Open New Approval Year 

  1. Call up the transaction as follows:
    2.

    Menu Path

    Accounting ® Investment Management ® Programs ® Periodic Processing ® Fiscal Year Change ® Open New Approval Year

    Transaction

    IM27

  2. Enter the following data:
    3.

    Field

    Data

    Inv. program

    Your program

    Approval year

    Current year

    Carry fwd meas./app. req.

    Select

    Carry forward budget values

    Select

    Carry forward plan values

    Select

  3. Choose .

    4. As target investment program, the system displays your investment program with the next year.

    Ignore the warning.

  4. Choose .

    5. You see a log stating whether all data could be copied.

  5. Choose until the overview tree appears.