Generating Budget Structure Elements for Individual Funds (SAP Library - HR Funds and Position Management (PA-PM))

Generating Budget Structure Elements for Individual Funds

Use

You can use this function to generate budget structure elements for HR Funds and Position Management from the budget structure elements that exist in Funds Management. To achieve this, the Funds Management budget hierarchy is copied to HR Funds and Position Management.

Integration

You can only use this function if you use both the HR Funds and Position Management and Funds Management components.

The prerequisites cited in the section Budget Hierarchy Creation must also be met.

Prerequisites

The HR budget structure elements correspond to the elements in the Funds Management budget structure.

HR budget structure elements can only be generated if the FM budget structure elements have the following attributes:

They are identified as posting objects and/or budget objects in the FM budget structure

Commitment item is identified as an HR item by defining a budget structure element type in its master record

Commitment item has financial transaction 30

Item category is ‘expenditure item’ (item category 3)

Features

As well as using this function to generate HR budget structure elements, you can also use it to delete HR budget structure elements. You can also check that the components HR Funds and Position Management and Funds Management are consistent, and, if necessary, correct any inconsistencies.

I. Generation of HR Budget Structure Elements

In Funds Management, HR budget structure elements are generated in two consecutive steps:

In the FM structure, you identify the budget structure elements for which you want to generate HR budget structure elements for use in HR Funds and Position Management. Before the flag for this is set, the system checks whether the above-mentioned conditions for budgets are met, and whether the generation of HR budget structure elements is allowed in the HR Funds and Position Management component.
You save the budget structure elements flagged as HR budget structure elements in Funds Management. These HR budget structure elements are only generated in HR Funds and Position Management when they are saved.

There are various ways of flagging FM budget structure elements as HR budget structure elements:

You call up the detail screen of a funds center, and set the HR budget object flag for a single commitment item.
You call up the detail screen of a funds center, select several commitment items, and choose Generate HR budget structure elements.
On the initial screen, you select one, several or all funds centers, and choose Generate HR budget structure elements. By going to the detail screen of a funds center, you can deselect individual commitment items, and thus exclude them from the generation procedure.

The commitment items in the FM structure are Funds Management budget structure elements, and should always be regarded as a combination of fund, funds center, and commitment item.

II. Deletion of HR Budget Structure Elements

Here, you also have the option of selecting one or more items, and of canceling the generation transaction by choosing Delete HR budget structure elements.

III. Checking of HR Budget Structure Elements

Since HR Funds and Position Management and Funds Management are two separate R/3 components, this can lead to consistency problems in cross-component functionality. You can identify such inconsistencies by using the Check HR budget structure elements function. Once you have performed the appropriate actions, you can correct these inconsistencies by choosing Reconcile components.

If you change FM budget structure elements or commitment item attributes in Funds Management, this can lead to errors in the budget hierarchy in HR Funds and Position Management.

The attribute of a commitment item is changed in FM, even though a corresponding HR budget structure element exists in HR Funds and Position Management. This change is not recognized or adjusted automatically in HR Funds and Position Management, and results in inconsistencies.

If errors are detected in the budget structure, the system asks you to call up the error log. In the error log, you can call up a long text for every error. This long text contains detailed information on how to rectify the error.