SAP Finance Budget Creation

Use

You use this function if you want to create budget data for employees (persons) and positions. Budget planning is especially important for personnel expenditure because it accounts for the largest block of expenditure in public administrations. If you transfer the budget data for planned personnel expenditure to the component Funds Management (PSM-FM), you can use the functions of the Budget Control System (PSM-FM-BCS) for budget planning, budget management and for monitoring available funds.

You can only use budget creation if you implement the Budget Control System (PSM-FM_BCS).

Prerequisites

The settings for automatic commitment/budget creation must be defined in Customizing of Position Budgeting and Control. You also require the following IMG activities:

● Define Interval for Reference Document Number of Budget Documents

● Define Period for Budget Creation

● Define Subtypes for Budget Creation

● Define Run Variant for Budget Creation

In Customizing of Funds Management, you have to define settings in the IMG activity Define Budgeting Data for Transfer from Personnel Budget Planning.

Features

You can create budget data for persons and/or positions. If you select organizational units, the program creates budget data for all positions/persons that are assigned to the selected organizational unit. The program creates a budget document for each FM account assignment regardless of how many persons/positions were created for this budget. The program derives the FM-specific data that it cannot determine from personnel cost planning from the settings made in the IMG activity Define Budgeting Data for Transfer from Personnel Budget Planning. The period for which the program creates budget data was defined in Customizing of Position Budgeting and Control.

The data basis for budget creation is the same as the data basis for commitment creation. For more information on this, see Data Basis.

You can start budget creation in dialog or in the background.

It is also possible to create budget data for different versions which map different planning scenarios. planning scenarios. In Customizing of Position Budgeting and Control, you can assign a different payroll simulation or personnel cost planning to each subtype using the detail variant. You can find an example of this under Example: Create Budget Data for Different Versions.

If you have deleted positions, you must ensure that the budget that is not required is cleared. SAP provides the function Determine Deleted Positions. If you create budget for deleted positions, the program creates a budget document with an opposite +/- minus sign.

The program creates a log for each run of budget creation that you can use for analyzing errors.

Activities

To create budget data, choose the following from the SAP Easy Access screen Human Resources ® Personnel Management ® Position Budgeting and Control ® Budget Creation.

If you want to create budget for a particular employee, call the infotype Financing Status (IT 0724) and then the function Create Budget in maintenance for HR master data.