Procedure

To execute budget planning, proceed as follows:

1. Choose Accounting → Controlling → Cost centers → Planning → Cost element/activity input → Change .

2. Enter a budget profile.

The budget profile parameters specification of:

– The budgeting time period, in the past, or in the future

– The starting year in which budget planning is to begin

– The scaling and decimal places for the display of values in budget planning

– Period planning or fiscal year planning

– Default values for the distribution key.

3. Choose Overview screen to access the overview screen of the annual values. You can then change the budget of your cost center.

If you entered a cost center group in the initial screen of budget planning, you can choose Group structure y/n function to display or hide the group structure.

If you choose Y, the system displays the top node of the group with the sum of all the planned budgets of the lower-level cost centers.

If you have selected period values in the budget profile, you can choose Period overview to switch from the list of annual values to the list of period values for a cost center.

The system distributes the plan annual value to the individual periods according to the distribution key defined in the budget profile. You can change this distribution key in the period screen if required.

You can only select true distribution keys. True distribution keys break down an annual value into monthly values, so that the sum of the monthly values equals the original annual value.

Choose Period values in the Annual values overview screen to display the individual period values for each cost center. You can select a given period, or view all the period values of a cost center or cost center group. Choose Goto Period Select period/Next/Previous Period