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Finance | Project Operations, Human Resources, ...
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Project budget control - Total Year- PO created and committed in 2025 and Invoice posted in 2026

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Hi Community, 
 
In std FO PMA -> we are using Projects & Controlling costs - with below setup:
 
- Total Year Budget control interval
- Disallow overruns
- Costs controlled.
- Commitments generated at PO confirmation 
 
Consider below steps:
1. Creating a Project, entering a Budget and Approving it in 2025 (allocation budget for 2025) - for ex. 10 000 USD.
2. Create and confirm a PO in 2025 - in value of 3 000 USD => Budget balance will show Commitment in value of 3 000 and Remaining 7 000
3. New year 2026 comes and I need to register the PO invoice -> if I keep all dates in 2026 - Budget exceed error message is generated as I have not yet entered any budget for 2026
4. I run the Carry forward process for this project and it carries 7 000 USD from 2025 into 2026
5. I try again to invoice the PO and all dates in 2026 -> Posting is successfull -> Budget balance for 2026 shows: Consumed 3 000 and Remaining 4 000 USD / Budget balance for 2025 shows Available 3 000 - from the commitment that was released at the time of PO invoice;
6. I have to run one more time the Carry forward process to move the remaining 3 000 into 2026.
 
My question now is: are there any parameters in the system that can drive the PO invoice to be posted in 2026 and consume from the related commitment done in 2025?
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I have the same question (0)
  • Imran Mustafa001 Profile Picture
    104 on at
    No in standard FO there is no parameter that allows a PO invoice posted in 2026 to automatically consume a commitment created against a 2025 project budget without carrying the budget forward.

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