SAP Finance Budget Status (position plan for a financial year)

Use

You can use this function to map the different budget statuses of a budget. The budget status controls the availability of user functions. It is therefore not possible to create transfer postings in a budget with the status proposed.

Prerequisites

Only budget structure elements from position plans for a financial year can have a budget status.

Features

Changing the budget status for a budget structure element always affects the whole budget.

The following budget statuses are possible:

Proposed (1)

This budget status is used in the planning phase for settings up the budget. You can only create or change the budget structure and budget assignments to budget structure elements in the budget status proposed. Note that you cannot make any more changes to the budget structure or to the budget of a budget structure element once you have changed the status.

Fixed (2)

You use this budget status when the planning is completed and the draft budget is presented to the responsible political committee. You cannot make any changes to the overall budget in this status.

Released (3)

You use this budget status when the political committee has approved the budget and the financial year starts. It is not possible to change from the status released to proposed.

Locked (4)

You use this budget status to represent a budget lock in the system. In this status you cannot finance any new persons or positions.

Closed (5)

Once the financial year expires, you change the budget status to Completed. You cannot make any changes to an overall budget that has this status.

Provisionally Released (6)

This budget status is used in the interim time, that is, the budget year has already begun, but the budget has not yet been approved. This status is practically the same as the status Released.

Under Revision (7)

If the political committee approved the budget in the interim period, you change the budget to the status under revision. In this status, you can enter any changes (such as budget estimates) made as a result of the consultations on the budget. Once you have made the appropriate changes, you change the status of the overall budget to Released so that you can execute it.

The following table gives an overview of the availability of functions depending on the budget status:

Function	Overall budget statuses
	1	2	3	4	5	6	7
Creation of Budget Structure Elements	x		x				x
Assignment of Budget	x						x
Budget Usage			x			x	x
Creation of Earmarkings	x		x			x	x
Definition of Budgeting Rules	x		x			x	x
Activation of Budgeting Rules			x			x	x
Definition of Reclassification Rules	x		x			x	x
Activation of Reclassification Rules			x			x	x
Creation of Transfer Postings			x
Update of Budget			x			x
Update of Budget	x	x	x	x	x	x	x

The following diagram shows the connection between the different budget statuses:

Release Before the Start of the Planning Year

Release Before the Start of the Planning Year

Activities

To change the budget status of a budget structure element, choose the following from the SAP Easy Access screen choose Human Resources ® Personnel Management ® Position Budgeting and Control ® Personnel Budget Plan Management ® Position Plan ® Change Budget Status.