Budget Check, while SC creation

[former_member229388]

Hello Experts,

We are on SRm 4.0 Classic scenario.

We will be implementing funds managemnet in ECC backend.

I want to understand few things with this respect:

1) If we dont activate Funds management at SRM, is there any way, for eg: DOC CHECK BADI, with the help of which I can do budget check against IO/CC in the backend, and prohibit SC creation if sufficient budget is not available? (Throw error message etc)

2) Do SRM 4.0 CLASSIC scenarion support Funds Managment activation at SRM end?

I have already gone through few SCn links, but still want some clarity specific to this scenario of ours.

Thanks,

Dhananjay

[Former Member · Accepted solution]

Ans 1) By default, the budget check is available in the SAP SRM 4.0; How ever it does not throw the error. You can make the system throw an error using the BBP_DOC_CHECK_BADI.

Ans 2) To activate the Funds Management - You need to have SRM PPS License and Installed. SRM PPS is not a default part of SRM. Also that, SRM PPS is not supported in the SAP Classic Scenario, because leading system for purchase order is not SRM but ECC.

Please feedback if you require more information or this has helped.

[former_member229388 · Accepted solution]

Hello K P,

Thanks for your inputs.

Well I would like to further understand, how would the default budget check in SRM 4.0 would work.

1) While creating SC, once Cost assignment details are filled up, and if there is no sufficient budget available, will there be a warning message about insufficient budget?

2) Or once SC is ordered it will go 'Error in transmission', as PR creation would not be possible?

3) Or PR would still be created in ECC?

Can you briefly expalin, how the SRM 4.0 would behave with Funds managemnt activated in ECC?

Thanks,

Dhananjay

[Former Member · Accepted solution]

In SRM 4.0 at the shopping cart Item level, you can see the status of the budget. There won't a warning or error message by standard but the status of the budget will just be shown. The reason is Shopping Cart is not a legal document and does not require commitment. As an example at the time of SC creation, you may not have the budget but at the time of approval you may have sufficient budget to create a PO. In reality the other way can also happen & result in error.

In government organizations, you need to make a commitment for the shopping cart at the time of approval. This is why SRM PPS is most suitable for public sector companies.

In your case you would like to convert SC to PR. PR does not require Account assignment category to be set. So SC will not go in "Error in Transmission" & "PR will get created". I assume there is no customizing to make the account assignment category mandatory is done in ECC.

[former_member229388 · Accepted solution]

Hello K P,

Thanks for you inputs once again.

So you mean to say:

Once Funds Management is activated/implemented at ECC,

1: When SC will be created, requestor will enter Account Assignment Category, and specify necessary elements, like Cost centers / IOs / GLs etc (will there be any additional fields shown in cost assignment section?)

2: Once these elements are entered > system will by default do budget check.

3: And there will be budget a budget status at line item level of SC.

Is it possible for you to provide screenshots etc (mail id dhananjay26683@gmail.com) ? As we are designing solution we need to know what information requestor would get to see.

Thanks,

Dhananjay

[Former Member · Accepted solution]

Yes. You will see the budget availability check happening and the budget status shown in the item level by default. I don't have a screenshot of this as we have upgraded to SRM 7.0 in the past.

You can read about budget check in SRM 4.0 in the link here.

http://help.sap.com/saphelp_srm40/helpdata/en/4f/b3e739e62b714be10000000a114084/content.htm

Please encourage the helpful responses accordingly.

[former_member229388 · Accepted solution]

Hello K P,

Thanks.

So as I do understand: Once Funds Management is implemented in ECC:

At SRM 4.0

1) We do not have to do any additional customization.

2) While creating SC, active budget check will occur, but SC could still be ordered.(If sufficient budget available)

3) With the help of DOC CHEC BADI, we can generate error and prohibit SC oredering. (In the case of insufficient budget)

3) Once SC ordered / approved > PR would be created in ECC.

4) If still, budget not allocated for PO creation, PO creation will not be possible at ECC

Is this understanding correct?

thanks,

Dhananjay

[Former Member · Accepted solution]

You are correct. Please mark the correct response as answer so that, the points will go the respondent. Thanks.