Question Re: Budget Checks in Classic for PO in Spend Management Q&A

Budget Checks in Classic for PO

Former Member — Wed, 02 Mar 2011 00:24:30 GMT

Hi everyone,

We have a doubt with the budget checks in classic scenario and we need your help. We know when we create a SC, SRM verifies the budget in the ERP as a simulation. If there is not budget the system sends a error, but what happend with the PO?

For example:

Case 1: We create a SC. The SC is sent to SoCo. In SoCo, the strategic purchaser creates a bid invitation. A bidder wins the process and we whant to create a PO. When the budget is verified? The budget is checked before the PO is created in ECC or when? If there is not budget, the PO would not be created in ECC??

Case 2: We create a SC. The SC is sent to SoCo. In SoCo, the strategic purchaser assigns a contract then, he wants to create a PO. When the budget is verified? The budget is checked before the PO is created in ECC or when? If there is not budget, the PO would not be created in ECC??

We are working in SRM 7 with ECC 6 EhP 4.

Ivá

Re: Budget Checks in Classic for PO

Former Member — Wed, 02 Mar 2011 14:31:32 GMT

HI,

my understanding of budgeting says, the PO should be created in ECC backend system. But in case of insufficient budgeting, the PO should be sent for approval before being sent to supplier.

Thanks and regards,

Ranjan

Re: Budget Checks in Classic for PO

yeushengteo — Wed, 02 Mar 2011 14:45:44 GMT

Hi,

In classic deployment, commitment of budget only happens when the PR or PO follow-on documents are created in the ERP system. SRM SC has no capability to lock commitment in the ERP when the SC is released.

If you are looking at the commitment locking in the ERP when SC is released, you may like to look at the SRM PPS which has this capability in the extended classic deployment.

Regards.

Re: Budget Checks in Classic for PO

Former Member — Mon, 07 Mar 2011 15:22:31 GMT

Hi Ranjan and Yeu Sheng,

About the SC, we have the same understanding.

Our doubt is about the PO. So, in the case when the PO doesn't have enough budget, the PO is created in ECC but is not released, is it?

BR,

Ivá

Re: Budget Checks in Classic for PO

yeushengteo — Wed, 16 Mar 2011 07:01:17 GMT

Hi,

I believe the PO will be in faulty status instead if E (message) is configured to alert budget insuficient when document is saved.

Regards.

Re: Budget Checks in Classic for PO

Former Member — Tue, 05 Jul 2011 00:59:06 GMT

Hi,

The budget is vaidated when the XML message is processed in ECC. You can see the error message in TCODE SXMB_MONI.

Thanks,

Ivá