Budget check at IW31

[Former Member]

Dear All

We want to do budget availability check at the time of IW31 maintenance order creation please guide

Thanks in advance

[iklovski]

Hi,

You are creating master data. What kind of budget are you going to check???

Regards,

Eli

[Former Member]

Dear Eli

The requirement over here is that we want to do budget availablity check during iw31 creation of maintenance order if budget is not sufficient system should not allow us to release maintenance order kindly guide

Thanks in advance

[iklovski]

Budget sufficient for what? When you create master data you don't have any FI/LO document which is registered with any amount...

[Former Member]

Dear Eli

IW31 creation of maintenance order is transactional data if wrong please rectify me

Thanks in advance

[iklovski]

It's master data.

[Former Member]

Dear Eli

We are creating maintenance order through IW31 and using material and external services for doing maintenance activity.

Now our requirement is to check budget at the time of release of maintenance order and if budget is not sufficent it should not allow us to release the order. Please guide.

Thanks in Advance

[former_member1263984]

Hi sapcofi,

So you want to derive the funds center and commitment item automatically when create external maintenance order?

I think you should use the function module FMDT_READ_MD_ORDER to read the order type with temporary field. Then derive the order type to funds center.

I just try it and it derive successfully.

[Former Member]

Hello sapcofi,

Eli is right. Since the creation of maintenance order is only a master data, no values or funds consuming are done here. Then, no availability control should be happening.

If you create a purchase requisition through the maintenance order, then you have a value and a possible fund to control.

For that, you have to put the funds center field as optional or mandatory entry in the maintenance order data master at OFZC transaction. Then you got to create a new derivation step with the function module FMDT_READ_ORDER_PM_FROM_FMZUOB.

Now you are able to fund control for all purchase requisitions created in the maintenance order.

Bests,

Gustavo Cordeiro

[former_member184992]

Hi All,

I worked in some projects (implementing PSM-FM) where component PM (Plant Maintenance) was integrated with PSM-FM, therefore I believe some clarifications are welcome

Transaction IW31 integrates with PSM-FM because is in this transaction that FM account assignments will be filled (to verify this in transaction IW31 you go to the menu path Goto - Assignments - Funds Management, here you will see the FM fields.

When you add a component to the work order in transaction IW31, this generates a need and creates automatically a purchase requistion that you can see in MM transaction ME52N. And as everybody knows a PR generates a commitment in FM (if you have not changed the standard customizing to do so).

To the author of this thread:

To integrate PM with PSM-FM you must take care of some customizings/hints:

1) Integration between Plant Maintenance (PM) and Funds Management (PSM-FM). This can be checked in the IMG path:

IMG -> Public Sector Management -> Funds Management Government ->

Actual and Commitment Update/Integration -> Integration ->

Maintain Field Status for Assigning FM Account Assignments

You should have a record there with Object type = '03' (plant

maintenance) in such a way that the fields are displayed and

ready for input in the Funds Management dialog box of the order.

Doing this, you integrate the plant maintenance processes with

Funds Management. To this end, you stipulate that the commitment

item, funds center, and fund for an FM area and for object type

03 will accept input.

When you create a maintenance order, you can enter the FM account assignments by choosing Extras ->

Assignments -> Funds Management.

2) Derivation rule in FMDERIVE

You should consider to have a derivation rule in your FMDERIVE

with function module FMDT_READ_ORDER_PM_FROM_FMZUOB. This

function reads the account assignment that was entered or derived

within Plant Maintenance orders.

3) Field Status

If you set your system in such a way that FM data is derived from

the reference object (functional location or equipment), the

system response depends on how you defined the fields of the FM

dialog box using Customizing activity 'Maintain Field Status for

Assigning FM Account Assignments':

- The fields of the FM dialog box are defined as ready for input

('Opt. entry' or 'Req. entry') in Customizing:

If you change the reference object in the order, the system

does not re-derive FM data automatically. For that, you must

navigate to the FM dialog box and, by choosing icon

'Redetermine account (F5)', trigger the derivation manually.

- The fields of the FM dialog box are defined as not changeable

('Display') in Customizing:

If the reference object is changed in the order, FM data is

redetermined automatically.

- The fields of the FM dialog box are defined as not displayable

('Hide') in Customizing:

FM data is not determined.

Set the field status to optional to permit the user to enter the

FM objects and still benefit from the possibility to

automatically derive the FM objects from a CO object.

4) If you want to change account assignment data on the 'Location'

tab page and redetermine FM data on the basis of changed data,

you can use enhancement SAPFMPM with user-exit EXIT_SAPLFRC4_001.

You can also check the SAP Notes:

767333 IW31/IW32: Funds Management data cannot be changed

761865 FM account assignment error when deleting network activities

881202 FM derivation tool: Derivation of foreign acct assignments

666322 Derivation tool in the FM: Trace function

658163 Acct assignmnt change: Determinatn of new FM acct assignmnt

I hope this helps.

Best Regards,

Vanessa.

[former_member605388]

Hi Vanessa,

Can you also provide steps EAM-FM integration when we are using OAA (operation account assignment) or Operational level costing.

In our case

Equipment cost center = Fund center

Fund = Manual input at order (Goto-assignment-FM assignment) not working after activation of OAA for order

G/L = Commitment

Thanks,

Vishal