Budget carry forward in IM & PS

[Former Member]

Dear experts,

Need some help in Budget carry forward of IM & PS.

My scenarios is I have a Investment program in the year 2008 and under that program i have 1 project, which is having a duration of 3 yrs.

After completion of 1st yr i.e., 2008, i need to carry forward the remaining budget to the next year i.e., 2009.

But here I am getting a problem.

Please go through the below steps i followed:

1st in Investment Management:

1. Tcode IM 27: here I am carrying out this transaction with the existing Investment program and approval year, system automatically prompting the next approval year in Target investment program.

In settings I selected 1st 3 options.

Copy program structure

Carry forward meas / app req

Carry forward budget values

If select the 4th option i.e., carry forward planned values system is asking for version, which i have not maintained for the Investment program.

then executed the transaction

system giving messages investment program copied to xxxx/2009

budget values were carried forward from xxxx/2008 to xxxx/2009

measures / approp req. were copied from xxxx/2008 to xxxx/2009.

2. In T Code IM27_close.

Investment program: xxxx

Approval year: 2008

in settings selected the following:

Carry forward meas / appr. req

Carry forward budget values

in selection of measures / approp reqs for transfer to current approval year selected:

All meas / appr req.

then executed the transaction

systems gives the output

Budget values were carried forward from xxxx/2008 to xxxx/2009

Measures/approp. requests were copied from xxxx/2008 to xxxx/2009

3. in T code IMCAOV

Investment program xxxx

Approval year 2009

sender fiscal year 2008

ticked

Test run

Budget as supplement / return

executed

output is

The program was executed in test mode

Data can be updated

Again run the same transaction without Test Run

the output is

The program was executed in update mode

Data was updated successfully.

Now I run the T code IM32 to check the budget with new approval year

Investment program xxxx

approval year 2009

here system took the distributed values of the last year investment program, i.e.., xxxx/2008.

My doubt is the budget for the new year 2009 should be the Distributable value of old year 2008, why system is picking up the distributed value of old year 2008 to new year 2009?

Please clarify me the above..

Thanks in advance.

Best regards,

[Former Member]

Dear Ecperts,

Can anyone please help me out in this regard?? Its bit urgent? Am I following the right process?

Please help me out.

Thanks and Regads,

Raju.