Regarding Reallocation Budget

Hi,
Anybody implemented Reallocation Budget using Hyperion. I need the details of it.
Thanks,
PC

Hi,
There are many ways of achieving this. Conceptually, I can give you below 2 examples but I'm sure there are many others.
1. With the usage of target versions you can collect your data at parent levels of dimensions like entity, departments, products etc. Then you can reallocate this data back to the root levels of these dimensions using some set drivers or based on the data relations in your prior actual/budget data. Take a look at @allocate and @mdallocate functions in essbase. These are quite handy.
2. You might have some budget pools to collect and stash in budget amounts from various entities/departments. After necessary adjustments on the pool you can then reallocate these amounts to other departments/entities etc using some manually collected or calculated budget drivers.
Hope this helps.
Alp

Similar Messages

Regarding the budget release and assignemnt of budget.

Hi,
I have created investment profile and distibuted the budget.(IM01,IM11,IM22 & IM52)
Partial release of budget is done through (IMCBR3)
Project is created and investment position ID is assigned (CJ01)
WBS element is created under the above project- CJ02
Budget is distributed to the respective project -CJ30
Partial release of budget is done against the project - CJ32.
problem:
1. Budget can be distributed above the released amounts for the projects assigned with investment positions
2. Assinment of budget happens above the released amount i.e., I am able to create PO above the release amount against the WBS element.
Quiries:
I want to how the release part controls the budget assignment?
Is any configuration need?
How the availability control acts?
Please explain.
Best Regards
M Kishore

Hi koshor,
Please check for GL used for Material / Service procurement secondary cost element is created.
In OBYC entries are maintained in GBB and BSX.
Budget check will happen for only thos GL for what secondary cost lements is creaed. If for any GL cost lements are not created then budget check will not happen.
Also check in Budget tolerence limit you maintained the setting for all transaction ++ or for some specific transactions. If you skipped PR PO here then system will not check for the budget.
If your requirement is budget check for all transaction then maintain ++.
Please check try and revert back.

Regarding Commitment Budget & Payment Budget

HI,
I want to know can i implement Commitment Budge 9G t & Payment Budget 9F both together ?
Beacuse process wise i am quite comfurtable with Payment Budget, But for report purpose i have on issue,
In Budget consumption report can I exclue a Value Type 51 of Purchase Order ?
My requirement is i want to draw a report for budget consumption like
Consumable Budget - Consumed Budget - Available Amount
- (want to exclue 51 Value Type)
Is it Possible ?
Thanks
Nilesh R

Hi Eli,
I am using 102 update profile.
I want to check the availabilty at the creation of PO, but do not the same in report .
in this case which update profile you suggest me ?
Thanks
Nilesh R

Error: Order 300401 Budget Exceeded while doing PO w.r.t PR

Hi Experts,
We are getting error, Order 300401 budget exceeded while doing service PO
In budget shows exceeded in making the P.O of approx amount Rs 411,500. While in the below PO Value, it is clear that the indent still has the amount of RS 1,760,737.
Indent No. 1000031924 Total Value = 3,230,000
Sr No.     P.O     Value
1     3900006041                       456,774
2     3900006146    Line item 1       101,467
                        Line item 2      266,414
3     3900006184                       326,158
4     3900006188                       318,450
     Total P.O's Value               1,469,263
Total value of Indent                  3,230,000
Total P.O value in the Indent     1,469,263
Balance Amount in the Indent     1,760,737
Regards,
Manjunath

Hi,
Budget is exceeded w.r.t to maintained Internal Order in PR /PO ,Use below options.
1 ) Re-construct Budget-KO31 or
2 )Either de-activate budget-KO32 or
3) Maintain budget for IO-KO22 .
This will resolve your issue.
Thanks & Regards,
Sandesh Sawant

Budget Exceed Error during creating of Purchase order in reference to PR

Hi,
I am getting the subject error (Budget Exceed Error) every time when I want to create a purchase order related to purchase requisition of my project.
Issue is that after release the project when the purchase requisition has created for non stock item under activity I found in transaction CJ31 the assign value has already updated.
Let say my budget is 400 US$, and the purchase requisition has created for 380 US$. Now when I check with CJ31I found the assigned value is 380. Now If I create a purchase order it throws an error that budget exceed.
The tolerance limits are following:
SA     ZSA01     Budget Profile Overall AVAC     ++     1     90,00
SA     ZSA01     Budget Profile Overall AVAC     ++     3     100,00
SA     ZSA01     Budget Profile Overall AVAC     01     1     90,00
SA     ZSA01     Budget Profile Overall AVAC     01     3     100,00
Please advice what will be the proposed solution for the above issue.
Thanks in advance.
With Regards,

Your budget is 400$ and PR value is 380$ but you have not mentiond what is the tax value ?
when u r creating PO at that time system will check the budget against PO value considering taxes also.
eg. 380$+tax value.
after considering taxes your total PO value imay be getting updated more that 400$.
Explre you error by clicking on error information you get the exact diffrence in budget and PO value.
Hope this will sove your problem, reply after doing this.

