Maintain Overall Budget Carryforward (SAP Library - HR Funds and Position Management)

Maintain Overall Budget Carryforward

In this step, you maintain how infotype records are processed during an Overall budget carryforward

Generally speaking, only specific infotypes are taken into account when a budget is carried forward.

When a budget is carried forward, the records of these infotypes are either extended, or new records are created.

If you want an infotype to be taken into account, you have to create a separate new entry for it if it does not already have a carryforward method.

Example

You want new records to be created for the Is the responsibility of subtype of the Relationships infotype.

You want Description infotype records to be extended.

Standard Settings

A fixed carryforward method has been defined in the system for the following infotypes:

Object (1000)

Relationships (1001), subtype B003 Incorporates (hierarchy of budget structure elements)

Budget Structhure Element Management (1500)

Classification: Pay Scale (1501)

Original budget (1520)

Budget Memos (1505)

Reclassification Rules (1506)

Financing (1001) Subtype A/B300

Activities

To define the carryforward method for an infotype, proceed as follows:

1. Select the infotype (and, if applicable, the appropriate subtype).

2. Specify the carryforward method. If you want records of this infotype to be extended to cover the new financial year, select the Extend flag. If you want new infotype records to be created for the carryforward period, do not select this flag.

1. Choose Save.

Further Notes

On the Carry Forward Overall Budget screen, the infotypes that can be carried forward are displayed. You can decide whether infotypes for which a carryforward method was defined should be taken into account. If they are to be taken into account, the carryforward method specified here is used.