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Sap co budgeting & avalability control

Capgemini
Capgemini

The budget process for internal orders have the advantage of availability control. This is where the system can be set to check if there is budget available for the internal order before allowing the posting of costs.

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SAP CO CUSTOMIZING GUIDE 5 BUDGETING & AVAILIBILITY CONTROL SANDESH KAKDE EMAIL:sandeshkakde@live.com SAP CUSTOMIZING TABLE OF CONTENTS: SR. SUB. OBJECTS TCODE EXAMPLE 1 INTRODUCTION & SCENARIO 2 MAINTAIN BUDGET PROFILE IN ORDER TYPE OKOB 000001 STANDARD 3 MAINATAIN NUMBER RANGE FOR BUDGETING OK11 04 4 DEFINE TOLERANCE LIMIT FOR AVIALABILITY CONTROL OKOC MAINTAIN 3 SCENARIOS 5 SPECIFY EXEMPT COST ELEMENT FROM AVAILABILITY CONTROL OPTK 400100 6 MAINTAIN BUDGET MANAGER OK14 USER935 7 TEST
SAP CO CUSTOMIZING GUIDE 5 BUDGETING & AVAILIBILITY CONTROL INTRODUTION: BUDGETING AND AVAILABILITY CONTROL Planning Budgeting We can plant cost element wise in the order Budgeting will be done order wise We can do planning period wise in a year (Month wise) Budgeting should be done year wise Micro level (Lower level) Marco level (High level) For budgeting SAP has given availability control Scenario: Order no. MH431111 (Vehicle No.) Budget amount 50000 Options: 1) Give warning to the user 2) Give Warning Error to the user and inform to Budget manager 3) Give an Error If actual amount exceeds 85% of budget 42500 Or If the variance is above 10000 i.e. actual 60000 Or Both Whichever activities comes first Or If a actual amount exceeds 70% of budget go for option1 If actual amount exceeds 85% of budget go for option 2 If actual amount exceeds 100% of budget go for option 3 When we do budget, it generates a document We have to give budgeting No. range interval only for 04 (Hard coded by SAP) This is given at client level and not at controlling area level it is not year specify. Note: Order E.g. Vehicle Expenses Cost element E.g. Vehicle Petrol, Repairs, Driver Salary, etc.
SAP CO CUSTOMIZING GUIDE 5 BUDGETING & AVAILIBILITY CONTROL Step 1: MAINTAIN BUDGET PROFILE IN ORDER TYPES OKOB ASSIGN BUDGET PROFILE TO ORDER TYPES IN CURRENT SCENARIO WE HAVE SRKT AND SRKV ORDER TYPES. Step 2: MAINTAIN NUMBER RANGE FOR BUDGETING: OK11
SAP CO CUSTOMIZING GUIDE 5 BUDGETING & AVAILIBILITY CONTROL STEP 3: DEFINE TOLERANCE LIMITS FOR AVIALABILITY CONTROL: OKOC AS PER THE REQUIREMNT MAINTAIN THE TOLERANCE LIMITS FOR AVAILABILITY CONTROL IN CURRENT SCENARIO I HAVE MANITAINED 3 LIMITS. 70% USAGE JUST WARNING 85% USAGE WARNING WITH EMAIL TO MANAGER 100% USAGE NO POSTING POSSIBLE STEP 4: SPECIFY EXEMPT COST ELEMENTS FROM AVIALABLITLITY CONTROL: OPTK WHEN WE POST A DRIVERS SALRY DOCUMENT IN RELATION TO ORDER MH431111. IT WILL GET POSTED WITHOUT ANY WARNING, SINCE WE HAVE MENTION THIS IN EXEMPT LIST. JUST FOR TESTING PURPOSE I HAVE MAINTAINED ON COST ELEMENT.
SAP CO CUSTOMIZING GUIDE 5 BUDGETING & AVAILIBILITY CONTROL STEP 5: MAINTAIN BUDGET MANAGER: OK14 MAINATIN THE MANAGER PROFILE HERE. TEST: SCENARIO 1 - BUDGETING ORDERWISE CREATE A BUDGET FOR ORDER 90023
SAP CO CUSTOMIZING GUIDE 5 BUDGETING & AVAILIBILITY CONTROL THEN ACTIAVTE TH AVAILABILITY CONTROL AS SHOWN BELOW Save F-02 Post FI document. SINCE OUR BUDGET IS Rs.1000000 AND AND AMOUNT AVAILABLE TO POST WAS JUST Rs.300000. I TRIED PODTING A DOCUMENT OF Rs. 800000 BUT SAP GAVE ME ERROR AND DIDNT ALLOW ME TO POST THE DOCUMENT.
SAP CO CUSTOMIZING GUIDE 5 BUDGETING & AVAILIBILITY CONTROL KO2B: END BUDGET & AVAILABILITY CONTROL

