Funds Management for PO

Hi
I want to do commitment (for budget check) for PO. This commitment i require for PO only. Not for other transactions like FB60, F-53, etc.
But its asking me commitment item for each and every item. Let me know how to bring it only for PO and de-activate for other transactions.
Let me know the link or steps

make this commitment item is required entry for all filed status groups, assign this commitment item in fs00, to make commitment items automatically, you can do it in FIPOS, after that create a derivation strategy for 'GL and Commit.item, do the required settings for activity groups and assign it in available control. if your budget is limited to few gl accounts, make all other items as statistical. but what ever you do, you have to create at least one derivation rule to do budget after activating FM.
regards,

Similar Messages

Funds Management for all transaction

Hi
I have activated funds management. I want this only for checking budget for non-assigned PO.
But it will ask comittment items for all business transactions like FI / MM / SD,etc
What settings needs to be done for the same so that other transactions are affected. Please help

Hi,
Bear in mind that the minimum account assignment that must be provided in case of FM, is funds center and commitment item, this is required for postings, budget, avc and so on.
Funds center can be a combination of cost centers that you should have filled in your PO.
To be able to derive automatically funds center from the cost center, use FMDERIVE transaction creating a derivation rule that connects cost centers to the funds centers.
The FM derivation tool can only be used for deriving Funds Management account assignments. Additional information is
available in note 881202.
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 you.
Best Regards,
Vanessa.

Funds Management for PO with reference to a PR

Hello,
I'd like to check the system's behavior on the next issue:
Letu2019s say I have a funds reservation for $18,000,000.00 and I create a purchase requisition with one item with reference to this funds reservation for an amount of $17,000,000.00.
Then I create a purchase order with one item, making reference to the purchase requisition for $10,000,000.00.
At the moment I have availability in the reserve of $1,000,000.00 and a commitment (also pre-commitment) of $17,000,000.00 ($10,000,000.00 from the purchase order and $7,000,000 from the requisition).
If I later (after I had saved) try to update the purchase order item increasing its net value, for example in more than one million (exceding the reserve's available amount), the systems generates an availability control error indicating that I donu2019t have enough funds in the funds reservation (which its true).
My question concerning the systemu2019s behavior is, doesnu2019t it recognize the fact that the PO is referenced to a PR, therefore being able to consider also the remaining amount of the PR as a funds source for the increased value of the PO item (instead of only the reservation available amount)?
If I make a new PO with reference to the same position of the PR, I can do it for the whole available value (funds reservation + PR), and the system makes the necessary reduction for the PR at funds level.
However, as I mentioned before, if I increase the value of the PO item it only recognizes the available amount in the funds reservation as a funds source to AVC check.
Iu2019d like to know if this is a right behavior and if there's a way to make the system use the amount commited in the Purchase requisition, to be able to increase the item in the PO, making the necessary reduction in the PR and funds reservation (BUT RECONIZING BOTH FUNDS RESERVATION AND PURCHASE REQUISITION AS POSSIBLE SOURCE OF FUNDS FOR THE INCREASE, INSTEAD OF ONLY THE AMOUNT AVAILABLE IN THE RESERVATION, DURING THE AVC CHECK).
In the activity "Define Activation of Availability Control" is specified "Active with usual check logic".
Kind regards,
Edited by: Víctor Domínguez on Mar 9, 2009 7:20 PM
Edited by: Víctor Domínguez on Mar 9, 2009 7:21 PM
Edited by: Víctor Domínguez on Mar 9, 2009 7:21 PM

Thanks for your answer, but I'm using type C (Active with usual check logic) for the fiscal year in question (2009).
But the system is only checking the available amount in the funds reservation when I increase the value in the purchase orde item, it doesn't try to decrease the value of the purchase requisition, which still has a $7,000,000 commitment, in order to be able to use that as funds to be able to increase the value in the PO. That's what I don't know if it's a normal system behavior or it could be something in the customizing to help me solve this issue (bear in mind that I'm updating the purchase order, because when I create the PO there's no problem or even creating a new one with reference to the PR, it let's me use not only the amount available in the funds reservation, but also the commitment in the PR as available funds for my PO).
I wouldn't want to decrease the value of the purchase requisition to be able to increase the availability in the funds reservation (so I could increase the PO item value), because it has been released and approved. And I can't either fix the "closed" indicator on the requisition to release commitment, because the remaining value of the requisition could be used to create other purchase orders.
Edited by: Víctor Domínguez on Mar 9, 2009 10:04 PM

