Budgeting Workbench
In the Budgeting Workbench (BWB), you can process budget entry documents, as well as call up and display budget entry documents generated by the system in a mass run.
User-specific settings are loaded when you call up documents in the BWB.
Structure
The BWB is made up of the screen areas Header, Line Items and Document Overview:
Document Overview
The panel on the left side of the screen displays the last 20 entry documents that the user called up or generated in BWB. There is no maximum display restriction on held documents. The documents are sorted according to processing status (Posted - Preposted - Undone - Held
). You can create a document or create a document by reference of another document using the context menu. You can show and hide this area using the pushbutton Document Overview on/off
.
Header
The document header contains the general data of an entry document valid for all line items. The FM account assignment elements that are generally valid are arranged in the document header, depending on the BWB layout settings made in Customizing.
The selection and input control (required field or optional field) of the FM account assignment elements displayed depend on which account assignment elements you activated for the budget control system. In Funds Management, the account assignment elements funds center
and commitment item
are mandatory. All other account assignments can be defined as mandatory, optional or not used.You make these settings in Customizing of Funds Management under 
Budget Control System (BCS)
Budgeting
Basic Settings
Use of Master Data
Activate Account Assignment Elements in Budget Control System
.
Line Items
Line items are displayed and entered using the SAP List Viewer (ALV). Depending on the Budgeting Workbench Layout, line items are displayed on different tabs for each budget category. If you want to work in parallel with payment and commitment budget, you have to choose the corresponding BWB layout.
The line amounts are displayed in the line items for each FM account assignment. In the BWB layout settings, you can define that FM account assignment elements are to be included as a column in the line items and are therefore ready for input line item by line item.
It is also possible to include key figures as columns (see below).
You can find more information on the individual fields in the document header and line item under Budget Entry Document.
Budgeting Process
The input fields of the document header and line item are adapted depending on the budgeting process (field Process
) selected. For example, input fields for the sender and receiver account assignment are displayed for the processes Transfer
and Distribution
.
Period Screen
If the budget of an entry document is divided between the periods of a fiscal year according to a distribution key, you can display the distribution of the budget between the periods using the period screen. To do this, select the line item and choose Period Screen
in the ALV toolbar.
If you want to enter budget only in one single period, you have to determine a single Period
in the Header area. The ALV function Period Screen
is inactive and the column Distribution Key
is hidden.
Features
BWB Key Figures
You can insert up to five key figures in the Budgeting Workbench. A key figure displays a user-defined data aggregation and provides additional information for the processing of budget values. You can, for example, include a key figure which displays the current consumable budget of a FM account assignment.
To activate the display of key figures, choose Extras
Key Figures on/off
. If you activate the simulation, the key figure evaluation takes into account the current document data. To select key figures, choose Select Key Figures
in the ALV toolbar of the Line Items area.
Generic Object Service
The functions of the generic object service are available in the Budgeting Workbench: You open the object services toolbox by selecting the pushbutton Services for Object
on the title line of the BWB.
Example
You can call up the processing status of budget entry documents subject to an approval procedure. If the budget to be approved is not processed by a workflow, the person responsible for the budget can call up the entry document to be approved using the object service. For more information, see Budget Approval with/without Workflow.
More Information
You can find an overview of all processing functions for entry documents available in the Budgeting Workbench under Process Budget Entry Documents.
You can find an overview of the fields in the budget entry document and other functions not described here under Budget Entry Document.
You can find a description of the different layouts used in the BWB in Layouts for the Budgeting Workbench.