Project Budget without GL Integration

Hello Experts
Can anyone provide step by step info for creating a Project Bbudget/Budgetory Controls without GL Integration.
Thanks in Advance.
Kind Regards
John

Steps required for Project Budget without GL Integration
1) Enable the Budgetary control & flag for override at project level(this is required so that we can overide budgetary control setting at project level ) at the project type level
2) In the Budget Entry Method enable the flag categorize by resources and define your resource list.
3) Assign your Budget Entry Method and recourse list (previously defined ) in the budget option tab of the Project Type.
4.Open the Project(for which u want to enable budgetary control)
Navigation: Project -> Options-> budgetary control Options
5) Check the following 2 things
Amount Type - The starting point for the time interval. Examples: Period-to-Date, Year-to-Date, Project-to-Date
Boundary Code - The end point for the time interval. Examples: Period, Year, Project
6.Check that in the Purchasing , Encumbrance options is enabled
Navigation is
Purchasing ->Setup:Organizations->Financial Options
Select Encumbrance Tab. Define for PO Encumbrance and Invoice Encumbrance.
Cheers
Hadi

Similar Messages

"Travel Expense - cProjects" without accounting integration

Working with cProjects 4.0 (as a stand alone system), can I have time and effort captured against task of cProjects' project? I am looking for a scenario where a consultant assigned to a task in cProjects would capture time and also travel expense corresponding to that task (transport / boarding / lodging) expenses in CATS. Can this be done? Where can I retrieve this data from (table name)?
Accounting integration is not to be done. I am only looking for the manual entry of data from the consultant (resource) to be stored in some table in the system from which I can retrieve the data.

Hi Swayam,
Yes, the time capture can be done without the CO-Integration. If there is no co-integraion, the travel expense to cProjects is not possible, or make no sense.
If you are interested, there are two ways by CATS Integration, with and without co-integration.
Case A: without co integration.
1. Worklist (or timesheet?) in ERP will be generated according the cProject structure and custmoizing settings, which control, at which object can the confirmation done. Such worklist does not have a co object.
2. The user capture the time\efforts using CATS in ERP system.
3. the confirmed time\efforts are transfered back to the cProject system, and write in the involved cProject element.
Case B: with co-integration.
1. Worklist (or timesheet?) in ERP will be generated according
     - the cProject structure and
     - customizing settings, which control, at which object can the confirmation done
     - the assigned co-object of cProject elements.
    The worklist has a co object.
2. The user capture the time\efforts using CATS in ERP system.
3. the confirmed time\efforts are transfered back to the cProject system, and write in the involved cProject element.
4. The (actual) costs are booked at ERP system due to the co-object in worklist.
5. Additionally, the cProject evaluation can read the actual costs from ERP system and display it.
Kind regards,
Zhenbo

How To Load a Project Budget Line Through API in R12 ?

