150 + Documents and Video demo on SAP Funds Management Budget Control System, provides complete solution for funds management learning and implementation solution.

All documents given below are available for downlaod. For More Information visit www.fmbcs.com

Solution Documents are classified under following group

• Funds Management Learning Documents
• Funds Management Implementation Documents
• Migration Document from Former Budget to Budget Control System
• Concept and Video Demo

Note : This list do not cover all the solution documents…. many more are not listed here…. many more to be published very soon..

Funds Management Learning Document List

1010 SAP FM BCS Overview

• 1010 10 SAP FM BCS Overview
• 1010 20 SAP FM BCS Concept Presentation

1020 FM Activation and Org Structure

• 1020 10 FM Activation and Org Struc

1030 Master Data

• 1030 01 Master Data
• 1030 02 Fund Center
• 1030 03 Commitment Item
• 1030 04 Fund
• 1030 05 Functional Area
• 1030 06 Funded Program
• 1030 07 MD Options
• 1030 08 Budget Address Posting Address
• 1030 09 Derivation Tool

1040 Budgeting in SAP FM

• 1040 01 Budget Process
• 1040 02 Period Control in Budgeting
• 1040 03 Payment Budget, Commitment Budget and Financial Budget
• 1040 04 Version Management and Frozen Version
• 1040 05 Budget Process
• 1040 06 Budget Type
• 1040 07 Budget Document Type
• 1040 08 Budget Status Management
• 1040 09 Budget Planning
• 1040 10 Budget Release Process
• 1040 11 Budget Workbench
• 1040 12 Budget Key Figure
• 1040 13 Consistency Check
• 1040 14 Budget Text
• 1040 15 Derivation Tool for Budget Entry

1050 Budget Execution

• 1050 01 Active Availability Control
• 1050 02 Revenues Increasing the Budget
• 1050 03 Cover Eligibility
• 1050 04 Concept of Earmarked Funds
• 1050 05 Debit Entry – Requests

1060 Integration

• 1060 01 Financial and Asset Accounting Integration
• 1060 02 Funds Management and CO
• 1060 03 MM FM Integration
• 1060 04 Business Trip Accounting
• 1060 05 Integrating Human Capital Management
• 1060 06 Integrating Project System
• 1060 07 Integrating Plant Maintenance
• 1060 08 Integrating Sales and Distribution
• 1060 09 Integrating PSCD
• 1060 10 Integrating Real Estate
• 1060 11 Integrating Treasury and Risk Management Cash Mgmt
• 1060 12 New General Ledger in Public Sector
• 1060 30 OFUP Funds Management Update

1070 Year end Process

• 1070 10 FM BCS Closing Concepts
• 1070 20 FM BCS Closing Process

 

1080 Reports and Misc Concepts

• 1080 10 SAP FM BCS Reports  

Funds Management Implementation Documents

2010 Scoping Questioner

• 2010 01 Organization Profile
• 2010 02 Scoping Questioner
• 2010 03 SAP FM BCS Scope Document  (To be publish very soon..)

2020 Project Plan

• 2020 01 ASAP Methodology
• 2020 02 FM BCS Project Plan
• 2020 03 IT Project Management Guide
• 2020 04 Step by Step Project Planning
• 2020 05 ASAP Concept

