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 Distributing Annual Values to Individual Periods Locate this document in the navigation structure

Prerequisites

In the Funds Management IMG, you must have assigned a budget profile for the active FM area by choosing Assign budget profile to FM area . Here Annual values and Period values should be activated. The Period field is then ready for input in all budgeting transactions.

Hierarchy Maintenance Procedure

  1. Enter the required data on the initial screen of the respective budgeting transaction as well as a period .

  2. You reach the budget structure element overview in which the period view (year and period) is displayed.

  3. Distribute the budget to the elements which can be budgeted for this period.

  4. The new budget values are put into the corresponding period by the system.

    To budget other periods, choose Next period or Previous period .

    To obtain an overview of the annual value for a budget structure element, select the element and choose   Goto   Annual overview   .

  5. Save your entry.

Procedure for Entering/Distributing Budget

  1. Enter the required data on the initial screen of the respective budgeting transaction as well as a period .

  2. You reach the Budget Allocation screen.

  3. Enter the budget by entering an amount for a funds center and commitment item combination.

  4. The new budget values are put into the corresponding period by the system.

  5. Save your entry.

Note Note

If you do not enter a period on the initial screen, the system automatically puts the new budget values into the period of the document date. This only applies if no distribution key has been defined in Customizing.

You can also use distribution keys to have the system automatically distribute the annual values for a BS element according to various criteria. For more information, refer to Distributing Annual Values to Individual Periods .

End of the note.

Result

Allocating the budget to periods is only for statistical purposes. You can display budget utilization according to period in reporting if you create a corresponding drilldown report with the key figures for the period budget.

Active availability control, however, always checks against the annual budget.