Carry Forward Overall Budget (SAP Library - HR Funds and Position Management (PA-PM))

Carry Forward Overall Budget

Use

You can use this functionality to carry forward an overall budget to the next financial year.

In this case, the budget hierarchy, rules, and financing details assigned for persons and positions are carried forward.

If the budget currency of the new financial year is to be different, the original budgets of the budget structure elements and all the financing assignments are translated into the new budget currency.

How and When To Carry Forward a Budget

If your HR Funds and Position Management component is integrated with the Funds Management component, you must already have used the Generate transaction in the Funds Management component to generate budget structure elements for the next fiscal year.

Prerequisites

You must have made the following settings in Customizing for HR Funds and Position Management:

In the step Overall Budget ® Budget Carry-Forward Method ® Define Carry-Forward Method for Overall Budget, you must already have specified which infotypes are to be extended or copied.
If you want to inform those responsible by e-mail that something went wrong with the carry-forward, you must have made the necessary settings in the step Dialog Control ® Set Up E-mail Connection.
If your HR Funds and Position Management component is integrated with the Funds Management component, you must already have used the Generate transaction in the Funds Management component to generate budget structure elements for the next fiscal year.

Features

The Carry Forward Overall Budget function comprises the following functionality:

Carry forward the budget hierarchy (including its budget structure elements, the original budgets of budget structure elements, and the pay scale classifications of FTE budgets) from the current financial year to the subsequent financial year.

Carry forward the rules used in the current financial year to the subsequent financial year.

Carry forward the financing details of persons and positions from the current financial year to the subsequent financial year.

Check the consistency of the overall budget to be carried forward before this overall budget actually is carried forward.

Write any errors that occurred during the carryforward to an error log from which the errors can be processed directly or an email can be sent to those responsible for the budgets in question.

Translate the budget currency to a new budget currency if the new financial year is to use a different currency (for example, if your organization is switching over to euros).

Carrying Forward a Budget Hierarchy

Carrying Forward Rules Used in Budgets

Carrying Forward Financing Details

Editing the Error Log

Budget Currency