Budgetary Control during PR creation.

[Former Member]

Hi Experts,

Need your help for the following issue, My requirement is:

I am creating manually a PR via ME51N, using account assignment category as P and item category D or standard, providing my WBS. In valuation field I am putting value more than the budget of that WBS. But budget is NOT getting checked.......I tried to creat a service PR as well as material PR.

Same parameters if I am using to generate the PR via CJ20N Budget exceeding error is coming against the same WBS.

My client want the budget exceeding error should come when we are manually creating PR using the transaction ME51N.

The following are my setting related to budget availability control:--

1. In tranx OPS9 budget, Activation type is 1and checked for only overall budget. (releases box is unchecked)

2. In tolerance limit, activity group is selected as ++ only with warning and error at 90% and 100% respectively.

3. As we are using Investment management also so project is funded from investment program via IM52.

4. Commitment management is active for all the WBS (also system status is set AVAC)

5. I am using ECC5.0

6. I have deactivated and activated the avalibility control already.

7. There is no exempt cost element.

8. We are NOT using funds management.

For your information after creatingPR via ME51N; when PO is made against the manually created PR, budget exceeding error is coming.

Please let me know what is wrong with the system. What else I can do for testing it.

Thanks in anticipation.

Regards,

Ganesh

[Former Member · Accepted solution]

Hi ,

Balance sheet related GL account codes will not have corresponding cost element. Since commitment is not updating from balaance sheet related GL account , you need to create Statistical Cost elements for all Balance Sheet related GL, especially used in procurement process.

Tnx.

Abdul

[Former Member · Accepted solution]

Hi Abdul,

The Balance sheet G/L account initially will not have any cost element, while creating the G/L account of the Balance as Cost element it automatically takes the cost element category as 90 (statistical cost element).

Check the balance sheet G/L number in the PR in display mode, in the account assignment there is a field G/L account, that is the balance sheet G/L account. Take that number and goto transaction KA03 mention that number in the cost element and press enter, if that does not exists as the cost element then goto create mode and enter that number, system give a message as below:

Account is balance sheet account: cost element category is defined

Just press enter and observe the cost element category field in gray mode having a value 90. Then save, don't make any changes.

Then try creating new PR with the same material.

Regards,

Praveen.

[Former Member · Accepted solution]

DearAbdul

We are still facing the same problem, we had created a new g/l balance sheet account, with stastical cost element under category 90, but still we are allowed to post the PR more than the budget....which should NOT happen.

Kindly provide more inputs

Thanks in advance,

Regards

[Former Member]

still doubt NOT cleared.

[former_member611509]

This message was moderated.

[Former Member]

Hi Ganesh,

Please confirm if the PR value reflects as commitment to WBS in commitment line items report (T-code: CJI5) for the project after creation of PR.

If a PR reflects as commitment, it will be considered for availability check.

Regards,

Rahul

P.S.: FYI, please -

You may use account assignment category 'P' in case of procurement of non-stock items, in which the WBS element (to which PR/PO is account assigned) gets charged off after GRN.

[Former Member]

Dear Rahul,

Thanks for your input, your point is very valid, I checked the report after creating the PR of value 350,000.00 , following is the report layout.

WBS element; PReq; Document No....;..; Cost element; and value

P.00015.1;PReq 10018376;...............; 7200000; 350,000.00

The list is coming of all the PRs generated with-in the project (via cj20n); and the PR above created via me51n.

I am very much confused; moreover fyi while creating PO against that PR(10018376) budget exceeding error is coming!!!

But still why during the creation of PR via me51n that error is NOT coming.

Request you to please bless me with your inputs...

Thanks in anticipation,

Regards,

Ganesh

[Former Member]

Hi Ganesh,

I suggest you to try this -

1. Reconstruct availability control (T-code: CJBN)

2. Create a new PR of value more than the allocated budget with account assignment category 'P' and assign the WBS element for which budget allocation is done and availability control is activated. The expense account (G/L) which is assigned in this PR must be cost element (category 1).

3. Click on "Check" button and see if system checks for budget.

Meanwhile I will think on this issue and try finding out any other possibility due to which this problem occurs. One thing is for sure that any PR resulting in committment is considered for budget check unless specifically exempted (by cost element).

Regards,

Rahul

[Former Member]

Hi Rahul,

Thanks for your information; I did it but still same problem...

Appreciate your inputs!

Regards,

Ganesh

[varshal_kachole3]

Hi,

Please check with BASIS team If the Note : 955107 has been implemented.

