I had tried to replicate the scenarion in SRM test system . In my first atttempt , i could able replicate the same error, but when I tried next day there was no any error in the PO...... After that I tried many POs but not able to replicate the same error. I have raised OSS for this , but side by side I am trying to fix this problem from side, as many problems are reporting from the user side..
Also I would like to share one more imp thing, that this problem is only one specific conutry.. We are supporting Globally, but not other than Thailand reported this problem and its nos are also increasing day by day.
Is there FI-CO related check setting there in SRM & R/ 3?
I have checked the R/3 Co setting for IO, so will the Tolerance limit setting affect in this case?
Please let me know
Sheetal

Budgeting in SRM

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