Use budget control in PO using internal orders

Hi Folks,
I am trying to use budgeting using internal orders. My problem is how to assign purchase orders to this internal order so that tolerance limit is checked at the PO level. When I assign PO to a internal order using assignment type F it treats it as a consumption and doesnt take it to the inventory. Please help.
Pankaj

Hi,
Internal orders can be used at time time of creating the PO for the budget commitments.
when ever you do grn then the actual will be updated.
so, while creating the PO select the account assignment catagory as F- Internal order, which is mandatory, it captures the statistical cost in internal order.
Regards,
Padma

Similar Messages

Budget controlling for PO using internal order

Dear experts ,
can anyone tell me the step by step procedure to have a budget controlling on PO based on budget ?
Regards
anis

Dear Anis,
Create Statistical IO and assign budget to them. Then at the PO enter A at the Account assignment or K and you enter the IO number.
If you want the system to check for budget go to SPRO -> Controlling -> Internal Orders -> Budgeting and Availability Control you define Budget RPofile etc and at the selection 'Define Tolerance Limits for Availability Control' you define for you Company code how the system reacts during PO creation. You give tolerances to display messages if the budget is close to depletion etc
Bare in mind that PO create commitments and when the invoices are posted the amount becomes actual. You can check report S_ALR_87013019.
Hope it helps. Generally i have used it, it is very good solution and easy to implement.
BR

Using a different Sender GL in Internal Order Settlement

When we settle an Internal Order from GL/Cost Element 1 to Fixed Assets, we get:
Dr: Fixed Asset
Cr: GL/Cost Element 1.
For various reasons, we do not want to Credit the original GL/Cost Element but rather another one.
Does anyone have any sugestions as to how this can be achieved?
Thanks.

Hi
Can you tell me what is meant by "Internal Order from GL/Cost Element.."?
As per the functionality, when you settle an internal order, something is moved from the intrnal order and put to another. Hence the place from where it is moved is credited and the receiver is debited. The internal order has postings through the cost element you have posted. So the movement is from what the internal order has in its account.
Order settlement is done through a secondary cost element created and this cost element is used for debiting and crediting the sender and receivers. Hence your idea of using a totally different GL/Cost element (of course that do not have postings with respect fo the internal order in question) is not practical, I hope.

Can we create a Budget & Availability Control for revenues with internal orders?

Dear SAP Gurus,
I have created an expense budget with the help of an internal order and have assigned the same to an expense GL (cost element). I have done all the necessary system settings and the system gives an error message when the F-02 document posting exceeds the budget.
My query is, I want to replicate the the above for revenue postings. I have done the same system settings for revenue posting however the system does not give an error when the budget amount is exceeded.
Can I please get some assistance with this requirement?
Best Regards,
Akshay

Hi Akshay,
System will not give the error in the case of Revenue GL. Because all the revenue GL will be hit for credit. It means it will update negative against the budget available. It means
Current Budget-(-Revenue Budget)= Current Budget + Revenue Budget= Available Budget
Because of this system will never give the error.
Regards,
Ankit Agarwal

Controlling Release status on Internal Orders

I'm creating a new Internal Order type, and I want to ensure the settlement rule has been maintained (or it has system status SETC) before it can be released.
The settlement rule is not an option you can set in the field maintenance screen, and I can't see anywhere else I can ensure this has been done.
Is there anyway I can stop it being released before this has been maintained - I'll only do it if it is achievable within standard SAP, so I don't want to add ABAP/GuiXT etc to achieve this
We are on SAP v4.7
thanks
Graham

Dear,
Just do following steps.
Use transaction KOT2 to create internal order type and if you have already created then enter into it.
Here you will see the Field Selection in the bottom of the screen, go into it and hide the field Identifier for statistical order so that user creating order might not select this because it states that if order is statistical then there will be no need for settlement.
So that we are hiding this field on order creation screen for not allowing user to select this and when order is not statistical then Settlement Rules have to be create or system will not allow to save the Order.
Moreover don't authorize user to change the order type to ensure the best development of the process.
Regards,
Chintan Joshi.