If it is implemented then the PR Commitments are not considered for the availability control.

Hope it helps.

Thanks..

[Former Member]

This message was moderated.

[Former Member]

Ganesh,

Are you using Investment Management? If so when you have carried out the budget distribution via transaction IM52?

Check the status of all the WBS element? Whether AVAC status is available to all the WBS elements?

Please clarify the above. And more over while creating PR using transaction take the account assignment as Q.

Regards,

Praveen.

[Former Member]

Dear Varshal,

Its a good point!

Yes we have implemented the SAP-Note: 955107 along with 955106.

So here I am having doubt that why Budget is checked for the PRs created via CJ20N, and Budget is NOT checked for ME51N; for the same project with all the parameters same?

Need some more inputs.

Thanks & regards,

Dear Praveen.,

FYI: We are using Investment Management: Yes budget is distributed via IM52. Yes, all the WBS elements were having AVAC and BUDG status.

One intresting thing I want to share that,

For PR via CJ20N, Budget is checked if I am using Cost Element with Category 1 as well as 90

But for PR via ME51N, Budget is NOT checked whether I am using Cost Element with Category 1as well as 90.

Very puzzled now....:-(

Edited by: ganesh sarasvati on Jul 24, 2009 9:05 AM

[Former Member]

Hi

Yes we have implemented the SAP-Note: 955107 along with 955106.

If you want budget control then why you implemented these two notes?

The note 955106 descripes

The purchase requisition commitment should not be taken into account in the availability control.

The note 955107 descripes

The purchase requisition commitment should not be taken into account in the availability control.

So both the notes are against your requirement

So remove the notes and check the budegt control

Thanks

S.Murali

[Former Member]

This message was moderated.

[Former Member]

Dear Ganesh,

The above mentioned notes will not influence the report CJI5. Since the PRs are created and it should show as the commitment line items.

The purpose of the note is, only not to consider the PR commitment value, but to consider the commitment value during PO in availability check.

The note will only stops the error or warning messages as defined in the budget tolerance limits.

For considering the PR commitment from CJ20N / CN22, take help of ABAPer and analyze the code written in the note 955106.

Hope this may clarify your doubts..

Regards,

Praveen

[Former Member]

Hi Praveen,

thanks for your explanation,

I enquired about these Implemented Note in our system, and come to know that;

At that time we were facing the following problem:

Our WBS was having $100, and PR of $80 created. While creating PO system was throwing Exceeding Budget Error!

for resolving those notes had implemented.

Regards,

Ganesh

[Former Member]

Hi Ganesh,

Thats very good that you have finally got the clarification, to over come that, you can also go with higher % for error message.

Anyways, hope your problem has solved.

Regards,

Praveen

[Former Member]

Dear Varshal,

You were the only person who has identified that we might have implemented the OSS Note: 955107. {Rewarding points for that }

My problem got solved after removing only this Note (hav not removed 955106 yet).

I would appreciate if you please clarify my doubt:

After removing this note system is throwing error message when the PR value is more than budget allocated to WBS, for manually created PR (using transaction ME51N) and for project generated PR (using transaction CJ20N)

Earlier as you know only for PR generated from CJ20N it was working.

As for BOTH the process PR is a commitment so why that note is NOT affecting PR generated via CJ20N.

Please input your thoughts I'll really appreciate it.

Regards,

Edited by: ganesh sarasvati on Jul 28, 2009 7:37 AM

[Former Member]

Dear Ganesh,

Why you are using Accounting asignment as P and Item category D?

Check whether the cost element are created under category 90.

Regards,

Praveen

[Former Member]

Dear Praveen,

Thanks for your prompt reply.

I am using account assignment as P, because my requirement is to check the budget against WBS.

I am checking cost element category from trnx KA02 and my cost element is under category 1-Primary costs/cost-reducing revenues; and in f4 help category 90 is not there in the system.

Please explore more about it as I am new to PS.

Regards,

[Former Member]

Dear ganesh sarasvati,

If it is required for project then select the account assignment as Q for material, and use acct assignment N (network) and item category D for services.

The balance sheet related cost elements should be created as statistical cost elements under category 90.

Check with your FICO team for this.

Also refer to this [thread|;

Regards,

Praveen.

[Former Member]

This message was moderated.

[Former Member]

Hello Experts,

May I request you for your valuable inputs regarding this problem....

Loking forward for your help.

Regards,