7/1/2014 Budget Allocation Prerequisites - Internal Orders (CO-OM-OPA) - SAP Library

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Budget Allocation Prerequisites The following settings determine whether a budget can be allocated to a WBS element or an order:

Budget profile in the project definition

You store a budget profile or order type in the project definition. This profile contains the control

parameters for budgeting. In Customizing, under Project System Costs Budget

Define Default Budget Profile for Project Definitions you define:

The period of time during which budgeting is allowed

Whether budgeting is allowed for total annual values, and/or annual values

The following are additional ways in which you can assign a budget profile to a project:

As a default in customizing under Project System

C osts Budget Maintain Budget Profile

In the profile data of a standard project definition under Accounting Project System Project

Special Maintenance Functions Project Structure Planning Project Definition Create

Control tab page Group box Accounting Budget Profile

In the profile data of a project definition in Customizing under Project System Structures

Operative Structures Project Structure Plan

Create Project Profile

Status

You can allocate budget after the status Created has been reached. If you want to prohibit budget

allocation in the Created status, you need to define a user status.

For more information on status management in the project system and for internal orders, and on how to

create a user status, see

Status Management or status management for internal orders.

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