Budget Type Groups - SAP Documentation

Use

Budget type groups are used to bundle together several budget types for mass operations in BCS. Using budget type groups, you can bundle the budget types which have the same or a similar use.

Note Note

One budget type can belong to several budget type groups, and a budget type group can contain several individual budget types.

End of the note.

Prerequisites

To define a budget type group for budgeting, you must have defined several budget types for budgeting purposes in the Customizing of Funds Management: Budget Control System Budgeting Basic Settings Definition of Budget Data Budget Types Define Budget Types.
To define a budget type group for statistical budget, you must have defined several budget types for statistical budget in the Customizing of Funds Management: Budget Control System Budgeting Basic Settings Definition of Budget Data Statistical Budget Define Budget Type for Statistical Budget .

Procedure

Create a budget type group in Customizing and assign it to a budgeting process delivered by SAP. The individual settings are as follows:

Define Budget Type Group
- If you want to define budget type group for budgeting, you can create it in the Customizing of Funds Management under Budget Control System Budgeting Basic Settings Definition of Budget Data Budget Types Define Budget Type Groups .
- If you want to define budget type group for statistical budget, you can create it in the Customizing of Funds Management under Budget Control System Budgeting Basic Settings Definition of Budget Data Statistical Budget Define Budget Type for Statistical Budget Define Budget Type Group for Statistical Budget.
Assign Budget Type Group to Process

You can assign the budget type group you have defined to a budgeting process. This means that all budget types which are in the budget type group will automatically be assigned to the specific process.
- If you want to assign a budget type group for budgeting to a process, you can go to Customizing of Funds Management under Budget Control System Budgeting Basic Settings Definition of Budget Data Budget Types Assign Budget Type Group to Processes (Mass Maintenance) .
- If you want to assign budget type group for statistical budget to a process, you can go to Customizing of Funds Management under Budget Control System Budgeting Basic Settings Definition of Budget Data Statistical Budget Define Budget Type for Statistical Budget Assign Statistical Budget Type Group to Budgeting Process .
Control Budget Processing

In BCS budgeting, you can define in which phase in the course of the budgeting process the processing of particular budget types is permitted or not permitted in combination with status management .

You define the budget type group permitted per status in the Customizing of Funds Management under Budget Control System Budgeting Control Budgeting Flow Edit Status .

Result

Your budget type groups have been configured.