SAP Finance Budget Control

Use

You can use this function to look at the current budget of a budget structure element as well as the budget distributions, budget uses and available budget for a specific budget structure element.

Integration

Budget control can be called from practically all functions of Personnel Budget Plan Management, for example, with postings or position/reclassification rules.

Prerequisites

If the budget structure element stems from a financial year personnel budget plan, the budget must have the budget execution status released, closed, blocked, provisionally released or under revision.

Features

The way in which the displayed budget values are determined depends on which type of personnel budget plan the budget structure element stems from:

With financial year personnel budget plans, the full-time equivalent budget is determined from annual mean values and displayed.

The budget control displays a budget for a budget structure element with an original budget of 4 full-time equivalents and an available budget of 2.75 full-time equivalents. These 2.75 full-time equivalents are calculated from the following funds that are still available in the current financial year:

Availability period	Full-time equivalents	Annual mean value
01.01. - 31.03.	4	1 (4 x 0.25)
01.04. - 30.09.	2	1 (2 x 0.5)
01.10. - 31.12.	3	0.75 (3 x 0.25)

For personnel budget plans without reference to a financial year, the full-time equivalent budget is determined on a key date and displayed.

The following budget information is displayed for the budget control:

Budget amount	Contained values
Original budget	Original budget assigned to the budget structure element. For financial year personnel budget plans, there is only original budget in full-time equivalents. For full-time equivalents without reference to a financial year, both money and full-time equivalent budgets are possible.
Budget changes	· Budget updates (increases or reductions) · External budgeting rules · External reclassification rules · Incoming postings
Current budget	Total of original budget and budget changes
Budget distributions	· Budget that was distributed to lower-level budget structure elements · Internal budgeting rules · Internal reclassification rules · Outgoing postings
Budget uses	· Financing of positions · Financing of persons · Indirect financing of persons through positions
Available budget	Current budget deducting budget distributions and budget uses

If a corresponding tab page is saved in the system for a budget amount, the system displays a corresponding tab page with detailed information on it. If you want to trace back to find the origin of a value, select the corresponding line on the tab page and choose Detailed Display.

If you also want to consider financings for the budget control that are excluded from the availability control, select Include Exceptions from the Availability Check. This option affects the budget uses. The available budget of a budget structure element can also be negative in this case.