Budget exceeded - Msg no BP603- While Deleting a PO

Hi All
I am Getting the error "Budget exceeded - Msg no BP603- While Deleting a PO " while deleting a Po-
Budget exceeded by XXX amt ,in Documnet 020 in order xxxxxxx -PO is created after the PR.
Regards
Shisac

Hi
Budget exceeds for INR 15.617.00 , The committment PO as INR 400000.00
The Scenario is
The PO as 3 line item , 1st line item INR 400000.00 ( Deletion flag is marked ) , 2nd line item INR 19000.00, And 3rd line item 5000.00 , the client is trying to delete the 1st line item.
I saw the report s_alr_87013019 ( Available quality is 9535.00)
Does this mean - system is checking for budget while deleting also ? ( i am not sure on this!)
If yes is this a normal behavior of the system
I am totally confused !

WBS element budget-PO linkage

Dear All,
Kindly let me know how to link purchase order with WBS element. My query is that, client has make Rs.1000 as an approved budget. but while making PO against WBS element, system is allowing to create PO for more than Rs.1000 also.
Kindly let me know how to solve the problem along with t code n customisation. Since i m mm cons , i m not much aware about Project system, wbs element etc.
Reward is for sure for imm reply..
regards,

Hi,
Budget is finance related issue.
Better 2 check with FICO consultant
Rgds,
K.Praveen

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

Budgeting in Purchasing?

I want to know whether budgeting is available in oracle purchasing?
Regards
sudharshan

Purchasing budget is actually controlled in the financial side of Oracle, which is integrated to the purchasing via the feature called encumbrance accounting as mentioned by Sandeep. You actually have to record the budget in General Ledger module, and encumbrance accounting will automatically consults the budget here whenever you're purchasing something
Sincerely,
Paul Pambudi

Budgets based on Regions - workaround

Hi
I have read a few questions on the forum with regards to Budgets and Profit Centers etc, we pretty much have the same scenario where the company will have regions and will need to base Budgets off these regions, I have gone through and added Budget Scenarios per Region (which is setup as a Project in SBO).
Is this viable or attainable?
They will do postings where they will have to select a project so we can record the correct costs or revenues for this region but my question basically is "will this be possible with so many Budget Scenarios with the same GL Accounts" my feeling = not but if someone can point me in a workaround this will be much appreciated.
Regards
Kurt Walters

Hi Kurt Walters,
Your feeling is correct. The whole idea to use one company for different legal entities may not work at all. Only if they are really only branches that do not need separate statement, it is ok. In this case as the budget, you have to set up all different accounts for individual account budgets.
Thanks,
Gordon

Funds Management - Budget Posting

Hi experts,
I set up a fund management scenario with SAP CRM 6.0, then I'm trying to test it on WEB UI but I'm facing an issue which I'm not able to solve.
The issue regards the Budget Posting functionality, specifically everytime I try to transfer budget from one fund to another the system gives me the following error: "Budget Consumption is 100.00 percent of total available budget (check level FU_FND)".
In the error details the sistem tell me that the budget consumption/total available budget ratio is over the defined tolerance limits. Please adjust your posting amounts.
Of course I tried to do it with the lowest amount but it doesn't work.
Then, I guess I did a mistake during the configuration.
Anyone who can help me working this problem out?
Thanks a lot!
Regards

Hi Gabriele,
the msg is raised as per the availability control set up - please check the following customizing:
Customer Relationship Management
Funds Management
Availability Control (AVC)
There please check the AVC profile assigned and the tolerance profiles.
best regards,
johannes

