cancel
Showing results for 
Search instead for 
Did you mean: 

SAP PS budgeting from IM

former_member308318
Participant
0 Kudos

Hi All,

Our requirement demands creating two IM program structure for CAPEX and R&D.

Scenario:

-IM Program structure is only used to Budget the Projects.

-Let's say R&D has a Budget of 20 Million USD for the FY2015 only 15 Million USD is used to Budget the different Projects and the requirements is the rest of 5M USD will no be budgeted to projects,they use that Budget to HR department,buying ingredients so my query is how this non Project budget is budgeted to HR or buying without a proper receiver like WBS or Internal Order.(I am thinking to budget the non project budget to respective Cost centers but I am not sure if I am making any sense )

-If so,is there any consolidated report to see the Budget flow to projects and non project budgets?

Thanks,

Ashley.

Accepted Solutions (0)

Answers (3)

Answers (3)

former_member308318
Participant
0 Kudos

In our business R&D projects are completely expenses.

-Would it be best practice creating an IM(Investment Management) structure for R&D Projects(Expenses)?

-Can we create an IM structure on Plant basis?(I don't think there is any std approach to create an IM structure,we can create as per the client requirement)

-Does IM structure has an impact on Profit Center?

I am assuming that all we need is to create an IM structure is Budget values for a given FY(fiscal year) and program type?

Experts,please advice.

sammar81
Employee
Employee
0 Kudos

Hi Ashely,

Please find answers to your queries below

1. You can create an IM Structure Only for CAPEX or Only for OPEX. You can use budget Categories to use the Same Structure of CAPEX and OPEX. So Assume you have created a IM program TEST2014 with Position ID 100- Now this can be assigned for CAPEX projects as well as OPEX. If you are using Budget Categories..

2. Now if you don't want to do that.. you can create TEST2014 as EXPENSE only IM program with its own Structure.. You can base the Position IDs to Plants or Departments or Cost Centers or Profit Centres. Its all @ your need and how business wants to define the structure and at which level you want to allocate budget.

3. The IM has no linkage with Profit Centers or Cost Centers.. It is independent of the Cost Objects.. It is used for Budgeting Controls or making a Business case if you are using an Appropriation Request route..

Hope it clears your doubts..

Cheers

Sammar

varshal_kachole3
Active Contributor
0 Kudos

Hi,

Please explore the Budget Category functionality in IM.

Thank you and Regards,

Varshal Kachole

sammar81
Employee
Employee
0 Kudos

Hi Ashley,

I don't think you need two IM programs to cater for this requirement.  You just need to create two different Position IDs under one IM Program..

So for eg. lets say your IM program is ABC2015 in which Position ID 100 is for R&D Projects and 120 is for Non- Projects. And within these position IDs you can have sub IDs for different departments within R&D and Non Project Entities.

The problem what I see in your requirement is that you cannot control budget activities for Non Project related entities from SAP IM. As there is no link between IM and Cost Centers.

You can use cost center budgeting but it doesn't provide any controls as is available in IM. I would suggest to use Funds Committment in consultation with your FICO guys.. Else you can create Some General Projects for HR and other departments which will then be lined to Position ID 200 and you can control their Budget.

Hope it helps...

Cheers

Sammar