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 Assigning Budget Memos in Cover Eligibility and RIB Locate this document in the navigation structure

Use

Before you can use budget memos, you must assign budget memo to cover eligibility rules or to RIB rules. You can assiign a budget memo template to a CE or RIB rule in the following ways:

  • Via mass generation:

    • With transaction FMCEGENCG (see Generating Cover Eligibility Rules) using an appropriate derivation strategy of generating CE rules you can generate CE rules, where you also assign the desired budget memo templates

    • With transaction FMRBGENMD (see Generate RIB Rules (Mass Procedure)) using an appropriate definition of the derivation strategy for generating RIB rules you can generate RIB rules, where you also assign the desired budget memo templates

  • Via individual processing:

Prerequisites

In Customizing, you must have previously created budget memo templates. For more information, see Budget Memos .

Procedure

To assign and display budget memos via individual rule processing, proceed as follows:

  1. In Transaction FMCERULE, select an existing cover group or a budget address that is already assigned to a cover group .

  2. Click on the Change icon and go to the CE rule detail screen.

  3. Here, you assign up to three different budget memo templates to the CE rule by entering them for the corresponding role of a budget address in the CE rule ( Receiver & Sender , only Receiver , or only Sender ) and then saving the rule.

  4. In the CE rule detail screen, position the cursor on a budget line and access menu   Goto   Display Budget Memo.  

  5. The budget memo is generated from the Customizing template using the selected budget address and the definition of the CE rule. The budget memo text is displayed in a separate window.

  6. To assign and display budget memos from the single processing of RIB rules, start transaction FMRBRULE, select an existing RIB rule and click on the Change icon), and go to the RIB rule detail screen .

  7. Here you assign a budget memo template for the contributing revenue account assignments and a budget memo template for the receiving expenditure account assignments

  8. In the RIB rule detail screen, position the cursor on a budgetcontributing revenue budget address or on a receiving expenditure budget addressand access menu   Goto   Display Budget Memo   .

  9. As for budget memos for CE rules, the budget memo is generated and displayed in a separate window. If you have a lengthy budget memo text, you can use the search function to search for individual words or terms in the text.