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 Copying Budget Versions Locate this document in the navigation structure

Use

This function supports you in budget planning. You can use this function to, for example, copy budget data from the old year as the first version of the new budget for the new year. You can adjust the data to take account inflation and other factors in the new year.

Prerequisites

You have created a new budget version in the target year.

You can create new versions either in Customizing of Funds Management Government under   Former Budgeting   Budgeting   Budget Versions   Define Budget Versions   or in the application menu of Funds Management under   Environment   Current Settings   Budgeting for Former Budgeting   Define Budget Version.  

Note Note

Budget versions that have been saved in an inconsistent state cannot be copied to budget version 0 . If you want to make sure that only an error-free version will be copied, you must check the budget consistency using program BPDIST04 before the copy activity. For more information on budget consistency, see Budget Consistency .

End of the note.

Features

You can make the following settings for the reference and target version for the copy of budget versions.

Reference version (source version)

  • Which budget values (annual budget and/or overall budget) are copied into the target version.

  • which funds are copied

  • which budgets are copied:

    • the current budget

      You can select the individual budget types here (original budget, supplement, return and transfer).

    • Releases

  • Whether individual budget types from the current budget are to be combined in the target version in the original budget

  • whether parked budget is copied into the target version

  • Whether Budget texts (short and long texts) are copied.

Target version

  • how already existing budget values are treated in the target version

  • the target year during the copying of annual values

Activities

  1. Enter data as required.

  2. If you set the indicator Detailed log in screen area Control, a detailed log is generated during program execution. In case of an error, you can double-click in the log to call up the long text information to correct the error.

    Note Note

    Note that the following settings have a negative effect on system performance:

    End of the note.

    • Target version = 0

    • Reference year <> target year

    • Function Always generate line items

    • Function Reset data and overwrite

    • Function Summarize in original budget