Availability control not activated - Real Internal Orders

Hi Experts,
I have created one order type with Object class overhead, budget profile 0000001. Defined Tolerance Limits for Availability Control. And I have created one order and maintained budget. If postings are exceeding the budget, system is simply saving it not giving any alerts. I have done KO30, system showing the message "Availability control not activated in any further objects". Where I am missing the configurations?
Regards,
Rajeswari

Hi,
Check whether the commitment management has been activated.
Check in transaction OKKP for Order management & commitment mangement active in controlling area level.Check the company code assignment also in controlling area.
Then check the activation of the Activate Open-Item Management in Order Types in Tcode KOAO.
whether commitment mangement tick is active against the order type.
Activate the availability control as automatic orelse activate when you assign budget in KO22 transaction.
Check both the setting.In some case it may not work in DEV server if you active later,Transport request to QAS & check it will work.
Regards,
Raj

Budgeting for fixed asset using internal order

Hi All,
My customer wants to budget for assets and track the actual capital expenses with budgeted capital expense.
Can I use Internal order to budget for the expense. I am not using investment management or funds management.
If it is possible to use the internal order without using IM or FM, can i create the IO as statistical.
Thanks for all the help

You can use Internal Orders for controlling capex. It is possible to enter budgets at internal order level as well as control the same.
For this you need to Budget Profile & activate the commitment management for the order type. In budget profile, you need to activate the availability control. You can also specify the person, who should be informed once budget is exceeded.
From internal order you will be able to settle cost to AUC.
Regards
Rakesh Pawaskar

Account assignment category to be used in ME21N -Statistical internal order

Hi Gurus,
I have assigned budget(KO22) for a statistical internal order for budget controlling purpose.
Now I wanted to create a PO in ME21N, so that it should commit that amount in statistical internal order.
As the expenses GL account is used i have to give a cost center, and i have to give this statistical internal order also. So that when booking exceeds the budget amount in statistical order it should display error message.
I tried creating PO with Account assignment group 3 (Cost center +internal order valuated), and i can not see any records in KOB2 or in the report S_ALR_87012993. PO is created even when the PO amount exceeds budget amount.
However it is not allowing invoice posting when exceeding budget.
Can you please tell me with what account assignment group i have to create PO, so that the PO should not be created when the net price amount exceeds statistical internal order amount.
Thanks & Regards,
Diva

Hi
Pls verify the following links and correct your settings
http://forums.sdn.sap.com/thread.jspa?threadID=1886939
http://forums.sdn.sap.com/thread.jspa?threadID=1968328
http://forums.sdn.sap.com/thread.jspa?threadID=1266987
Reg
Vishnu

INTERNAL ORDER PERIODIC CONTROL

Hi,
In Internal order there is no periodic control. But in budget (KO22) is there any periodic control?
Or
Is there any way to use the blocked option -"select time frame", under menu-goto-period in Budget(KO22)?
Regards
Prakash

Hi,
Internal order has no validity period (not like cost centre).
Regards,
Eli

Budgeting through Internal Order - Issues in Purchase Requisition

Hi All,
I have posted the issue in ERP Matyerial Management Forum also, but since this has a lot to do with CO-Internal Order, so posting the same here.
Objective: We want to activate Commitment Update and budgeting for Capital purchases thrugh Internal Order. Budgeting is done for IO.
For the budgeting to get activated in Purchase requisition, Internal Order tagged to the Asset should be present/seen in the PR.
For PR with Account assignment Cat as 'A', I am not able to see the Internal order (mapped to the asset) in PR. The field 'Internal Order' in PR is coming BLANK despite the fact that the Asset used in the PR has been tagged to a valid Internal Order (of the Object Class - Investment, with Commitment update activated).
What other setting is missing?
Pls note the following:
1) Account assignment cat 'A' has been set to DISPLAY CO/PP order ( T code - OME9)
Issue is that this field in the PR is NOT getting populated at all.
2) Commitment management, Availability Control have also been activated in the system
. Internal Order status management has also been checked.
Any help in this respect will be highly appreciated
Thanks
Gayathri

Hi Gayatri,
when you are saying"budgeting for Capital purchases thrugh Internal Order",how do you use account assignment category "A"?
if your requirement is budgeting for capital purchases through IO then you should use account assignment category in respective PR.Automatically it will control budget/commitment wrt those internal orders.
Hope this helps you.
Ashok

Budget Vs Internal Order

Hello all,
I need to enter the BUDGET dollars to each Internal Order, so we can keep better track of expenditures.
How can this be done,
what is the report name to generate in SAP to show us budget vs. actual, per each internal order?
Cheers.

