Workflow for budget check

Hi
I am tasked to look up the possibility of designing a workflow that would be triggered when budget exceeds for an invoice or etc. For example, if user tries to post an invoice which exceeds the budget, the workflow will be triggered and a work item to will be sent to budget officer requesting for top up.
Are there existing standard workflows and business objects available? Any advice is appreciated. hanks.

Hi there,
If any one can help me, I am facing the same requirment here do anyone have the answer for this question ?
anything regarding the budjet exceeding the limit workflow .
Best Regards.
Sami Japr .

Similar Messages

Can any body tell me the transaction for budget check in SRM ?

HI,
Experts,
As i want to check the budget of a business partner / customer i am new to that can u please tell me basic information about budget check and pass the Standard transaction for budget check.
Thanks in advance,
Shabeer Ahmed

Hi    Dinesh,
Thanks for your reply and can u send me the Budget check standard transaction and related tables and how he going to check his budget.
According to me:
1    In which table Amount is maintained for BP
2   How we have check the budget.
Do u have any document related to this please forward it to me.

Components to be activated for Budget check in the table TRWCA

hi,
I want to know the components to be activated for budget check in the TRWCA table. I want to check the budget at the time of PO creation , Goods reciept/Invoice receipt creation using Network account assignment in PO which is having WBS element and Project in its higher level.
Thanks
Rao

ok well!
Brother system will only check the budget, when your availability control is active.
Further, as per your configuration, system will only prompt error message when your budget exhausted 100%. ok
please follow the same then let me know
check your WBS status is there avaiablity control active, when you entered the amount for budget/release.
also check the transacion "CJBV - Activate Availability Control "
Note: when ever you change the setting of your budget profie, must reconstruct the availability control transaction code is :CJBN/CJEN
Thanks

Function module for Budget check?

Hi,
I'm wondering if there is a BAPI/function module to check if budget is available on the WBS for a PO item whose price/quantity is changed through a custom transaction.
I've tried BAPI_ACC_PURCHASE_ORDER_CHECK, but it doesnt seem to work.
Thanks,
Sudha

Hi Aveek,
Method check of BUS6008 is BAPI_ACC_PURCHASE_ORDER_CHECK, the one I mention above. It seems to check all components of the PO, except for the WBS.
Thanks for your help.
Sudha

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

Earmarked funds budget check in SRM

Hello to all SRM experts,
I've added two customer fields (earmarked funds and earmarked funds item) in the account assignment according to note 672960 using the INCL_EEW_PD_ACC_CSF structure.
Now we need to add those fields to the standard account assignment check performed by the system.
We are using ECC 6.0 for our B/E system and SRM 5.0 deploying the extended classic scenario.
What the client expects is for a budget check against the earmarked fund along side with the FM budget check.
Any ideas how to add those to customer fields to the standard account check?
Raz
Message was edited by:
Raz Golan

Hi
Please go through this ->
You need to code the SRM Budget checks logic part by your logic and implement the same on the Customer fields using BADIs.
Use BBP_DOC_CHANGE_BADI (For changing Buget values) and
BBP_DOC_CHECK_BADI (For issing Customer messages to Shopping cart web page)
Budget availabiltiy check will take place in R/3. This check has to be set in R/3 as there is no specific FI settings in SRM for availability check.
This is customized in SRM when defining your backend system:
SPRO Path ->
Supplier Relationship Management -> SRM Server -> Technical Basic Settings -> Define Backend Systems
Manage column FI valid with "Real-time backend validation".
Function module - BBP_BUDGET_CHECK (The database table BBP_USRBDGT contains the value for the purchasing budget in the column AmountSpent.)
Are the below ones used while checking...?
PO create/change
FM - B31I_ACC_PURCHASE_ORDER_CHECK
SC create/change
FM- B31I_ACC_PURCHASE_REQUI_CHECK
FM - B31I_ACC_PURCHASE_ORDER_CHECK
For SRM standard Budget checks, please go through the relatd links ->
OSS Note 520717
Re: FM for budget check in ECS ?
Budget availability check
Purchasing-Budget Workflow
http://help.sap.com/saphelp_srm40/helpdata/en/4e/1d74eff196d64e880fd28d41d4502b/frameset.htm
Costcenter wise budget
Re: Cost Center wise Budget
Hope this will help.
Do let me know.
Regards
- Atul

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,

Project Budget Checking in SAP MM Purchasing

Hi,
As far as i know, in FM we can control whether the posting or delivery date should be taken for budget check for PR/PO. In our company, setting configured as posting date so when budget error trigged, the system will display budget base on the posting date.
For WBS budget control (Project System), how we can control the budget checking during PR creation (ME51N), so that budget will refer to Posting Date and not by Delivery Date??.
Data simulation in screen Purchasing (ME51N)
Account Assignment = P
Delivery Date = 31/10/2010
Cost Center = MM051000
GL Account = 70080010
Network No = 80001776 0010
Error message at FUND Level :
Item 010 MM051000 /70080010 payment budget exceeded++
_Message no. BP629
_Diagnosis
_In document item 010 MM051000 /70080010, payment budget on MM051000 /BS020209 for fiscal year 2009 , Fund 0958 , was exceeded by 18,000.00 MYR.
Error message at WBS evel
Item 010 Ntwk actvty 80001776 0010 budget exhausted
Message no. BP608
Diagnosis
In document item 010 Ntwk actvty 80001776 0010, budget for WBS element P.000064.20 for fiscal year 2010 is exhausted.
Regards,
Azmiey

Under OPS9, below are the settings. Base on this setting, it's configured as "Annual budget released".
Profile               MI0001
Text                  MyCOmpany Budget Profile
Past                  4                  Program type budget   = ' '
Future               4
Start                 0
Decimal places = ' '                     Activation Type 1 Usage             0.00
Scaling factor       0                    Overall = ' ', Release = 'X', Object Currrency =' '
Exchange Rate Type   M
Value Date = ' '
Budgeting Currency : 'X' Controlling area currency
Tried untick "Release" to make it as annual budget also same error budget which still refer to year budget 2010. Any steps did i'm missing?