2030 Business Blueprints

• 2030 01 Budget Planning or Preparation Process
• 2030 02 Budget Entry and Release Process
• 2030 03 Budget check for various business process
• 2030 04 Budget Function Year End Process
• 2030 05 Reporting process
• 2030 10 Business Process Master List
• 2030 20 Budget Template Summary + 38 Budget Excel Template 
  • 2030 21 Annual operating budget – service industry
  • 2030 22 Annual operating budget for manufacturing
  • 2030 23 Budget Plan 10
  • 2030 24 Budget plan 20
  • 2030 25 Business Budget 10
  • 2030 26 Business Budget 20
  • 2030 27 Business Budget 30
  • 2030 28 Business trip budget
  • 2030 29 CashBudget
  • 2030 30 Channel marketing budget
  • 2030 31 Church Budget
  • 2030 32 Commissions Compensation Manager
  • 2030 33 Event Budget 10
  • 2030 34 Event budget 20
  • 2030 35 Event Budget 30
  • 2030 36 Event Budget 40
  • 2030 37 Event budget 50
  • 2030 38 Expense Budget 10
  • 2030 39 Expense Budget 20
  • 2030 40 Expense Budget 30
  • 2030 41 Expense Budget Template
  • 2030 42 Marketing budget plan
  • 2030 43 MediaBudgetQuarter
  • 2030 44 Merchandise Plan
  • 2030 45 MfctgOverheadBudget
  • 2030 46 Model Activity Budget 10
  • 2030 47 Model CashFlowStartup
  • 2030 48 Model CashReqStartup
  • 2030 49 Operating expense budget
  • 2030 50 Progress Note Template
  • 2030 51 QuartBudgetAnalysis
  • 2030 52 QuartMktgBudget
  • 2030 53 Rolling budget and forecast
  • 2030 54 SalesBudget
  • 2030 55 Scenario analysis budget template
  • 2030 56 StartupBudget
  • 2030 57 Targeted budgeting tool
  • 2030 58 Training budget
  • 2030 59 Web site budget tool

2040 Configuration Documents

• 2040 01 Activation and Org level Setting
• 2040 02 Basic Settings
• 2040 03 Master Data
• 2040 04 Budgeting
• 2040 05 Availability Control
• 2040 06 Actual and Commitment Update n Integration
• 2040 10 Organization Profile Analysis
• 2040 20 Key Data Structure

2040 Configuration Documents (Video) (To be publish very soon…)

2050 Development Guide

• 2050 10 Development Guide

2060 End User Documents (To be publish very soon..)

• 2060 10 FMBCS EUT Summary
• 2060 11 FMBCS Tcode List
• 2060 20 Master Data
• 2060 30 Budget Control System BCS
• 2060 40 Posting
• 2060 50 Information System

2070 Go Live n Data Migration

• 2070 01 FM Data Migration Strategy
• 2070 02 FM BCS Data Migration Concept
• 2070 03 FM Data Migration Tracking
• 2070 04 FM Master Data Collection Formats
• 2070 05 FM Transaction Data Collection Formats
• 2070 06 Activity for Product Client
• 2070 21 LSMW FC Upload Process
• 2070 22 LSMW FC Format
• 2070 23 SAMPLE FC UPLOAD Data
• 2070 31 LSMW Commitment Item Upload
• 2070 32 LSMW CI Upload Format
• 2070 33 LSMW CI Upload Data
• 2070 34 Video CI LSMW

2080 Authorization Control

• 2080 01 FM BCS Authorization Fundamentals
• 2080 02 FM BCS Authorization Matrix

Migration Document from Former Budget to Budget Control System

•  3010 10 Former Budget to BCS

Concept and Video Demo

• 5010 01 FM BCS Functionality and Business Benefits
• 5010 02 FM BCS Business Benefits
• 5010 03 FM BCS System Demo
• 5010 21 SAP FM Easy Access
• 5010 22 Create Fund Center
• 5010 23 Create Commitment Item
• 5010 24 Create Fund
• 5010 25 Create Functional Area
• 5010 26 Enter Budget FMBB
• 5010 27 Enter Expense Check Budget
• 5010 28 FM BCS Reports
• 5010 31 FM BCS Budget Manual Release
• 5010 32 FM BCS Budget Auto Release
  

!! Click Here to Free Download Sample Document !!

You can download one of sample documents for Grantor Management EUT to understand the depth of explanation and help given in these documents.

These documents cover following business processes of Grantor Management in very systematic manner.

