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_ISPSFM_OF12 - Set Up Budget Profiles
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In this step, you:
- Create new budget profiles
- Define the parameters for new budget profiles
- Change existing budget profiles.
To be able to budget in an FM area, you must first create at least one budget profile and assign it to the FM area, or you can use an existing one.
You can create budget profiles for budgeting annual values and/or overall values. You can only budget overall values if you are using a fund. You define your fund as part of master data maintenance.
If you create a budget profile for annual values, you can also specify that the annual budget is distributed to one period or, based on a particular
distribution key, to several periods in
all budgeting transactions (such as budget entry, releases). Periodic display of the annual budget is
only for statistical purposes. Active availability control always checks against the annual budget.
A periodic breakdown of overall values is not possible.
The following control parameters are relevant for budgeting:
- Budget profile
- You must define the budget profile in the FM area to which it is to apply. For more on this, read the step "Assign budget profile to FM area". Here, for each FM area, you can define both a budget profile without a fund as well as one with a fund. If you want to work with annual values and overall values, you can only use one budget profile if you select the "Annual values" and "Overall values" options in the budget profile settings.
- Time horizon
- Period into the past, from the start year, for which budgeting is possible
- Period into the future, from the start year, for which budgeting is possible
- Budgeting start year
- If you specify a start year, you can postpone the current year. For example, if, in fiscal year 1996, you enter start year 1, 1997 is the default year for budgeting.
- Budgeting of overall and/or annual values
- Period values
This control parameter only takes effect if you work with annual values.
- Distribution key
The distribution key specification is only effective with the "Annual values" and "Period values" flags.
The selected distribution key then appears as the default value in all budgeting transactions and can be overwritten if required. The distribution keys delivered in the standard system cannot be changed. You can, however, create your own distribution keys. For more information on this, read "Create your own distribution keys".
- Format
- Standard view display as well as the budget value when you access the function (such as distributed value, assigned value, cumulative value)
- Default values for decimal places and scaling factor
- Availability control
- Against annual/overall budgets
- Against annual/overall releases
- The "Overall" and "Releases" flags combined have the following effect:
| "Overall" flag | "Releases" flag | Availability control checks against... |
|---|---|---|
| X | - | Overall budget |
| - | - | Annual budget |
| X | X | Released overall budget |
| - | X | Released annual budget |
- Automatic Release
When using automatic release, the relevant releases for the expenditures FM account assignments are also posted when a budget transfer or distribution is made.
- If you change your availability control settings, you must have the system recalculate the assigned values. To do this, go to the Funds Management menu and choose Budgeting -> Tools -> Reconst.assgd vals.
Period values:
You must already have activated period values at production startup.
If annual values were already entered in the budget, you are not allowed to activate period values subsequently in the valid budget profile.
If you are working with funds, you can activate the period values for the new funds after production startup. You must create at least one budget profile and assign it to these funds. Do not change the existing budget profile for the fund.
Budget profile 000001 is delivered in the standard system.
Note: If you are one of our German customers, you are not allowed to activated the period values and the total values in your budget profile.
- Check budget profile 000001.
- Change the detailed settings as required or add further budget profiles by choosing New entries.
Additional information
You have the following options for assigning budget profiles:
- In Customizing in the step "Assign budget profile to FM area":
- "Budget profile"
- "Budget profile for fund"
- In the Funds Management menu (Master data -> Fund -> Create).
- In Customizing
- Define tolerances for availability control
- Define specific tolerances for availability control
The different methods of assigning budget profile mean that you can influence availability control in a finely differentiated way. Note the following:
- If you are working without funds, the settings from the budget profile entered in Customizing under "Budget profile" are used in budgeting and tolerance limit checks.
- If you are working with funds, the settings from the budget profile entered in Customizing with "Budget profile for fund" are used, provided you have entered a budget profile for your FM area. If you have not, the settings entered under "Budget profile" are used.
- If you have entered a fund in the master data for an FM area, the settings for that fund are used in budgeting and tolerance limit checks. You can override the "Budget profile for fund" or "Budget profile" for individual funds in an FM area.
- If, in an FM area, you want to enter tolerance limits specific to individual budget structure elements, you have the option of overriding the tolerance limits for the budget profile, which is in effect here in accordance with the settings you have made. To do this, proceed as described in "Define specific tolerances for availability control". The other settings from the budget profile are not affected by the change.
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