Budget Warning Not Exceeded Through Purchase Requisition - What are conditions for this

[Former Member]

Dear All,

I have setup budget as per Standard SAP B1 process but

Budget Warning Not Exceeded Through Purchase Requisition.

there is option available in Administrtor > General Setting > Budget > Purchase request.

I wanted to know on which condition, system will validate Budget at Purchase request screen.

Please help.

[kothandaraman_nagarajan · Accepted solution]

Hi,

Please refer SAP note:

2022553 - Budget deviation is not validated

Thanks & Regards,

Nagarajan

[Former Member · Accepted solution]

Thanks Nagarajan.

Budget warning may trigger at AP Invoice level as per note suggested by you. but we wanted to know how it will trigger at Purchase requisition / Purchase order level/

As in 9.0, there is option / check box for Purchase Requisition. Please guide if you configured similar functionality

[kothandaraman_nagarajan · Accepted solution]

what is your version and PL?

[Former Member · Accepted solution]

Version 9.0 PL 12

[kothandaraman_nagarajan · Accepted solution]

If you notice below sentences from above note, it may be application error in PL12. You may need to upgrade to PL14.

Symptom

Budget has been initialized in General Settings and a
Budget Scenario has been defined, however the following can be
noticed:

- No blocking or warning occurs when adding a Marketing Document or Journal Entry.

- The Actual amount in Budget Scenario - Setup form is not updated.

[Former Member · Accepted solution]

Sure thanks. Will upgrade to PL 14 and revert back

[Rafaee_Mustafa · Accepted solution]

Its also not working on PL13 and P15 is also released

[Former Member · Accepted solution]

Dear All,

I have updgraded to PL 15 Hot fix 1 now but still Budget setup is not working. I have attached above screen shots as well.

Pl do needful. For Simple condition like Manual Service AP Invoice is also not happening

[Former Member · Accepted solution]

Dear All,

Thanks. Problem resolved.

After upgrading PL 15, I have created new GL code as "Test" and checked.. Its working fine.

In case of PR , We need to select Gl code else it will not trigger.

[Former Member]

Please help. waiting for Solution

[Rafaee_Mustafa]

Please also check these help file

Budget Settings

Budget Scenarios

[Rafaee_Mustafa]

Hi Jigar,

The link you have shared is for SAP ERP not for SAP B1

For purchase request if user use any expense account and if your finance set any budget for expense accounts then according to your settings it can be blocked, warning or ignore

As it does for other purchasing documents.

[Former Member]

Thanks mustafa.

I was checking in web and i got above link so i have shared.

I have put budget for one expense account and same is being selected at Raw level while creating Purchase request manually.

Any other setup is required ? I have selected Item code and other mandatory fields in Purchase request and additionally, I have added GL code for which i have setup bdger