Increasing the GM Budget from Revenues 

Use

Using transaction GMMPRBB (Increase GM Budget from Revenues), you can calculate the budget amounts to be distributed and increase the budget from the revenues received.

With this transaction, you can increase the expenditures budget at any point.

However, the budget is not automatically increased when you make a posting to a revenue posting address, even if you provide sufficient revenues according to an existing RIB rule. The budget will also not automatically be increased if the budget of an expenditure budget address, which is to receive additional budget through a RIB rule, does not contain sufficient funds to cover the posting of a budget consumption.

The budget is increased on the basis of the total revenue amounts that were updated at the time of the budget increase on the revenue posting addresses which contribute to a RIB rule. Individual revenue documents are not considered.

Prerequisites

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·        You must create RIB rules manually or generate them automatically with the help of a derivation strategy defined in RIB Customizing.

·        You must make the settings required for posting RIB documents in Grants Management Customizing.

In particular, you have to maintain budget types for the RIB source process (RBBS) and RIB target process (RBBT) in the grant type.

Procedure

       1.      To run transaction GMMPRBB, go to the Grants Management – Grantee section of the Easy Access menu and choose Budgeting  ®Tools  ® Revenues Increasing the Budget  ® Increase GM Budget from Revenues.

The budget version is fixed to the active version; in general, this is budget version 0.

       2.      Next, enter selection criteria for RIB objects by selecting specific grants or sponsored programs, in this way restricting the sources of revenues and the targets for receiving expenditure budget. You can also use a predefined variant for selection.

       3.      Under Document Settings, you must specify the document type and date, as well as the posting date.

The document type used for the budget increase should match the budget scenario (unreleased/released or released) of the grants involved.

·         If the document type has an unreleased budget status, no Funds Management (FM) fiscal year distribution is created.

·         In the case of document types with released budget status, the FM data maintained for receiving account assignment objects in the RIB object is used. If FM integration is active, a transfer to FM takes placed.

       4.      Finally, under Processing Options, you can specify whether you want to carry out a test run, create a detailed list. You can use the Test Run indicator to choose between the following two processing options:

·         Monitor for possible budget increase: If you check Test run,  the program does not create budget documents that increase the budget. Instead, you receive a log showing all the documents where a budget increase is possible.

·         Automatic budget increase: If you do not check Test run, the budget is increased in line with the amounts determined for the budget addresses concerned. Budget documents (“RIB documents”) are now generated automatically.

       5.      Run the program. The results are displayed in the output list.

Result

In the output list, you can see the number of posted budget documents containing the amounts that increase the budget, as well as any warning and error messages issued. To see the individual error messages, click Message log.