Carrying Forward the Rules Used in an Overall Budget 

Use

When you carry forward rules, you copy the budgeting and reclassification rules from the current financial year to the next financial year.

You can only carry forward rules once for each budget structure element and financial year.

Prerequisites

You must already have carried forward the budget hierarchy from the current financial year to the new financial year (see also: Carrying Forward a Budget Hierarchy).

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. You can also carry forward rules for specific sections of your 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 Budget rules.
  7. To start carrying forward the rules, choose  Carry forward.

    8. The system carries the rules 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 current budgeting and reclassification rules in your current overall budget to the new financial year. You can edit these rules in the new financial year as required.