Maintaining a Fund

Prerequisites

If you want to define a sponsor in the fund master record, you must create the sponsor as a customer in the SAP system.

To define customers, choose Start of the navigation path Accounting Next navigation step Financial Accounting Customers Master Data Create. End of the navigation path

Procedure

To change or create a fund, proceed as follows:

Choose Accounting Public Sector Management Funds Management Master Data Fund Account Assignment Elements Fund CreateorChange.
Enter the relevant FM area in the Enter FM Area dialog box, then choose using the quick info text Continue .

Note
You only need to enter the FM area when you call up the transaction for the first time. The next time you call it up, the FM area you selected is automatically defaulted. To change the FM area, choose FM Area.

End of the note.
Enter the alphanumerical code of the fund and choose using the quick info Enter .
In the master data record enter the necessary data, make the changes and choose using the quick info Save .