Check point in fund management for budget and creation of po

I have a Budget for a perticular expenses say Rs 100000/-, so the po should not be created for more than Rs 100000/- as per the budget. but the po is been created for more than the budget amount.
pls. let me know where the check point has to be maintain.
Thanks
Santosh Visave
Moderator: Please, search SDN

Hi ,
First of all as a primary step you can do the following :
1. is the commitment item getting derived in the PO.
2. Is the commitment item non statistical ( means you have not put the tick on statistical commitment item ) in FMCIA .
3. check the budget amount via the report FMRP_RW_BUDCON for the budget amount and released amount .
Hope this would help .
Cheers ,
Dewang

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,

SAP ECC6 IDES Activating Funds Managment

Dear Sir,
I have an issue. When i want to activate the Funds Management for the company code 1000 ( AA Derivation and Update control), the system comes up with the message "Read only access" error message no. SV044. This transaction comes up in Display only.
Then how to activate Funds Management for the company code.
Thanks and Regards,
RK

Hi RK
[https://websmp109.sap-ag.de/support]
See 'Keys&Requests -> SSCR keys'
You should register object R3TR VIEW V_T001_FMACT in your installation number
cheers
Mar

Funds Management Patch Level upgrade

Hi,
We are implementing Funds Management for our client. For this we we need to upgrade patch level as it is very old. what could be the impact of it on othe modules such as FI, MM, HR etc. please sugest.

Hi,
Please provide here your SAP verison,OS version, Database etc and existing patches lavel of SAP and what patch you want for this. Because without knowing this is very difficult to say anything due to live system get impect.
Anil

Funds management & leading Ledger

Hi,
I am working on ECC 6.0 and have define 0L as leading ledger. Now we want to go for funds management to cater to budgeting requirement.
On activation of funds management, for every transaction system ask to define the leading ledger which already has been defined. I activated funds management thru below path;
IMG -> Public Sector Management -> Funds Management Government -> Basic Settings -> Activate Global Funds Management Functions (PSM-FM).
Let me know the solution for the same.
Regards,
Ajay

Hi,
What is the exact message (with number) that you are getting? What is your SAP release (package)?
Check note 840783...
Regards,
Eli

Funds Management and Fiscal Year Variant Change

Hello !
We are configuring a new fiscal year variant.
Currently, the system is on a CALENDAR YEAR FY variant and we are doing the following:
1. creating a shortened FY of Jan 2009 - Mar 2009
2. new fiscal year from April 2009 - Mar 2010
We are trying to change the FY variant for Funds Management via OF15 but receive the error FI674.
FI674:
You must not change the fiscal year variant in Cash Budget Management or Funds Management for FM area FM01 if actual data already exists for FM area FM01, or if one or more of the company codes assigned to FM area FM01 is active.
We have found oss note 719597 which details how to change the FY variant for Cash Budget Mgmt, but it does not apply to Funds management.
I could find no other supporting documentation.
Can anyone guide us as to how to deal with this issue?
Thank=you !