Hello
Could you please let me know how to load the project budget lines through API in R12 system, I am trying with below script but it is not working.
Could you please let me know if you have any solution.
=========================================================================================================================================================================
Script
DECLARE
--––variables needed for API standard parameters
   l_api_version_number     NUMBER                                 := 1.0;
   l_commit                 VARCHAR2 (1)                           := 'T';
   l_return_status          VARCHAR2 (1);
   l_init_msg_list          VARCHAR2 (1);
   l_msg_count              NUMBER;
   l_msg_data               VARCHAR2 (2000);
   l_data                   VARCHAR2 (2000);
   l_msg_entity             VARCHAR2 (100);
   l_msg_entity_index       NUMBER;
   l_msg_index              NUMBER;
   l_msg_index_out          NUMBER;
   l_encoded                VARCHAR2 (1);
   i                        NUMBER;
   a                        NUMBER;
--––variables needed for Oracle Project specific parameters
   l_pm_product_code        VARCHAR2 (100);
   l_pa_project_id          NUMBER;
   l_pm_project_reference   VARCHAR2 (100);
   l_budget_type_code       VARCHAR2 (30);
   l_change_reason_code     VARCHAR2 (30);
   l_description            VARCHAR2 (255);
   l_entry_method_code      VARCHAR2 (30);
   l_resource_list_name     VARCHAR2 (60);
   l_resource_list_id       NUMBER;
   l_budget_lines_in        pa_budget_pub.budget_line_in_tbl_type;
   l_budget_lines_in_rec    pa_budget_pub.budget_line_in_rec_type;
   l_budget_lines_out       pa_budget_pub.budget_line_out_tbl_type;
   l_line_index             NUMBER;
   l_line_return_status     VARCHAR2 (1);
   l_user_id                NUMBER;
   l_responsibility_id      NUMBER;
   API_ERROR                EXCEPTION;
BEGIN
   -- SET GLOBAL INFO
   SELECT user_id,
          responsibility_id
     INTO l_user_id,
          l_responsibility_id
     FROM pa_user_resp_v
    WHERE user_name = 'RAJU';
   PA_INTERFACE_UTILS_PUB.SET_GLOBAL_INFO (p_api_version_number      => 1.0,
p_responsibility_id       => l_responsibility_id,
p_user_id                 => l_user_id,
                                           p_msg_count               => l_msg_count,
p_msg_data                => l_msg_data,
p_return_status           => l_return_status
   IF l_return_status != 'S'
   THEN
      RAISE API_ERROR;
   END IF;
--––PRODUCT RELATED DATA
   l_pm_product_code        := 'GMS';
--––BUDGET DATA
   l_pa_project_id          := 6271;
   l_pm_project_reference   := NULL;--'ABC';
   l_budget_type_code       := 'FC';
   -- l_change_reason_code := 'INITIAL';
   l_description            := 'New description –> 2';
   l_entry_method_code      := 'PA_TASKLVL_BASELINE';
   l_resource_list_id       := 1001;
--––BUDGET LINES DATA
   a                := 1;
   FOR i IN 1 .. a
   LOOP
      l_budget_lines_in_rec.pa_task_id := 405156;
      l_budget_lines_in_rec.pm_task_reference       := NULL;
      l_budget_lines_in_rec.resource_alias          := 'Labor';
      l_budget_lines_in_rec.resource_list_member_id := '1034';
      -- l_budget_lines_in_rec.budget_start_date        := '01-Jan-13';
      -- l_budget_lines_in_rec.budget_end_date          := '31-Dec-14';
      -- l_budget_lines_in_rec.period_name          := 'JUL-10FY2011';
      l_budget_lines_in_rec.description             := 'Some Text';
      l_budget_lines_in_rec.quantity := 100.00;
      l_budget_lines_in_rec.raw_cost := 300.00;
      l_budget_lines_in (i)                         := l_budget_lines_in_rec;
   END LOOP;
--––INIT_BUDGET
   pa_budget_pub.init_budget;
--––LOAD_BUDGET_LINE
   FOR i IN 1 .. a
   LOOP
      pa_budget_pub.load_budget_line
                        (p_api_version_number           => l_api_version_number,
p_return_status                => l_return_status,
                         p_pa_task_id                   => l_budget_lines_in (i).pa_task_id,
p_pm_task_reference            => l_budget_lines_in (i).pm_task_reference,
p_resource_alias               => l_budget_lines_in (i).resource_alias,
p_resource_list_member_id      => l_budget_lines_in (i).resource_list_member_id,
p_budget_start_date            => l_budget_lines_in (i).budget_start_date,
                         p_budget_end_date              => l_budget_lines_in (i).budget_end_date,
p_period_name                  => l_budget_lines_in (i).period_name,
p_description                  => l_budget_lines_in (i).description,
                         p_raw_cost                     => l_budget_lines_in (i).raw_cost,
p_burdened_cost                => l_budget_lines_in (i).burdened_cost,
p_revenue                      => l_budget_lines_in (i).revenue,
p_quantity                     => l_budget_lines_in (i).quantity
   END LOOP;
   IF l_return_status != 'S'
   THEN
      RAISE api_error;
   END IF;
--––EXECUTE_CREATE_DRAFT_BUDGET
    pa_budget_pub.execute_create_draft_budget (p_api_version_number        => l_api_version_number,
p_msg_count                 => l_msg_count,
p_msg_data                  => l_msg_data,
p_return_status             => l_return_status,
p_pm_product_code           => l_pm_product_code,
                                              p_pa_project_id             => l_pa_project_id,
p_pm_project_reference      => l_pm_project_reference,
p_budget_type_code          => l_budget_type_code,
p_change_reason_code        => l_change_reason_code,
p_description               => l_description,
                                              p_entry_method_code         => l_entry_method_code,
p_resource_list_name        => l_resource_list_name,
p_resource_list_id          => l_resource_list_id
   IF l_return_status != 'S'
   THEN
      NULL; --––RAISE API_ERROR;
   END IF;
--––FETCH_LINE
   FOR l_line_index IN 1 .. pa_budget_pub.g_budget_lines_tbl_count
   LOOP
      pa_budget_pub.fetch_budget_line (p_api_version_number      => l_api_version_number,
p_return_status           => l_return_status,
p_line_index              => l_line_index,
p_line_return_status      => l_line_return_status
      IF l_return_status != 'S' OR l_line_return_status != 'S'
      THEN
         RAISE api_error;
      END IF;
   END LOOP;
--––CLEAR_BUDGET
   pa_budget_pub.clear_budget;
   IF l_return_status != 'S'
   THEN
      RAISE api_error;
   END IF;
--––HANDLE EXCEPTIONS
EXCEPTION
   WHEN api_error
   THEN
      FOR i IN 1 .. l_msg_count
      LOOP
         pa_interface_utils_pub.get_messages (p_msg_data           => l_msg_data,
p_data               => l_data,
p_msg_count          => l_msg_count,
p_msg_index_out      => l_msg_index_out
         DBMS_OUTPUT.put_line ('Error Mesg ' || l_data);
         DBMS_OUTPUT.put_line ('Error Mesg ' || l_msg_data);
      END LOOP;
   WHEN OTHERS
   THEN
      FOR i IN 1 .. l_msg_count
      LOOP
         pa_interface_utils_pub.get_messages (p_msg_data           => l_msg_data,
p_data               => l_data,
                                              p_msg_count          => l_msg_count,
p_msg_index_out      => l_msg_index_out
         DBMS_OUTPUT.put_line ('error mesg ' || l_data);
      END LOOP;
END;
=========================================================================================================================================================================

