Budget Assignments (SAP Library - HR Funds and Position Management (PA-PM))

Budget Assignments

Purpose

Budget assignment involves distributing budgets among the budget structure elements created in HR Funds and Position Management. The monetary original budget from Funds Management is read for HR budget structure elements that were generated there. In other words, it is not possible to assign budgets to these budget structure elements.

Assigning budgets involves distributing the monetary budgets of the HR budget structure elements generated in Funds Management among the lower-level budget structure elements created in HR Funds and Position Management for personnel expenditures. This type of budget assignment is referred to as ‘top-down’ budget assignment.

Budget assignment provides a basis for executing the budget (e.g. for financing persons or positions).

Prerequisites

You must have defined a budget hierarchy. You must also have worked through the following steps of the Implementation Guide (IMG) for HR Funds and Position Management:

You have specified how each budget structure element type defined in your budget hierarchy is to be classified (step: Overall Budget ® Defining Budget Structure Element Types ® Define Budget Structure Element Types).

If you want to work with FTE budgets, you must have defined the default values to be used for the various pay scale groups and special pay scale groups (step: Overall Budget ® Pay Scales and Pay Scale Classifications)

You have defined expenditure types (step: Integration ® Determining Funds Required ® Define Expenditure Types).

Furthermore, the overall budget must have the budget status Proposed or Being revised.

Process Flow

You can use top-down budget assignment to distribute the budgets transferred from Funds Management among the HR budget structure elements for personnel expenditures. In other words, you display the budget funds that are available, and then distribute these funds among the lower-level budget structure elements for personnel expenditures.

The following budget assignment scenarios are possible:

If the budget is a monetary budget, enter the appropriate monetary amount as the original budget.
If the budget is a full-time-equivalent budget (FTE budget), enter the original budget as FTEs.

In all cases, the R/3 System summarizes the funds at the various levels of the budget hierarchy. Any FTEs are converted into monetary amounts.

If required, you can change, copy or delete the budgeted budget structure elements at a later stage.

These functions are only available if the budget status is Proposed.

Result

You have assigned budgets to your budget structure elements. For information and monitoring purposes, you can use the Display overall budget function to display and print out your overall budget and the funds assigned to it. You can also start a consistency check.

Once the budget status has been changed, you can start allocating the overall budget (i.e. financing persons or positions with the budgets assigned to the budget structure elements).

See also:

Top-Down Budget Assignment