Funds Management - Budget Monitoring

Please let me know the config to be made in Funds Management for exercising Budget Montinoring. Requirement is that the system should not allow to post the entries in case of overruns.

i have moved this question to DUET forum

Similar Messages

Funds Management Budgets and Hierarchies

Hi Folks
We use funds management budgets in our R3 system and import them into an FM cube using 0FI_FM_1. When I run reports including budgets the Hierarchy for Funds Centre cumulates values in subordinate nodes. The problem is that the extractor brings in the budgets at each level as a result of the way the budget is stored in R/3. Previously I knew the lowest level that budgets were stored at and targeted just that data but now the budgets may be stored at varying levels.
I either need to build an DataSource on R3 that provides the "Distributable" budget at whatever level it is stored or do I make the Key figure non cumulative.
Anyone had an similar experiences or solutions with hierarchies

hi
Eli Klovski
how to use this budget period in FM
I had read help
http://help.sap.com/erp2005_ehp_04/helpdata/en/03/f1968109244986b0c3719d2670af08/content
but that when i to define new ledget but no total table PSGLFLEXT can use (Had Activate PSM-GEN-BUDEGT_period 1 and 2)
and if i want to define 12 AVC ,but how to control on month?
can you help me ?

Funds Management - Budget ( FMBBC )

Following error is coming while entering Budget in Funds Management
The value type used is not supported with document type 0001
Message no. FMKU073
Diagnosis
The value type is not correct if you want to use document type 0001, since the scenario assigned to this document type does not correspond to the value type you have entered.
System Response
The system stops the transaction.
Procedure
Please use another value type or choose a document type with a scenario corresponding to the current value type.
Kindly let me know which configuration is pending and Path of it
thanks
santosh

Hi Santosh,
It seems to be that it is a wrong or missing customizing.
For value types in FMBBC you have:
B1 - Budget
R1 - Released
Please check the following customizing in your IMG:
SPRO -> Public Sector Managment -> FMG -> BCS -> Basic Setting -> Definition Budget Data -> Budget Release -> Define Budget Types for Release.
Also check the following:
By default all budget types are defined as consumable, however customer might have define some groups of consumables budget types and by consequence non consumable.
(check customizing budget data -> budget types -> define budget type group)
=> check that budget type (for eligible / non eligible) used are defined as consumable
I hope it helps
Best Regards,
Vanessa Barth.

Funds management-budget upload

Hi
in Funds management is it possible Interfacing of budgets from Spreadsheets, legacy systems?
Thanks
Deepa

Hi, BAPI_0050_CREATE for BCS

Funds Management - Budget Posting

Hi experts,
I set up a fund management scenario with SAP CRM 6.0, then I'm trying to test it on WEB UI but I'm facing an issue which I'm not able to solve.
The issue regards the Budget Posting functionality, specifically everytime I try to transfer budget from one fund to another the system gives me the following error: "Budget Consumption is 100.00 percent of total available budget (check level FU_FND)".
In the error details the sistem tell me that the budget consumption/total available budget ratio is over the defined tolerance limits. Please adjust your posting amounts.
Of course I tried to do it with the lowest amount but it doesn't work.
Then, I guess I did a mistake during the configuration.
Anyone who can help me working this problem out?
Thanks a lot!
Regards

Hi Gabriele,
the msg is raised as per the availability control set up - please check the following customizing:
Customer Relationship Management
Funds Management
Availability Control (AVC)
There please check the AVC profile assigned and the tolerance profiles.
best regards,
johannes

Funds Management - Budget Structure

Hello -
Is it required to create budget structure? and make Budget address check active in version. I understand we can restrict the budgetable addresses. In what way does it serve the business purpose.
I am thinking of implementing BCS without budget structure ( bud address / posting address etc.) in place. Am I going far off from the standard, Any suggestions?
If you have implemented FM, did you create budget structure.
Thanks
Chris

Hi Chris,
Nothing is unstandard here; in 40% of projects I implemented FM in, the client preferred not to maintain budget structure following our advice as it was not in the business requirements.
Regards,
Eli

Funds Management-Budget Carry Forward

Hi,
I was doing testing for open item commitment carry forward along with Budget (FMJ2). In the selection screen, there is a drop down for Availability Control, When I Select Check and execute..
1) I get errror message.. Budget "Annual Budget Exceeded by ......" . This message shld not appear as budget from CY is to be transffered to New Year.
2) Then I executed FMJ2 again but this time I in Availability Control.. I selected Update without check.. this time there was no error and I could post it. But here the problem is when i see the report for Year 2009 (new year)FMRP_RW_BUDCON - Budget Control System (BCS) -> Budget -> Overview of Budget Consumption , Consumable bugdet is 0, Current bugdet has value carried forward, available budget is in negative.
I have release strategy for budget, but not for budget type carried forward.
What could be the problem...How shld I solve this???
Thanks & Regards,
Jyoti

Hi ELi,
I have checked the table BUVALTPRO, automatic release is checked for carry forward process.
Why I m not using release for this:
1) IN FMJ2, I would like to choose Availaibility control as check, if I do this i'll get error message as release is done after I do carry forward.
2) Budget is already released for open items in old year, so it would not make sense to release it again.
3) Now, I have activated consistency check for Negative budget, so when I execute FMJ2, it does not allow me post even if I choose update wihout check and I get the message : "The current budget for budget type CFWD is negative"
Does it has anything to do with
IMG/PSM/FM Govt/Closing Operations/Closing operation for BCS/Set Up Automatic Budget Postings After Fiscal Year Change -
what's d use of this?
Thanks & Regards,
Jyoti

Funds Management Budget number range

Hi,
Hi when I update budget through tcode FMBBC system generated document number sequesntially. But in "Maintain Number Range Interval for Budget Change Documents" current status shows different numbers.
EG. document numbers FMBBC - 10000020.
But number range status shows current document 10000029.
When I post 10000021 document , current status does not get updated. But when I post more documents and document generated number comes to 10000030 then current status shows 10000039.
Suggest.

