Project Budget Availability Control (BAC) Overall as well as Annual.

[Former Member]

Dear SAP PS Consultants,

We implementing SAP PS module for existing client (Govt). R&D Projects durations are more then 5 years. Initially Govt approve the budget for overall project and/but release partial fund for the projects annually as per the forecast plan. So through SAP PS, for each project we are allocating approved fund as Overall Budget and released fund we are allocating annually. 

Kindly help me out for the following budget AVC requirement.

For the Clint, commitments (PR and PO) are need to check against the Overall Budget ( i.e. approved budget) and/but annual expanse (service acceptance, GR and any direct posting etc) need not to cross annual available budget.

In budget profile configuration, i set BAC for overall budget and the tolerance limet "++". By this configuration, it is only possible to avoid the creation of commitments against the overall budget.

But how to avoid annual expanse against the annual available budget?

Kindly let me know in standard it is possible or possible through development?

Regards,

Vishwanath K

[Former Member]

Hi,

Sara would like to make a small correction here.

Availability control does work at every stage of PR - PO - GRN - IV cycle.

Vishwa,

While customizing the Budget Profile in OPS9 you will have the option of selecting whether you want the AVC shall be checked on overall values or on released values. Try to work out a solution using that.

I am afraid you dont have a selection of annual/overall within tolerence limits customizing.

rgds

Saurabh

[former_member209919]

hello,

I think I am not wrong. If you create a PR ( 500 €) and a PO (500 €) and you have this settings in the budget tolerance limit:

PR max amount 500

PO max amount 250

You can create a PO for 500 € if previously you create the PR but you cannot create the PO directly. This is because there is not budget AVAC for PO when a PR requested was created ( the same for GR).

Note 1424698 - Budget overrun despite active availability control

Check example 4.

If the PR is for 3 units ( Total 300 €) and the PO for 3 units ( Total 400 €... then there is not an availability control

If the PR is for 3 units ( Total 300 €) and the PO for 3 units ( Total 400 €... then there is not an availability control

If the PR is for 3 units ( Total 300 €) and the PO for 4 units ( Total 400 €) ... In this case there is a budget control.

Regards,

Sara

[Former Member]

Hi Sara,

It depends upon how you configure the tolerence limit settings

Eg if i make the following setting

transaction Group - 00 (PR)

Activity - 03 Error

and

Trnsaction group - 02 (PO)

Activity - 01 and or (Warning)

system shall check budget only on PR and not on PO, but if i change the activity to 03 for both transaction group 00 for PR and 01 for PO i can achieve budget check at both the instances.
Similarly if i do the same setting for transaction groups 04 / 05 i can achieve budget control during GRN processing.

Rgds

Saurabh

[former_member209919]

No, if the budgeted was consumed when  PR was generated  it is not checked again the availbility control for PO ( independent on the settings)

Only if you modify the amount in the PO the system will check the availability control.

The same for GR, if you create a GR for a PO without change nothing availability control is not checked ( the system doesn't check it, independent on the amounts).

[Former Member]

I still maintain that it checks at both the instances because we have these checks been running in our production system.

If you want to simulate you may keep both the checks for PR and PO to warning mode and then check whether the system gives warning message while creating PR at the first instance and then while creating PO at the second instance (ofcorse without changing qty or value).

Thanks and Regards

Saurabh

[former_member209919]

hello ,

Availability control doesn't work for all objects :

If you create PR --> PO --> GR -- Invoice

The availability control is only working for the first controlling  document (PR), but not for PO, GR, Invoice

If you create PO --> GR --> Invoice,

The check will be done for the PO

If you only create Invoice or billing documents the check will be done in the Invoice/Billing doc..

And availability control is or for release budget or for overalll... not a mix in the same project.

I hope this can be useful,

Sara