Reg : Project wise Budget.

Dear All,
Is it possible to give Proejct wise Budget estimation using Budget setup.
Waiting for your valuable response
thanks & regards
Venkatesh N

Hello Rajesh
I had the same requirement from business than you: to develop a solution which allows business to limit document addition basing in project budget limits. After much thinking and thanks to different tips from people on this forum (Nagarajan, Gordon Du, Kennedy T and Johan Hakkesteegt are some of the ones who most have help me on this) I have been able to develop a solution which meets business requirements.
First thing that you have to consider is which document types you want to be blocked from adding when a project budget is going to be exceeded. At our case we have decided to check Draft purchase orders and Purchase invoices addition.
Next step would be to determine the calculation to estimate the budget for a concrete project. This is the calculation that system has to do each time a Draft PO or an invoice is going to be added on system:
Project Budget > Open Draft POs + Open POs + Open PO GR + Purchase Invoices - Open Goods returns
Basing on it our solution consist on:
6 UDF in OPRJ table: one for indicating the budget of each project, the other five for each variable on the budget limit calculation (Open Draft POs, Open POs...)
5 querys to use it as formatted searches in those UDF OPRJ fields, so each one of this fields displays the correct cumulative value. For example Open POs UDF has a query as FMS which calculates the cumulative amount for each project on open purchase orders and so on.
5 TN querys intended to update automatically the OPRJ UDF values when a document is added.
2 TN querys intended to check if the addition of certain documents is going to cause a project overrun. One query is for checkin Draft PO docs addition and the other to check Purchase invoices addition
A UDT to include every project whose budget has to be checked. (Business doesn't need to limit all projects).
I can share the queries in case you think that this solution could be useful for your needs.
Thanks and regards

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