Hello Patti,
The point is that it is not possible to change fiscal year variant if actual values exists.
You are trying to do a change in January. You probably have some postings in 2009 already.
In the area of PSM-FM there is no note like 719597 of TR-CB.
Only if no actual values exist, this customizing change would be possible and reasonable.
If you are doing this setting in your customizing client, you can delete the postings (please DO NOT do it if you are in production) that exist in 2009 and try again.
SAP do not recommend to change a Fiscal Year Variant that has already been assigned to a company code and has already some postings. This may create database inconsistencies.
You can create another Fiscal Year Variant with the information that you want to be customize, and this variant you will be able to assign to a company code. Before you assign this new variant to a company
code please be sure that none of the information that you already posted in this company code will be affected, this information you may review it with your consultant on-site.
Also please review/apply note 173636, 202687, 10945, 193713, 123026, 210861 which may happen in your system.
The fiscal period is related to the posting date via the fiscal year variant. E.g.: I you do a posting on 5.5.2009 it will be posted e.g. in period 5 for fiscal year variant 'A'. This period is not only used in the document header table (BKPF,VBRK,MKPF ...) but also in several balance table (GLT0, KNC1 ...) not only in FI but also in SD, MM, CO .... If in the new fiscal year variant 'B' this posting date is related to another period e.g. 7 the relation between documents and Periods and balances will be destroyed.
The problem will be enhanced if the posting-date would be related to diffrent fiscal years.
In addition several reports in AP/AR and GL reread period-depend data by selecting the posting-date regardless of the period in the document because it's not normal practise to change the fiscal year variant of a company code.
Some of the involved issues are:
- FM actuals and commitments may need to be reconstructed if their period- (or even fiscal year-) assignments is changed.
- FM actuals/commitments can not be reconstructed if fiscal year change activities have already been performed (commitment carry forward, FMJ1, FMJ2).
- Budgeting data and assigned values may principally be concerned as well, especially if you are working with period values in budgeting.
The change of fiscal year variant has several implications and should be analyzed very carefully.
Please check note below for more information:
Note 672255 Shortened fiscal year / changing fiscal periods
I hope it helps you and good luck
Best Regards,
Vanessa.

Funds Management - AVC is not checked

Hello,
We have customized AVC & made settings for Actuals/Commitments usage @80%=Warning, @90%=Email to responsible person for Funds Center & if the Actual/Commitment usage crosses 100% of the budget, then system should give an error.
Inspite of the above settings some of the commitment items have already crossed the 100% limit without giving any warning message or error. It means, system is not checking the availability control.
Can somebody help in this regards?
Thanks & regards,
Chandrakant Lolge

Hi
Check the AA Derivtn and Update checkbox in Funds Management Government --> Actual and Commitment Update/Integration --> Activate/Deactivate Funds Management for the relevant FM area.
Regards
Dharmveer

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

GL account linkage with activity group for AVC- Funds management

Hi,
I have activated (BCS) funds management in my system. My client wants that system will give error message for some expense GL accounts and for other expense GL accounts it will only give information message.
For that i have created new activity group for AVC but i have no idea how we can link GL accounts with activity group for AVC.
Request immediate help.
Thanks in advance.
Manisha

Hi,
The correct way to deal with this is not with activity groups, but with tolerance profiles. Create tolerance profiles with error and warning messages accordingly and then create a tolerance derivation strategy, which on the basis of commitment item, will derive the relevant profile.
Regards,
Eli

T.Code for Configuration Menu "Funds Management Government"

Hello,
Do we have a T.Code for SPRO node "Funds Management Government". I found T.Code TCMN for Easy access menu but not for FM Config items.
Thanks,
Ankish

Hi,
There is an old area menu OFTC, but it does not stand for BCS. As far as I know, there is no FM configuration special menu area.
Regards,
Eli

Derivation Rule For Fund Management

Dear All,
Where we can maintain derivation rule for fund management???
Mahendra
help.sap.com

Dear Mahendra,
Please follow following link for PSM-FM
http://help.sap.com/saphelp_pserv472/helpdata/EN/ba/43d43ab8029b66e10000000a114084/content.htm
and for FI-FM
http://help.sap.com/saphelp_pserv464/helpdata/EN/ba/43d43ab8029b66e10000000a114084/content.htm
Hope this solves your query
Regards
Saurabh
Edited by: Saurabh Khandelwal on Nov 23, 2011 3:05 PM

Req:SAP Best practice for the Funds Management

Dear all,
Let me know where I can get the SAP Best practice for the Funds Management . Waiting for your valuable reply.
Regards
Manohar

Hello Manohar,
You can find documentation in links below:
Industry Solution Master Guide - SAP for Public Sector:
https://websmp105.sap-ag.de/~form/sapnet?_SHORTKEY=00200797470000065911
SAP Best Practices for Public Sector:
http://help.sap.com/ SAP Best Practices -> Industry Packages -> Public
Sector
Online Library for Funds Management:
http://help.sap.com/saphelp_erp2005vp/helpdata/en/41/c62c6d6d84104ab938a
a7eae51db06/frameset.htm
I hope it helps
Best Regards,
Vanessa Barth.

Funds Management for PO

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