Layouts for the Budgeting Workbench

 

You can configure the display of budgeting data in the Header and Line Items area by using the following complementary methods:

  1. The Budgeting Workbench Layout defines the display and the position of the fields either in the Header or in the Line Items area. You define this layout in Customizing for Budget Control System (BCS) under Start of the navigation path Budgeting Next navigation step Budget Entry Next navigation step Budget Entry Documents Next navigation step Document Definition Next navigation step Define Layout for Budgeting Workbench End of the navigation path. You select this layout when you start the budgeting workbench (BWB). If the current layout hides a mandatory field like a mandatory FM account assignments element, the system adjusts the layout automatically. To choose a different layout, go to Start of the navigation path Extras Next navigation step Change Budgeting Workbench Layout End of the navigation path.

  2. The SAP List Viewer (ALV) Layout defines the display and the position of the columns in the Line Items area. It overwrites the Budgeting Workbench layout settings for this area. If you set an ALV layout as default ALV layout, this layout will be used in the Line Items area when you start the BWB.

  3. The Field Status Definition is relevant for the fields in the Line Items area. It affects the ALV layout as you can choose between the options hide or output and mandatory or optional. You define these settings in Customizing for Budget Control System (BCS) under Start of the navigation path Budgeting Next navigation step Budget Entry Next navigation step Budget Entry Documents Next navigation step Field Control for Budget Entry Documents Next navigation step Field Status Next navigation step Maintain Field Status Definition End of the navigation path and assign it to the budgeting process and document type (Field Status Group), and FM area (Field Status Variant) in Assign Field Status Definition.

Prerequisites

  1. You have activated the FM account assignments elements as Mandatory or Optional that you want to have displayed for the FM area in Customizing for Budget Control System (BCS) under Start of the navigation path Budgeting Next navigation step Basic Settings Next navigation step Use of Master Data Next navigation step Activate Account Assignment Elements in Budgeting End of the navigation path.

  2. You have done all necessary settings in the Field Status customizing.

Dependencies

ALV Layout

Please note the following restrictions:

  • You can hide a field that has been defined as mandatory. Nevertheless, the Budget Control System checks will guarantee consistency of your documents, and raise an error if they are not consistent.

  • You cannot use FM account assignment elements that are defined as Not used or fields that are set to hidden in the field status definition in Customizing. No deviation or constraint will be detected here.

  • If you want to add the description of the FM account assignments element like Funds Center, the corresponding FM account assignments element must be displayed and you have to choose one layout as default.

Budget Type

  • If the field is defined as hide, the field is permanently hidden.

  • If the field is defined as output, the field is displayed but budget type values can be retrieved using the substitution tools.

Year of Cash Effectivity

The Time Horizon must have been set.

  • If the field is defined as hide, the field is permanently hidden. Without valid substitution rules, you will receive the error message “Year of cash effectivity is mandatory for budget category” (FMCU096) when posting the budget document.

  • If the field is defined as output, the field is displayed but cash effectivity values can be retrieved using the substitution tools.

Fields Defined in the Customer Include CI_FMBL

The method ADD_FIELDS_TO_LINE_ITEM of the Business Add-In FMBW_CUSTOMER controls the display of these fields.