Changing the Budget Status 

Prerequisites

You must have created at least one overall budget, or carried forward an existing one. This overall budget is automatically assigned the budget status Proposed.

 

You can create and change the budget hierarchy, and assign budgets to budget structure elements only if the budget status is Proposed. For this reason, always remember that, once you change the status, you will not be able to make any further changes to the budget hierarchy or the budgets of the budget structure elements.

Your overall budget must be consistent - otherwise, you will not be able to change the budget status. This is because the SAP System performs a consistency check before the budget status is changed.

Procedure

  1. Choose Human resources ® Personnel management ® HR funds and position management ® Overall budget ® Change budget status.

    2. The Change Budget Status screen appears.

  2. Select the tab page with the budget structure element type that you require.
  3. Select a budget structure element, and specify the appropriate financial year.
  4. To display the name of the budget structure element, choose .
  5. Enter the new budget status in the Change budget status box.

    6.  

    The system proposes the next logical budget status.

  6. To have the system check the overall budget to make sure that it does not contain any inconsistencies, choose .

    7. If the system detects any inconsistencies, these are displayed in an error log.

    You will not be able to change the budget status until you have rectified all the inconsistencies contained in the error log.

  7. If the system does not detect any inconsistencies, choose Change status.

This changes the budget status.