Budget management of SAP PS module

The financial plan of the PS module is divided into cost planning and budget management.

The cost plan of the project is similar to the cost plan of the cost center, and only the planned/actual comparison of WBS elements can be done.

However, budget management has a constraint effect on accounting activities such as project and WBS accounting. You can define tolerance limits for availability checks. When the amount on the WBS exceeds the budget, the system can issue a warning or error prompt.

The budget management of PS can be configured and used in 2 ways.

1. Centralized budget: If the budget is made from the perspective of the group company's mid- to long-term planning, each individual project will participate in the allocation of the company's total budget. This method requires the association between the PS module and the investment management module of FI. The front-end operation needs to create the investment budget program and structure in the investment management module, and then associate the WBS elements of the project with the investment program during project changes (CJ02). . The background configuration needs to associate an investment program type in the field "Program Type Budget" of the budget parameter file;
2, decentralized budget: you only need to create a separate budget directly for each project, no need to add it in the budget parameter file Specify the investment program type and make a budget for a certain project in CJ30.

Activate budget availability check:

This is where it got stuck. After configuring the project's budget profile and budget tolerance limits, availability checking must be activated. Although I have specified in the settings of the budget profile: automatically activated during budget allocation. But why doesn't it still work?

Then activate it manually. Transaction code: CJBV

You can also activate it in the budget release interface: CJ32, add-"Availability Control

and then do a few more Test the accounting voucher to see if the availability check works.

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Set availability control in the budget parameter file

Activate the budget availability for the project After controlling it, I found that I could only control the total budget of the project, but not the annual budget. However, I had already entered the annual budget in the project budget.

So I continued to search and search.

Finally found that this setting is hidden in a parameter that is easy to ignore in the background configuration - budget parameter file:The field "Allocation Control: Total" controls whether the budget is the overall budget of the project or by year. Control project budget.

The Chinese translation cannot reflect the true meaning of this parameter. Take a look at the English:

Indicator which controls whether availability checks are conducted against the overall value or against annual ones.

After checking this parameter, it ismodified in the budget parameter file For the parameters of available volume control, "Rebuild Available Volume Control" must be run in the background,CJBN, and the system will copy the new parameter file settings to the budget'sTABLEmiddle.

So that the new budget settings can take effect in project control.

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