Freezing Budget Data

Use

You can use Freeze Budget Data (transaction FMCYFREEZEN) to copy the budget values of a version to a second “frozen” version. In doing this you generate a copy of the budget values at a particular time. The budget data of a frozen version cannot be changed by any application.

Where your reporting requirements demand it, it is possible to freeze budget data and specify the target fiscal year as the following year. In such a case, the budget data is copied using the derivation strategy for reassignment. This budget data can the be used for reporting purposes if you need to display reference budget data from the previous year in a way that correctly reflects Funds Management (FM) account assignment changes between the previous and current fiscal year.

Features

When you use Freeze Budget Data , all application data in table FMBDT matching the selection criteria you have specified is read and copied to a frozen version.

This graphic is explained in the accompanying text.

Only budget total data is copied to the frozen version. The program does not create any budget entry documents in the frozen version.

Any budget or released or statistical data already existing for the given selection in the frozen version is overwritten.

The program does not perform any checks on the validity or consistency of the copied budget data.

The resulting data in a frozen version cannot be changed afterwards with any other application.

You can run the program as either a test run or an update run. Background and parallel processing is also possible.

Prerequisites

You have already created a frozen version in Customizing of Funds Management under Budget Control System (BCS) → Budgeting → Basic Settings → Definition of Budget Data → Edit Versions . The frozen version in flagged for area Budget Control System (BCS): Frozen Version in the field Exclusive Use .

Activities

You execute the program in the Funds Management menu under Budgeting → Budget Control System (BCS) → Version → Freeze Budget Data of a Version .

Selection

Specify the FM area, the budget categories, the source fiscal year, the corresponding years of cash effectivity (if defined), the value type (budget or release or statistical), as well as the source and target versions (frozen version).

As an option, you can restrict the selection to specific combinations of processes and budget types.

In addition, you can copy the budget data to some specified target budget type in the frozen version and you can choose a target fiscal year that is different from the source fiscal year. If the target fiscal year is equal to the source fiscal year +1, then the budget data is copied by applying the derivation strategy for reassignment.

You can limit the FM account assignments taken into account by using the selection options.

Result

The program generates a detailed list with the results of the program run if you chose the corresponding option. The detailed list contains the following information:

FM account assignment elements, such as the funds center or commitment item.

Workflow status

Year of cash effectivity

Budgeting process

Budget type

If errors occur, an application log is generated and displayed.