01 – Logon to CRM GM System
02 – Create a Program (PSCD)-MultiFund-APAR
03 – Create Budget for program
04 – Register a Grantee
05 – Create an Application Form as Grantor
06 – Create an Application Form as Grantee
07 – Assess Application (BSP Web Request)
08 – Show Pre-commitment in ERP
09 – Show Budget Consumption
10 – Create Agreement
11 – Show commitment in ERP
12 – Show Budget Consumption After Commitment
13 – Invoicing Run (PSCD)
14 – Invoicing Run (AP-AR)
15 – Payment Run (PSCD)
16 – Payment Run (APAR)
17 – Claim Processing
18 – Change Request Processing
19 – Show Case Record
20 -Transfer PSCD to FI-GL (PSCD)
21 – Demonstrate MS Word integration
22 – Change the CRM User Interface

These documents can use for end user training and you can use this documents to learn grantor management. With the help of these documents you will be able to learn Sap Grantor Management very quickly.

These documents help you to understand how to run transactions in SAP CRM Grantor Management and complete your business process. These documents are very helpful for the entire sap user even if they are new to SAP CRM screens.

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SAP Grantor Management End User Documents

Now check this report  Budget Report

FMRP_RW_BUDGET – Budget Overview

Current budget become negative due to return posting on specific fund center. This solution will help you to stop such posting in BCS which makes current budget negative.

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Negative Budget in BCS due to Transfer Posting

Blueprints

1. Discussion current organization structure.
2. Discussion of FM organization structure
3. Discussion on current Budget control system.
4. Basic presentation on FM functionality
5. Discussion on FM scope (Like FIAA / HR / Travel / MM etc)
6. Documentation of Business process with respect of FM.
7. Identification of role and authorization
8. Identification of GAP into system
9. Data Migration strategy
10. Blue Prints sign off

Realization

1. Realization and system configuration for following business process

1. 1. Master Data
   2. Budgeting
   3. Budget Execution
   4. Integration
   5. Year End Closing
   6. Reporting
2. Unit Testing
3. Integration Testing
4. Impact testing by other module after activation of Funds Management. Funds Management has integration with
   1. Financial and Asset Accounting Integration
   2. Funds Management and CO
   3. Purchasing
   4. Trip Costs Accounting
   5. Payroll Accounting
   6. Integrating Project System
   7. Integrating Plant Maintenance
   8. Integrating Sales and Distribution
5. Configuration Document
6. Process Document for Year end closing
   1. Schedule Manager
   2. Monitor for Year-End Closing Operations
   3. Preparation
   4. Commitment Carry forward
   5. Budget Carry forward
   6. Carrying Forward Fund Values

Final preparation

1. Roles and Authorization identification and creation
2. Authorization Testing
3. Power User Training
4. End User Documentation
5. End User Training
6. Data Migration (Budget and commitment upload) as per situation. (Mid year go live or year end go live.)

Go live and Support

Scope (Brief description)

The functions in the component Public Sector Management – Funds Management (PSM-FM) supports in creating budgets. The tasks of Funds Management are to budget all revenues and expenditures for individual responsibility areas, monitor future funds movements in light of the budget available, and prevent budget overruns, budgets can be change by entering releases, supplements, returns, and transfers.

Entering an FM account assignment (for example commitment item, funds center) when creating a document in FI, the system will determine an FM area before it can flow the data to Funds Management.

The FM area is derived from Company Code (organizational unit in Financial Accounting) by assigning the company code relevant for Funds Management to an FM area. One or more company codes can be assigned to an FM area.

Funds Management will be activated for all company code at once.

Exclusion: Funds Management will not cover budgets for Capital Expenditure (CAPEX). CAPEX will be covered through Project Systems or Internal Orders.

Expectations / Requirements (General Explanations)

To control actual cost incidence over budgets at various fund centers (combination of cost center / MM Organization element) through operational budgets and also to provide effective and seamless management reporting tool aimed at monitoring and controlling costs.

In order to achieve the above stated requirement, it is proposed to make use of SAP’s Fund Management (PSM-FM) component to organize the business into various Fund centers with a view to Control the actual cost. Further, to report on budgets utilized and available against each commitment item.

