Budget Structure Template - SAP Documentation

Definition

Groups together the commitment items of a hierarchy to simplify budget structure entry.

Use

When defining a budget structure template (BS template), choose the commitment items that belong together from your commitment item hierarchy and specify the object function for them (budget object/posting object). You can then use this template when defining a budget structure and assign funds centers. This assignment ensures that the system automatically defines the objects when generating the budget structure in the relevant funds centers for all commitment items in the template. When you are not using a template to define a budget structure, you must maintain the complete funds center and commitment item hierarchy manually and indicate a funds center/commitment item combination as budget objects and/or posting objects for each hierarchy.

Depending on the definition of the template and the corresponding definition of the budget structure, you can carry out central budgeting, or a combination of central and local budgeting, quickly and easily. For relevant examples, see Examples: Budget Structure for Local Budgeting and Example: Budget Structure for Central Budgeting .

You can define a BS template either as year-dependent or as year-independent. You use a year-dependent template to define a year-dependent budget structure. You use a year-independent template to define a year-independent budget structure if you are working in a fund with overall values.

Caution Caution

If you have created a budget structure using a BS template and you then make changes to the object function in a template, this affects all funds centers in the budget structure to which you have assigned this template.

End of the caution.

Integration

Year-independent budget structure template

You define a year-independent BS template for the year 0000 . BS templates with the year 0000 can only be used in year-independent budget structures.

Year-dependent budget structure template

A year-dependent BS template is valid until it is defined for a new year based on new requirements. If you have defined a template for a number of fiscal years, the template used for defining a year-dependent budget structure is either the one for the budget structure's fiscal year or the one for the fiscal year before it. BS templates that are defined for future fiscal years cannot be used.

Example Example

Defining a year-dependent budget structure for 1996

End of the example.

BS template	Template definition for FY	Valid template/year for BS 1996
Template A	1994, 1996, 1998	A 1996
Template B	1993, 1995	B 1995
Template C	0000, 1997	C cannot be used

For all years in which the budget structure applies, the template that is valid is the one that was used when defining the budget structure.

BS template "Template E" has been defined for 1995 and 1997.

The 1996 budget structure uses template E, which has been defined for 1995.

The 1999 budget structure uses template E, which has been defined for 1997.

For fiscal years 1996 - 1998, the budget structure definition for 1996 is the valid one, whereas the definition of template E for 1995 is used in all years.