Entering content frameProcedure documentationCarrying Forward Financing Details Locate the document in its SAP Library structure

Use

When you carry forward financing, you copy the current financing details of persons and positions from the current financial year to the next financial year.

Prerequisites

You must already have carried forward the budget hierarchy from the current financial year to the new financial year (see also: Carrying Forward a Budget Hierarchy).

You must already have carried forward the rules of your current overall budget from the current financial year to the new financial year (see also: Carrying Forward Rules Used in Budgets).

The overall budget of the new financial year must also have the budget status Released or Released provisionally.

Caution

You should make sure that you have finished your budget planning before you change the status of the new overall budget to Released or Released provisionally since you cannot make any further changes to an overall budget with either of these statuses.

Procedure

  1. Choose Human resources ® Personnel management ® HR funds and position management ® Overall Budget ® Carry forward ® Carry forward budget.

    2. The Carry Forward Overall Budget screen appears.

  2. Select the tab page with the budget structure element type that you require.

    3. Note

    You can also carry forward financing details for specific sections of your overall budget.

  3. Select the overall budget that you want to carry forward.
  4. To display the name of the overall budget, choose This graphic is explained in the accompanying text.
  5. Enter a carry-forward period (i.e. which financial year do you want to carry forward from, and which financial year do you want to carry forward to).

    6. Caution

    Financial years must run over into each other without any gaps in between.

  6. In the Carryforward level box, select Financing. In the Carryforward period box, enter the key date on which you want to carry forward the financing details.
  7. To start carrying forward the financing details of the overall budget, choose This graphic is explained in the accompanying text Carry forward.

    8. The system carries the financing details of the overall budget in question forward to the following financial year.

  8. If any errors occur when carrying forward, these are displayed in an error log. For more information on the error log, refer to Editing the Error Log.

Result

You have carried the financing details of the overall budget in question forward to the following financial year.

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