Budget check in ECS

Hi all,
SRM 5.0 Sp17 ECS
We are having lot os issues during budget check in SC and PO.is it possible to deactivate the std budget check and implement custom logic to check the budget correctly in R/3 abckend system from SRM??If so,how???I know the BADI to deactivatethe budget check in SRM but how where do I put my custom logic to do the budget check??
Thanks.

Hi,
How about using BBPDRIVERBADI ? You can call custom FM for budget check.
Regards,
Masa

Budget check at service entry sheet release in funds management

Dear Forum,
We implemented the funds management recently we have the requirement like below
Generally in FM at the time of service Purchase order creation system will consume the budget and at the time of service entry sheet release the consumed budget in the purchase order level will adjust. Now the business requirement is that they don’t want to check the budget at service purchase order level but they want budget check at service entry sheet level.
This is the case only for service PO’s.
If anyone have same scenario please share your views.
Regards,
Ravi.

Maybe you can try having the account assignment 'U' in the service PO which will then allow you only to enter the account assignment only in the service entry sheet for budget checking.

Error in budget check

Hi everyone,
I need your help. I'm working with SRM5.5 SP 13 in ECS.
I have the following issue:
1. We have a SC with a cost assignment defined to a Budget (Fund u201CAu201D ) .This budget is very small.
2. In BBPSOCO01, the contract is assigned with a price higher than the budget u201CAu201D.
3. The PO is created and ordered.
4. Normally, the PO gets the status u201CError in processu201D because the budget is very small. In RZ20 appears a message like this "Item 001 0613 /2101 E096.2400 payment budget exceeded" and the PO is not copy to R/3.
5. We go to the Account Assignment of the item in order to distribute the cost with other budget (Fund u201CBu201D ). This budget B has a lot money.
6. The PO is ordered.
7. However, the PO still has the u201CError in Processu201D status, in RZ20 appears the same message in step 4 "Item 001 0613 /2101 E096.2400 payment budget exceeded" and the PO is not copy to R/3.
It seems that SRM tries to send the same information. We applied the notes:
1362593 - Deleted account assignment considered for budget check
1250606 - Budget exceeded errors incorrectly raised
But, the issue is not solve. Do you know any way to solve this issue?
Thanks,
Ivá

Hi
I don't thing SRM retriggers the account assignment unless you change the account assignment category. E.g. change it from cost center to wbs and then back. We had to use the Change Badi in order to trigger an update i ECC when just changing the account assignment value e.g. from cost center A to cost center B.
We are having problems with the error message sent from ECC when budget i exceeded. When we create a PO and exceeds the budget no error messaged are being prompted to the user. We can only see that it gets the status "error in process". But when changing the PO a second time (still exceeding the budget) the error message is getting prompted.
Have you had the same problem?
/Anders

Code review Approval Workflow for Eclipse

Hi
Currently Team is using Eclipse for their project and we used TFS Plug-in. We are using for both Source control and Build process.
Is there any plug-in to have Code Review Approval Workflow for the Check-in's happens in this project?
regards,
Vinay

Any Help please ?

Exit for changing the budget check

Hello,
We want on our project to modify the logic for budget control and avoid the error "Budget exceed" (BP604).
In our architecture, we want the calculate the budget on another WBS from another project.
Do you know if there are any BADI or Exit on which we can implement these logic ?
Thanks in advance.
Best Regards,
Kevin

Hi Paulo,
Thanks for your quick answer.
Here is an exemple of the business case :
We have one project which is "high level" and contains budget.
Next to that, we have different project with WBS that does not contain budget (or dummy budget). We can do the link with these project with the "high-level" thanks to a Z field.
So when we want to create an invoice (for example) linked to a WBS, we want to check the budget on the "high-level" project and not on WBS.
Regards,
Kevin

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

I need the BADI or the way for WBS budget check at SC line item

Hi SRM folks,
Do you have any BADI or the good way to do the WBS budget check at SC line item level.
Donot suggest me the BBP_BUDGET_CHECK.ie for SC level only.
Is there any way to do at line item level.
Thanks in advance.
srini.

Hi
Either use BBP_ITEM_CHECK_BADI or BBP_DOC_CHECK_BADI.
Note -> Please read the relevant standard SAP documentation provided in this case for using SE18 Transaction.
Please go through the following pointers, which will definitely help ->
Re: Reg the budget check in Shopping cart
Re: Budget analysis
How to implement the badi BBP_DOC_CHECK_BADI??
Budget check for service PO
Budget Check error for Fixed Assets ? :-(
Other related links ->
Budget Check
http://help.sap.com/saphelp_srm50/helpdata/en/4f/b3e739e62b714be10000000a114084/frameset.htm
http://help.sap.com/saphelp_srm50/helpdata/en/de/237440116fd279e10000000a114b1d/frameset.htm
http://help.sap.com/saphelp_srm50/helpdata/en/4e/1d74eff196d64e880fd28d41d4502b/frameset.htm
http://help.sap.com/saphelp_srm50/helpdata/en/5a/af5eff85d011d2b42d006094b92d37/frameset.htm
Do let me know as well.
Regards
- Atul

Workflow for budget check

Similar Messages

Maybe you are looking for