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 Budget Carryforward

Use

The budget carryforward enables you to carry forward budget remainders from projects, internal orders, and plant maintenance orders to the following fiscal year.

A budget that has not been used up is mainly defined here as the difference between planned budget and incurred actual costs.

Budget carried forward to the following year can also be posted to the previous year in certain circumstances.

Course Prerequisites

Commitments are not taken into account when the unused budget is calculated. Therefore you need to carry forward commitment before you do so for the budget. To call up commitment carryforward, choose   Accounting   Controlling   Internal Orders   Year-End Closing   Commitment Carryforward   , or Logistics or   Accounting   Project System   Controlling   Year-End Closing   Commitment Carryforward   .

Features

If required, you can carry budget forward at year-end closing.

It is generally useful to carry forward budget by project, project interval, or internal order interval. If you do so by internal orders, you require a selection variant. You use this to specify which internal orders are to be selected, and to be included in the carryforward run. You may need to maintain the selection variant before carrying forward budget. You do this in Customizing, under   Controlling  Internal Orders  Order Master Data  Selection and  Collective Processing  Define Selection Variant   .

You can carry forward budget more than once in a row. Each time, budgets are carried forward that were not included in the previous runs, because the corresponding internal orders or WBS elements were locked, for example. If you make follow-up postings of actual costs, the system posts back budget that was carried forward to the following year (a maximum of the total budget carried forward to the following year).

Budget carryforward is only allowed if the object (WBS element/internal order) has been Created , Released , or Technically completed. Budget carryforward is not possible for Closed objects, or those that have a deletion indicator or deletion flag . You cannot carry forward negative budget into the following year.

You can start the budget carryforward as a test run or update run.

If you want to check the budgets carried forward, you can choose the detail list and display it.

There is no availability control during the budget carryforward.

The budget is carried forward on the basis of the values in the controlling area currency (provided that it is the budgeting currency in the budget profile, or that a freely defined transaction currency is permitted as the budgeting currency and the Object Currency as Default Indicator is not set). The budget is carried forward on the basis of the values in the object currency (provided that it is the budgeting currency in the budget profile, or that a freely defined transaction currency is permitted as the budgeting currency and the Object Currency as Default Indicator is set). The system also carries forward budget line items that were entered in different currencies.

Activities

To call up budget carryforward for orders, choose   Accounting  Controlling  Internal Orders  Year-End Closing  Budget Carryforward   in Controlling.

In the Project System, you call up budget carryforward by choosing Logistics or   Accounting  Project System  Controlling  Year-End Closing  Budget Carryforward.  

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