Order budget checking from PA30

Hi everyone,
My requirement is to have order budget checking in HR modul.
Currently if user create claim transaction with internal order number, there is no checking for the order budget.
I noticed that the HR module and FI module is not related in this phase (creation phase)
During end month, user will run PC00_M99_CIPE to create a document to be posted to FI.
In this phase, SAP will do the checking if got error due to order budget exceeded.
My requirement is to have the checking in creation phase.
What I have done :
1. use exit EXIT_SAPFP50M_002
2. currently on button save clicked, I will have checking on amount filled by user and current availability of budget in table BPGE
Problem :
1. Creation phase not yet updating the balance of budget availibility, so the comparison I make above, is not accurate.
2. If I want to create a temporary table for every transaction saved -> update budget availibility
another problem I'm facing, I cannot diferentiate which data is posted to FI and which one not yet.
Please any solution / suggestion ?
Thanks,
Melissa

Great question! Unfortunately, the functionality of order - WBS budget availability checking does not allow you to allocate the order to multiple WBS elements nor to distribute the (planned) costs across multiple WBS elements. Neither does the PM - IM (Investment Management) budget checking functionality. And by definition, direct budget setting at order level, where the order itself is the budget object - doesn't allow it either.
If you turn on operation account assignment, available with EHP5 Business Function LOG_EAM_OLC - operations become cost collectors - and you can settle operations to different receivers. You can also assign WBS elements to the operations, so I would suspect that WBS budget availability checking is also supported.Can anyone confirm that WBS budget availability checking is functional for operations when operation level costing is turned on?
Andrew

Similar Messages

Order budget checking in creation PA30

Hi everyone,
My requirement is to have order budget checking in HR modul.
Currently if user create claim transaction with internal order number, there is no checking for the order budget.
I noticed that the HR module and FI module is not related in this phase (creation phase)
During end month, user will run PC00_M99_CIPE to create a document to be posted to FI.
In this phase, SAP will do the checking if got error due to order budget exceeded.
My requirement is to have the checking in creation phase.
What I have done :
1. use exit EXIT_SAPFP50M_002
2. currently on button save clicked, I will have checking on amount filled by user and current availability of budget in table BPGE
Problem :
1. Creation phase not yet updating the balance of budget availibility, so the comparison I make above, is not accurate.
2. If I want to create a temporary table for every transaction saved -> update budget availibility
another problem I'm facing, I cannot diferentiate which data is posted to FI and which one not yet.
Please any solution / suggestion ?
Thanks,
Melissa

Thnx alex
i already maintained in derivation rule but it is working for PM only maintaince order creation.But for production order and process order it is not working means while i am doing migo against a process order or porduction order same error is coming no fund center derived. Please suggest me if i did any thing wrong
i applied this function moudle
FMDT_READ_ORDER_PM_FROM_FMZUOB
enhancement
SAPLFMDT - EXIT_SAPLFMDT_001
Regards

Internal Order Budget Check for PO with reference to PR / RFQ

Hi All,
I have a scenario where the budget availability control is not working for PO created with reference to PR or RFQ. While creating the PO if i modify the PO value more than RFQ or PR value then system is looking for budget control.
If we create a direct PO system is checking for Budget control where the PO value is more than availability budget.
We have the budget control check with internal order for services and non stock material based on substitution rule created for cost element group and cost center group.
In tolerance limits budget availability control we have not activated for PR, itu2019s activated from PO.
Kindly let me know what is the reason for budget availability control is not active where the PO is created with reference to PR or RFQ.
Thanks & Regards,
Rama Mohan

493900 - FAQ: Release Strategy:
It is not possible to create a purchase order if the referenced purchase requisition is not released. But the system allows you to put the purchase order on hold and then release the purchase requisition.
On the other hand you can create a purchase order with reference to an unreleased request of quotation.

Internal Order Budget check while asset procurement through PR or PO

Hello Experts ,
Hope this is the correct place to post my issue!!
I have created the IO- KO01
Assign Budget - KO22
Activated tolerance limit and availability control and released the IO
status of IO is- REL AUC AVAC BUDG
Now, i want to create the PR/PO for this IO. Please tell me the process ahead ie. which a/c assign category is to be used,what document type is needed etc.
Please Also , suggest what are the other things/configuration needed for the same i,e. G/L assignment or Cost Element creation.
Please help experts.
Regards,
Ankur
Moderator: Please, search before posting

