cancel
Showing results for 
Search instead for 
Did you mean: 

How to skip budget check in FM and do it in PS module

kapil_mehta
Participant
0 Kudos

Hi All

We are performing Goods issue transaction against Plant maintenance order using MIGO tcode. In PM order, WBS is specified in 'Additional data'. We expect system should check budget against WBS and consume. However system is checking budget in Funds Management module. We got error message "PB item 0002: No assignment object for xxx/yyy/zzzz" and another error for Payment Budget not available.

While we are able to resolve above FM Error messages but we dont want system to check budget amount / settings in FM, instead system should check in PS. How can we achieve this ? We are using Former Budgeting.

I have checked existing links on forum about this issue.


Expense GL which is automatically determined in GI is mapped to Commitment item in tcode FMDERIVER. We don't want to use another GL in this step, also we cant remove mapping in FMDERIVER.

Regards
Kapil

Accepted Solutions (1)

Accepted Solutions (1)

iklovski
Active Contributor
0 Kudos

Hi,

It doesn't work this way. If you have both PS and FM budget controls activated, they will work together. One doesn't substitute another.

For your second question, FMDERIVE allows to create very flexible rule: you will be able to overwrite CI derived from G/L account based on additional information.

Regards,

Eli

kapil_mehta
Participant

Hi Eli

We resolved issue by writing additional step in derivation strategy to derive a commitment item not relevant for FM budget check, if particular G/L and Order range was present in transaction. FM Document was not created at GRN, and its budget check was skipped.

Regards

Kapil

Answers (1)

Answers (1)

iklovski
Active Contributor

Hi,

You requirement is not quite clear. If you don't want to check budget in FM, why did you activate availability control? Or you don't want to check the budget in case of good receipts only? In this case, you can deactivate creation of FM document for GR in OFUP transaction.

Alternatively, you can modify your FMDERIVE deriving a dummy commitment item, based not just on G/L account, but also on a document type, for example. However, this might have a further impact on FM chain: you have to be careful what CIs you are assigning in each phase of the document flow in order not to damage the integrity of the process.

Regards,

Eli

kapil_mehta
Participant
0 Kudos

Hi Eli

We are using FM & PS for OPEX & CAPEX Budget control respectively.

Requirement: Since PM order is linked to WBS, Budget check should happen in PS module instead of FM module. Why is system checking budget in FM when WBS is present ?

In FM, we dont want to skip budget check at GRN as it will impact budget check in Opex scenarios also.

When Goods issue is done, FI document type & G/L Account are same for OPEX & CAPEX scenario, because material and tcode are same, and hence can't be changed. So how will I derive different CI ? G/L Account is already mapped to FM relevant CI.

How can we configure system to check PS budget instead of FM ?

Regards

Kapil