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Executing badget on payment (banking module) instead of marketing documents

Former Member
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Dear experts,

My customer is expecting to use the Budget funtionality on SAP B1 (v9 PL04).

The only "problem" is that he wants the budget to executed only when they make the payment.

As we know, SAP B1 executes the badget on marketing documents.

I was thinking to link the badget to a Const Center (CC) and make the CC mandatory for payments, thinking that this way the system would execute the badget on payment. But it is still run when we add an A/P Invoice.

Any idea on this would be of a great value.

Thanks & Regards,

Victor Cau

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Answers (1)

Answers (1)

Former Member
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Dear Victor,

One way to achieve this is to set budget with no warning. Then add alert by user query.



Former Member
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Hi Gordon,

Thank you for your prompty reply. But I don't believe you understood my issue.

Let us imagine the following scenario:

We set an electricity expenses account (6242) as relevant for budget.

Then we post an annual budge of 12 000 for that account.

Then we post a service A/P Invoice on amout of 1000 for a particular month (e.g. June) and we put 6242 as the G/L Account for that service.

After posting this Invoice the system will run the budget for that G/L expense Account (6242) on the budget reports.

I want this to happen only after the invoice is payd. After a paymet document have been posted and the invoice is close.

Hope this helps to clarify!

Kind Regards,

Victor Cau

Former Member
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That is not possible from system function. If you want to get the desired result, you need create your own report.