Budget Planning for Plant Maintenance and Customer Service (MCB)

Purpose

SAP BW (SAP Business Information Warehouse) contains functions for the Budget Planning in Plant Maintenance and Customer Service. The budget planning is a planning application in BW-BPS (Business Planning and Simulation), the planning component of the SAP BW.

You can access various data, such as:

·        Actual costs from plant maintenance and service orders

·        Simulated planned costs from task lists

·        Simulated planned costs from maintenance plans

The budget planning can thus be based on a history-based or a zero-based budgeting method. The budgeting method determines the procedure for creating a budget, that is for determining the data basis of a budget planning.

For the history-based budgeting method the budget is mainly planned on the basis of historic actual costs from maintenance and service orders. You can also include ad hoc (historic) data via an ad hoc scenario.

For the zero-based budgeting method the budget is created on the basis of planned data, in particular on the basis of simulated planned costs. Data from maintenance plans and task lists is used as a basis for this. You can also include ad hoc (zero-based) data via an ad hoc scenario.

In plant maintenance, the budgeting method based on data from plans is known as zero-based budgeting.

Implementation Considerations

For more information, see Preparing the Budget Planning

Integration

The budget planning works with the following components:

·        SAP ECC 5.00

·        R/3 Plug-In 2004.1_500

·        BW-BPS 3.52 (SAP Business Information Warehouse)

Features

The manager plans the strategic budget for his area and sends a budget proposal to the responsible maintenance planner (top-down budgeting process).

The planner plans the budget on the basis of the historic or simulated data and sends it back to the manager for approval (bottom-up budgeting process).

For the budget planning you work in particular with data from the ERP system and assign this data to the responsible maintenance planners on the basis of planning-relevant criteria of the technical objects (for example, cost center, planner group).  You use characteristics to define the hierarchy of the planning units (that is, the hierarchy of the manager and maintenance planner), that are involved in the budgeting process.

·        Using the budgeting group

Organizational planning unit within the budgeting process.

·        Using the report group

Superordinate unit to which the planning unit reports directly.

For more information, see Defining Report Groups and Budgeting Groups.

The responsible maintenance planner creates a budget proposal mainly at the level of the technical objects for which the planner is responsible. The system supports a distribution of the budget proposal both for individual periods (months) and also for individual cost types.

For a more detailed process overview, see Creating a Budget Proposal.

Constraints

The following data is not considered when determining the database of a budget planning:

·        Maintenance items without an assigned task list

·        Maintenance items whose call object is not a maintenance or service order.

·        Estimated costs from plant maintenance and service orders

·        Costs from areas other than Plant Maintenance, for example, planned costs for cost centers or internal orders

·        Costs from configurable task lists

·        The system does not support an explicit copying of the approved budget proposal, for example, through

Ў        Retraction in your ERP system as an active budget

Ў        Updating in further data rows of your BW system

However, the provision of suitable BAdI interfaces (Business Add-In) gives you the option of making copies in line with customer-specific requirements. Note that the existing mechanisms for the (active) budget check in your ERP system (for example, when planning a maintenance order) cannot be enhanced.

See also:

BW Documentation for Plant Maintenance