Status Management - SAP Documentation

Use

Subdividing into budgeting phases

Status management in the budget control system (BCS) allows you to subdivide the budgeting in Funds Management into successive budgeting phases. The individual budgeting phases differ in that only certain budget processes can be executed ( Budgeting Process in combination with a Budget Type or a Budget Type Group ). Each phase is mapped in the system as a status. Whereas you define all required statuses and the executable budgeting activities for each status in Customizing, you select the current valid status(es) in the current fiscal year in the menu of Funds Management.

Authorization control of budgeting

You can also define a different authorization allocation for each status in status management. This enables you to assign an authorization group to each status and define specific user roles for budgeting in the budget control system by using the authorization concept.

Prerequisites

You have already created budget types in the Customizing of Funds Management in section BCS budgeting.

Activities

You define the required status in the Customizing of Funds Management, under Budget Control System (BCS) BCS Budgeting Control Budgeting Flow Maintain Status .
You define the status valid at a particular time in the menu of Funds Management, under Budgeting Budget Control System (BCS) Version Assign Status to a Version.

Example

The following graphic depicts the chronological order of the individual budgeting phases. The permitted activities are characterized in each phase by one or more statuses.

Sequence of budgeting phases

This graphic is explained in the accompanying text.

Only budgeting processes are shown in the example, not budget types, in order to simplify the content. In phases I, II and IV, only one status is selected. Phase III is different in that two statuses are selected. This allows you to control different authorizations in the budgeting process at the same time.

Budgeting phases and assigned status

Phase	Status	Permitted budgeting processes	Auth. grp
I	Planning	Prepare	A
II	Budgeting 1	Enter	A
III	Budgeting 2a	Return, transfer	A
III	Budgeting 2b	Supplement, return, transfer	B
IV	Close	Carryover	A

The planning for the following fiscal year 2006 takes place in Phase I . This planning phase takes place over a long time in fiscal year 2005. In this time period, you can only enter plan data in which only the Prepare process is allowed.

Phase II replaces Phase I at the end of 2005. Budget data is generated from the transferred plan data via a mass run. Budget data can also be entered manually. In this phase only the Enter process is allowed.

Phase III takes place over the entire fiscal year 2006. This phase is different in that the activities are restricted to budget updates. The processes Supplement, Return and Transfer are now allowed. The budget supplement should only be executed by certain employees (group B). This special user role is possible with budgeting status 2b.

Phase IV includes the closing operations of fiscal year 2006. In this phase only the Carryover process is permitted, in order to carry forward residual budget into the following fiscal year (2007).