Investment management - budget carry forward

HI Experts,
When ever I am running transaction code CJCO in update run, I get a message saying " Update run possible only in closed fiscal year". If I tick the green check, it runs for a while. I am not sure if it actually carrying forward the budget or not.
I have gone through the program description which says " You can use this program to carry unused budget from a closed fiscal year forward to the next year"
I have closed year 2008 using IM27_close. I am not sure if this is the correct or not. Projects were created in fiscal year 2008. Fiscal year 2008 for in this case is from June 07 to May08.
Can you please guide me as to what are the steps to be performed for year end closing of IM and at the same time is it ok to ignore the message and continue to process it.
Please help me in this regard.
Thanks in advance.
regards
Pawan

this depends mainly on your cut over strategy -
are you converting existing projects?
Is the historical postings also being converted - most likely not
if not then what happens to costing of projects - ie are you converting partial complete projects, if so without historical data how you will analyse the project costs etc for whole projects
what if you have projects over say 5 yrs - do you want to roll over budgets from say 2003?
my advise would be to allow all the financial trial balance conversion take care of the project P&L
you should only convert active projects with structures to be used form 1/1/09
create z tables for any data required for historical puposes for the drill down from standard reports or use statistical postings to build the historical data only for the converted projects

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Using Schedule Manager (FMDM) to manage budget carry forward for commitment

Greetings,
Using ECC 5.0, we have a business requirement to carry forward (FMJ2) some open commitments with budget and some open commitments without budget to the new fiscal year. We have attempted to use Schedule Manager (FMDM) to change the settings on open commitments (purchase requisitions and purchase orders). While the Schedule Manager reflects the change in the budget carry forward status, the application of the FMJ2 does not work as expected. Alternatively, we have changed the configuration settings and then transported changes to production environment.
I would appreciate guidance on how to troubleshoot operation of Schedule Manager so budget carrry forward status can be managed with this tool.
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Rod Anderson

Thanks, Ming.
My security team has confirmed that the FMDM is currently set up as a display only transaction. I now know where to take the issue from here.
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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???
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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?
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Jyoti

Budget carry forward

Dear Experts,
I have doubt regarding the budget carry forward.
I'm using PS with Investment Management.
Now I need to carry forward the budget from 2008-09 to 2009-10 fiscal year.
I have the following transactions:
IM:
IM27 - Open New Approval Year
IM27_CLOSE - Closing Old Approval Year
IMCAOV - Budget Carry forward
PS:
CJCO - Budget Carry forward
CJCF - Commitment Carry forward
Can any one please tell me what is the hierarchy for the above transactions?
Do I need to carry CJCO, CJCF and then IM27, IM_CLOSE & IMCAOV? or first I need to carry out for IM and then do for PS?
What is the flow? Please advise me on the above.
Thanks in Advice,
Regards,
Praveen.

hi
Do the following steps:
PS:
CJCO - Budget Carry forward
CJCF - Commitment Carry forward
IM:
IM27 - Open New Approval Year
IM27_CLOSE - Closing Old Approval Year
IMCAOV - Budget Carry forward

