Budget hitting at the time of Invoice

[Former Member]

HI Team,

System is throwing an error message, that is budget exeeding for WBS XXXXXXXXXXXX.  Please find the below as a example where we are getting an error message

While i am going to book invoice Rs.800/- system is throwing an error messae i.e., budge exceeds 600 (800-200 ).  In this case there is no GRN happend it is a direct invoice booking.

What could be reason ? Is it right Act by the system.

Reards

Raj

[former_member203098]

In 1000 already 800 has PO commitment, so available budget is 200 only. while invoice, system
checks the invoice value 800 with available budget i.e. 200, so  difference of 600 and it'll shows the error.

i would suggest you to exclude PO-02 from tolerance group, then system checks budget availability on remaining list in the tolerance group.
suppose if you exclude IR-04 from tolerance group then actual cost will get posted more than your budgeted value and no use of budget.

regards,

[Former Member]

Nag A C,

I could not get your point.  I canot excllude the PO since my entire logic of budget ll be useless.

I got the root cause of this problem.  User are trying to post the document direct from FI.  They are not using MIRO (PO reference invoice) that is the reason system is checking the availabe balanace.  If you are giving the PO Referencae at the time of MIRO then system will not check the budget.

Regards

Raj

[former_member203098]

Ok, good you found the root cause :-). still do you want budget check against the direct FI posting.

regards,

[sanjeevc]

Check the budget tolerance group against which action plan means as follow :

++	All activity groups
00	Purchase requisition
01	Purchase order
02	Orders for project
03	Goods issue
04	Financial accounting document
05	CO document
06	Budgeting
07	Funds reservation
08	Fixed prices in project
09	Payroll

Regards,

Sanjeev

[Former Member]

HI Sanjeev chauhan,

Configuration fine. 

Regards

Raj

[former_member209919]

Hello Raja,

You should check if you are doing the invoice against the PO you have created and for the same quantity.

As fas as I know in the standar model if you have a PO and then you create the Invoice or the GR for the same amount the system does't check budget availability control.

Regards,

Clara

[Former Member]

HI Clara,

Thats why i have a doubt.  Here the system is checking the Invoice Amount.  Here the Qt & Amount is also same as PO at the time of invoice.

I belive is that, it ll check the  availabel balance if you enter amount at the time of invoice. 

Now i am facing an error message at production environment.  i need to check testing client.

Regards