Editing Budget Documents

Use

Hierarchy documents

When saving, the SAP system creates a numbered document for each budget value you post in Funds Management. In doing so, changes in budget values are documented for each individual FM account assignment.

The document header contains information such as the FM area, the budget version, the document date and the entered texts.

Every document line item contains the following information:

FM account assgmt
Budget category (payment budget or commitment budget)
Transaction (original budget, supplement, return, transfer, release)
Amount

FM account assignment

With budget allocation via budget entry and budget distribution, an entry document is generated in addition to the hierarchy document, which only contains the information which was entered by the user.

You can reverse entry documents either by entering a separate reversal document or by parking the reversal document and subsequently posting it. This procedure ensures that no errors occur during reversal because the program automatically uses the amounts from the original document. It is not possible to reverse a document more than once.

The document header of the entry document therefore contains additional information such as the Reversal status .

When processing budget entry documents, you can link external objects (attachments, notes, URLs) to the document. For more information about linking objects, see List of Object Services . With this function you can also display document workflow.

Document changes

You can make changes to the document only for the document texts

Procedure

To change, display and reverse budget documents, chooseAccounting Public Sector Management Funds Management Budgeting Former Budgeting Documentsand then the appropriate path for the desired function.

Function	Path
Hierarchy documents
Change	Hierarchy documents Change
Display	Hierarchy documents Display You can also display the hierarchy documents within the hierarchy maintenance (in Change or in the Display function). Select an FM account assignment for this and then chooseExtras Line itemsYou get a list with all hierarchy documents which were generated for this FM account assignment.
FM account assignment
Change	Budget Entry Documents Change
Change and link external objects with document	Budget Entry Documents Change Environment Object Links.
Display	Budget Entry Documents Display
Cancel/reverse	Budget Entry Documents Reverse
Park reversal	Budget Entry Documents Park reversal
Post parked reversal document	Parked documents Post
Parked documents
Change	Parked documents Change
Display	Parked documents Display

Note Note

In the Change and Display function of the entry document, you can branch to the hierarchy document via Hierarchy document and to the reversal document via the Reversed document .

End of the note.