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 Working with the General Budgetary Ledger Locate this document in the navigation structure

Use

A public organization uses the general budgetary ledger in order to ensure that all budgeting and posting transactions are also recorded in Financial Accounting.

Note Note

You can work with the general budgetary ledger variant if you are not in the USA or Spain . However, the description below also applies to the Spanish budgetary ledger.

End of the note.

Integration

The budgetary ledger functions are fully integrated with SAP Financial Accounting (FI) and Public Sector Funds Management (FM).

Prerequisites

For processes involving the creation or transfer of budget data, BL only works if the Budget Control System has been installed and configured, otherwise the posting of BL documents will have no effect on Financial Accounting.

Even if the BL activation permits you to choose enabling budget categories, the update profile that you use can restrict the activation. This means that you can activate a specific posting in BL Customizing, but the update profile will nevertheless not permit it, which means there will be no BL postings as a result.

Features

Provided that BL Customizing has been properly carried out, no other steps are necessary for BL postings, since they are executed automatically in the background.

You can see the BL postings in the earmarked funds transactions, as well as in the budgetary ledger:

  • In all earmarked funds documents (reservations, precommitments, commitments, and forecast of revenue), you can see the budgetary ledger postings the system has created as financial accounting documents under the menu path   Environment   Follow-on Documents.  

  • In the BCS budgeting workbench, you can use the menu path   Environment   Related Documents   to see the budgetary ledger postings generated in Financial Accounting. Alternatively, you can also use the normal FI environment to see these postings.

A separate set of IMG activities exists for creating the Spanish budgetary ledger .

Example

  1. Customize the budgetary ledger for your budget in the IMG under   Funds Management Government   Budgetary Ledger   .

  2. Create a budget with a commitment item in the Budgeting Workbench , and save it.

  3. In order to see the BL document just posted in Financial Accounting from the Budgeting Workbench, put your cursor on this line item, use the menu path   Environment   Related Documents   and double-click on Accounting document .

  4. The BL document displays.