Creating a Transfer (SAP Library - HR Funds and Position Management (PA-PM))

Creating a Transfer

Procedure

Access the overall budget using the Overall budget view.

Make sure that the budget status is Released.

The Change Overall Budget screen appears.

Click on the top budget structure element, and choose

The entire budget hierarchy is displayed.

To display the available budget of the individual budget structure elements, choose View ® Available budget.
Click on the budget structure element from which you want to transfer funds, and choose Extras ® Transfers ® Create.

The Create Transfer screen appears. The system displays the available budgets and their availability periods in the Recipient box.

In the Recipient box, enter the budget structure element type and budget structure element that are to receive the transfer.

If necessary, enter a different validity period.

Depending on whether the budget of the source budget structure element is a monetary budget or FTE budget, proceed as follows:

If the budget is a monetary budget, enter the amount to be transferred and the corresponding time base.
If the budget is an FTE budget, enter the number of full-time equivalents to be transferred, and choose . If you want the system to use a quantity-based conversion to convert between the two pay scales, select the Quantity-based transfer flag.

If you have defined a quantity-based conversion factor for conversions between these two pay scales in Customizing, they will have the Quantity-based transfer flag, and the Conversion factor pushbutton will be visible. If you choose Conversion factor, you can display the conversion factor defined in Customizing for conversions between these two pay scales. If you select the Quantity-based transfer flag, you can specify that the system should use this conversion factor for the transfer. Otherwise, the system will use the default values defined in Customizing for the pay scales to convert between the two pay scales.

To store administrative information, choose .
To have the system check your entries, choose Check.
To create the transfer, choose .

To display the transfer, choose Extras ® Transfer ® Display. To delete a transfer from the overall budget, choose Extras ® Transfer ® Delete.

Result

You have transferred budget funds from one budget structure element to another. If you double-click on the budget structure element, the Monitor Budget dialog box appears. You can display the transfers made by clicking the Budget distributed tab page.