HI,
.1. Create Investment program (IM01 u2013 Create)
2. Create top node (IM11 u2013 Create Top Position)
3. create position id (IM22 u2013 Change)
4. Put appropriate budget on position id (IM32 u2013 Edit Original)
5. Create an internal order with internal order type CAPX- Capital Investment Orders (KO01 u2013 Create)
6. System will ask to create AuC assets at this time. We need to create AuC Assets here. It will be used to post the value from CWIP account at the month end.
7. Assign this order to appropriate investment program node. (IM32 u2013 Edit Original)
8. Change the status of I/O from u201CINPL- Initial Planning by Locationsu201D to u201CINPR- In-Principle Sanctionu201D (KO02-Change)
9. Allocate the appropriate budget to this I/O (T-Code IM52)
10. Change the status of I/O from u201CINPR- In-Principle Sanctionu201D to u201C30 APPR Board Note Approu201D and from u201C30 APPR Board Note Approu201D to u201C40 EXEC Execution Phaseu201D. (KO02: Change)
11. Create PO with reference of this I/O and give the expense GL account (ME21)
12. Goods receipt (MIGO) with reference to PO and refer the vendor excise invoice created in above step.
13. At this time cost element u201CCWIP accountu201D will be posted with reference of I/O. (KOB1 Line Item display for Order)
14. At the month end we need to run the settlement for the I/O through KO88. It will post the value to AuC and credit the u201CCWIP accountu201D. It makes the CWIP account zero at the month end.
15. Create an assets master for final settlement. (AS01)
16. To settle the value from the AuC to Final asset we need to run the order settlement once again and at this time we need to give the final assets in the settlement rule for I/O. It will post the final assets and credit the AuC. (KO88 u2013 Line Item settlement)
17. At the month end depreciation need to be run (AFAB u2013 Execute)
18. Do retirement for transferee asset.
See the bellow Link also
http://help.sap.com/saphelp_470/helpdata/en/4f/71e6f0448011d189f00000e81ddfac/content.htm
Thanks,
Raviteja

Reporting on framework orders budget check

hello
is there a transaction that allows me to get a reporting or a check on my actual budget of a framework order?
thanks
Alisa

Yes.
Application menu path:
Logistics \ Materials Management \ Service Entry Sheet \ Environment \ Planned/Actual Comparison (transaction ME2S)
It's an ALV report and there are a couple of extra fields you can view at a line level if you want.
This also works for External Services Management POs.
Regards,
Nick

Internal Order budgeting not checking at the time of FB60

Dear All Experts,
Very Good Morning !
I have configured IO budgeting with Overall Planning ticked budget profile. I have assigned budger profile to Order type also.
In KO23 I have given limit also of Rs.10,000 /- for overall and yearly 2011 Rs,5,000 /-. In define tolerance I have maintained two entries as below : 1 is with 01 Group wich will check PO's and 2nd one is 04 Group which will check Financial account document. ( I hope this correct, If not please rectify me ). In tolerance limit I have given 3 as a error should throw.
I refer this thread [Internal Order Budget - Availability Control|Internal Order Budget - Availability Control; from our SDN forum. I activated budget control from KO23 and referring KO30 now system is showing GREEN Availability control is active.
Now when I am running FB60 with assignment IO, system is not throwing any error, warning , it remains normal posting is happening.
If anybody has gone through the same issue, experts inputs / guidance will be very helpfull.
Regards,
Revati Joshi.

Your tolerance limits are fine
Let me put you some points here.
Creating IO
   1. Investment Profile is mandatory for Capital projects
   2. If you are using Investment management, then check IM32, & IM52
   3. KO02 - Check - Investments tab - IM Program and Position ID assinged or not
   4. Need to assign the budget in both Controlling area currecny and object currency (KO12, & KO22)
   5. Availability control should be Active - KO30
   6. Planner plofile - KP04 - Just press F4 and check - if there are any created for your controlling area
   7. Check if you have any line itesm already posted to the IO - KOB1, KOB2, KOB3
Now, the actual plan is - KPF6 and KDF6
Here you need to input the below details
Version                    0
From Period               01
To Period                      12
Fiscal Year          2011
Order                                           input the order
                  to
         or group
Cost Element                              which Cost elemtn you are going to post in FB60
                  to
         or group
Enter those details and in next screen - give the amount for that cost element.
Now o and post in FB60
Hope it helps
Thanks

Budget checking for Purchase Order

Hello All Experts,
Project Availability control: Tolerance limits
on All activity groups - warning message for 101%
on Purchase requisition - warning message for 101%
on Purchase Order - error message for 101%
1. Now we created a project with 5000 budget and Availability control activated.
2. We assigned material to activity and created Purchase requisition for 6000. Here system issued message there is error in commitment and allowed us to save the project.
3. We created Purchase order for 6000, system is allowing to create, that is any thing less then PR value, even though it is more than 101% and suppose to give the error.
How do we over come this situation and make the system to look Budget value not the PR Value.
Thanks,
Karthik

