Closing the Old Approval Year 

Purpose

Using this program, you can transfer all values that were carried forward when the new approval year was opened (or a portion thereof). The values are transferred to the current approved values of the new investment program in the new approval year. Using this procedure is helpful when you do not want to manage your measures and appropriation requests from the old approval year separately from those in the new approval year.

Prerequisites

Closing the old approval year is only possible if the new investment program already exists in the new approval year. This means that you have to run the program for opening a new approval year at least once before closing the old approval year.

Process Flow

The process is essentially the same as for Opening a New Approval Year. The following can be carried forward:

During the carryforward to current approved values, the system does not separate the forwarded measures and appropriation requests from the new measures and appropriation requests . The system treats them as if they had always belonged to the new investment program. Measures and appropriation requests that are forwarded in this way become "invisible" to the old investment program. This means that they still appear in reporting for the old investment program, but it is no longer possible to process them there. Budget distribution to these measures is no longer possible, for example.

The system adds the budget carried forward to the current original budget of the new investment program. After the fiscal year change has been carried out, the budget carryforward is always included in reporting for the new investment program.

Important: the year-end closing cannot be repeated.