Use

In the Budgeting Workbench (BWB), you can process budget entry documents, as well as call up and display budget entry documents generated by the system in a mass run.

User-specific settings are loaded when you call up documents in the BWB.

Features

The BWB user interface is made up of the screen areas Document Header , Line Items and Document Overview :

Document Header

The document header contains the general data of an entry document valid for all line items. The FM account assignment elements that are generally valid are arranged in the document header, depending on the BWB layout settings made in Customizing.

The selection and input control (required field or optional field) of the FM account assignment elements displayed depend on which account assignment elements you activated for the budget control system. In Funds Management, the account assignment elements funds center and commitment item are mandatory. All other account assignments can be defined as mandatory, optional or not used.You make these settings in Customizing of Funds Management under  Budget Control System (BCS) Budgeting Basic Settings Use of Master Data Activate Account Assignment Elements in Budget Control System .

Line Items

Line items are displayed and entered using the SAP List Viewer (ALV) . The line amounts are displayed in the line items for each FM account assignment. In the BWB layout settings, you can define that FM account assignment elements are to be included as a column in the line items and are therefore ready for input line item by line item.

It is also possible to include key figures as columns (see below).

Budgeting Process

The input fields of the document header and line item are adapted depending on the budgeting process (field Process ) selected. For example, input fields for the sender and receiver account assignment are displayed for the and processes Transfer and Distribution .

Period Screen

If the budget of an entry document is divided between the periods of a fiscal year according to a distribution key, you can display the distribution of the budget between the periods using the period screen. To do this, select the line item and menu item  Goto Period or click on Period Screen in the application toolbar.

You can find more information on the individual fields in the document header and line item under Budget Entry Document .

Document Overview

The document overview on the left screen side displays the last 20 entry documents that the user called up or generated in BWB. There is no maximum display restriction on held documents. The documents are sorted according to processing status (posted - preposted - undone - held) . You can control the display of the document overview in BWB using the pushbutton Document Overview On/Off .

Layout Variants

In a layout variant, you define whether an input field is placed in the document header or as a column of the line items. The layout variant is saved for each user so that the user has the optimum interface when the Budgeting Workbench is started.

If the settings in the selected layout do not correspond to the FM account assignments activated in your organization, the system temporarily adjusts the requirements.

SAP delivers a range of predefined layout variants for the Budgeting Workbench and it is possible to use a layout with more than one budget category. This means that a budget document containing several budget categories can be created, changed, displayed or held.

In addition, you can create customer-defined layout variants, according to your own requirements.

You make these settings in Customizing for Public Sector Management under  Funds Management ->Budget Control System (BCS) Budgeting Budget Entry Budget Entry Documents Document Definition Define Layout for Budgeting Workbench.

Using the field status functionality defined in Customizing under  Budget Control System (BCS) Budgeting Budget Entry Budget Entry Documents Field Control for Budget Entry Documents , you can control the display and input fields in the BWB, depending on the document type and processes you select.

BWB Key Figures

You can insert up to five key figures in the Budgeting Workbench. A key figure displays a user-defined data aggregation and provides additional information for the processing of budget values. You can, for example, include a key figure which displays the current consumable budget of a FM account assignment. You select key figures in the menu item  Extras Select Key Figures .

When you create a new document, you can determine the key figures to be displayed. If you activate the simulation, the key figure evaluation takes into account the current document data. You make these settings via the menu  Extras Key Figures on/off .

Generic Object Service

The functions of the generic object service are available in the Budgeting Workbench: You open the object services toolbox by selecting the pushbutton Services for Object on the title line of the BWB.

For example, you can call up the processing status of budget entry documents subject to an approval procedure. If the budget to be approved is not processed by a workflow, the person responsible for the budget can call up the entry document to be approved using the object service. For more information, see Budget Approval with/without Workflow .

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