Availability Control Actions

Use

With this function, you can stipulate how the system is to react when a transaction in the system exceeds a tolerance limit. Various actions are possible.

Prerequisites

You carry out the required settings in the Funds Management Customizing under Start of the navigation path Budgeting Next navigation step and Availability Control Next navigation step Availability Control Next navigation step Specify tolerances for the Availability Control. End of the navigation path For every action you can define a relative or absolute variance from the budget value as a tolerance limit for budget profile/transaction group/action combinations.

Features

You can use the following actions:

  • Action 1 = Warning :

The system informs you that the tolerance limit is being exceeded. However, the posting in question is not rejected.

  • Action 2 = Warning and Mail - that is, a message to the project manager:

The system sends a message to the budget manager named in the funds center, informing him/her of the funds center and commitment item where the excess has taken place, and the transaction causing it. The amount of the excess and the document number are also given.

  • Action 3 = Error message :

If a posting leads to the action 3 tolerance limit being exceeded, the system rejects the posting and generates an error message.

Note Note

In the case of budget increases or transfers, the system automatically changes an error message (for a budget structure element ) into a warning so as to allow the budget increase or transfer. This only happens if the budget structure element which is receiving budget has already received budget previously and the funds assignments in this element do not change. This is also the case if there are already funds assignments in a budget object.

Example :

End of the note.

  • You have either defined tolerance limits for all activity groups or for the activity group "Budget" only. When the budget is exceeded, the system is to react with an error message.

  • You have deactivated availability control and exceeded the available budget without noticing it due to postings.

  • You have activated availability control again and then reconstructed the assigned values using the With log option.

  • You receive a list in which all budget structure elements for which the tolerance limit was exceeded are listed.

  • You can now increase the budget for the budget structure elements which are listed.