Creating Transfers

Creating Transfers

1. Access the overall budget using the Overall budget view.

Make sure that the budget status is Released.

The Change Overall Budget screen appears.

2. Choose View ® Available budget.

3. Select the donor budget structure element for the transfer, and choose Extras ® Transfers ® Create.

The Create Transfer screen appears.

4. Specify the target budget structure element type and budget structure element.

5. If necessary, change the validity period.

6. Depending on the type of budget involved, enter the following:

If the budget is a monetary budget, enter the amount to be transferred and the corresponding time basis
If the budget is an FTE budget, enter the number of full-time equivalents to be transferred, and choose Check. If you want the system to use the quantity-based conversion factor, select the Quantity-based transfer flag.

If you have defined a quantity-based factor for converting between these two pay scales in Customizing, then the system displays the Quantity-based transfer flag and the Conversion factor pushbutton. To display the conversion factor defined in Customizing for converting between the two pay scale types, click on the Conversion factor pushbutton. If you select the Quantity-based transfer flag, the system will use this conversion factor when the transfer is made. Otherwise, the system will use the default values defined in Customizing to convert between the two pay scales.

To store notes, choose Administrative information.
Choose Check.
Choose Create and close.

If required, you can delete the transfer from the overall budget by choosing Extras ® Transfer ® Delete. To display the transfer, choose Extras ® Transfer ® Display.