Note
A budget entry is also possible with the help of SAC - SAP Analytics Cloud!
With the help of the app Import Financial Plan Data, the cost center budget is imported and linked to the budget availability control.
If in transaction Define Budget Consistency Checks for Categories, the Budget Consistency Check has been activated for the relevant budget category, the availability checks described previously are carried out when the budget data is imported.
In the case of multiple import runs with the same import parameters, the existing budget data is deleted and only the new data is imported.
Note
The budget data is loaded into table ACDOCP if the variable /ERP/P_0INFOPROV was set to the value /ERP/SFIN_V20!
What should be considered when creating the CSV file:
Even if the budget is an annual budget, a posting period must be included in the file. The budget availability control applies throughout the entire financial year. When importing budget data, SAP recommends using posting period 1, which is also used for reporting.
You can avoid situations like the following: For example, if budget data with period 8 is imported and the cost center budget report for the current year is executed by June 30th, the budget loaded into period 8 will not be displayed.
Although the budget is only account-independent for the entire financial year, any account of the G/L Account Hierarchy created for budgeting must be entered in the csv file.
Due to the fact that the budget is an annual budget, there is no monthly check of the budget. Therefore, the budget cannot be carried over from month to month.
Any unused remaining amount of the annual budget cannot be transferred to the following year via the menu path or app.
If a transfer is required, this must be taken into account in the import file, i.e. instead of importing a budget of EUR 100 into the following year, one would have to use the remaining budget of the previous year of EUR 50 plus the planned budget of EUR 100, i.e. import a total of EUR 150 into the following year.
The budget file is loaded into the ACDOCU table using the Import Source File push button.
The preceding figure also shows the loading log and the loaded data from the perspective of the Financial Plan Data log app.
The preceding figure shows the error message if the budget is exceeded by more than 10% when posting the actual costs. A booking is then not possible.
The amount of the excess is always determined "on the fly" and is therefore not saved on the HANA database.
Note
The content of the message text can only be controlled within the framework of a modification.
The preceding figure shows the warning message if the budget is exceeded by more than 5% but less than 10% when posting the actual costs.
The Cost Center Budget Report app provides information about the budget, commitments, actual costs and the available budget.
In this app you can monitor costs and the budget and compare the budget with the actual costs and commitments in budget-bearing cost centers.
The preceding figure shows that the budget of cost center 20100 and 30100 in fiscal year 2022 is EUR 10.000 each.