Not knowing how its embedded... you will need to get the report instance from the dll and cast it as a ReportDocument object.
Given the info so far, that is all we can say.
Ludek
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Account assignment error even without controlling integration

We have set up a service order without controlling integration nor billing. After releasing the service order and saving, CRM throws out an error as if it is trying to create an internal order in ECC. See error log below.
We do not intend to replicate CRM customers to ECC which should not be a problem for our requirements.
The error log is pointing to missing customers in ECC as "Customer" is a controlling characteristic when one want to create an internal order. In our case, we don't want this to happen and have done the necessary configuration. The relevant item category in the service order has been set as not relevant for costing.
Can anybody see a reason why we are having this behaviour? How can we get around it?
Note: The solution consisting of preventing document distribution to ECC via status profile would not work for us as we also intend to use Logistics integration to create Purchase orders in ECC.
Cheers
Diagnosis
Errors occurred when assigning an account assignment object to a business transaction. To view the error message, see the accompanying log file.
Transfer Log
No customer is assigned to business partner 005056822FA61EE3B094CD9026046ADD (Notification E XR 004)
No customer is assigned to business partner 005056822FA61EE3B094CD9026046ADD (Notification E XR 004)
Characteristics for Controlling object have errors (Notification E IAOM 034)
Characteristic "Sold-to party" for business scenario "CRM Service" is missing (Notification E IAOM 007)
Characteristics for Controlling object have errors (Notification E IAOM 034)
Characteristic "Sold-to party" for business scenario "CRM Service" is missing (Notification E IAOM 007)
Characteristics for Controlling object have errors (Notification E IAOM 034)