How to show the right ps-budget in an hierarchy

Hi Gurus,
I have got a question regarding to Budget for PS. We are loading this data (0CO_OM_WBS_8) to a Cube and
also load the hierarchy for the WBS-Element. The budget logic is that a budget of a certain level will be included
in the level above. For example, Level 3 gets a budget of 500,- EUR, then this 500,- EUR will also be booked to
level 2 and level 1. If I now create a query with the hierarchy for the wbs element, it sums the values over the hierarchy levels so that I get 1000,- EUR on level 1. What do I have to do to solve this problem ???
Level 1   1000,-
|----
> Level 2 500,-
                  |----
> Level 3   500,-
thanks for your contribution in advanced.
Daniel

Hi SDBI,
I am working with a characteristic hierarchy and the level are not adjacent to each other. The problem is that the
CO bookings on level 3 will be also included on level 2 and level 1 and therefore I can not use the sum function
of the hierarchy. Is there any other logic I can use ???
My example was not right here again.
Data in the cube
WBS-Element     Level    0Amount
PADE03.211.3      L3       1000, -
PADE03.211.2      L2       1500,-    (1000 from L3 + 500 spend on l2)
PADE03.211.1      L1       1500,-    (1000 from L3 + 500 from L1, no budget on L1)
Display in Hierarchy
PADE03.211.1   L1 4000,-
*PADE.03.211.2 L2 2500,-
**PADE 03.211.3   L3   1000,-
but I would like a display like
PADE03.211.1   L1 1500,-
*PADE.03.211.2 L2 1500,-
**PADE 03.211.3   L3   1000,-
Daniel
Edited by: Weilbacher Daniel on Jul 6, 2008 7:53 PM

Subcode cost posted more than budgeted amount.

Hello PS Experts,
I have one query regarding we budgeted one subcode 4000 usd on 11/03 after user suplmented 8000usd on 23/03 but when he was supplemented wbs suplement status is inactive, after that user posted more than budgeted amount 30000 usd.
When we are checking report it is showing minues 18000 value because in budgeted status assigned value is 30000 distrivuted value is 12000.but when i am checking subcode availabity activation or not,it is showing activated.
If budget availability control is activated system can not be allow to post more than budget?
But if am checking cj20n status 23/03 budget supplement is inactive.
How the user inactive the supplement budget,?
May be the reason system allowed to posting more than budget.Anybody can share your valuable inputs.
Regards,
Nivas.

Hi Srinivas,
Please do the following:
1. Check your settings for Tolerance Limits for AVAC.
2. Check if any cost elements are maintained for exemption list from availability.
3. Check the Availability analysis report using CJ30. And see if any cost is getting posted using Cost Elements which are in Exemption list.
4. Check how the postings were made to the WBS where you have more actual cost then budget? Is the tolerance limit setting maintained for all targets or some selected ones..
Hope it helps you..
Cheers
Sammar

Budget set up puzzle?

I am using SAP B1 Ver9 and trying to correctly set up the Cost Accounting budget but I am trying to understand the following:
The cost accounting works on the principle that I can charge an expense to a cost center directly (Direct Cost) and another cost I can charge a proportion (%) of the cost based on a predefined formula called Distribution Rule (Indirect cost). However, I cannot see a facility to set up a Budget for a Direct Costs for a cost center. For example, if I have a Cost Center called Kalmora Goudhurst which has a wages Direct cost of £50,000 as a Direct cost + Other indirect costs of £30,000, I need to enter these 2 figures into the budget but I cannot see such a facility? Please note that my question is regarding the Budget for Cost centers that have both Direct and Indirect costs involved and where to set the budget for each type of costs?
I am also wondering which Cost accounting report can give me a profitability comparison of Actual Cost Center (Sales - Direct Costs - Indirect Costs) compared to Budgets of Sales - Direct Costs - Indirect Costs)
I would be grateful for any explanations.
Thank you
Robert

Hi Suda
Budget initialisation cannot be done for quarterly basis so i will set it up as monthly .
For example
If I will receive 3000 for quarter, then I can divide that into 3 month each
So In the budget set up ,I will create a scenario name Quarter 1
in the Budget distribution i create a method for Quarter1budget in which i can define
3000 is equal to factor 3 so I divide that factor equally among three months
Month 1 1
Month 2 1
Month 3 1
that way I will set up budget for three month .
At the end of three month ,I will create quarter 2. and set up factor three ,but I will now divide budget
by Month 1 ...
     Month 2..
     Month 3
Month 4      1
    Month 5   1
   Month 5   1
Is this work around not feasible.Can you please explain
Thank you and appreciate your response .

