Show TOC

 Budget Consistency Checks Locate this document in the navigation structure

Use

You use this function to define consistency checks in BCS, which are always run before a budget value can be saved in the database. If you are using the integrated BCS Planning Tool , the consistency check also takes place when you enter plan data.

The consistency checks you activated are run in the background when you post or prepost a budget amount. A consistency check is not automatically carried out for held documents. However, you can run a consistency check for held entry documents by pressing the Check Document pushbutton in the Budgeting Workbench.

If you are using BCS as your operative budgeting tool in Funds Management, consistency checks are not activated by default. You define and activate your own checks in the Customizing definition of check rules. One or more check rules are managed in a check library. If a check rule is not complied with in the consistency check, you can define the corresponding system reaction via message control and thereby issue a system message to the user.

Caution Caution

The Negative Budget indicator in BCS in the master record of commitment items is not considered. If you want to prevent negative budget from being posted in your organization, you must define this in a check rule.

End of the caution.

Prerequisites

Key figures and customer-defined messages are used in the consistency check. You must have created both before defining the check rules:

  • You define the key figures in the Customizing of Funds Management, under   Budget Control System (BCS)   Budgeting   Control Budgeting Flow   Define Key Figures   .

  • You define customer-defined message classes and the messages they contain from the SAP Easy Access screen, under   Tools   ABAP Workbench   Development   Programming Environment   Messages.  

Features

Check libraries

Consistency checks are managed in check libraries. Check libraries can be used in different FM areas/fiscal years and versions. You define the valid currency for each check library. For example, you work in an international organization and can copy the check libraries already defined and change the currency to match the respective FM area.

Structure of a check rule

In a check rule, you select the account assignment elements to be evaluated in the check rule by using an aggregation of the non-relevant FM account assignment elements.

You define one or more check rules for each check library, which are run one after the other. A check rule consists of three sections:

Prerequisites

In the prerequisites section, you define the selection of budget postings by using a formula which undergoes this check rule.

Check

This section includes the actual consistency check. By using key figures or fixed values, you can define a formula that a budget posting must fulfill in order to be consistent. Tolerance values can also be considered. If an inconsistency occurs, the corresponding system reaction that you defined in the Message section is issued.If the consistency check is successful, the following check rules are run. Only when all checks have been successfully competed is the budget amount saved in the database.

Messages

In this section you define the system reaction in the case that the consistency check finds an error. Depending on the definable message class, budget postings can be prevented and warning/success messages are issued. You can specify the issued messages using message variants. SAP delivers predefined message variants for this.

Check for each budget entry document or for each budget address

In the BCS consistency check, checks either include only the amounts in the entry document to be posted and checks for which the amounts in the entry document to be posted are compared with the budget amounts in the database already posted. Check libraries that are used to check budget entry documents or budget addresses are also distinguished accordingly. Note that consistency checks for budget account assignments may affect system performance.

Activities

You define these check rules in the Customizing of Funds Management, under   Budget Control System (BCS)   Budgeting   Control Budgeting Flow   Consistency Check   .

For more information, see the corresponding Customizing activity and IMG documentation.