on 09-10-2008 4:00 AM
Hi All,
We are planning to implement the Appropriation Request (w/ workflow) but we are considering its pros and cons and value add for implementation.
For background, we currently have manual approvals for budgets for WBS (no SAP Appropriation requests). We plan to use the Appropriation Request to provide more control (more accurate data entry) and approval (i.e via workflow). What we plan to do is:
1). to have planning on WBS
2). The plan values will roll up to IM plan
3). The IM plan will then be transferred as budget
4). The AR will then be created and will go through approval process.
5). Once the AR is approved, the IM budget will be manually assigned or dropped down to the WBS
However, the major problem here is that when the AR plan is created and approved u2013 step 4 (letu2019s say for 10,000), there is no guarantee that the person doing the manual budget assignment of budget to WBS element would follow the AR approved amount (letu2019s say he puts 20,000 in WBS instead of the approved 10,000). So it seems there is not too much value add for implementing AR except for the workflow.
What we are looking for is something in which once AR is approved, the budget being dropped to WBS will be the same figure as the approved AR number. We are looking for SAP standard functionality / configurations since we are avoiding customizations / abap changes.
Appreciate if you could provide any inputs for this or suggest other alternatives to make the budget being dropped to WBS will be consistent as the approved AR.
Thanks!
Vivian
Hi,
We have implemented the IM PS integration scenario and to some extent it is different than what you have mentioned.
The steps are as follow:-
1.Create investment programme type
2.Create investment programme-IM01
3.Change investment programme-IM22
4.Create Appropriation request-IMA11-This AR contains the plan value of the work and the plan value is taken from the similar projects excecuted in past.
5.Send AR for approval (control tab page)
6.Go to mail box of the approver and approve the AR.
7.Go to measure tab page and activate the wbs (At this step the AR is converted into main WBS i.e. Project definition)
8.IM34-Roll up of plan values from the AR to the top programme position
9.IM32-Transfer the budget from the top position to the end node
10.IM52-Transfer the budget from the nod to the AR.
11.This budget will get transferred to the project definition and as the investment programme type is assigned to the budget profile, there is no need to carry out the budgeting on the project. But we can transfer the budget to the sub wbs level in cj30.
12. We can have PM orders assigned to the WBS elements or we can add the activities for the ease of execution of the project.
13.Release the project.
14.Release the maintenance orders and confirm these orders and the cost will get updated in the project
15.Create the settlement profile for orders where the receiver will be the wbs
16.As the investment profile is assigned to the investment programme type and the project profile there is no need to create the separate settlement profile for the project or wbs.
17.Go to cj88 and execute the settlement. The cost of the wbs will get settled to the AUC and the Asset will get created at the background as the investment profile is assigned and the system will identify that the cost should be settled against the asset.
18.Technically close the project.
19.Business completion of the project (Same two operations need to be carried out for the orders also).
I think if you follow these steps all the problems you mentioned will get resolved.
Let me know if you require any additional information.
Thanks
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