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Function documentationWorking with Funds Locate this document in the navigation structure

 

You can use this function to:

  • Create budget postings for a fund

  • Apply mass changes to the status of funds and to the employee responsible for funds

    You might want to do this if you have to:

    • Release funds after fund planning is completed

    • Lock funds for a particular account

    • Close funds at the end of the planning period

    • Change the employee responsible for the funds

Prerequisites

  • The status of the fund allows you to:

    • Create budget postings

    • Change the employee responsible

    For more information, see Business Transactions Permitted on Funds.

  • If you want to create and view a budget posting in a currency that is different from the default, you have entered the corresponding currency exchange rates in Customizing for SAP Web Application Server (SAP Web AS), by choosing   General Settings   Currencies   Enter Exchange Rates  .

Features

Posting Budgets

You create a budget posting on the Fund Overview page. The organizational data of the budget posting transaction determines the default currency of the budget posting. However, you can create a budget posting in a currency that is different from the default. For more information, see Budget Posting Creation.

Mass Changing Funds

You can select multiple funds on the Search Funds page, select the attribute you want to change, and enter the new value for it. The system applies the changes only to the funds for which this is possible.