Budget carry forward in IM & PS

Dear experts,
Need some help in Budget carry forward of IM & PS.
My scenarios is I have a Investment program in the year 2008 and under that program i have 1 project, which is having a duration of 3 yrs.
After completion of 1st yr i.e., 2008, i need to carry forward the remaining budget to the next year i.e., 2009.
But here I am getting a problem.
Please go through the below steps i followed:
1st in Investment Management:
1. Tcode IM 27: here I am carrying out this transaction with the existing Investment program and approval year, system automatically prompting the next approval year in Target investment program.
In settings I selected 1st 3 options.
       Copy program structure
       Carry forward meas / app req
       Carry forward budget values
If select the 4th option i.e., carry forward planned values system is asking for version, which i have not maintained for the Investment program.
then executed the transaction
system giving messages investment program copied to xxxx/2009
budget values were carried forward from xxxx/2008 to xxxx/2009
measures / approp req. were copied from xxxx/2008 to xxxx/2009.
2. In T Code IM27_close.
    Investment program: xxxx
    Approval year: 2008
in settings selected the following:
Carry forward meas / appr. req
Carry forward budget values
in selection of measures / approp reqs for transfer to current approval year selected:
All meas / appr req.
then executed the transaction
systems gives the output
Budget values were carried forward from xxxx/2008 to xxxx/2009
Measures/approp. requests were copied from xxxx/2008 to xxxx/2009
3. in T code IMCAOV
   Investment program xxxx
   Approval year 2009
   sender fiscal year 2008
ticked
Test run
Budget as supplement / return
executed
output is
The program was executed in test mode
Data can be updated
Again run the same transaction without Test Run
the output is
The program was executed in update mode
Data was updated successfully.
Now I run the T code IM32 to check the budget with new approval year
Investment program xxxx
approval year 2009
here system took the distributed values of the last year investment program, i.e.., xxxx/2008.
My doubt is the budget for the new year 2009 should be the Distributable value of old year 2008, why system is picking up the distributed value of old year 2008 to new year 2009?
Please clarify me the above..
Thanks in advance.
Best regards,

Dear Ecperts,
Can anyone please help me out in this regard?? Its bit urgent? Am I following the right process?
Please help me out.
Thanks and Regads,
Raju.

Budget Carry forward report

Hi,
i am working for one of the client where they have carried forward the budget for some of the internal orders and for the rest of the internal orders budget is yet to be carried forward.
is there any report whereby i can find out for which internal orders budget has been carried forward to the next year & for which internal order budget carry forward is still pending
Regards
Jyotsna

Hi Jyotsna
I dont there is any such report... Ideal way would be to run KOCO... Create a Variant and execute for all the Orders(A to ZZZZZ or 1 to 99999999)... Those orders where Budget is already carried forward, will automatically get exlcluded
br, Ajay M

Budget carry forward- giong up in the fund center hierarchy

Hi,
We are about to close year 2008 in the FM. We work with the former budget, and we don't have budget structure.
When carry forward the commitment u2013 the receiver is the same as the sender.
But, when I carry forward budget for commitment, the receiver is the upper fund center in the hierarchy.
The budget is not where the commitments are.
What can I do?
best regards,
Edit.

Hi,
The budget of year 2008 was entered at the subordinate FC.
If there is budget in year 2009 at the subordinate FC, the budget carry forward is right (the sender and the receiver are the same).
Only if there is no budget on the subordinate FC, the budget runs upwards the hierarchy.
Thanks,
Edit.

Actuals after Commitment and Budget Carry forwards

We recently did a Commitment Carry Forward using CJCF from year 2009 to 2010 (but did not do budget carry forward) and this added the Assigned amount by USD 100 in 2010 for the WBS Element.
I have some doubts and my questions are :
1) when I do the Goods Receipt in 2010 for the commitments carried forward, will the system check for 2009 budget or 2010 budget ?
2) if it checks for 2009 budget and adds to the actuals in 2010, will it not be an incorrect business process ?
3) what would have happened if the budget had also been carried forward from 2009 to 2010.
Thanks for any response.

In budget tolerence limit setting if you have maintained budget check ++ means for all trancastion the system will check for budget against posting values whenever you execute any transaction system will compare the values against available budget of posting year.
in you case at the time po coiitments are created in 2009 and checked for available budget for 2009 now you are posting GR / service entry in year 2010 at this time your PO commitments are going to transfer to actuals but as posting is happening in 2010 system will check for the budget availability for year 2010.
so for any annual budget project at the end of year you have to carryforward commitments and buget to next year.
regards,

Order or WBS budget carry forward!

