Periodic Residual Budget

[Former Member]

Dear Experts,

Is it possible to pool periodic/monthly residual budget?

For example: Budget on March USD 100, cosumed on March USD 70. On April, budget begin at USD 100 again. The remaining USD 30 is being pooled (perhaps into a fund center or anything). Then based on manager approval, the remaining budget USD 30 can be used for May. Is there anyway FM could do such thing?

Many thanks.

_Seren

[mar_novalbos · Accepted solution]

Hello Seren, are you using BCS or Former Budgeting?

kind regards

Mar

[Former Member]

Mar,

I'm using BCS for SAP ECC (EHP3). Do you have any idea for this matter? Thanks.

[iklovski]

Hi,

In package ECC 4.0 there is a special object called 'budget period' that you can use for this matter, but in ECC 3.0 there is no 'standard' solution. You might though use some other FM object as a 'period'.

Regards,

Eli

[Former Member]

Thanks Eli.

How about cover pool? how does it work? is it possible to pool the remaining budget using cover pool process?

[iklovski]

Hi,

Cover pool functionality is used in order to consume the budget from another FM objects combination. But, since period is not a part of your FM objects, it's useless. You have to make 'period' a part of your budgetary address (or combination if you don't use budget structure) in either way; otherwise, it could not be done.

Regards,

Eli

[Former Member]

Many thanks, Eli. I'll ask basis team to upgrade to EhP4 on our next development client.