HRMS apps 11i help

Hi all
I am new to apps 11i,my boss just came with a requirement of creating employment certificates in erp,
Can someone guide me to create an offer letter for each employee with the company header
Kindly let me know if any details are needed as i am new to apps
thanking in advance
regards
oracleuser

hi
i did ctrl+L ,a small pop up box comes asking to type the interent address of the document we wish to search for
these are things i view when i got to hrms responsibility
abc HRMS Manager
Flex Values
Payment Invoice(PY)
People
Enter and Maintain
Salary Management
Events and Bookings
Delete Personal Records
Manage Contracts
People : Maintain Using Templates
Hiring Applicants
Entering Employees
Maintaining Employees
Entering Contingent Workers
Maintaining Contingent Workers
People : Total Comp Participation
Person Benefits Balances
Person Benefits Assignments
People : Total Comp Enrollment : Benefits Enrollment
View Enrollment Results
Non-flex Program
Savings Plan
Miscellaneous Plan
Enrollment Override
Dependent/Beneficiary Designation
Person Primary Care Provider
Person Life Events
People : Total Comp Contribution
Record Continuing Benefits Payment
Monthly Participant Premium
Monthly Premiums
Manual Payments
People : Mass Updates for Person
Mass Update of Applicant Assignments
Mass Update of Employee Assignments
Mass Update of Assignments
Fast Path
Address
Picture
Special Information
Contact Information
Event for Person
Phone Numbers
Absence Information
Application
End Application
Assignment
Assignment Costing
Assign. Budget Values
Grade Step Placement
Secondary Status
Pay Method
End Employment
Employee Review
Salary Review
Salary History
Element Entry
Accruals
Tax Statement
Statement of Earnings
P45 Form
Adjust Balances
QuickPay
Reverse Payroll Run
Extern./Manual Payments
Person Type Usage
School/College Attendance
Assignment Rates
Element Entry
End Placement
Work Structures
Location
Status
Recruitment Letter Type
Contract Letter Type
Elections
Assignment Rate Types
Collective Agreements
Collective Agreements and Grade Structures
Work Structures : Collective Agreement
Define Entitlement Item
Define Collective Agreement
Define Collective Agreement Grades
Define Eligibility Profiles
Define Derived Factors
Work Structures : Organization
Description
Organization Manager
Hierarchy
Diagrammer
Work Structures : Job
Description
Path Name
Career Path
Job Groups
Work Structures : Position
Description
Hierarchy
Mass Move
Diagrammer
Position Transaction
Position Copy
Mass Position Update
Work Structures : Grade
Description
Grade Rate
Pay Scale
Point Values
Grade Steps and Points
Progression Approval
Work Structures : Budget
Budget Worksheet
Budget Details
Budget Reallocation
Budget Calendar
Budget Set
Budget Characteristics
Budget Migration
Payroll
Description
Consolidation
Payment Methods
GL Flexfield Map
Update Payroll Run
Assignment Set
Element Set
RetroPay Set
GL Daily Rates
Conversion Rate Types
Monetary Units
Balance Sets
View
Vacancies
Grade Comparatio
Employee Accruals
Payroll Process Results
Assignment Process Results
System Messages
View : Histories
Worker Assignment
Absence
Run Results
Salary
Entries
View : Lists
People Folder
Assignment Folder
People by Assignment
Assignments
Workforce by Organization
Workforce by Position
Workforce by Position Hierarchy
Employees by Element
Employees by Absence Type
People by Special Information
Processes and Reports
Submit Processes and Reports
View Requests
View Reports
Workflow Notifications
Define a QuickPaint Report
Run a QuickPaint Report
Submit Custom Reports
Process Log
Batch Process Parameters
Monitor Batch Processes
Mass Information eXchange: MIX
Batch Element Entry
BEE Summary
Mass Information eXchange: MIX : System Extract
Layout Definition
Criteria Definition
Extract Definition
Extract Results
Change Event Log
Other Definitions
Person Types
Application Utilities Lookups
Special Information Types
Table Structure
Table Values
Time Periods
User Profile Options
Formula Functions
User Types and Statuses
Dynamic Trigger Definition
Dynamic Trigger Functional Area Grouping
Table Event Updates
Other Definitions : Payroll Exception Reporting : Payroll Exception Reports and Groups
Reports
Groups
Security
Profile
Assign Security Profiles
CustomForm
Information Types Security
Report Sets
Task Flow Nodes
Task Flow Definitions
Forms Configurator
Contexts
Transaction Status
Task Flow Unit kindly help me
thanking in advance
regards
oracleuser

Regarding Reallocation Budget

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