Carrying Forward an Overall Budget 

  1. Choose Human resources ® Personnel management ® HR funds and position management ® Overall budget ® Carry forward.

    2. The Carry Forward Overall Budget screen appears.

  2. Select the tab page with the budget structure element type that you require.

    3. When you carry forward the overall budget, this affects the entire budget hierarchy (and not merely the object you used to access the overall budget).

  3. Enter a carry-forward period (i.e. which financial year do you want to carry over from, and which financial year do you want to carry over to)

    4. Financial years must run over into each other without any gaps in between.

  4. Select the overall budget that you want to carry forward.
  5. Choose Continue.

    6. The name of the overall budget is displayed.

  6. In the column entitled Data to carry forward, select the infotypes that you want to carry forward.

    7. Some of the infotypes are always proposed for carrying forward. You cannot change the setting for these infotypes.

  7. Choose Overall budget ® Check.

    8. The system checks to see if the overall budget is consistent. If your overall budget is not consistent, you will not be able to carry it forward. If the system detects any inconsistent data during this consistency check, an error log is displayed.

  8. If the system does not detect any inconsistent data, choose Overall budget ® Carry forward.

The system carries forward the overall budget in question. The overall budget is given the status Proposed for the new financial year.