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SAP PS budgeting Project without IM

former_member308318
Participant
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Hi Experts,

We are implementing SAP PS with all other modules but SAP IM is out of scope.So,how can we budget the project from IM structure.I came to a conclusion that minimum config from IM is required for Budget approval process in AR(Appropriation Request) & IM profile but I don't think we can budget the Project unless and until we specify the name of the IM structure and Position ID at AR level.

So,bHow can we Budget the Project (CAPEX) without the IM structure?

Any suggestion is  greatly appreciated ..Please do the needful

Accepted Solutions (0)

Answers (5)

Answers (5)

former_member195427
Active Contributor
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Hi Ashley,

We need IM in CAPEX scenarios to fund investment measures (IO/Project) with approved funds (budget) for these measures.This approved fund is the 'limit' assigned to the measures and project users can not change it independently. It's via IM only supplement is given to measures. AUC creation is another feature of IM.

If you want project users to change this approved budget 'limits' independently then I don't see any value in getting approved values from IM. 

If you dont want IM structure then better create Projects manually (or using AR) and send the workflow mail to Investment managers to approve budget for project via CJ30 (authorize them only to use CJ30) and later you distribute it to sub-hierarchy accordingly.

Regards

Saurabh

Former Member
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Hi Ashley,

After check your all parameters i come to know that you need to updated all the functionality of IM except Budget Functionality. We update the budget in Position ID in IM (IM32) which is an integral part of AR because on the basis of Position ID we come to know the details of budget which we assign to AR so system will not allow us to buy pass this functionality of budgeting in IM so we have to go with IMCCP1 then IM54 (Distribute budget to project) Transaction codes to finally update budget in WBS's (CJ30 budget distribute to WBS) of a project. But we should wait for other experts to comment on this issue.

Regards

Shashank Gaur

former_member308318
Participant
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HI Vijay,

As I said ,we are not creating IM program structure.We are going to do a baseline config for workflow approval process.If there is no IM program structure, I am assuming that Investment manager would manually budget the Project directly in CJ30 Transaction without the reference of IM32 & IM52 Transactions.But,are we able to create AR and send it for approvals without specifying the IM Program and position ID at AR level.

Former Member
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Hi,


Ashely Norton wrote:

But,are we able to create AR and send it for approvals without specifying the IM Program

and position ID at AR level.

I don't think so, you can create AR without IM program.

Apart from this, as I understood your query, you want to do budgeting from CJ30,32 and so on plus budget approval process. Well one solution is, you can achieve this by creating a custom workflow program just for budget approval. and upload the approved budget using CJ30. Discuss with your WF consultant for such budget approval program.

But before this, you have to remove Program Type Budget from Budget Profile, as Amit suggest.

Regards

Shishir

Former Member
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hi Ashely

create a project manually and attach the top WBS to invest program, pos id and approval year.

now try to budget project manually

Former Member
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Hi Ashley,

As I understood from your query is that you need to retain the IM configuration but for budgeting you need to make it without IM ? Isn't That ? If yes, then go to OSP9 (Budget Profile) and simply remove "Program Type Budget" from it. But this is the solution where you are almost creating a new budget profile. I am not sure if it helps you.

Regards,

Amit

former_member308318
Participant
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Thanks for the response , Amit .

Yes, my client is very specific about approval approves ( AR) for the I can config AR and specify Project as Investment measure but how can we budget the project without IM structure Once the budget is approved ?

Former Member
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Hi Ashely,

I am sorry. I could not think of anything else. I tried searching every possible angle on IM52 transaction code but somehow it may pick something related to AR and Position id created through IMA11.

May be you can have any user exit for IM52. But you should wait for others experts to comment on this.

Regards,

Amit

former_member308318
Participant
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Amit,

I tried every option like you said but everything is linked to Position ID.

As you said let's what for the experts to comment on it .

Experts:below are the brief queries to which Amit & I have been discussing :

"AR will be created & sent it for budget approvals "

" Budget must be approved & project must be budgeted without specifying IM structure & Position ID at AR level "

" i would consider doing minimal configuration for AR like reason for investment , scale , priority ,AR types & so on but no scope for IM structure "

Former Member
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HI Ashely,

As per your requirement you don't want the Appro.Requests(AR) to be linked to IM & then budget figures flow from IM position, but you want, projects to be linked to AR. ??

So you can create AR, send for approval & keep what ever master data you want  but don't update  the WBS in measures/Asset tab of   the Appro.requet, thats the place where it keep the standard link of IM-AR-WBS. instead you can keep the project code/WBS in additional field of AR or keep the AR details in project/Wbs additional fields .

Also you have to create Z report to see the project details against the AR or vice versa.

Thanks & regards,

Sam