Rolling Up Budget Values 

Use

You can roll up the budget values for the different budget types (e.g. original budget, supplement) for the Commitment Budget (CB) or for the Payment Budget (PB).

If you are working with funds and Overall Values you can also enter overall values for the CB or the PB.

Prerequisites

If you want to enter budget values for the commitment budget, the appropriate update profile (000350) must be assigned to your FM area in the Funds Management Customizing. For more information on the different update profiles, see Update Profiles .

If you want to roll up overall values, a budget profile must have been created for overall values (in the Funds Management Customizing) and this must be assigned to the fund which you want to budget. For more information on the budget profile, look at the Funds Management IMG documentation under Setting Budget Profiles

Rolling Up Budget Values

  1. Choose Accounting ® Financial accounting ® Funds management ® Budgeting ® the appropriate budget type ® Commitments for the CB or payments for the PB ® Roll up.
  2. Enter an FM area and the required data on the initial screen.

    3. You can enter a particular budget version. If you do note enter one, the system automatically uses version 0.

    You can enter short and long texts for each document.

  3. Choose Continue.

    4. The system displays the list screen for rolling up budget values.

  4. Enter the budget by entering an amount for a funds center and commitment item combination.
  5. Save your entries.

Roll up overall values

In order to allocate overall values, you proceed as described above. However, enter a fund in the initial screen and select the field Overall.

If a budget profile is assigned to the fund, that allows you to enter overall values and annual values, you can also allocate annual values for this fund by selecting the field Overall and entering the appropriate fiscal year.

Result

The system automatically rolls the budget allocation for a single funds center and commitment item, or for several Budget Objects on a lower hierarchy level and is automatically rolled up to the highest node. One document is posted for each budget object. Choose Budgeting ® Document ® Display to view the document. If you want an overview of the budget you have distributed, choose Budgeting ® the appropriate budget type ® Commitments for the CB or payments for the PB. ® Display