on 07-19-2016 8:01 AM
Hi experts,
Would like to clarify requirement given by client. This is related to investment management.
ABC - Active budget checking.
BA - Business Area
Attached screenshots is for easy understanding of requirement. Request to please advise how it can be achieved and how budget check happens in IM.
Regards
Gaurav Ahuja
Hi
Please refer to below useful information.
SAP PS - Configure Budget Availability Control
Budget Functionality in Project System
-Shubham
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Hi,
OK so its Budgeting in IM.
Have you done all the standard steps as mentioned below:
Investment Program Budgeting (Top Down) - Investment Management (IM) - SAP Library
Distributing Budget to Measures - Investment Management (IM) - SAP Library
-Shubham
Hi Shubham,
IM is working fine here, this is a new requirement to check budget of IM position at consumption time, Currently budget check happened at WBS level and system doesn't allow budget consumption more than available budget of WBS. There is no availability control in IM so Budget check in IM is not possible in standard.
Regards
Gaurav Ahuja
Hi Experts,
Requirement revised a little bit.
Investment structure second last node in screenshots is Business Area (6119), The projects assignment at last node project category (6119_S etc.), Now requirement is, Project should be able to consume as much budget as Business Area node have if other project haven't consume any budget or all projects consume irrationally, but sum should not exceed business area budget.
The requirement is to widened the budget bucket and no budget control at project budget level. The project budget will be distributed as static budget and should not restrict project to consume more budget till budget is there in Business area bucket.
I believe if i deactivate availability control of project, it doesn't check IM position budget as well, isn't it ? So, how to validate project consumption with IM position budget as individual project availability control is not required anymore. Budget figure of Business area should be considered.
Would appreciate if you can share possible solutions (Standard or customized).
Regards
Gaurav Ahuja
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Hi Gaurav,
Is your BA the last node ( Position ID) in IM which is being assigned to the WBS? If yes you can control the distribution of the budget from the lowest level IM Position to the various projects.. and then activate the budget control to check for the available budgets..
Regards
Sammar
Hi samar,
Business Area is not the last node in there current process, But yes they are agree to use it as last node, Now, pl tell me if i consider last node as BA.
if IM position (BA) bduget - 10000 MYR
PD 1 - 5000 MYR ( PD - project )
PD 2 - 5000 MYR
Requirement is PD 1 or PD2 can consume more budget than allocated to them from IM52, one can consume 8000 MYR n second one - 2000 MYR or one can consume total of 10000 MYR. Budget availability control in PS seems not useful here. How it can be achieved ??
Regards
Gaurav Ahuja
So the idea here is that IM position budget should be checked for project instead of the distributed budget at the project level..
Is the check only required against PO or other FI transactions also for a WBS?? If it is only PO then you need to write a program to check for the POs, where account assignment is for WBS/NWA check the IM linked to the project from table IMZO by passing the objnr of the wbs from prps..
check the corresponding budget values in the table if it is more than allow save..
Regards
Sammar
Hello Gaurav,
Request you to kindly go through the Investment managment documents in the wiki and then understand the concept of IM Budget allocation and control.
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Hi Vittal,
I will do that, In the meanwhile, could you please suggest if requirement is feasible or not ? What i understand from given details by client is Budget check required at Business Area level, I believe budget check in SAP work on WBS element through activation of availability control on budget distribution/release. Here in IM, Business Area can be used as a Bucket for budget distribution & project can be linked to IM position Business Area so that Business Area can be used as bucket for budget. And allocated project can not have budget more than allocated budget in Business Area
Please suggest if any other concept of budget check in IM?
Regards
Gaurav Ahuja
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