Closing Operations: Commitment Budget Carryover (SAP Library

Closing Operations: Commitment Budget Carryover

Use

You use these functions to define how and whether commitment budget should be carried over to the following year with closing operations.

Integration

You control budget carryovers through the carryover parameters which you use for the commitment carryforward. Budget changes in the previous year and/or following year depend on how and whether you use the statistics indicator for the commitment carryforward.

Entry documents that depend on the statistics indicator for the commitment carryforward

Without statistics indicator	A budget entry document is generated with the Carryover process. The FM account assignments and fiscal years involved are logged in the sender and receiver lines in the entry document.
Statistics indicator in the following year	A budget entry document is posted with the Return process in the previous year.
Statistics indicator in previous year	A budget entry document for the following year is posted with the Enter process.

The Derivation Strategy for Budget Addresses is used to determine the budget addresses on which the budget carryover can be posted which you have created for defining a budget structure. The corresponding budget address is determined from the posting address of a commitment.

Features

The budget carryforward of commitment and the corresponding entry documents generated are triggered from the commitment carryforward with closing operations.

Whilst the budgeting process used in the entry document depends on setting of the statistics indicator, further settings for the BCS commitment budget carryforward can be defined in Customizing.

For each value type, you can define whether a budget carryforward of commitment is activated or deactivated.
You define in which document type and budget type a budget carryover should be posted by default and also determine the posting periods in which this budget should be carried over.
You can also use a Business Add-In by enhancing the standard settings of the entry document to be generated with customer-defined perspectives.

Activities

You define BCS-specific settings for budget carryforwards in the Customizing of Funds Management, under Closing Operations ® Closing Operations Budget Control System (BCS).

For more information, see the activity in the implementation guide.