Hi, it's range for Line items, and 'number range interval for budget entry documents' for header

Tables for standard datasource - Fundas Management, Budget Control System

Hi Experts
There are 2 standard datasources 0PU_IS_PS_42 & 0PU_IS_PS_31 which are used bu our client which has all the budget information. i need to know the tables from where the data is populating.
Can anyone please give me the table names. Its urgent.
Thanks in Advance.
Edited by: Jasmine G on Jul 1, 2008 6:42 PM

Hi Experts
There are 2 standard datasources 0PU_IS_PS_42 & 0PU_IS_PS_31 which are used bu our client which has all the budget information. i need to know the tables from where the data is populating.
Can anyone please give me the table names. Its urgent.
Thanks in Advance.
Edited by: Jasmine G on Jul 1, 2008 6:42 PM

Funds Management-Transfer Budget

Hi!
We implemented Funds management-budget Control System.
Following process is not working properly.
when we transfer budget from one fund center to another fund center, the system is not checking the budget available on sender fund center.
budget is being transferred from sender fund center even that fund center have zero budget to another receiver fund center.
plz guide me, if we missed any configuration or any other?
Thanks

Dear Muralidhar !
In Budget Control System, there is no need of budget profile. Budget profile are maintained in Former budgeting.
Any How, I checked the budget profile. it is fine.
Thanks
Message was edited by:
MSiddique

FUNDS MANAGEMENT (FM PB Availability Control)

BUDGET CONTROL, FUNDS MANAGEMENT (Budget Control Document 1700013859). The Activity Group is PAYROLL. Getting message that states the following:
Budget Consumption 122,733.14 USD (FM PB Availability Control) less than annual budget for document item 00001.
Can someone tell me what the threshold is? (i.e. 90% expended) and can this warning message be modified from the standard SAP message to better inform departments as to what is occurring. They have not run out of funds, but have reached a threshold that needs to be monitored.

The following tolerance limits regarding payroll entries are currently configured in the system. Once the 90% level of the budget is exceeded, the system will generate one notice. After the 100% is reached, the system will repeat the notice every time an entry occurs.
90% Warning message Internal mail (only once)
100% Warning message Internal mail (repeatedly)

Difference between controlling budgetting and funds management

Hi All,
Can any one please explain me about the differece between controlling budgeting and funds management.
What are the additioanl features available in funds management when compared to budgetting in controllin
Thanks in Advance
Raka

Hi Raka,
FUNDS MANAGEMENT
The mySAP Public Sector solution plans and controls the flow
of revenues and expenditures, guides you through planning and
creating budgets, and uses active availability control to monitor
management appropriation. Funds management capabilities
simplify the design of budget plans using special planning techniques
and make it possible to differentiate provisional budget
plans. The solution supports centralized and decentralized
planning and budget execution of funds.
Controlling budgets is a headache for businesses of all sizes. Many smaller businesses start off
on the right foot by putting in place a good book-keeping system, but then fail to exercise
proper financial control and end up in trouble. The only way to make sure that you make a
profit is to control the budget efficiently. To do this, you need to estimate your sales income
reasonably accurately, estimate your costs precisely, and keep both under control. You also
need to charge the right price for your end product in your chosen market(s). It is important
systematically to collect all financial documents in a methodical way, and keep all your figures
up to date on a daily basis. This actionlist will look at some of the most common problems in
controlling a budget, and suggest ways to tackle them
Regards,
Srinivas Muthyala

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.

Fund managment exceeding the budgeted and committed items

Dear All,
In my client place we implement the fund management. we create the department wise fund center and related committed items.
For example for the Fund center Administration Expenses- Committed item is Advertising expenses. When ever i made the payment to that particular expenses if i exceed the budgeted amount it will though error .
Like this i am getting for the some of the fund center and commitment items. I am having department wise fund center and commitment items list of 50 under that for 25 fund center whenever i exceed the budget it shows the error message for the some of the fund centers it not showing any warning message. and also allowing to make entries so my fund center report is showing negative values. so please guide to solve this issue.
Regards
girija

Dear Alex,
in my client in Availability control limit
they send for
MSL MSL001 pb selected proceed ++ Action 1 usage % 90
Msl Ms002 Action 3 usage % 100
it is correct or not pl guide to solve this issue for half of the fund center and commitment item when exceed the budget it is through error but for the remaining fund center is is accepting.
Regards,
girija
Edited by: k.r.girija devi devi on Nov 13, 2009 5:14 AM

Budgeting and Fund Management Solution

We are required to implement a solutioon for Budgeting and Fund management in existing CRM OnDemand used for Sales and Marketing. However CRM Ondemand is not giving us flexibility to embed our processes.
Is anyone aware of any solution being available as 'Custom' solution for Budgeting and Fund Management and that integrated with CRM OnDemand ?
It will be of great help.
Thanks !!

The On Demand High Tech Vertical has a "Funds" object. Contact customer care and they can provision it for you.

Funds Management - Budget Monitoring

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