Use

You can use this function to carry out top-down budgeting in the same way as you would enter a document.

Prerequisites

To distribute budget, you must first use hierarchy maintenance or budget entry to enter budget for the top commitment items within the top funds centers.

Features

If you have entered budget for the top commitment items in the top funds centers, then distribute the budget top-down from the top funds centers of the top commitment items to the top items of the lower funds centers.

To allocate budget in this case, specify an FM account assignment as sender and one or more as receivers. If you want to distribute budget top-down from a number of FM account assignments, you must enter a separate document item for each sender FM account assignment and its receivers.

If you are working with releases, you can only distribute the amount, which has not yet been released when distributing budget from the sender. If it is defined in Customizing that the corresponding background releases can also be posted with the distribution, then the maximum amount that has already been released can be distributed from the sender. For more information on automatic releases, read Release .

When you save your budget allocation, two documents are posted:

This document contains only the information, which you have entered.

You can reverse entry documents either by entering a reversal document or by parking the reversal document, then 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.

This is a document, which shows the line items generated by the distribution. This document matches the document created during budget allocation within the hierarchy.

You can enter an individual short or long text for each budget document.

Budget distribution

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