Hello Thierry,
Are you sure that you use items that are non-relevant for billing?
Regards,
Nicolas.

Crystal Developer XI without Sap integration kits cant see released Queries

Hi All!
When I'm used MS Excel, I can see released SAP BW Queries via SAP OLE DB access. But when I'm used Crystal Developer XI (without Sap integration kits), I cant see released SAP BW Queries via SAP OLE DB access.
What's a problem here?
WBR Artem

Hi,
you missing the SAP integration Kit. To conenct to SAP BW you need the SAP Integration Kit installed.
ingo

Invoice only affect payment budget without affecting commintment again

Hi gurus.
I have to solve this problem:
We post a PO in year 2009, affecting the commintment budget; then post the invoice in 2010. We need the Invoice ONLY affect the payment budget without consuming the commitment budget.
How could I do that.
Thanks.

Thanks for your answers.
I show you the following example:
Purchase order    10/08/2010      $300
Invoice posting from MIRO     03/02/2011        $300
So, If I see the Document Journal Report, I ll see
Posting Date       Value Type            Commt bdgt     Pymt bdgt          Stat. indic
10.08.2010              51 (PO)                    300
10.08.2010              51 (PO)                    300-
03.02.2011              54 (IN)                     300
03.02.2011              54 (IN)                                             300
And my problem is that the Commitment budget is consuming in 2011. The company would not like that.
The Document Journal Report should be:
Posting Date       Value Type            Commt bdgt     Pymt bdgt          Stat. indic
10.08.2010              51 (PO)                    300
03.02.2011              54 (IN)                                             300
Or
Posting Date       Value Type            Commt bdgt     Pymt bdgt          Stat. indic
10.08.2010              51 (PO)                    300
10.08.2010              51 (PO)                    300-
03.02.2011              54 (IN)                     300                                             X
03.02.2011              54 (IN)                                             300
But this only must behave thus in this case, when the invoice is posting in the next year or when I post an invoice from MIRO
Please help me.

Will Project Budget be available again after settlement to AUC/final asset?

I would like to know if my project budget will become available again once I settle costs to AUC and to Final asset (or settle directly to final asset w/o AUC).
Letu2019s say my original budget for WBS is 5000, cost was posted to the WBS u2013 4000, now I settle the 4000 cost to AUC (and eventually from AUC to final asset). Will this mean the entire 5000 will be available again since the cost has been settled from WBS to AUC (and eventually fixed asset)?
Thanks!
Vivian

If you have Budgeted WBS element and than after you does any cost postings against that WBS. you budget get consumed by that actual cost.
however, WBS element is capturing cost for the period of project duration that cost has to transfer to FI/ CO , finally so, at the period-end we does the settlement & transfer taht cost to cost center , PA , asset etc....
So, no point that after settlement your budget will be your initial budget.
Regards
Nitin

How/ where to change a weekly off to working day, working day to weekly off by maintaining IT0007 is 7-time evaluation without payroll integration