Hi all,
Normally if we budget the order or WBS by year, we will need to run budget carry forward at the year end closing. But if we just use the overall budget and not use the budget by year at all, do we still need to run the budget carry forward at the year end closing?
And also will there be any problem if we budget the order or WBS only by overall and we use the IM to allocate the budget later?
Thanks,
Ting

Hi,
If you use overall budget, no carry-over procedure is required.
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Eli

Project budget carry forward reversal

Hi Team,
We have issue with budget carry foward i.e user does the budget carry forward from 2014 to 2015 however now they want to do some transaction in FY 2014 he could not do it because there is no budget.
How we can reverse the budget carry forward?
Regards,
Raman

Hi Raman,
Usually the carry forward is done for many WBS-elements, so reversing everything might not be the best option.
It might be easier to supplement the exact amount for 2014 for the 2014 posting and return the same amount in 2015.
Regards,
Paulo

Budget carry forward problem

Guys,
When i try to carry forward my budget for internal orders in KOCO i am getting this error. I am trying to carry forward budget of 2008. We are testing are year end steps. How does the system determine which fiscal year is closed? i have closed the fiscal year in asset accounting and was able to open year 2009.
Why can i not carry forward budget to 2009.
Update run only possible for closed financial years
Message no. BP595
Diagnosis
You have tried to close the current fiscal year or a future fiscal year in a production run.
Since the process cannot be reversed, you may only close a fiscal year which has elapsed.
System Response
Processing automatically takes place in test mode.
Procedure
Start the transaction again for a fiscal year which has elapsed.

Some closing steps you can not do in the Future.
In some case to test the fical year closing you have to change the CPU date from the server.
An other option is to test it from 2007 to 2008
There are some work arrouds you can found then on SAP notes, I think you can't to close the fiscal year for asset accounting to in the future
Paul

Funds management commitment carry forward

hi,
we have got funds management activated in our system. we started a new fiscal year and i ran fmj2 to carryforward all FM commitments. now when i try to changed purchase orders created in the previous fiscal year i get an error "Document item 10124941/00001 has not yet been carried forward to the current year". please advise.

Also you have carry out year end closing for FI & MM. then you have to carry forward the balance to next year. for goto periodic processing closing then carry forward here you will find 3 steps 1. determine 2. calculate 3. execute.
There may slight variation but this activity has to be done.
Regards,
Manish Jain'

Investment management - budget return / supplement

Hi, in tcodes IM30 (budget supplement) and IM38 (budget return), how can i make the document text field a required field for the user?
I have tried searching for user exits and or BADIs but I can't find one. any inputs?
thanks!

Hi,
As level program item is in USD currency and Internal order is MXN currency, the original budget assigned to Internal order (MXN) which should be first convert correctly from USD currency to MXN and then assign as oringal budget to the IO. Latest rate it will pick up from the OB08. This will solve the problem
If it is solved award full points
Admala kalyan

Budget balance carry forward to new year fiscal year

Hi,
Currently, our setting for Funds Management Master
Data is year-dependant. Now, our user request for a budget carry
forward from one year to another year. So, we are trying to the fix the
configuration.
My question is, can we do the budget balance carry forward if the master data is year-dependant. If can, how to do that?
For your information, our system is SAP R3 version 4.7C and using the BCS.
Appreciate your advise on this matter.
Thanks and regards

Hi,
copy cost center planning:
kp97 - copy plan to plan
kp98 - copy actual to plan
Internal order copying
ko14 - copy plan to plan
ko15- copy actual to plan
all the best
prasad

KOCO -( Budget Carryforward) & KOCF ( commitment carry forward ) report

Hi
Can some one explain me how to be sure that some one has successfully run two t-codes KOCO -( Budget Carryforward) & KOCF ( commitment carry forward ). I want to make sure that Budget and Commitment carry forward has taken place.Is there any report which I can run.This situation is due to a person left the organization suddenly and I am not sure he has run it.In any case if I run it again what will happen ?
Thanks in advance
Satya

Hi Abhinay,
Thanks for the answer.
When you say they have to perform year end activities like checking PO and PR, what actually they are doing? Do they just need to check whether those PO or PR are required (if not, close them) or they need to do something more? . As far as I know, no steps like checking PO and PR are required here. So I am wondering whether we have missed anything or not. Can you give me some details about that step?
Also, if we are using only Total value for the budget, not annual value, I don't need to do the budget carry forward closing step. In this case, do I need to do the commitment carryforward step?
Thanks,
Ting

Investment management - budget carry forward

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