Entering content frameProcedure documentation Activating Budgeting Rules Locate the document in its SAP Library structure

Procedure

  1. Access the overall budget using the Overall budget view.

    2. The Change Overall Budget screen appears.

  2. Click on the top budget structure element, and choose This graphic is explained in the accompanying text.

    3. The entire budget hierarchy is expanded. Budget structure elements for which a budgeting rule or reclassification rule has been defined are flagged with a This graphic is explained in the accompanying text icon. To display the type of rule involved, click This graphic is explained in the accompanying text. All types of budgeting rules are represented by the icon This graphic is explained in the accompanying text.

  3. Select the budget structure element whose budgeting rule you want to activate.
  4. Choose Extras ® Budgeting rule ® Activate.

    5. The Activate Budgeting Rule dialog box appears.

  5. To activate the budgeting rule, choose This graphic is explained in the accompanying text.

    6. The Create Activation dialog box appears.

  6. Enter the object type and object ID that activate the budgeting rule.

    7. Example

    An event-driven budgeting rule is to be activated when the position of Administrator XYZ becomes free. The position becomes free. This means that the object type P (for position) and the object ID of the position XYZ have to be entered as the activation reason.

  7. Enter the activation date, and the number of full-time equivalents affected.
  8. To store administrative information, choose This graphic is explained in the accompanying text.
  9. To have the system check your entries, choose This graphic is explained in the accompanying text Check.
  10. To save activation of the budgeting rule, choose This graphic is explained in the accompanying text.

Result

The available budget of the budget structure element is reduced by the number of FTEs in question as of the activation date.

 

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