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Grant transfer between years

former_member211711
Participant
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Dear Forum

At our site budget is allocated over the Grant time slices (several calendar years).

We want to show when budget has been moved from one year to the next, eg what it has not been spent in 2012 the remainder is moved to the 2013 year.

How is this best done in GM? We are also using budget releases.

Thank you.

1 ACCEPTED SOLUTION

atif_farooq
Active Contributor
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Hi:

If you mean to say grant budget carry forward then pleas note that Grant budget is posted for as per grant year not as per fiscal year hence no need to carry forward anything within GM, However FM settings will do the carry forward for in FMJ2.

Regards

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3 REPLIES 3

atif_farooq
Active Contributor
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Hi:

If you mean to say grant budget carry forward then pleas note that Grant budget is posted for as per grant year not as per fiscal year hence no need to carry forward anything within GM, However FM settings will do the carry forward for in FMJ2.

Regards

mar_novalbos
Product and Topic Expert
Product and Topic Expert
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Hi

Atif is right in the sense that the grant year is not the same as the FM fiscal year.

In the Grant master, you have budget validity periods that could represent "fiscal years".

But there are no GM closing operations like FM.

See this note:

1639686 - Closing operations in Grants Management

https://css.wdf.sap.corp/sap(bD1lbiZjPTAwMQ==)/bc/bsp/sno/ui_entry/entry.htm?param=69765F6D6F64653D3...

Regards

Mar

former_member211711
Participant
0 Kudos

Hello, thank you for your replies.

So you have told what can't be done. But we need to work out what can be done.

In our case grant time periods are fiscal year, the same as FM fiscal year. But we need to move funds between the years if not spent in one year. Otherwise it is not correct in reporting.

So we need to move the unconsumed released budget from 2012 to 2013.

We tried using the 'Transfer' function with negative value for unconsumed released budget for 2012 and positive value for 2013 but this gives an error on the FM transfer side:

Document must be balanced (Commitment Budget 2013)

Message no. FMKU091

So I guess all we can do is

(1) reduce the (unconsumed) remaining released budget for 2012 (transferred to FM).

(2) transfer the remaining budget from 2012 to 2013 (in GM only)

(30 release the new amount for 2013 (GM and transferred to FM)

Because we use released budget with GM as the source, if we use FMJ2 I think we would introduce a consistency problem.

Not sure if this will work yet with AVC or if we will get errors..

But we must show the correct amount for the Grant in the correct GM time period (in our case year).

Your reply welcome