The document is a customization guide for SAP controlling, detailing budget and availability control processes. It outlines steps for maintaining budget profiles, number ranges, tolerance limits, and exempt cost elements. Additionally, it describes a scenario for testing budget creation and availability control enforcement within the SAP system.

1. SAP – CO CUSTOMIZING GUIDE 5 BUDGET & 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 BUDGET & 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 BUDGET & 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 BUDGET & 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 BUDGET & 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 BUDGET & 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 DIDN’T ALLOW ME
TO POST THE DOCUMENT.

7. SAP – CO CUSTOMIZING GUIDE 5 BUDGET & AVAILIBILITY CONTROL
KO2B:
END BUDGET & AVAILABILITY CONTROL