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.
Commitments are not taken into account when the
budget is calculated. Therefore you need to carry forward commitment before you do so for the budget. To call up commitment carryforward, choose
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.
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
Budget carryforward is
objects, or those that have a
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
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.
To call up budget carryforward for orders, choosein Controlling.
In the Project System, you call up budget carryforward by choosing