Use

To use a multi-level budget structure in Budget Control System (BCS) budgeting, you first need to generate such a structure.

When you run this program (transaction FMHIE_GENERATION), a multi-level budget structure between budget addresses is automatically generated according to the selection options. The generation is based on the following rules:

Each non-leaf subgroup in the specified group must correspond to one master data element. The hierarchy relationships among subgroups in the specified group form hierarchy relationships for the master data in the different subgroups.

The multi-level budget structure is created for a hierarchy ID, FM area, budget category, and budget structure. Different parts of the multi-level budget structure (for the same hierarchy ID) can be generated by different users at different times, providing they do not overlap.

When part of a multi-level budget structure is being generated in this way, the complete structure is blocked for all other users.

Prerequisites

To create multi-level budget structures, you must activate the multi-level budget structure and define hierarchy settings for FM account assignment elements. For more information, see the documentation on the multi-level budget structure.

Procedure

Proceed as follows:

In the Accounting part of the Easy Access menu, choose Public Sector Management ® Funds Management   ® Master Data   ® Use of Account Assignment Elements   ® Budget Control System (BCS) ® Budget Structure ® Multi-Level Budget Structure ® Generate Multi-Level Budget Structure.

Enter the FM area and a multi-level budget structure to work with.

Enter the fiscal year, the budget category, and if necessary the hierarchy ID.

Restriction on hierarchical FM account assignment elements: you can select a flat list, a hierarchy variant (only for the commitment item and the funds center), or a master data group (for the fund, funds center, commitment item, functional area and funded program). If you choose a hierarchy variant or a group, you can further restrict the selection by entering the access objects for the hierarchy variant or group and the number of steps below the access objects.

( )

If two or more selected branches (combination of an access object and the number of steps) are on the same node of the hierarchy variant or group, the node of the hierarchy variant or group containing all the selected branches without gaps is selected for generation.

Sequence: you define the sequence of the multi-level elements for generation (see example below).

CheckTest Runif youwant to simulate the results in a test run before actually running the transaction.

If necessary, select aLayout Variantto be used when you display the generated multi-level budget structure.

Execute the transaction.

Result

A log is displayed after you run this program. If errors occur during generation, you can click the Message Log button to see the detailed error report. Otherwise, you can click the Display Hierarchy button to display the generated multi-level budget structure.

Examples

Example 1:Generation using the hierarchy variantfor funds center and for commitment item (only these two FM account assignment elements are multi-level compatible):

Hierarchy variant of funds center:

FC1 -> FC2

         -> FC3

Hierarchy variant of commitment item:

CI1-> CI2

      -> CI3

Example 2: Generation of a multi-level budget structure with a sequence of "1. funds center" and "2. commitment item":

The generation starts from the possible top nodes which are created as the combination of the top nodes of the hierarchy variants, in our case FC1/CI1

Now the program opens the folder for the funds center (first in the sequence) following the hierarchy variant for the funds center and keeping constant the commitment item:

FC1/CI1  -> FC2/CI1

                  -> FC3/CI1

Next, for each node the program opens the folder for the commitment item (second in the sequence) following the hierarchy variant for the commitment item and keeping constant the funds center.

FC1/CI1 ->  FC1/CI2

                 -> FC1/CI3

                 -> FC2/CI1 -> FC2/CI2

                                       -> FC2/CI3

                  -> FC3/CI1-> FC3/CI2

                                       -> FC3/CI3

Example 3: Generation of a multi-level budget structure with a sequence of "1. commitment item" and "2. funds center":

As in Example 2, generation starts from the possible top nodes, in this case FC1/CI1.

Now the program opens the folder for the commitment item (first in the sequence) following the hierarchy variant for the commitment item and keeping constant the funds center:

FC1/CI1  -> FC1/CI2

                  -> FC1/CI3

Now, for each node the program opens the folder for the funds center (second in the sequence) following the hierarchy variant for the funds center and keeping constant the commitment item:

FC1/CI1 ->  FC2/CI1

                 -> FC3/CI1

                 -> FC1/CI2 -> FC2/CI2

                                       -> FC3/CI2

                  -> FC1/CI3-> FC2/CI3

                                        -> FC3/CI3