Dear Experts
We are doing Negative Time Management where we record only deviations
But customer has third party time machine which required to be integrated with SAP system
As I know, from the time recording terminal, i should map SAP number to all employees and then get a text mail the details with employee attendance for the respective dates and times. Then, have to create a ABAP report which will read the text file and update clock in/out with date into SAP system. After this we can check employee attendance infotype 2011.
But, Before going for above, time administrator wants to set IT0007 as 7- time evaluation without payroll integration, then maintain data in IT0050 & IT2011
Then run Time Evaluation then the out put will be according to the data maintained in IT 2011. Now the requirement is, time administrator wants to change eg. the day is suppose to be working day for any employee but based on adjustments that day became weekly off, another employee suppose to work but again due to some adjustments that day became weekly off, so how this time administrator can change this and where. This is like, time administrator need to see the total work schedule for an employee and needs to change whichever data and whenever or after time evaluation, he could see the total work schedule as desired.
And also, time administrator wants to change schedule manually for any of the employee during that particular period and view the same.
Please note that, ESS/MSS haven't implemented yet.
Appreciated all your prompt responses to this.
Thanks
SS

No
I have created a workschedule on wednesday In a year there can be weekly off 5 or 6 times on Saturday or Sunday So in that case there is no need to create three workschedules we can create one workschedule and change the days Again we need to regenerate the workschedules inorder to take 'off's" in to account. that is what iam thinkinng at the moment. Yes there is no need to do anything in IT 007 If there is any change in Shift in that Case User has to change workschedule in IT 007.
If there is weekly off he can select the dates on which day it is falling and generate the workschedule.
for changing shifts he should change work schedule in IT 007
Is this is right approach please throw some light on this
My client requirement was Sometimes there can be weekly off in the company It can be either wednesday off or saturday off or
unday off or it can be any day.
Edited by: My SAP Cronies on Feb 2, 2012 5:17 AM
Edited by: My SAP Cronies on Feb 2, 2012 5:22 AM

Project Budget Return Currency issues

HI,
my business has the following issue:
The Investment Management happens in Controlling Area currency (USD), while distribution of budgets to projects, spend & budget return happens in Local Currency (say EUR). So when project has a left-over of a budget that they want to return, they take EUR balance, convert it using budget rate of the day to USD equivivalent & make return. This creates an artifitial USD balance.
For example, 100 EUR were distributed to the project, 80 EUR spend, 20 EUR returned. EUR balnce is Zero, but USD will have some artificial balance arrised due to different rates applied on spend & return.
So I wonder what other companies normaly do with it? My business came up with a requirement of the following report:
Re: How to build Project Budget report with "IF-then" formula?
Many thanks in advance,
Daria

Hi Daria,
My recommendation is to align budget profile settings between IM and PS, means using the Object Currency for both.
I do believe you have one IM program per country, therefore the Object Currency is possible to be used.
Regards,
Paulo

Time Management Status 7 without Payroll Integration.

Dear All,
when do we go about Time Management Status - 7 - without Payroll Integration.
In this case how the process goes on SAP. what do we do in this status. do we record employees attendances in 2002 IT
actually what happens.
Regards
kvn

Hi KVN,
You are using time management status 7 which means that no integration to payroll.Now as far as ur Quotas are considered then please use RPTQTA00 which is just a program and RPTIME00 or PT60 which will run time evaluation and if u want your Quotas to generate in time evaluation then just change V_556A_B in this table to increase so with time evaluation and no generation for Quotas to be with time evaluation.
The client may ask sometimes for few Quotas to be prorated on a daily basis and so on in that case go with TE Quota generation
else RPTQTA00 is ok.So see ur business and use either of it
Let me know if u have any further Questions.
Thanks
Swati

Open folder in projects area slow Data integrator

Hi
When I open a project folder in Data Integrator its ok. When
when i turn off one of our servers opening a folder becomes very slow. We have two servers
and we want to decommission one. How do we tell data services to use the other server
when opening a project/repository.
I have tried setting Tools -> options and Tools ->central repositories in DI to the other server but its slow takes about a minute to open a folder?
any ideas
mike
FIXED - to change its location you need update the jobserver.- talk to your administrator..
Edited by: mic jones on Apr 12, 2010 6:14 AM

sorry this si a dupliacte

Customization of PROJECT BUDGET ACCOUNT GENERATOR

Hi
Anyone customized project budget account generator. Please breif how to configure the workflow as it creates accounts for budget lines How this workflow is triggered and what are the attributes top_tak_number and low_task_number.
I need to develop plsql package to derive accounting segments please can u help me how to develop as there is no copy_code_combination in the predefined workflow process tree. Do I need to create a process n loop till all the lines accounts are generated.
Please help.
Thanks
Varun

