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).

You must already have carried forward the rules of your current overall budget from the current financial year to the new financial year (see also: Carrying Forward Rules Used in Budgets).

The overall budget of the new financial year must also have the budget status Released or Released provisionally.

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

The Carry Forward Overall Budget screen appears.

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



You can also carry forward financing details 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).



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

6. In the Carryforward level box, select Financing. In the Carryforward period box, enter the key date on which you want to carry forward the financing details.
7. To start carrying forward the financing details of the overall budget, choose  Carry forward.

The system carries the financing details 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.