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Assign Budgeting Rules to Specific Budget Structure Element Types

In this step, you maintain the types of budgeting rules that are allowed for specific budget structure element types.

To do this, you assign one or more subtypes of the Budgeting Rule infotype (1505) to the various budget structure element types. These represent the types of budgeting rules that are permissible for the budget structure element type in question.

Since memos refer to positions, you only define budgeting rules for budget structure element types having full-time equivalent as as a budget unit.

The Event flag determines whether a budgeting rule should only be activated once an event has occurred, or whether the budgeting rule is date-driven.
Event-driven budgeting rules are not included in the calculation of the available budget of a budget structure element until the events in question have occurred - either partially or entirely.
Date-driven budgeting rules, on the other hand, decrease the available budget of a budget structure element for the entire validity period of the rules in question.
Select this flag for budgeting rules that are to be taken into account in the calculation of the available budget of a budget structure element when a certain event occurs.

In addition, you have the possiblity of defining with which symbol the budgeting rule is to be depicted in the screen pictures of the HR Funds and Position Management overall budget.

Example

You have assigned the budgeting rule Remove when free to the budget structure element type Budget Level 5. This budgeting rule is to be activated.

In financial year 1998, a budgeting rule is created for one full-time equivalent of a Budget Level 5 budget structure element with a budget of 10 full-time equivalents. This rule's validity period lasts until 12/31/1999.
On 5/31/1999, one full-time equivalent becomes free, and the budgeting rule is activated.

This would result in the following situation:

• In financial year 1998, the rule is not taken into account when the available budget of the budget structure element is calculated. It is not taken into account until the rule is fully activated (that is, only 9 full-time equivalents are available as of 6/1/1999).

Requirements

You must already have created the budget structure element types for which you want to define budgeting rules in the IMG step Define Budget Structure Element Types .

You must have defined the necessary subtypes of the Budgeting Rule infotype (1505). You do this in the IMG step Define Budgeting Rules.

Activities

To assign budgeting rules to budget structure element types, proceed as follows: