Maintaining Budget Structure Templates

Prerequisites

You have created the commitment items you would like to group together in the master data of the system.

Create Budget Structure Template

  1. Choose Start of the navigation path Accounting Next navigation step Public Sector Management Next navigation step Funds Management Next navigation step Master Data Next navigation step Budget Structure Next navigation step Former Budgeting Next navigation step BS Template Next navigation step Create End of the navigation path and make the required entries:

    Year-Dependent Budget Structure Template

    Enter an FM area, a budget structure template and a fiscal year.

    Year-Independent Budget Structure Template

    Enter an FM area and a BS template.

    You can limit your selection to a commitment item sub-hierarchy by entering a commitment item.

    You can specify a BS template to use as a reference. The system then automatically copies all the commitment items from this template with their relevant object indicators to the new group.

    Choose Continue .

  2. Enter a name and a description for the template and choose Continue.

    You reach an overview of the commitment item hierarchy in accordance with the entry point you have chosen.

  3. Select the commitment items that you want to combine in a template and choose Insert into Template .

    Using Delete from Template , you can remove the commitment items selected from the template.

  4. Choose Object Definition.

    An overview of the object indicators appears.

  5. Set the Budget object and/or Posting object indicators for each of the commitment items in the template.

    To set an indicator for all commitment items displayed, choose Select column .

    To delete an indicator from all the commitment items displayed, choose Deselect column .

  6. Save the template.

Change Budget Structure Template

To change BS templates, choose Start of the navigation path Accounting Next navigation step Public Sector Management Next navigation step Funds Management Next navigation step Master Data Next navigation step Budget Structure Next navigation step Former Budgeting Next navigation step BS Template Next navigation step Change End of the navigation path

Proceed as described in Creating Budget Structure Templates .

Caution Caution

If you are already working with a budget structure which was defined using BS templates and you make subsequent changes to the object function (budget object/posting object) in a template, this changes affects all the funds centers to which you have assigned this template.

For the change to take effect in the budget structure, you must run the Budget Structure: Generate Objects from BS Templates program. For more information on this program, see Generating Budget Structures from Templates .

End of the caution.

Displaying Budget Structure Templates

Choose Start of the navigation path Accounting Next navigation step Public Sector Management Next navigation step Funds Management Next navigation step Master Data Next navigation step Budget Structure Next navigation step Former Budgeting Next navigation step BS Template Next navigation step Display. End of the navigation path