Pl do not post duplicates - customization of PROJECT BUDGET ACCOUNT GENERATOR

Funds management and project budgeting

Hi
We have funds managment activated for operational expenses(OPEX).
Project budget will be used for all CAPEX requirements. However, there will be common G/L accounts used in both operational expenses and capital expenses. For eg. steel could be issued both for projects as well as maintenance activities.
Please clarify on the following:
1) How to avoid duplication of budgets in PS and FM.
2) Can we forego PS budgetings and depend on only FM budgeting to meet the above issue. Can't we achieve the PS budgeting functionality in FM.
3) What differentiates or advantages we get in PS budget over FM budget.
Regards
Srikrishna

Srikrishna,
I am not aware of FM, but for the point mentioned by you
However, there will be common G/L accounts used in both operational expenses and capital expenses. For eg. steel could be issued both for projects as well as maintenance activities.
You can over come this by using valuation class in the material master Acoounting1 view. There you have 2 valuation classes
1. Valuation class - this is used for operational purposes and this valuation class will have set of G/L accounts mentioned in IMG for determining different process like, inventory, consumption etc...
2. Project Valuation Class - This is used for Project (when you mention account assignment as Q in PR or PO) system will read this valuation class, if no value exists in this field, it reads Valuation class. Again if the value in this field is different than the Valuation class, then it will contain different set of G/L account, with help of this you can distinguish the operative and Project G/L accounts and inventory / consumption separately.
Hope this may help you.
Regards,
Praveen

On-line funds checking with respect to project budgets

Hi Friends,
Does Purchasing check, in addition to available funds in GL, the funds available in a project if at PO level, the project number is set up and an expenditure type is attached and a Project Budget is setup for the expenditure type.
What are the setups involved?
How does one specify at the project budget level whether the budget checking, if possible, will be absolute and advisory.
Thanks and regards
null

Oracle Projects is not designed to support budgetary control for Purchasing and Payables.
This is an enhancement Oracle is planning to deliver on one of the next releases, on top of 11i. Unformally scheduled for the second half of year 2001.
Dina

Project Budget conversion rate - change to quarterly P rate (value date?)

Hi All,
We have both Plan and budget profile for project set as blank for value date and exchange rate as P rate. There are quarterly P rates maintained for a Fiscal Year in OB09. For the plan, it gets the correct P rate based on the period/month of plan. However, I noticed that for project budget, it is always getting the P rate defined for first date of fiscal year - I am not sure if this is due to value date (which is always defaulted to first date of fiscal year)
Could you advise if there is a way for the system to pick the correct P rate for budget (quarterly P rate in OB08) - if this is due to value date, is there a way to change it (not by defaulting a value date in budget profile config)
Thanks!

Right.
There are 3 ways to use CSS:
Inline: styles applied to the HTML code between the <body> tags. This is not usually recommended.
Embedded: inside <style> and </style> tags between the <head> tags in your HTML document. This code is applied to only one page.
External: a physical file that contains nothing but CSS code and applies to all site pages that are linked to it.
If you have a unique style you want to use on a single page, either use embedded CSS (in the HTML document itself) or set up a unique class in your external stylesheet.
CSS classes:
.center {text-align:center}
.right {text-align:right}
.left {text-align:left}
HTML:
<p class="center"> this is centered text</p>
Nancy O.
Alt-Web Design & Publishing
Web | Graphics | Print | Media Specialists
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Project Budget without GL Integration

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