Project Budget Checking in SAP MM Purchasing

[Former Member]

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

[Former Member · Accepted solution]

Hi Azmiey,

The budget control at WBS element level is controled against posting date only, not with the delivery date.

For controling the budget at PR level, please check the below mentioned setting in IMG:

Project System - Costs - Budget - Define Tolerance imits.

Here check the values for the error message in field Tr. Grp (it should be ++).

Check and revert with your observations.

Regards,

Praveen.

[Former Member · Accepted solution]

Hi,

In addition to the Tolerance Limit configuration, check the Budget profile settings,

IMG Path -- Project Systems -- Costs -- Budget -- Maintian Budget Profiles

Configure for Availbility Control,

The "Overall" indicator, used in conjunction with the "Releases" indicator, has the following effect:

Ind. 'Overall' Ind. 'Releases' Avail. control against ...

X - Overall budget

- - Annual budget

X X Overall budget released

- X Annual budget released

X = Indicator is set, in other words, checkbox was checked.

Configure for Tiem frame for Total and Annual Values.

Kindly check and run for budget control.

Regards,

Selva

[Former Member]

Anyone can help me.

tq

[Former Member]

Yes, all cases tested but none of them working.

(Change setting to Annual budget, Overall budget, OB released and Annual Budget released)

Budget checking for WBS level still refer to delivery date.

Steps that i did :-

1. Change setting in OPS9, save and exit

2. Open PR with delivery 2010 and clcik "Check" button.

3. Result : Error WBS budget level still refer to delivery date 2010.

Please help and thanks.

Azmie

[Former Member]

Hi,

Purchase Req and/or Purchase Order commitments are created using expected Delivery Date, not the date when purchase order was created.

For your budget check to be independent of this , if it possible, you distribute only overall buget but not annual budget.

In budget profile (OPS9) flag Overall indicator under Availability Control.

And Flag Total Values Indicator under Time frame.

Please post your observations.

Thanks

Saikishore.Ganga

[Former Member]

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?

[Former Member]

Thanks Praven,

yes, everthing set to ++ with some limit value. This is only for tolerance limit right?

If budget control at WBS element level controlled against posting date, but why, when i create PR and enter delivery date on "31/10/2010", the budget error checked on the fiscal year 2010?. It should be checked base on current year budget. (2009 this year)

Fyi, in our Company only budget for this year is allowed.

tq

[Former Member]

Hi azmie_y ,

While distributing the budget did you do it for Over all and cureent fiscal year too??

If you have not distributed it to current fiscal year, this wil happen.

Also Check[ here |; and [here|;

Regards,

Praveen B