GM Budgeting with Funds Management as Source

[chamakavingam]

Hi Experts,

I am involved in a subsequent implementation of Grants Management in an environment where Funds Management is already active and Grant related budgets where previous captured on Fund and Budget planning is happening in BPC. We have decided not to change the budget planning and retraction architecture already in place but rather to use Funds Management as budget source for Grants Management. The Funds Management version 0 budget is automatically released.

The challenge we are facing now is that when you undertake the transfer of the FM budget to GM we have to recapture the budget amount in GM, a scenario different when you copy your Controlling budget to Funds Management where the copy/transfer brings the amounts with it. The user is not happy with this and I would like some help on how we can make the transfer process bring the budget amount from FM rather than manually recapturing the budget amount again.

[mar_novalbos]

Hello Moses,

First, I would kindly ask you not to use names as tags while posting questions. Tagging is for a completely different purpose.

Tthis is how the process must be implemented in GM:
1. You do your planning in FM in version 1
2. When the planning budget has been approved, you copy the FM budget from version 1 to the operative version 0. In version 0, the Grant will automatically be ‘NOT_RELEVANT’.
3. When the budget source for the Grant is ‘Funds Management’, it means that you will transfer your budget from FM to the correct (relevant) Grant. It is always GM to trigger this transfer. Therefore, you have to use the transaction GM_CREATE_BUDGET or GM_BDGT_RELEASE
4. If you use the Splitting Scenario ‘Released’, you call transaction GM_CREATE_BUDGET (for the relevant grant and process ‘Enter’). When you post, the program will create 1 budget document in GM (with process ‘Enter’) and N corresponding budget documents in FM with process ‘Transfer’ from the ‘NOT RELEVANT’ Grant to the Relevant Grant.
These FM budget documents are the true Transfer from FM to GM. The trigger for the transfer is ALWAYS GM.
5. If You use the Splitting Scenario ‘Unreleased/Released’, you call transaction GM_BDGT_RELEASE (for the relevant Grant and process ‘Enter’). When you post, the program will create 1 budget document in GM (with process ‘Enter’) and N corresponding budget documents in FM with process ‘Transfer’ from the ‘NOT RELEVANT’ Grant to the relevant Grant.
Again these FM budget documents are the "known" Transfer from FM to GM.
The trigger for this scenario is always GM, not FM.

Same response was given by our SAP Development Support. Good chance to share it here.

Feedback welcome! 🙂

Best regards

Mar

[chamakavingam]

Hi Mar,

Thank you for your response, point noted about the issue of tagging names.

The above response was quite useful however the question for this thread is surrounding the budget amount which I would have entered in Funds Management, when I do the transfer why would I have to recapture that same amount in GM budget workbench instead of the budget amount being populated with the figure already captured in FM?

Regards,

Moses