Use

Rules for cover eligibility (CE rules) define particular links between budget addresses . CE rules are always based on the definition of a cover group and are used in budget planning as well as in budget execution. The section Features provides the details on this.

Prerequisites

You must have maintained the necessary Customizing settings in the Implementation Guide for Public Sector Management → Funds Management Government → Budget Control System → BCS Budgeting → Control Budgeting Flow → Cover Eligibility .

Features

Budget planning: here you define which budget addresses are to be used, how much budget might be required for them and how different budget addresses share their budgets for expenditures. Cover eligibility rules may not yet have been defined during the budget planning/budget preparation phase. However, it must be clear before the budget execution phase how CE rules will subsequently be used to implement the sharing of budget between different budget addresses.

Budget execution: Special budget transfers between budget addresses are only permitted if the sending and receiving budget addresses are linked using a manual CE rule. For more information, see section Manual Budget Transfers in Automatic and Manual Cover Eligibility . You can create manual cover groups using transaction FMCERULE (see Processing an Individual CE Rule ), and transaction FMCEGENCG (see Generating Cover Groups).

In transaction FMCERULE for processing individual cover groups, you can create and maintain manual or automatic cover groups. You can also maintain revenue cover groups, which are used to define rules for Revenues Increasing the Budget (RIB rules).

If you have generated cover groups using transaction FMCEGENCG, you can manually modify these cover groups in transaction FMCERULE. However, there are scenarios for which it is inadvisable to do this. For example, if you want all your automatic cover groups to remain consistent with your definition of the derivation strategy for generating cover groups, you should never manually process them in transaction FMCERULE.

Availability control: if the consumable budget of an address is not sufficient, additional available funds are automatically taken into account, provided that automatic cover eligibility rules have been created. For more information, see Availability Control for Automatic CE Rules You can either manually create automatic cover groups using transaction FMCERULE, or generate them in a mass run, using transaction FMCEGEN. For more details on the generation procedure, see Derivation Strategy for Generating CE Rules and Generating Cover Eligibility Rules .

For information on how to maintain cover eligibility rules, follow the above links on Generating Cover Eligibility Rules or Processing Single Cover Eligibility Rules .

Transfers between different grant values are not permitted in budgeting. For this reason, the account assignment element grant is not included in the definition of cover groups.

Activities

If you want to generate automatic or manual cover eligibility rules, maintain the derivation strategy for generating cover groups or CE rules in Customizing (see section Prerequisites above).

You adapt table entries for derivation steps of step type Derivation Rule in the main menu (transaction FMCERGR): Public Sector Management   →   Funds Management   →   Master Data   →   Usage of Account Assignment Elements   →   Budget Control System (BCS)   → Cover Eligibility .

You can subsequently create CE rules in one of the following two ways via the main menu:

Using transaction FMCEGENCG (Generate CE Rules), via the previously defined derivation strategy for generating CE rules .

By manually assigning budget addresses to automatic cover groups with transaction FMCERULE ( Processing an Individual CE Rule ).

If you change an existing automatic CE rule (or automatic cover group), or create a new automatic CE rule for budget addresses to which application data has already been posted, you should run the transaction FMAVCREINIT ( Reconstruction of AVC Ledgers ) with the option Reset Index Table .