Former Budgeting 

Purpose

Online Controlling (CO) and Project System (PS) transactions that incorporate funds and functional areas can be evaluated by the active availability control feature in Funds Management (FM). Funds and functional areas entered in CO / PS detailed planning are also copied to FM budgeting.

Process Flow

When you activate fund accounting, configure CO transactions to be relevant to budget, and configure FM active availability control, the online CO and PS transactions become subject to active availability checking.

You determine the CO and PS transactions you want to update on an actual basis in FM and make them relevant to budget by accessing the Implementation Guide (IMG) and choosing Public Sector Management ® Funds Management Government ® Actual/Commitment Update/Integration ®  Integration ® Integration with Cost and Project Controlling ® Choose Business Transactions for Integration.

When you activate fund accounting and configure funds and functional areas for detailed planning in CO and PS, you can copy funds and functional areas entered in CO / PS detailed planning to FM budgeting by accessing the Funds Management menu and choosing Budgeting ®Former Budgeting ® Tools ® Plan Data Transfer from CO.

Result

Online CO and PS transactions are processed by FM active availability control. Although transactions performed using batch processes (allocation cycles, overheads, settlements) are not actively checked, they still reduce available budget.

Funds and functional areas entered in CO/PS detailed planning are used when the plans are copied to FM budgets.