Hi,
Adding to Eli's reply, the below IMG config should also be configured -
1. Define Budget Profile - OKOB
2. Maintain Number Ranges for Budgeting - OK11
3. Define Tolerance Limits for Availability control
After these, KO22 is the t-code used for maintenace of budget.
Regards,
Sridevi

Maint Expense Budgeting througg Statistical Internal order

Friends,
We are using statistical internal order budgeting purpose. We made internal order field mandatory for Account assignment category u2018Ku2019.
There is a requirement of budgeting maintenance expenses which have account assignment category u2018Fu2019 (used for Main. Order).
Do we have any option where I can provide account assignment Maint. order as well as Internal order (Statistical) for purchasing documents/ or any workaround for this situation.
Thanks in advance.
Om Tiwari

Hi,
No, maintenance order and internal oder could not be entered simultaneously into one document. You might use statistical WBS for this purpose; then, you can enter maintennance order for assignment and WBS for budget control.
Regards,
Eli

How to block entry through internal order budget in F-02

Hi,
Kindly tell me during Purchase order creation through internal order (Order related PO) whreas budget is maintained against that internal order if the PO amount is exceede than budgeted amount it gives warning / error messge that budget is exceeded. Same internal order or any other internal order which has budget against that internal order if I go to F-02 tcode and pass entry with cost center and internal order(budget is given) both it does not give any warning message if budget value exceeded i.e, F-02 posted amount is greater than budgetd amount. It goes to next screen which should not do. Kindly tell me the reason why it is not being blocked and goes to next screen or if there is any configuration please guide me.
Best Regards,
Samrat
Edited by: Samrat Roy on Nov 2, 2010 11:43 AM

Hi Eli,
Now I have observed during saving the record in F-02 it gives warning message as per tolerance limit set in config area. Actually I want in F-02 screen when you put Document date, posting date, type, period, company code, currency, posting key(debit), GL account, next 2nd screen you mention amount, cost center, internal order(budget is maintained), posting key(credit) and press enter for next 3rd screen to put credit amount. While you go from 2nd screen to 3rd screen then warning / error message should give if amount is exceeded than budgeted amount which I am getting during saving. Is it possible to make any check between two screens ????
Beside I would ask you here tolerance limit is set as 95%, 100% and 102%. During PO creation through internal order it gives error message when amount is exceeded than 102% as budget is exceeded. If the amount is between 95% to 99% it does not give warning message which should do. But from posting in F-02 screen it gives proper messge in all levels since 95 % to 99% and 101% to 102%.
Regards,
Samrat

Internal Order budget - Monthwise

Hi
I have my internal order for telephone expense budget. I created one internal order (as statistical) and assigned yearly budget of Rs.240000 in KO22.
My requirement is that the yearly budget of Rs.240000 should be splitted into 12 months. Is there any way where i can give monthly budget. How can i handle monthly budget process.

Hi,
Refer Note: 50191 Budgeting on a monthly basis
Also check thread Internal Order Period-wise Budgeting
regards
Waman

KO22 internal order budget issue

Hello All,
while making changes for internal order budget with transaction code KO22 the system shows a error as u201CItem order xxxxxx budget exceededu201D & for some orders u2018Item order xxxxxx budget almost exhaustedu201D & also referring to a budget for year 2006,2007,2008 . & The system doesn't accept those changes .
Another strange thing is that the system allows the same changes for few items (maybe 4, 5, or six that time it will get saved that time it will not give error) ,
but trying to do 10-15 changes , the system shows the warning message as stated above
If anyone has encountered this strange issue please share your inputs
Thanks & regards,
Prashant

Dear,
When making changes to budget then make sure you are increasing it not decreasing....
When you decrease the budget then system will check tolerance defined............and display warning or error....
For e.g in tolerance you have defined that system should display warning at 95% absorption of budget and Error at 100%.
You have set budget 10000 INR for the Internal Order. So it means at 9500 INR system will issue warning and at 10000 INR or more system will give error.
If posted amount to order is 9000 INR so you can noway reduce budget less than 9000 INR because it is 100% and system will give error.
Regards,
Chintan Joshi

Use budget control in PO using internal orders

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