Using Budget Structure in BCS - Derivation rules not working

[former_member313514]

We want to start using Budget structure, so that budget and checking can happen at superior fund center / commitment item and posting can happen at actual(lower level) fund center / commitment item.

Below is what i have done till now:

1. Created Budget structure for budget addresses (superior fund center/commitment item created as budget address).

2. Created derivation rule via transaction S_ALN_01000876 and derived superior fund centers via the rules.

Though during the test, the new derivation rules for budget addresses are not getting called.

I even deactivated FMDERIVE dervation rules thinking that it might be conflicting with budget address derivation rule.

Below is what i tested.

1. Used transaction FMCYCOPI_CO to copy CO budget which was loaded at lower level cost centers. Expectation was that this transaction will call budget address derivation rules and transfer budget in FM at superior fund centers. (Derivations not called at all, even tried to activate trace)

2. Posted a invoice via FB50 for lower level fund centers and checking still happening at lower level.

3. Posted budget directly in BCS module via FMBB at lower level fund centers and system posted the budget at lower level.

Will appreciate if you can assist me in understanding the reason why budget address derivation rules are not getting called. Also what all transaction will make call to these derivation rules. (maybe some transactions doesnt call them).

I have gone through the SAP E-bites book and found it very helpful in configuring the budget structure, though missing something...cant figure it out..

Thanks in advance

[iklovski · Accepted solution]

Hi,

As general rule, SAP doesn't store budgetary address in posted documents. The budget is merely checked following the budget address derivation strategy that you put in the system. Derivation strategies - both for posting and for budget address check - are called on any transaction which creates FM document. First, FMDERIVE and then all other strategies: budget structure, AVC, etc., as the system needs first to know on which FM objects the posting will happen and this is given by FMDERIVE. Further, if a posting is budget relevant, other strategies are checked; if not, as it could be FM object without any impact on the budget, these strategies are not called.

Regards,

Eli