Maintaining Budget Structures

Use

For each budget structure (for each fund with overall values and, in the case of funds with annual values, for each year as well), you must decide whether you want to define the budget structure by defining “individual objects” or using “budget structure templates”. You cannot mix these two entry types.

For more information on this topic, see Budget Objects, Postings Objects, Assignment Objects .

Defining Bdgt Structures Using Individual Objects

When defining individual objects, you must maintain the whole funds center and commitment item hierarchy and flag a combination of funds center and commitment item as budget objects or posting objects.

Define Budget Structure using Budget Structure Templates

Using BS templates to define a budget structure simplifies the procedure. A budget structure groups together commitment items with the same object indicator (budget object and/or posting object). You can assign this template to your funds centers when defining a budget structure. This assignment ensures that, when you are defining the budget structure, the system automatically generates the objects in the relevant funds centers for all the commitment items in the template.

Note Note

If you are working with assignment objects, you cannot use BS templates.

If you want to create a budget structure using a BS template, budget/posting objects created with the definition of a BS through individual objects are not allowed to exist.

End of the note.

Features

This section provides an overview of the functions and programs that you can use to maintain the budget structure using individual objects:

  • Budget Objects Consistency Check

    This function carries out the Consistency Check on Budget Objects for a BS. The system checks that each budget object has a superior budget object.

  • Maintaining a Budget Structure

    You can use either individual processing or mass processing to define budget/posting objects. For more information on this, see Define BS Using Individal Objects and Mass Processing Budget Structure .

  • Budget Structure Transfer from Previous Year

    You can run the BPCARRY01 program to copy the most recent budget structure to a target year. In doing so, you no longer have to maintain BS elements that already exist.

    You execute the program, under 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 Transfer from Previous Year. End of the navigation path

    For more information, see the program documentation by selecting .

  • Customer-Specific Checks on Budget Structure

    You can use BAdI FMBS_CHECK_STRUCTURE to carry out customer-specific checks when saving a budget structure. You implement customer-specific BS checks in the Customizing of Funds Management, under Start of the navigation path Master Data Next navigation step Budget Structure (Former Budgeting) Next navigation step Business Add-Ins (BAdIs) Next navigation step Define Checks for the Budget Structure. End of the navigation path

See also: