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How to reflect the WBS element in the actual postings for PM orders

sanjay_ram
Participant
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Hi,

I have linked a WBS element in the additional data tab of the maintenance order and the WBS element in the location tab is left empty. When i post goods issue to this PM order, the accounting document does not copy the WBS element from the PM order. The account assignment contains only the PM Order and the WBS element field is empty.

Is there a way to populate the WBS element field either as a real/statistical value in the accounting document of the PM orders transaction data?

Accepted Solutions (1)

Accepted Solutions (1)

MTerence
Active Contributor
0 Kudos

Hi Sanjay,

I dont think the WBS element will be captured. But through custom development, it should be possible, but not in the standard field.

You can also enter the WBS element in Text field (editable for 261 mvt type)

Regards

Terence

sanjay_ram
Participant
0 Kudos

Hi,

The problem is when we set a budget in the WBS element that budget is not being validated when we post costs to this PM order. The costs is getting posted even it is higher than the budget. May i know why this is happening?

How to make sure the WBS element budget check should be triggered from the PM order costs posting?

MTerence
Active Contributor
0 Kudos

Hi Sanjay,

Have you set up configuration in PS.

1. Creating Budget Profile

2. Assign to Project Profile

3. Tolerance limit setup

Unless you set up these things, you will not get the budget error.

Refer below doc

Regards

Terence

sanjay_ram
Participant
0 Kudos

Hi,

Yes i did and it is working for FI journal postings account assigned to the same WBS element. If the WBS element is assigned to PM order the budget not working. Is this because that we set the WBS element in the Additional tab instead of the location tab?

MTerence
Active Contributor
0 Kudos

Refer below document

Budget check happens against the Additional data tab WBS element.

WBS element assigned in the account assignment tab will be used for creating settlement rule.

Regards

Terence

sanjay_ram
Participant
0 Kudos

Thanks sir.

But something is wrong with my config. The same WBS budget validation is working fine when i post using FI journals but when i post goods issues to the PM Order to which the WBS element is linked, the budget is not validated. To avoid ambiguity i have assigned the WBS in both additional and location tabs.

sanjay_ram
Participant
0 Kudos

I have activated the tolerance limits for all kinds of postings as well.

MTerence
Active Contributor
0 Kudos

Hi Sanjay,

Check the Tolrence limit config, whether you have given ++ or any other options.

It is sufficient, if you give the WBS element in Additional data tab

Regards

Terebce

MTerence
Active Contributor
0 Kudos

Hi Sanjay,

Check by creating a new order.

Regards

Terence

sanjay_ram
Participant
0 Kudos

Yes sir, that was the issue. You have been very helpful. God bless you!!

Answers (0)