ECM - Org unit freezing during budget creation

[Former Member]

Hi,

We are creating and releasing the budget during the start of the year (Jan – March). If there is any change in the organization structure, during this period it will not get update in the Budget structure which is already created. Is there any option of freezing the Organization structure during this period?

Any suggestions???

Thanks

Neetha

[Former Member]

Hi,

Further to Paul's recommendation, please consider the following functionality of the RHECM_PROCESS_SUPPORT_FOR_PLNG report:

The program evaluates the organizational structure using the start date of the planning period (T71ADM08-RVBEG). The program therefore does not take changes to the organizational structure (by creating, deleting, or moving organizational units) into account if these changes are not valid until after the start date. Changes to the structure that become valid before the planning period can be taken into account depending on the time at which the change occurred in the system.

• If the changes are made before the budget structure is generated, the program automatically takes the changes into account depending on the start of the validity period.
• If the changes are made after the budget structure is generated but are valid before the start of the planning period, you must regenerate the budget structure if you want to take these changes into account.
• If the changes are made after the start of the planning period but are valid before the start of the planning period, you must make substantial manual corrections after the change if you want to take the changes into account.

Sources: help.sap.com

              OSS Notes 1674264 and 1645410.

Hope this helps.

Donnie

[Former Member]

Thanks Paul Davidson and Donnie Freako, The above information was really useful.

Based on this, We have activated the business function for EHP5.

We are using bottom up: Import from PCP Calculation method for Budget Generation Attributes per Budget type and Period. When i try to configure Planning process and Planning overview node in SPRO, the Process type field is automatically taken as multilevel approval, org unit based process. Can you please let me know how can i change this to employee level as we are storing the budget at employee level. Please correct me if i am wrong.

Regards,

Neetha

[paul_davidson]

Hi Neetha,

The attributes for the Planning Process and Approval are set by Review and can only be changed before the review period begins.  Thus, you will see the Object Selection and Process Type entries greyed out and unchangeable if the start date of the Review period is in the past.  To change these, you must change the start date of the Review into the future (T71ADM08).  After the entries in T71ADM26_1 are updated, you can change back the dates for the Review.

Paul

[Former Member]

Thanks Paul,

This also didn't work. The process type field is still greyed out and i am not able to select the employee based selection.

Regards,

Neetha

[paul_davidson]

Hi Neetha,

Sorry it did not work.  You probably had already processed some adjustments via the Review.  Once it starts you cannot make changes. 

Two suggestions, both require some work.  First, could back out all records from the review - make sure no IT0759s or other records exist and then try with future date.    

Second, would be to start over with a new Review making sure it is future dated until you can make all configuration entries.

We had to do both in our initial testing of EhP5 in our Sandbox system so we were prepared when we went into our actual development build.  We knew what to do and when to do it, when to generate the budgets, etc. to avoid these types of problems.  

Paul

[Former Member]

Thanks Paul,

This was really helpful.. I was able to change the data to employee based by deleting all the records for IT759 and making the review for future dated.

Even after changing this, employee level budget is not displayed in the audit report (RHECM_BUDGET_RPT). Can you please let me know what might be the reason for this? As per my understanding, if we have selected the employee based process, it should display the employee level budget.

Regards,

Neetha

[paul_davidson]

Hi Neetha,

The Monitoring of Budgets report (PECM_BUDGET_RPT) is a neat report which shows the roll-up by Organizational Unit as well as the budget for each Org Unit individually.  It also shows the amounts per employee if you are using bottom-up budgeting if you check the "Financing" box at the bottom of the selection screen. 

Paul

[Former Member]

Thanks Paul for the reply.

The Budget is created based on the organization unit and now we wanted to display the budget at the employee level. So we have configured the planning process and planning overview node to Single level approval, employee based process. When i display the Budget using the report PECM_BUDGET_RPT, checking the Financing check box, the system displays an error "No Budgets can be shown". But when i uncheck the check box and execute, it displays the budget at the organization unit level.

Please provide some suggestion for the same.

Regards,

Neetha

[paul_davidson]

Hi Neetha,

In your post above from Oct 30, you state you used budgeting from PCP.  We used BAdI HRECM00_BDG_EE_G to generate from the guidelines.  When we did this, individual "BU" objects (Budget Units) were generated for each employee.  These can be seen via SE16 for table HRP1001 for object "P" to object "BU" with relationship A300.  If these relationships exist, you should be able to see them in the Financing view of PECM_BUDGET_RPT.

Since you cannot see them, it may mean these BU objects and relationships on the employee level were not created when your budgets were generated.  Check the "O" to "BU" relationships and "P" to "BU" relationships to see which exist.  Again, you may have to run RHECM_PROCESS_SUPPORT_FOR_PLNG to generate the budget amounts.  Try with just one Org Unit (Org Unit w/o Subordinates).  Select the function "Recalculate Budgets" entering the Review, Org Unit and Budget.  Look at the output messages.  It should show the amounts for the Org Unit and each individual Employee.  If not, you may have to review the entries and data in Personnel Cost Planning to make sure it can identify the amounts by employee and that HRECM00_BDG_EE_P is utilized correctly. 

Paul 

[paul_davidson]

Hi Neetha,

What level is your system?  If you have activated EhP5, you can use bottom-up budgeting.  This will allow for changes in the positions and organizational structure even during the review period.  You will have to run RHECM_PROCESS_SUPPORT_FOR_PLNG  to update or recalculate the budgets.  But this will allow changes in the org structure while allowing you ability to easily recalculate the budgets to follow these changes. 

Paul