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

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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 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

Budget Check Switch

Hi Experts,
I understand that there is a Customizing Switch available for the Budget check in Shopping Cart (SRM_701_BUDGET_CHECK_SC), but i didn't understand the objective of the same.
Withouth activation of this switch also the SC checks the budget.
In my system, the switch in Inactive and when I created a SC with WBS( Budget is assigned to this in ECC), System gives a warning message/error message for budget exceed.
In the SAP Documentation , it was only written as "You immediately receive an error or warning message when the budget for a newly created shopping cart is exceeded"
This is not clear as this I can observe without activating the switch,
Can any one please help me understanding the objective and purpose of this.
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IS

Indu ,
Please check below link explains everything on the Budget check in SRM.
Budget Check for Account Assignment Objects - mySAP™ Supplier Relationship Management - SAP Library
IO Budget exhausted error
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Ankit Jain

Budget check in ECS

Hi all,
SRM 5.0 Sp17 ECS
We are having lot os issues during budget check in SC and PO.is it possible to deactivate the std budget check and implement custom logic to check the budget correctly in R/3 abckend system from SRM??If so,how???I know the BADI to deactivatethe budget check in SRM but how where do I put my custom logic to do the budget check??
Thanks.

Hi,
How about using BBPDRIVERBADI ? You can call custom FM for budget check.
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Masa

Budget mandatory for earmarked fund

the funds managment module is made mandatory and activated. while accounting the expenses the system checks the buget avaialality and does not allow unitl the budget is available for a committment item.
i want to make the budget availablity mandatory even while raising the earmarked fund against the budget. i am able to raise earmarked fund even without any budget upload.
i want to know how to make budget mandatory for earmarked fund pleae.
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sathya

Hi,
That's up to your update profile. Check whether earmarked funds are created as statistical updates; you can do it via OFUR transaction. Then, change it to be non-statistical for relevant value type (81, 65 or 82 - depending what earmarked funds - commitments or reservation - you are using).
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Implement Budget check at SC level against Fund Management(ECC)

Hello,
We would like to implement Budget check at SC level against Fund Management(ECC) .
We are planning to use Extended classic scenario with SRM 7.0
Could please confirm that it is feasible, I know that there were some problems integrating SC and Fund Management with previous SRM version in Extended Classic Scenario..
Best regards,
Lina

Hi,
I think it is standard function and no development is required.
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Masa

Budget check at SC level against Fund Management

Hello,
We would like to implement Budget check at SC level against Fund Management(ECC) .
We are planning to use Extended classic scenario with SRM 7.0
Could please confirm that it is feasible, I know that there were some problems integrating SC and Fund Management with previous SRM version.
Best regards,
Lina

Hi,
I think it is standard function and no development is required.
Regards,
Masa

How to View the Actual Remaining Budget for Earmarked Fund?

Hi All,
First of all, pardon if my questions below are very basic, I'm an ABAPer trying to gasp the big FI process.
Background:
I created a project definition then allocate a budget via CJ30. I created WBS Element then allocate a budget again.
I created an Earmarked Fund via TCODE FMZ1 using WBS Element as my main budget allocation. I then created a vendor invoice using that WBS Element. I then post a payment against the invoice created.
Via PS Report s_alr_87013557, I can see that my actual budget was deducted by the funds disbursed from my payment document.
Does it have an impact on my earmarked fund?
If I use the Earmarked Fund in my posting, is there a similar report to PS where I can see the actual budget deduction?
Thanks.

I am dealing with a similiar situation right now. In the standard PS reports, I cannot find where the value type (2A) for funds reservations (earmarked funds) is included in the report characteristics.
We made a copy of one of the standard PS reports S_ALR_87013534 (form 12KST1G) by going into CJE6 and then added value type 2A. After changing the custom report, your payment using the earmarked fund will be in the actual column and the remaining unused amount for the earmarked funds should be in the commitment column.
In the earmarked fund document when you display it there is a button for consumption that shows the activity for that document.

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.

Budget check at service entry sheet release in funds management

Dear Forum,
We implemented the funds management recently we have the requirement like below
Generally in FM at the time of service Purchase order creation system will consume the budget and at the time of service entry sheet release the consumed budget in the purchase order level will adjust. Now the business requirement is that they don’t want to check the budget at service purchase order level but they want budget check at service entry sheet level.
This is the case only for service PO’s.
If anyone have same scenario please share your views.
Regards,
Ravi.

Maybe you can try having the account assignment 'U' in the service PO which will then allow you only to enter the account assignment only in the service entry sheet for budget checking.

Funds Management and Budget Check on Settlement of Assets

Dear All
We are implementing Funds Management module with BCS as budgetary tool. We have a requirement like this. At the time of PR or PO for AUC, budget need to be checked, whereas at the time of settlement of this AUC to a fixed Asset there should not be any budget check
Kindly let me know whether, this scenario can be mapped in SAP using Funds Management Module
Regards
Vivek MG

Hi,
You can build a derivation rule in FMDERIVE basing it on business transaction field. In case of assets settlement, you can derive a dummy commitment item.
Regards,
Eli

Why budget check does not work with account assigment distrib. by quantity?