Explanations of Functions and Events

To facilitate budgetary control and monitoring the operational efficiency of various organizational elements in terms of funds centre. It is proposed to structure the company codes into various Fund centers for the purpose of budgetary controls.
Commitment items are assigned to GL Account where a budget has to be fixed and cost centers are assigned to funds center.  Budgets are maintained for commitment item against the funds centre. When the actual cost is incurred in each of these responsibility areas the costs are captured in commitment item against each fund centers and checked for availability of funds.
The data flow into Funds management can be derived from the transactions originating from Finance and Logistic Modules by way of cost element and Cost Centre on the posting line item itself.

Business processes for Budgetary Control

Budgeting can be done on the basis of Annual Values or Overall Values and both Top-down and Bottom-up approaches can be followed while establishing the budgets. It is proposed that the Annual values basis be followed for budgeting Bottom-up.

In the case of Annual Values budgeting, periodic (monthly) distribution of Budget values within the fiscal year will be made by the system only statistically on the basis of Distribution Key defined in the Budget definition screen. However, the availability check will be performed against a specified % on the Annual Value.  For example, during the beginning of every quarter, 25% of the Budget can be released and the balance can be blocked.

Once the budget has been created, it has to be released for each budget object. The Budgeting process in FM Area can be handled with the help of Budget Objects.  Budget Object is a combination of Funds Center and Commitment Item.   The budget structure represents all the funds centers and commitment items for which budget or postings have been made, in their entirety for each fund in hierarchy format.

Process Flow

1.Create Commitment Item
2.Create Fund Center
3.Derive fund center as per derivation rules,
4.Derive Commitment Item from GL Account
5.Define Budgets against each Commitment Item and fund center ( Budget object)
6.Release Budget

Each Cost center / Cost Center group (representing a department or function in a plant will form a Budget Area (Fund Center). Accordingly, there exists a one-to-one or many to one relationship between cost centers and fund centers.

Commitment Check will be at Fund Center level.  Hence, whenever the expense posting exceeds the Commitment budget for the Budget Object, the availability control will be active.

The data in the cost Centers and Fund Centers tallies with respect to the Commitment Items.

Availability Control and Tolerance Definition

Availability Control checks the Budget before the creation of Commitment.  For this process, each Cost Center will be attached to a Fund center.  Fund Center will be derived from the Cost Center assignment.

Availability check can be made to work along with the Tolerance Limits specified for each Business Transaction. The system can also be notified with the action it should display if the tolerance limit for the business transaction is exceeded.

Note:  Commitment check will be available for Expense only. It will not be available for notional postings like Depreciation and assessments, Clearing GL accounts.

Availability Control is available at following Transaction postings:

GL expense postings
Procurement material / service transaction

Availability checks:

Three types of availability control options can be done. For example:
1. 80% utilization = Warning message.
2. 90% utilization = Warning with mail to the responsible person
3. 100% utilization = Error message.

The availability control is set for a FM area generally. The facility to do checks for specific combinations of Fund Center and Commitment is provided.

The following scenarios/documents are identified, where payment budget to be captured and Budget availability check to be performed:

      Scenarios                                    Type of Budget Availability checks possible
Direct FI entries   Blocking or Warning
MM direct expenses booking  Blocking or Warning
MM Procurement transactions Blocking or Warning

Planning Process

Plan Data will be initially keyed in at Cost Center level and stored in version 0. The plan data so captured will be summarized at the Organization level and the normalization process will be initiated (viz., running up / down the plans and submitting to corporate for approval and obtaining their concurrence etc) and approved plan will be transferred to version 01

Once the Budgets are approved the same will be copied to FM component as approved budgets as annual values.

Note: All Budgets will have a time span applicability of one year and unexpired budgets will not be carried forward.

