Defining Budget Structures Using Individual Objects (SAP Library

Defining Budget Structures Using Individual Objects

Prerequisites

You have opted for the definition of BS individual objects and on the initial screen Change budget structure: have not set the indicator Group assignments.

Procedure

In the initial SAP R/3 screen, choose Accounting ® Financial accounting ® Funds management ® Master data ® Budget structure ® Change.

Enter an FM area and the required data:

Annual budget structure:

If you are working with annual values in budgeting and want to edit or change an annual budget structure, enter a fiscal year.

Overall BS:

If you are working with overall values in budgeting and want to edit or change an overall budget structure, enter a fund but not a fiscal year.

Even if you have defined a budget profile for a fund enabling you to use overall values and annual values, you can only define the budget structure for this fund as overall budget structure.

Editing subhierarchies

If you do not want to edit the whole funds center and commitment item hierarchy, you can enter a funds center and commitment item from which the hierarchy is to be built up. In addition, you can Restrict the Levels.

Choose Continue.

An overview of the funds center hierarchy is displayed according to the entry point you have chosen. Double-click to obtain an overview of the funds centers combined with the top commitment items. You can further expand the commitment item hierarchy by double-clicking again.

Defining budget objects and posting objects

Budget objects

You can define budget objects in the following ways:

You define a certain combination of funds center and commitment item individually as budget objects by setting the Budget indicator.

You define the budget object generically. You set the Budget indicator for a funds center with commitment item "*". All commitment items within this funds center are then budget objects.

Posting objects

The procedure is the same as for defining budget objects. To do so, choose the Posting indicator.

If you do not define any posting objects, then all assignable BS elements are automatically posting objects.

Execute a BS Consistency Check by choosing Check.

Save the budget structure definition.

Result

The system sets up the budget hierarchy according to the budget structure so as to allocate budget.

If budget values already exist, you must carry out the following steps after defining the budget structure:

Reconstructing Distributed Values

Reconstructing Assigned Values