FM - SD check available budget

[jittima_kotchamahit]

Hi Experts,

Our system cannot check available budget from credit memo (SD).

Our Process is create credit request (t-code : va01) and enter fund code and fund center in account assignment tab as below;

condition type ZDTX define gl account type expense that will add budget in specific fund code and fund center before.

User would like system check available budget from specific fund code and fund center. If credit amount is exceed budget, system do not allow to save this order.

Please help.

Jittima

[atif_farooq]

What is nature of commitment item which is being derived while posting SD credit memo ? Commitment items with 30/3 or 30/2 can be budgeted and AVC can be performed on them as and when required.

Thanks

[jittima_kotchamahit]

Dear Mr. Atif Farooq

This commitment items with 30/3 (expense) can be budgeted and performed AVC on post accounting from change billing (t-code VF02) as below,

but I would like this commitment performed avc when create credit request (t-code va01).

Can modify derive rule for perform avc on create credit request process?

Best Regards,

Jittima K.

[former_member184992]

Hi Jittima,

Did you customize integration between SD customizing settings for FM objects?

You can set "fund center" as an optional entry in SD customizing settings for field status. This can be checked in the IMG path:

                       SPRO -> Public Sector Management -> Funds Management Government-> Actual and Commitment Update/Integration -> Integration ->

                       Maintain Field Status for Assigning FM Account Assignments

                       You should have a record with Object type = '04' (sales order).

It is not necessary to have the field as required  (unless you want to insert it in the origin process) due to the fact that this can avoid the account assignment derivation between CO objects and FM objects. For more information, check note 572729.

This should check the budget as soon as there is a PO assigned to the sales order.

Regards, Vanessa.