Department wise budgetary planning in FM-BCS

[atif_farooq]

Hi:

Client currently maintain all of its planned budget in excel sheet . This sheet is shared with every department who enter their planned figure for budget heads like salaries, traveling , supplies e.t.c to be incurred for a year. This sheet is resend to budget & control department who reviews it for policy compliance and the approves it. This all process is extremely hectic. I am thinking to offer client the planning option in FM-BCS. FMPLCPD access will be given to all departments. I have a version 2 to maintain plan budget data . Now as per defined budget structure and authorization of fund centers, each department will enter plan figures for budget in its own fund centers and commitment items. In this way they will be able to consolidate plan budget data as a whole in SAP and the same will be freeze to final budget and will be posted to version 0 as actual. Is this idea correct .Any control loopholes in it. Expert guidance is required.,

Regards

[iklovski · Accepted solution]

Hi,

Technically, possible. Procedure-wise, I don't think it will make the life easier for your client, as FM-BCS is not exactly a perfect tool for planning, especially if it's done by several entities within the organization. I'm afraid, Excel solution would be still more efficient. Of course, you can upload this finalized Excel file afterwards to FM-BCS, nothing wrong with this. But planning there could be as hectic as you think Excel is and even more. There are special SAP tools for planning such as SEM-BCS or even BW, but doing it directly in SAP/ECC... I wouldn't say it's optimal.

Regards,

Eli

[atif_farooq]

Hi:

Client is following top down budgeting approach so there will be very less data input for planning purpose . Eg. if procurement department is to enter budget its budget then it will be entering its top fund center and updating commitment items for Salaries, Supplies, Travel expense e.t.c . At the same time HR department will be entering the planned budget in the given transaction code. What are repercussion which i should communicate to my client in respect of planning in FM-BCS ?

Regards

[iklovski]

As I said, tecnically is possible. I suggest to set up test environment (make sure that you implement recent OSS notes concerning planning in BCS) and see how it goes. If the client is happy, then great.

[atif_farooq]

Hi Eli:

Can you please quote OSS note number for planning in FM-BCS .

Regards

[iklovski]

There are several which I had to implement recently. Of course, it depends on your release package, but check the following:

0001384513

0001414416

0001578926

0001622660

0001679709

[atif_farooq]

Hi:

Thanks for the useful updates. I will check and will update.

Regards