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Friday, January 11, 2008

SAP Editing a Budget Hierarchy

Access the overall budget using the Overall budget view.

The Change Overall Budget screen appears.

  • Click on the top budget structure element, and choose This graphic is explained in the accompanying text.
  • Click on the budget structure element that you want to edit.
  • The table below lists the options available to you.

    Note

    The editing options available to you will depend on what the budget status is.

    Function

    Menu path

    Comments

    Rename budget structure element

    Edit ® Rename

    Reassign/move budget structure element

    Edit ® Reassign

    You use this function to move a budget structure element somewhere else in the budget hierarchy.

    Delete budget structure element

    Edit ® Delete ® Budget structure element

    You use this function to delete a budget structure element.

    Copy budget hierarchy

    Edit ® Copy ® Budget hierarchy

    You use this function to create a copy of a budget hierarchy and all its budget structure elements.

    Copy budget structure element

    Edit ® Copy ® Budget structure element

    You use this function to create a copy of a budget structure element.

    Prioritize budget structure elements

    Edit ® Prioritize budget structure elements

    You use this function to specify a sort sequence for budget structure elements.

    Change budget structure element attributes

    Extras ® Budget structure element attributes

    You use this function to change the classification of the budget of a budget structure element.

    Store description

    Extras ® Description ® General description

    You use this function if you want to store a detailed description for a budget structure element.

    Specify external number/name

    Extras ® External number/name

    You can use the external number/name as a search term when accessing the overall budget.

    Display budget structure element assignment

    Extras ® Budget structure element assignment

    You use this function if you want to display where the budget structure element fits into the budget hierarchy.

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