3476139 - Active Budget Control and Budget Check not Enabled for Certain Scenarios

The Active Budget Control is scoped, and the Budget Check is enabled, but the system does not check the budget limit (i.e., no error/warning messages indicating the budget has been exceeded) for the following scenarios:

• New Charge/Credit (Payables and Receivables).
• Sales Order
• Journal Entry Voucher.
• New Expense Report.
• Consumption for Return from a Cost Center.
• Recurring Journal Entry Vouchers.
• Petty Cash - Outgoing / Incoming Cash Payment.

SAP Business ByDesign 

Below is an example scenario where you observe that the Active Budget Control is not triggered:

1. Go to the Sales Orders work center.
2. Go to the New Sales Order common task.
3. Enter the required information and click on 'Release'.
4. The system does not trigger any error/warning message indicating that the Budget limit has exceeded.

Budget Check is only available in the following scenarios:

• A purchase order comes up for approval or is ordered. Budget check is not performed when a purchase order is saved.

• The quantity or purchase price of an ordered purchase order is changed.

• A deviation in the supplier invoice is entered in the system.

• Multiple items affecting the same cost center/project task and/or budget category are entered in the system.

• A manual suppler invoice without purchase order invoice is created.

While the Budget Check cannot be activated for the above-mentioned scenarios, activating the scoping question "Active Budget Control" will not help perform the budget check for sales orders, expense reports, petty cash, payables, and receivables, as this functionality is not available.

Currently, the budget check is implemented in the standard offering in the procurement and supplier invoice areas for cost centers and a selected set of project types within overhead cost management.

There is a published ‘Active Budget Control API’: Method CheckBudgetAvailability under Class ActiveBudgetControlUtilities. This API can be accessed as ActiveBudgetControlUtilities.CheckBudgetAvailability() by partners to extend and enrich the scenarios in the context of Active Budget Control.

3088505 - Budget Category and Budget Check in Expense Reports

Active Budget Control | SAP Help Portal

Active Budget Control, Budget Check, Expense Report, Sales Order , KBA , SRD-FIN-COR , Cost & Revenue , How To