SAP Finance Carryforward of a Position Plan (position plan for a fin. yr)

Use

In this process, you can transfer a position plan to the following financial year.

The terms carryforward of position plan and budget carryforward are used synonymously in this documentation.

Prerequisites

The following IMG activities must be carried out in the Customizing of Position Budgeting and Control:

· Maintain budget carryforward

You define how infotype records are handled in the budget carryforward here.

· Set up of a mail connection

A mail connection must be set up if the person responsible for budget should be informed about errors via e-mail.

Process Flow

The budget carryforward has three stages. To check whether errors have occurred at a stage, call up the carryforward log.

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1. In the first stage, the budget structure is carried forward to the next financial year. The budget structure with its BS elements, the original budget of the BS elements and the pay scale evaluations of full-time equivalent budgets are carried forward to the following financial year. The budget carried forward automatically has the status proposed.

You can repeat this process as often as necessary to transfer any new changes in the current budget to the following financial year. Note: BS elements that were deleted are created again in the following year.

The budget structure is always carried out for the whole budget, regardless of the initial object.

2. In the budget planning for the following year, if necessary you can change the budget structure of the budget of the following year, the original budget of the budget structure elements or the pay scale evaluation of the full-time equivalent budget.

Budget rules can only be carried forward for sub areas of the budget.

3. At the second stage (after the carryforward of the budget structure), the budget rules are carried forward to the following year. Note that it is only possible to carry forward budget rules once for each budget structure element and financial year.

4. If necessary, you change the budget rules or define new ones as part of the budget planning in the budget of the following year.

5. At the third stage, the current status of financing of persons and positions is carried forward to the following financial year. For this, it is necessary that the budget of the following year with status proposed or under revision (due to the carryforward of the budget structure and the budget rules) change its status to released or provisionally released. The financings from the current budget can only be carried forward when the budget status of the following year is changed.

You should have completed your budget planning in this way before you change the status of the following budget to released or provisionally released because no changes are possible after that.

If there if a change in currency, the system automatically converts the old local currency to the new currency.

Result

You have carried your current budget forward to the next year. This follow-on budget can be used for budget planning and managed at the beginning of the new financial year.