Configuration

If you have similar type of business requirement in your hand and you are looking step by step help document, Please find as below

Budget Control System (FM-BCS) Concept Presentation

Funds Management BCS Configuration

FM Business Process on P2P Cycle with Down Payment

How to Migrate Former Budget to Budget Control System

How to Control Authorization on FM Master Data Level

Message no. DS017 Program 4FBU does not exist

Planning
FMPLSET – Set Planner Profile
FMPLCPD – Change Plan Data
FMPLDPD – Display Plan Data
FMLID – Display Change Document

Budgeting
FMBBC – Create Budget Entry Documents
FMBB – Budgeting Workbench
FMPEP – Multiple Budget Entry
FMEDD – Display  Budget Entry Documents

Version
FMBOSTAT – Assign Status to a Version
FMCYFREEZE – Freeze Budget Data of a Version

Budget Control System (BCS) > Tools

Planning
FMBPRRI_BCS – Create Derivation Strategy for Plan Data Transfer from SAP BW
FMBPRRS_BCS – Display Derivation Strategy for Plan Data Transfer from SAP BW
FMBPRRC_BCS – Edit Derivation Rules for Plan Data Transfer from SAP BW

FMCYCOPI_BW – Transfer Plan Data for FMCYCOPI_BW – Transfer Plan Data

FMCYPREP – Generate Planning Data
FMCYRESET – Reset Plan Data
FMPLUP – Upload Plan Data from Excel
FMCYCOPI_CO – Plan Data Transfer from CO

Budgeting
FMCYLOAD – Generate Budget Data
FMMPRELE – Release Budget Data
FMDOCREV – Reverse Entry Documents
FMMPTRAN – Transfer Between Budget Types
FMMPSTAT – Generate Statistical Budget Data

FMAVCCUST01 – Monitor Availability Control
FMAVCREINIT – Reconstruct Availability Control

FMTEXT – Organizer Budget Text 
FMCYTEXT – Copy Budget Text

Commitment Item

FMCIA – Commitment Item Individual Processing
FMSL – Commitment Item Mass Processing
FMCIC – Commitment Item Display

Commitment Item Hierarchy

FMCID – Change Commitment Item Standard Hierarchy
FMCIH – Change Commitment Item Alternative Hierarchy
FMCIE – Display Commitment Item Hierarchy
 
Commitment Item Group

FM_SETS_FIPEX1 – Create Commitment Item Group
FM_SETS_FIPEX2 – Change Commitment Item Group
FM_SETS_FIPEX3 – Display Commitment Item Group
FMRP_CI_SET_HIER – Create Group Hierarchy from Master Data Hierarchy

Funds Center

FMSA – Funds Center Create
FMSB – Funds Center Change
FMSC – Funds Center Display

Funds Center Hierarchy

FMSD – Funds Center Hierarchy Edit
FMSE – Funds Center Hierarchy Display

Funds Center Group

FM_SETS_FICTR1 – Funds Center Group Create
FM_SETS_FICTR2 – Funds Center Group Change
FM_SETS_FICTR3 – Funds Center Group Display
FMRP_FC_SET_HIER – Create Group Hierarchy from Master Data Hierarchy

Fund

FM5I – Create Fund
FM5U – Change Fund
FM5S – Display Fund

Fund Group

FM_SETS_FUND1 – Create Fund Group
FM_SETS_FUND2 – Change Fund Group
FM_SETS_FUND3 – Display Fund Group

Application of Funds

FM6I – Create Application of Funds
FM6U – Change Application of Funds
FM6S – Display Application of Funds

Functional Area

FM_FUNCTION – Process Functional Area
FM_SETS_FUNCTION1 – Create Functional Area Group
FM_SETS_FUNCTION2 – Change Functional Area Group
FM_SETS_FUNCTION3 – Display Functional Area Group

Funded Program

FMMEASURE – Edit Funded Program
FMMEASURED – Display Funded Program

Funded Program Group

FM_SETS_FUNDPRG1 – Create Funded Program Group
FM_SETS_FUNDPRG2 – Change Funded Program Group
FM_SETS_FUNDPRG3 – Display Funded Program Group

How to control Authorization on Fund center Level?
How to control Authorization on Commitment item Level?
How to control Authorization on Fund Level?
How to control Authorization on Functional Area Level?
How to control Authorization on Funded program Level?
How to control Authorization on Grant Level?

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How to Control Authorization on FM Master Data Level