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Sap co budgeting & avalability control

  • 1. SAP CO CUSTOMIZING GUIDE 5 BUDGETING & AVAILIBILITY CONTROL SANDESH KAKDE EMAIL:sandeshkakde@live.com SAP CUSTOMIZING TABLE OF CONTENTS: SR. SUB. OBJECTS TCODE EXAMPLE 1 INTRODUCTION & SCENARIO 2 MAINTAIN BUDGET PROFILE IN ORDER TYPE OKOB 000001 STANDARD 3 MAINATAIN NUMBER RANGE FOR BUDGETING OK11 04 4 DEFINE TOLERANCE LIMIT FOR AVIALABILITY CONTROL OKOC MAINTAIN 3 SCENARIOS 5 SPECIFY EXEMPT COST ELEMENT FROM AVAILABILITY CONTROL OPTK 400100 6 MAINTAIN BUDGET MANAGER OK14 USER935 7 TEST
  • 2. SAP CO CUSTOMIZING GUIDE 5 BUDGETING & AVAILIBILITY CONTROL INTRODUTION: BUDGETING AND AVAILABILITY CONTROL Planning Budgeting We can plant cost element wise in the order Budgeting will be done order wise We can do planning period wise in a year (Month wise) Budgeting should be done year wise Micro level (Lower level) Marco level (High level) For budgeting SAP has given availability control Scenario: Order no. MH431111 (Vehicle No.) Budget amount 50000 Options: 1) Give warning to the user 2) Give Warning Error to the user and inform to Budget manager 3) Give an Error If actual amount exceeds 85% of budget 42500 Or If the variance is above 10000 i.e. actual 60000 Or Both Whichever activities comes first Or If a actual amount exceeds 70% of budget go for option1 If actual amount exceeds 85% of budget go for option 2 If actual amount exceeds 100% of budget go for option 3 When we do budget, it generates a document We have to give budgeting No. range interval only for 04 (Hard coded by SAP) This is given at client level and not at controlling area level it is not year specify. Note: Order E.g. Vehicle Expenses Cost element E.g. Vehicle Petrol, Repairs, Driver Salary, etc.
  • 3. SAP CO CUSTOMIZING GUIDE 5 BUDGETING & AVAILIBILITY CONTROL Step 1: MAINTAIN BUDGET PROFILE IN ORDER TYPES OKOB ASSIGN BUDGET PROFILE TO ORDER TYPES IN CURRENT SCENARIO WE HAVE SRKT AND SRKV ORDER TYPES. Step 2: MAINTAIN NUMBER RANGE FOR BUDGETING: OK11
  • 4. SAP CO CUSTOMIZING GUIDE 5 BUDGETING & AVAILIBILITY CONTROL STEP 3: DEFINE TOLERANCE LIMITS FOR AVIALABILITY CONTROL: OKOC AS PER THE REQUIREMNT MAINTAIN THE TOLERANCE LIMITS FOR AVAILABILITY CONTROL IN CURRENT SCENARIO I HAVE MANITAINED 3 LIMITS. 70% USAGE JUST WARNING 85% USAGE WARNING WITH EMAIL TO MANAGER 100% USAGE NO POSTING POSSIBLE STEP 4: SPECIFY EXEMPT COST ELEMENTS FROM AVIALABLITLITY CONTROL: OPTK WHEN WE POST A DRIVERS SALRY DOCUMENT IN RELATION TO ORDER MH431111. IT WILL GET POSTED WITHOUT ANY WARNING, SINCE WE HAVE MENTION THIS IN EXEMPT LIST. JUST FOR TESTING PURPOSE I HAVE MAINTAINED ON COST ELEMENT.
  • 5. SAP CO CUSTOMIZING GUIDE 5 BUDGETING & AVAILIBILITY CONTROL STEP 5: MAINTAIN BUDGET MANAGER: OK14 MAINATIN THE MANAGER PROFILE HERE. TEST: SCENARIO 1 - BUDGETING ORDERWISE CREATE A BUDGET FOR ORDER 90023
  • 6. SAP CO CUSTOMIZING GUIDE 5 BUDGETING & AVAILIBILITY CONTROL THEN ACTIAVTE TH AVAILABILITY CONTROL AS SHOWN BELOW Save F-02 Post FI document. SINCE OUR BUDGET IS Rs.1000000 AND AND AMOUNT AVAILABLE TO POST WAS JUST Rs.300000. I TRIED PODTING A DOCUMENT OF Rs. 800000 BUT SAP GAVE ME ERROR AND DIDNT ALLOW ME TO POST THE DOCUMENT.
  • 7. SAP CO CUSTOMIZING GUIDE 5 BUDGETING & AVAILIBILITY CONTROL KO2B: END BUDGET & AVAILABILITY CONTROL