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author's profile photo Former Member
Former Member

How to activate PS budget for PM order

Hi there,

i'm a new bee on PS module. The system won't prompt for budget checking when i create pm work order, though i've performed the following setting :

1) created project and WBS element via CJ20N

2) activate the availability check

3) set the tolerance limit via spro

4) set the budget to 100 via CJ30

Please help.

million thanks in advance.

rachel

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    author's profile photo Former Member
    Former Member
    Posted on Oct 21, 2009 at 02:52 AM

    Thanks for your help. The availability control is now activated in my system (WBS status : budg, avac), but the weird thing is the system prompted error message ( "Order xxxxxx budget exceeded. Message no. BP601. Diagnosis : Payment budget for WBS element XXXX-XXXX-XXXX on Order xxxxxx been exceeded by 196.75) when i tried to save the pm order, though i still have enough budget for it. Please refer to the following data from CJ30 (planned total : 196.45 doesn't exceed current budget 300 for period : 2010)

    period budget current budget distributable planned total release

    overall 600 600 600 196.45

    2009 300 300 300

    2010 300 300 300 196.45

    ( the distributed column is empty)

    Kindly throw some light on this issue.

    million thanks in advance.

    regards,

    rachel

    Edited by: rachel rachel on Oct 21, 2009 4:53 AM

    Edited by: rachel rachel on Oct 21, 2009 5:41 AM

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    • Former Member

      Is the release column also empty?

      If it is then you should check the Release indicator on your budget profile setting (OPS9)

      If the release column is set then you have to release the budget to your project (CJ32)

  • author's profile photo Former Member
    Former Member
    Posted on Oct 16, 2009 at 10:17 AM

    Hi,

    In the PM order , in additional Data tab , key in the budgeted WBSE. By this way PM order and WBSE are linked.

    You can also create a network under the WBSE and Key in the same in Subnetwork / Opp field of PM order. By this way, PM order is created as sub network to the project network. The advantage here is , when ever project is scheduled , PM order start and finish dates also get updated accordingly.

    Thanks

    Saikishore.Ganga

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  • author's profile photo Former Member
    Former Member
    Posted on Oct 16, 2009 at 01:57 PM

    Have you checked your configuration in Customizing "Define Order Value Updating for Orders for Projects" (OPSV) ???

    Monica

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  • author's profile photo Former Member
    Former Member
    Posted on Oct 19, 2009 at 06:03 AM

    Hi there,

    thanks for your reply.

    The WBSE were filled by the system automatically when i performed APPSPM, which mean, the PM order and WBSE should be linked in my case. and the appended plan update and assign fund in plan checkbox was ticked for category 30 (maitenance order) via OPSV. Besides, I've maintained the budget as 100 for period 2009 and 2010, but the system didn't prompt any error/warning message though the total plan cost in my PM order is excess 100.

    Please help.

    million thanks in advance.

    rachel

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  • author's profile photo Former Member
    Former Member
    Posted on Oct 20, 2009 at 12:49 AM

    Thanks for your reply, the following data is appeared in additional data tab page of PM order.

    WBS element : XXXX-XXXX-XXXX

    project definition : ZPMXX/XXXX

    subnetwork : <empty>

    Please advise.

    Thanks

    rachel

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