Travel management to Project Systems standard integration without Fund Management

[Former Member]

Dear All,

We are facing issue in travel management for below given standard scenarios.

We want to book travel cost/ expenses against WBS. Cost object will be a WBS. The respective WBS will have budget & plan values for the year of posting. We have not implemented fund management and would be unable to do so.

Now the issue is

1. When trip request is generated & approved, it is not updating estimated travel cost as commitment against a respective WBS budget
2. When trip is getting settled still the commitment is not getting updated
3. If a trip is modified/deleted and saved, the committed amount is not getting modified / updated accordingly.
4. When we post trip cost to finance that time if budget is exceeded system is not allowing it to post which is correct. But till the time of FI posting, there is no information on commitment or probable consumption of budget due to trip cost.

Isn't budgeting, Commitment update and availability controls all standard scenarios in project system.

Shouldn't it also work for any expenses booking scenarios for travel management.

Please advise.

Regards,

Rijuraj

[Paulo_Vitoriano]

Hi Rijuraj,

I am not aware of any standard solution without FM.  You probably can develop an interface from the FI-TV estimated cost into the order plan, because ROP can be treated as commitment in PS AVAC.

Besides a hard stop for budget availability control does not do any good, eventually it prevents a recording of facts that took place already in a past and cost is incurred.  You should have a soft reaction with warning + email.

Regards,

Paulo