Customizing Settings For Form Fields 

Determining The Budgeting Currency

The budgeting currency is determined by the budget profile.

For more information on budget profile settings, see the implementation guide (IMG):

Determining The Budget Manager

For internal orders:

You can define a manager in Customizing for each controlling area, object class, and order type.

 
You can have more than one budget manager or WBS element manager in Customizing. If there is more than one manager, the system chooses the first from the list.

For WBS elements:

The budget managers are always the WBS element manager and the project manager.

If you did not enter a budget manager, or store a manager in Customizing, then the system determines a manager using the role stored in the Customizing for scenarios.
For more information on customizing scenarios, see the implementation guide (IMG) under Cross-Application Components ® Internet / Intranet Services ® Internal Service Request ® Definition of Scenarios Õ
Define Scenarios.

Determining The Budget Object

The system checks to which budget object a budget consumer was assigned.

If budget is already allocated on the potential budget object, then this budget object is used for the request.

If no budget was allocated on the potential budget object, the system checks the path in the hierarchy from the bottom upwards to the TOP WBS element. The first object with budget that the system finds in the hierarchy is the budget object for the request.

If no budget object is found in the entire hierarchy, where budget was already allocated, then the system uses the object initially specified as the potential budget object for the request.

Examples For Finding Budget Objects

Example One

Object

Budget

Actual

Assigned

Top WBS element

1000

 

1000

WBS element one

   

1000

Order

 

1000

1000

Budget object = Top WBS element

 

Example Two

Object

Budget

Actual

Assigned

Top WBS element

     

WBS element one

     

Order

 

1000

 

Budget object = WBS element one

 

Example Three

Object

Budget

Actual

Assigned

Top WBS element

1000

 

1000

WBS element

1000

 

1000

Order

 

1000

1000

Budget object = WBS element one

 

Determining The Processor

The processor is located using the standard role stored in Customizing for the scenario.

If you did not store a standard role, the budget manager is informed as the processor.

You can also enter a person as a processor.