Hi Gurus,
I have an issue in the budget check for Purchase Order (PO).
I'm using the FM B31I_ACC_PURCHASE_ORDER_CHECK.
The case is next:
1 Item with 21 account assignment type AS and distribution by quantity:
ASSET_NO QUANTITY
1           1
2           1
3           1
4           1
5           1
6           1
7           1
8           1
9           1
10          1
11          1
12          1
13          1
14          1
15          1
16          1
17          1
18          1
19          1
20          1
21          1
All account assignment are for the same G/L account, fund, functional area...
The price for each item is $2,499.14, then total price is $52,481.94 (2,499.14 * 21).
I debugged the FM B31I_ACC_PURCHASE_ORDER_CHECK and found that in FM BBP_PD_COMMITMENT_FILL_BAPI it's making a rounding with percentage:
The system assume next:
Each item is 4.76% of total (result of divide 100% / 21 = 4.76190476...) but the percentage is rounded to 2 decimals.
Then it makes the conversion by the amount corresponding to each item:
($52,481.94 * 4.76) / 100 = $2,498.1403
Finally the budget is checked by $52,460.95 (2498.1403 * 21).
But available budget is $52,481.90, the check pass, but really there are 4 cents missing (total price is $52,481.94).
Can somebody say to me if this is a standard behavior?
It can be fixed with configuration?
The problem is for multiple account assignment with distribution by quantity and:
(100 / quantity) = not integer (or have more than 2 decimals)
For example: with quantity 20 it works because 100% / 20 = 5.00%, then the budget is check exactly.

1503317 - System Behavior for Account Distribution between SRM and R/3 system
When using distribution by Value in a SRM document this value is not correct and a rounding occurs once this document is transferred to ERP system.
Cause
It is not possible transfer documents to the back end system with distribution by value, due to a back end restriction.
Resolution
The following information is the system behavior in R/3 / ERP:
in R/3, there is accounting distribution only by quantity or percentage. So when distribution by value is used, a rounding will always take place.
in R/3, the use of value based distribution in SRM will lead to rounding differences.
Distribution by quantity is allowed in SRM and MM side. However MM do not accept is distribution by value. This is internally converted to distribution percentage based.
Keywords
Distribution by Quantity, Distribution by Percentage, Distribution by Value

Error in budget check

Hi everyone,
I need your help. I'm working with SRM5.5 SP 13 in ECS.
I have the following issue:
1. We have a SC with a cost assignment defined to a Budget (Fund u201CAu201D ) .This budget is very small.
2. In BBPSOCO01, the contract is assigned with a price higher than the budget u201CAu201D.
3. The PO is created and ordered.
4. Normally, the PO gets the status u201CError in processu201D because the budget is very small. In RZ20 appears a message like this "Item 001 0613 /2101 E096.2400 payment budget exceeded" and the PO is not copy to R/3.
5. We go to the Account Assignment of the item in order to distribute the cost with other budget (Fund u201CBu201D ). This budget B has a lot money.
6. The PO is ordered.
7. However, the PO still has the u201CError in Processu201D status, in RZ20 appears the same message in step 4 "Item 001 0613 /2101 E096.2400 payment budget exceeded" and the PO is not copy to R/3.
It seems that SRM tries to send the same information. We applied the notes:
1362593 - Deleted account assignment considered for budget check
1250606 - Budget exceeded errors incorrectly raised
But, the issue is not solve. Do you know any way to solve this issue?
Thanks,
Ivá

Hi
I don't thing SRM retriggers the account assignment unless you change the account assignment category. E.g. change it from cost center to wbs and then back. We had to use the Change Badi in order to trigger an update i ECC when just changing the account assignment value e.g. from cost center A to cost center B.
We are having problems with the error message sent from ECC when budget i exceeded. When we create a PO and exceeds the budget no error messaged are being prompted to the user. We can only see that it gets the status "error in process". But when changing the PO a second time (still exceeding the budget) the error message is getting prompted.
Have you had the same problem?
/Anders

MIGO not possible when posting with Earmarked Funds

Hi,
I am using Earmarked Funds to budget for Sales Promotion Expenses.
Have set the field KBLNR as mandatory for a few GL Accounts and have set it as optional Posting Key 81.
I have created a Purchase Order with a Earmarked Fund. But when I am trying to do a MIGO for the PO I get the following error message "Field Doc. item is a required field for G/L account"Message no. F5808.
The field Earmarked funds is hidden in MIGO transaction .
Any clues on how I could bring this field in MIGO so that it can flow from the Purchase Order.
Thanks and Regards.

Hi,
Thanks.
I have changed the Field status and have made the field earmarked funds as mandatory through a FI validations for FI postings.
I tried to check the field at the time of creating Purchase Orders and used Exit_SAPLFMCH_001.
But this exit doesn't seem to work as the fields are getting cleared when the save button is hit and the Purchase Order gets saved with out the Earmarked Funds.
Is there any other exit or work around I can make Earmarked Funds mandatory for certain Commitment Items at the time of creating Purchase Orders ?
Regards.

Earmarked funds budget check in SRM

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