Creation of a multi-level budget structure:

Using new transactions Create/Assign Sub-Hierarchy ID (FMHIEID) and Generate Hierarchy(FMHIE_GENERATION), you can generate a multi-level budget structure for a specific hierarchy ID.

Distribution and Reduce Distribution in a multi-level budget structure:

The new Distribution process allows top-down distribution in the hierarchy.

For top-down distribution in cases where the receiver does not directly follow the sender, the system generates intermediate lines automatically.

Distribution using multiple senders and receivers in the same document is also supported but with the restriction that senders are followed directly by their respective receivers.

Reduce Distribution allows you to distribute an amount from a lower node to a higher node using positive values. The lower node must be set as the sender, and the higher node as the receiver to reduce distribution in this manner. For the purpose of calling back excess distributed amounts, SAP recommends this Reduce Distribution process as a more intuitive means than distributing negative values from a higher to a lower node.

Budget entry in a lower level account assignment:

When you enter an amount in a lower level account assignment in the hierarchy, and you have set the rollup scenario of the document type as Rollup with additive budget or Rollup without additive budget, the system automatically creates the distribution path from the top node to the lower level account assignment.

Maintenance of the multi-level budget structure:

It may be necessary to adapt your multi-level budget structure to organizational changes. You can achieve this using the Process Hierarchy transaction (FMHIE_CHANGE) which allows you to insert new nodes, delete existing nodes, and drag and drop nodes within the hierarchy.

Maintenance of budget addresses:

You can create or delete budget addresses in the multi-level budget structure.

When you use Individual Processing to maintain budget addresses in a multi-level budget structure, the system automatically includes the path from the root to an inserted budget address, and likewise automatically deletes the subtree of a deleted node.

Mass maintain budget addresses in a budget structure using transaction Mass Processing (FMBSBO_MULT).

Maintenance of posting addresses:

You can create or delete posting addresses in the multi-level budget structure.

Display, Copy, and Delete a multi-level budget structure:

You can display the multi-level budget structure of a specific hierarchy ID, and display the valid budget addresses and posting addresses relative to a selected node in the hierarchy.

You can copy part or all of a multi-level structure from a source hierarchy ID, budget structure, fiscal year or budget category to a target hierarchy ID, budget structure, fiscal year or budget category within an FM area.

You can delete the multi-level structure of a specific hierarchy ID, including or excluding the hierarchy ID itself.

Consistency checks:

Consistency checks are valuable when you have already maintained a multi-level structure, used it to create budget documents or postings and then, due to an organizational or other change, need to amend the structure in a way that could lead to inconsistencies. The checks provided search for inconsistency in relation to existing budget documents, actual postings, valid budget addresses and valid posting addresses.

Check reports are also provided in relation to multi-level budget structure data and inconsistencies in the distribution path.

BW reporting:

Along with actual/posting information, you can upload a budget address hierarchy according to a multi-level budget structure definition. A new indicator allows you to select a budget address hierarchy.