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  Example: Entry Documents with Different Processes Locate this document in the navigation structure

The following diagram illustrates how the budget processes (budget entry, budget update, closing operations) are documented in different entry documents during a fiscal year using examples of individual FM account assignments.

Budgeting with different processes

This graphic is explained in the accompanying text.

  1. The planning data from the fiscal year 2003 entered in the planning of the budget control system is transferred as budget data in a program run. In this process, budget entry documents with the process Enter are created, including the budget amount 100 on budget address A .

  2. If measures for saving are in place, it is necessary to correct the budget at the start of the current fiscal year 2003 . The budget of the budget address A is also affected by this budget update. The budget decrease of 20 is posted in an entry document with the process Return .

  3. In the course of the fiscal year it becomes clear that the budget distributed to some budget addresses at the beginning is not sufficient and similarly, all of the budget in some budget addresses is not required. It is necessary to redistribute or transfer budget. In this example a transfer of 10 is made from budget address A to receiver budget address B . The transfer posting is logged in an entry document with the process Transfer posting .

  4. At the end of 2003 , the budget that was not consumed is carried forward to the following year 2004 . The carrying forward of residual budget to the following year is logged in an entry document with the process Carry over .