Availability check: planned costs against BCS Budget

[Former Member]

Hi Experts,

I need to perform an availability-check, when releasing PM-Order: The Planned Costs against the Budget in FM-BCS.

Can you instruct me how to customize this check.

Thanks

Yaacov

[former_member184992 · Accepted solution]

Hi Yacoov,

You need to have PM integrated to PSM-FM for this. There are some important things that must be in place as below:

a) Integration between Plant Maintenance (PM) and Funds Management (PSM-FM).

This can be checked in the IMG path:

IMG -> Public Sector Management -> Funds Management Government -> Actual and Commitment Update/Integration -> Integration -> Maintain Field Status for Assigning FM Account Assignments

You should have a record there with Object type = '03' (plant maintenance) in such a way that the fields are displayed and

ready for input in the Funds Management dialog box of the order.

Doing this, you integrate the plant maintenance processes with Funds Management. To this end, you stipulate that the commitment item, funds center, and fund for an FM area and for object type 03 will accept input. When you create a maintenance order, you can enter the FM account assignments by choosing Extras -> Assignments -> Funds Management.

b) Derivation rule in FMDERIVE

You should consider to have a derivation rule in your FMDERIVE with function module FMDT_READ_ORDER_PM_FROM_FMZUOB. This function reads the account assignment that was entered or derived within Plant Maintenance orders.

c) Fields settings

If you set your system in such a way that FM data is derived from the reference object (functional location or equipment), the system response depends on how you defined the fields of the FM dialog box using Customizing activity 'Maintain Field Status for Assigning FM Account Assignments':

- The fields of the FM dialog box are defined as ready for input

('Opt. entry' or 'Req. entry') in Customizing:

If you change the reference object in the order, the system

does not re-derive FM data automatically. For that, you must

navigate to the FM dialog box and, by choosing icon

'Redetermine account (F5)', trigger the derivation manually.

- The fields of the FM dialog box are defined as not changeable

('Display') in Customizing:

If the reference object is changed in the order, FM data is

redetermined automatically.

- The fields of the FM dialog box are defined as not displayable

('Hide') in Customizing:

FM data is not determined.

Set the field status to optional to permit the user to enter the

FM objects and still benefit from the possibility to

automatically derive the FM objects from a CO object.

d) If you want to change account assignment data on the 'Location' tab page and redetermine FM data on the basis of changed data, you can use enhancement SAPFMPM with user-exit EXIT_SAPLFRC4_001.

See also SAP Notes:

===================

767333 IW31/IW32: Funds Management data cannot be changed

572729 Avoid Field Status Required for FM objects in online Order

1267998 FI311 - Common issues related to this error message

1268001 FI313 - No funds center entered/derived in item &.

I hope this helps.

Best Regards,

Vanessa.

[Former Member · Accepted solution]

Dear Vanessa,

Thank you very much for your detailed answer.

It is a very big help for me and I appreciate the effort you've made to give me a piece of your experience.

Best regards,

Yaacov

[Former Member · Accepted solution]

Hi Vanessa,

I have defined the integration to PM Orders, as you suggested.

All the account assignment elements are derived from the PM Order to FM .

But , still, the check I need is not done:

I need the system to check if the planned costs in the PM Order do not exceed the budget, and the check should be executed when releasing the PM Order.

Releasing the PM Order does not create purchase-requisition for components (materials), so no FM documents are created (as Eli had mentioned) ,

still I need to compare planned costs against the budget.

Do you have any suggestions how to customize this kind of check (customization or user-exit)

Thanks again

Yaacov

[iklovski · Accepted solution]

Hello Yaacov,

As I mentioned, integration of FM with PM described by Vanessa allows to derive FM assignment with derivation rules during PM order creation. But, AVC is trigerred only with a posting of FM document. If, on certain action, no FM document is created, then no AVC is performed.

I hardly could think of a solution. You can arrange one-time check of your planned costs against the budget by using standard function modules of checking the budget. But, if I understand you correctly, you also want to consume your budget with this action and this would not be possible without intervening in the core of PSM-FM flow.

Regards,

Eli

[Former Member · Accepted solution]

Hi Eli,

I only need to perform the check, NOT to consume budget based on planned costs.

If the planned costs exceed the budget, an error message should be displayed, and the PM order would not be released.

You've mentioned standard function modules of checking the budget - It will be a big help if you can give me some more details about this option.

P.S.: This kind of check is performed in module PS (Project Systems), so I assume that SAP is consistent and allows it in FM as wellu2026

Thanks

Yaacov

[iklovski · Accepted solution]

Hi,

You can, for example, use function module FMAVC_SELECT_ANNUAL_TOTALS_ACO to get the AVC totals for the address in question (the one which is assigned to your PM order). You will have, of course, to find a user-exit or enhancement point in the planned cost release process to do so. I'm not an expert in this domain of PM and cannot tell you what it is, but I'm sure there must be one.

Regards,

Eli

[Former Member · Accepted solution]

Thank you Eli.

[iklovski]

Hi Yaacov,

The check against AVC ledger will happen only if the transaction in question is updating FM tables, i.e. creates FM document. Does the operation you are talking about create FM document? If not, then you won't be able to do it with standard measures. Of course, you can develop a function which will check AVC data without the posting, but that's a development.

Regards,

Eli

[Former Member]

Hi Eli,

Is the customizatin : "AvailabilityControl ---> Activate/Deactivate some AVC messages for applications" ---> "Plan datatransfer from CO", relevant to this task ?

What FM tables you suggest to check to see if there are relevant FM documents ?

THanks

Yaacov

[iklovski]

Hi,

FMIOI and FMIFIIT are the only tables for FM document details.

Plan data transfer from CO speaks of something else: transfer of planned costs to budget. Anyway, I assume, the flag is checked there.

Regards,

Eli

[Former Member]

Thanks

I'll continue from here , and get back to you as soon as I find results.

Regards,

Yaacov

[iklovski]

Hello,

Small remark to Vanessa's answer: integration with PM is necessary to get the FM address for the PM objects. However, please keep in mind, that not every operation in PM would be AVC (budget control) relevant, as I mentioned before.

Regards,

Eli