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Implementing "Budget Categories" and setting up dependencies on Cost Center

Jan 31, 2017 at 02:54 AM

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Hi,

My customer does not want to create Budget GL by GL. Instead, they have budget categories, and the same GL may be assigned to different budget categories in different transactions. They also have dependencies regarding which budget categories can be used for which Cost Centers. For example, there may be 5 valid Budget Categories for a given Cost Center / Profit Center.

What is the best way to implement this?

I am thinking of creating a UDO for Budget Category Master with 3 fields: Budget Category Code, Budget Category Name and Active.

Another UDO with 1 field: Cost Center Code and Cost Center Name. The purpose of this is to store the list of Cost Centers for which a given Budget Category is valid.

In AP invoice, I will add a UDF for Budget Category Code and Budget Category Name. I will set up User Defined Values using a query, which will filter the Budget Categories based on the selected Cost Center in the AP invoice.

Further, I will have database level validation in SBO_SP_TransactionNotification to validate that the Budget Category is valid for the selected Cost Center. This is required to handle situations like the user selecting a Cost Center and Budget Category and then selecting some other Cost Center for which the previously selected Budget Category is not valid.

Is this the best approach? Can any other feature of SAP be used?

Thanks.

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