Carrying Forward a Budget Hierarchy 

Use

When you carry forward the budget hierarchy of the current overall budget, the budget hierarchy (including its budget structure elements, the original budgets of the budget structure elements and the pay scale classifications of FTE budgets) is copied to the subsequent financial year.

Prerequisites

In Customizing for HR Funds and Position Management (Overall Budget ® Budget Carry-Forward Method ® Define Carry-Forward Method for Overall Budget), you can define which other infotypes (and subtypes) should be carried forward.

Procedure

  1. Choose Human resources ® Personnel management ® HR funds and position management ® Overall Budget ® Carry forward ® Carry forward budget.

    2. The Carry Forward Overall Budget screen appears.

  2. Select the tab page with the budget structure element type that you require.

    3. When you carry forward the overall budget, this affects the entire budget hierarchy (and not merely the object you used to access the overall budget).

  3. Select the overall budget that you want to carry forward.
  4. To display the name of the overall budget, choose .
  5. Enter a carry-forward period (i.e. which financial year do you want to carry forward from, and which financial year do you want to carry forward to).

    6. Financial years must run over into each other without any gaps in between.

  6. In the Carryforward level box, select the budget hierarchy. In the Data to carry forward box, select the infotypes that you want to carry forward.

    7. Some of the infotypes are always proposed for carrying forward. You cannot change the setting for these infotypes.

  7. To start carrying forward the overall budget, choose .

    8. The system carries the budget hierarchy of the overall budget in question forward to the following financial year.

  8. If any errors occur when carrying forward, these are displayed in an error log. For more information on the error log, refer to Editing the Error Log.

Result

You have carried forward the budget hierarchy to the subsequent financial year. The status of the carried-forward budget is Proposed or In process. This means that the budget can be used as a basis for planning (i.e. you can change the budget hierarchy, the original budget, and the pay scale classifications of FTE budgets).

You can carry forward the budget hierarchy of the current overall budget again at any time in order to copy the latest developments in the current overall budget to the subsequent year. The system takes into account any resulting changes to the overall budget of the next financial year (e.g. new budget structure elements). Please note, though, that deleted budget structure elements are created again in the subsequent overall budget.