Budgeting Process
Use
Different budgeting processes are available in the budget control system that you can use for different types of budget processing. The process of an entry document indicates whether you want to enter new budget data or update the budget by increasing it or decreasing it.
While the processes Enter, Supplement, Return, Transfer Posting and Carry Over are available for processing entry documents, Preparation is exclusively used in
Planning in the Budget Control System. In mass processing, you can use the planning data saved with the process Preparation for generating budget data of the process Enter.
You can find an example of how the sequence of budget processing with different processes under
Integration
In combination with the status maintenance of the budget control system, you can control which process are permitted or not permitted in the course of a budgeting process. For more information, see
Status Management.If you use different budget types, you can subdivide the process delivered by SAP according to additional customer-specific requirements. For more information, see
Budget Type.Features
SAP delivers the following processes for budgeting in the budget control system:
Budgeting Processes in the Budget Control System
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Enter |
You use this process when you post new budget to a FM account assignment. You generally enter new budget values before the budget execution of a fiscal year. Planning data that you transfer as budget values to the FM account assignments is posted with the process Enter there. |
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Supplement |
If the budget in a FM account assignment is insufficient, this can be increased by the process Supplement. The budget is simultaneously increased in the current fiscal year. |
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Return |
If you want to reduce the budget in a FM account assignment, use the process Return. You decrease the available budget of a FM account assignment in doing this. The budget is simultaneously decreased in the current fiscal year. |
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Transfer Posting |
If you want to redistribute budget from one FM account assignment to another in a fiscal year, use the process Transfer Posting. The overall budget in the current budget is unchanged. |
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Carry Over |
Use the process Carry Over if you want to carry over the residual budget not consumed to another fiscal year at the end of the current year. Carrying forward residual budget to the following year is an example of the use of the process Carry Over. |
Always enter the budget values as positive amounts in the budgeting workbench. The system automatically determines whether the current budget of a FM account assignment is increased or decreased from the process.
It is also possible to enter negative amounts, however, this is usually not carried out in the budget control system.
The system distinguishes between Transfer Posting Sender and Transfer Posting Receiver and Carry Over Sender/Carry Over Receiver in the processes Transfer Posting and Carry Over. However, these technical processes are not available to the user.