Hi,
you have maintained activity groups ++ so system is considering All activity groups first for budget check instead of individual activity groups(PR,PO...). remove the ++ activity group and maintain individually(PR,PO,GI...) and check.
regards

Budget check in PM Orders

Dear Experts,
When I am trying to save Maintenance Orders after including reservations (in PM Module) which are raised against WBS Elements , I am getting an error specifying u201CError occurred during budget check, see cost protocolu201D.
Need your guidance to sort-out this issue.
Thanks in advanced,
Dileepa,

Hi,
Check in CJ30 whether any budget is allocated. And if it is, try to increase budget amt.
Check the assignment of WBS element in the order. Just try to remove WBS element assigned in order & try to save.
Regards,
Rajesh

How to excluse some of g/l accounts from budget checking - BCS

Dear Experts
We are implementing Funds Management - BCS.
We request you to clarify that how to exclude some of g/l accounts from budget checking. (Here we need to give budget for all commitment items/fund center for variance calculation, but system should not stop when actual values exceeds budget values for SOME of g/l accounts only in BCS).
Kindly post your valuable replies to help us.
Thanks and Regards
PVSRG
Moderator: Please, search SDN

Hi.
You can do it using additional account assignments(eg Funded program).In fmderive write logic like If Gl account 1, then FP=A.
In Filter for Budget profile If FC=A, then profile=None.
Or test EXIT_SAPLFMFA_001 for statistical update. there a structure ACCIT, where HKONT exists.

Budget Check by Internal Order

Dear all,
My settings for budget checking is working fine for year 2007 (current). Once budget is created for year 2008, there will be no budget checking for year 2007. Is budget checking only applied to either 2007 or 2008? More information on budget checking by IO is much appreciated.
Thanks in advance.

Hi,
In OKOB tcode check what u have maintained in the avalibility control block:
Activation type select '1: Automatic activation during budget allocation' from the drop down menu.
Regards,

Check Order (budget) not has not been process

Hiii,
Is there any standard SAP report which can i use to check the order(budget) which not been process. The reason why I'm having this problem because of when i creating purchase order, system give the information that the budget has been exceeded.
The resource I'm currently using now is TABLE MSEG and search by AUFNR.

hi nizmak
if you are saying about maintenance order then go to T code IW39 in the selection screen enter the required value in <b>status inclusinve</b>( for example in you case BUDG) the orders which are all budgeted will be displayed.
regards
thyagarajan

Availability Check from CRM using ECC / Assembly Order

Hi,
we're using an ATP Check from ECC to CRM 5.0. As described in the SAP Notes, assembly orders are not supported in this ATP scenario.
Does anybody have experience to overcome this (without implementing APO or creating the orders directly in ECC)? Any enhancements / work arounds?
Thanks
Anke

Hello Anke,
you cannot have both, ATP check in CRM during order change/creation and in ERP when the order gets replicated to ERP-SD.
But when there is no ATP check used in the CRM at all (for the current item category), and the order gets saved in CRM and replicated to ERP, during this replication and order creation in the ERP-SD the regular ATP check in the SD order can run as usual, of course.
This means the scenario can be setup without ATP check in the CRM, but having assembly as usual in ERP-SD. Only the immediate information about the confirmed dates/quantities from the assembly order would be missing in the CRM order.
regards,
Thomas

Sales Order with IO Budget Check

Dear Friends,
I am unable to apply budget check in Sales Order data entry and thus it is always exceeded the budget which has set in IO. Noticed there is no Tolerant Group for Sales Order as shown in SPRO >Controlling > IO >>>> Tolerant Group, would appreciate your advice on configuration / setting required.
Thank you
Elaine

Hi Elaine,
if your business process is set up to trigger another, budget relevant activity, you may use this in Availability control (ACV). Unfortunately there is no activity for sales order.
So if the sales order triggers e.g. a purchase requisition, you can use this opportunity to set up tolerances for activity group 15 (purchase requisitions). But please be aware, that there is no standard possibility to do the check in the transaction for creating or changing sales orders. Even the activity group '++' (all activity groups) will not fit your needs.
I hope, this helps at least a bit.
Kind regards, Irene

Implications of changing credit check from sales order level to delivery

Currently the credit check is availbale at the sales order level in the system and if I want to change the credit management settings so that credit check will be available at the delivery level.
What are the implications of changing credit check from sales order level to delivery

>
Mangesh Desai wrote:
> Currently the credit check is availbale at the sales order level in the system and if I want to change the credit management settings so that credit check will be available at the delivery level.
>
>
> What are the implications of changing credit check from sales order level to delivery
Hi,
No Implications simple credit check will not happen order level it will happen delivery level .
*system will not conceded at order level open order will not be calculated
Best Regards,
venkataswamy.

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

Order budget checking from PA30

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