Can SAP FM PR/PO Commitment Budget Control Year Wise but Payment Budget Control Period Wise?

[former_member709705]

Dear Expert,

Greeting for the day!

My customer want to use SAP FM to control budget. They have a requirement to control PR/PO commitment base on yearly budget, but control actual expense(GR/FI posting etc) base on period budget, is it possible?

I checked the system, there's two available control ledgers by default:

9H for payment budget

9I for commitment budget

How can I make them control budget period wise and year wise seperately?

Thanks in advance.

Dong

[iklovski · Accepted solution]

Hi,

It is possible, but requires some customization. First of all, the budget is always controlled on annual or multi-annual basis: there is no control on periodic basis. In order to ensure this you have to introduce FM object which will represent the period and where the credits will be put and, hence, availability control will be triggered. For example, but not necessarily, Budget Period. Then, you can put your commitment budget in a 'global' level and your payment budget on more detailed level based on Budget period. When you register your consumption documents, commitments should be deviated to an address without Budget period, but IR and/or GR - to the address with Budget period.

Regards,

Eli

[former_member709705 · Accepted solution]

Hi Eli,

I am quite excited to know we can fullfil this requirement without enhancement, Many thanks for the invaluable input!

However I am still a little confused: what do you mean the "global level" and "detailed level", Do I need to upload two kinds of budget like following:

1.Global level -

Mon-00 for total of the year

2. Detailed level -

Mon-01 for Jan.

Mon-02 for Feb.

...

Mon-12 for Dec.

If so, how can I control the PR/PO commitment check global level budget, but GR for detailed level by period?

Best Wishes,

Dong

[iklovski]

Hi,

It is not correct. GR will not release CB, it will remain consumed; just its consumption would be represented by actuals of GR and not by commitment of PO.

Regards,

Eli

[former_member709705]

Hi Eli,

Thanks again for the follow-up. I am still confused for the commitment budget, since there's two sets of budget: PR will comsume the CB, but GR will release the CB and consume the PB. CB will have incorrect balance, eg:

• CB for the whole year - Fund center + Commitment item: $1,200
• PB for each period (Jan. to Dec.) - Budger period+FC+ CI : $100

Now I can create the PR/PO in Jan. with amount $1,200, and post GR in Jan. with amount $100. After the GR, the CB will have net balance of $100, then in Feb will have CB balance of $200...

Till Dec, I will have $1,200 CB net balance which will never be consume, there's risk to create incorrect PR with this net balance.

Is it possible to make the CB balance not changable with GR/IR posting?

Regards,

Dong

[iklovski]

I mean that your commitment budget would be put, say, on Fund centre and Commitment item, while your payment budget would be on Fund centre, Commitment item and Budget period, where budget period represents the month. Your PR/PO commitment will consume CB, while GR/IR will consume PB, but for this you will 'enhance' the posting address with budget period information which you can simply derive from the posting date of GR/IR