PS Availability Control

Availability Control
Use These components enable you to monitor and control project costs. The project manager can use availability control to call up an overview of the assigned funds and see which type they are. Availability control enables you to control costs actively by issuing warnings and error messages when costs are incurred. Implementation Considerations The component is fully integrated with upstream and downstream components, for example: Controlling (C ! Financial Accounting ("#! Production Planning and Control ($$! Materials Management (%%! Features Availability control monitors funds using budget allocation. Passive Availability Control verview of funds, their assignment and type Active Availability Control $revents the assignment of too many funds If you enter business transactions that create costs on a Controlling element (for example, posting of an invoice), the system chec s !hether there is still sufficient budget available for the controlling element" "or projects, you can also use releases as an alternative to the current budget. #t uses the tolerance limits specified in Customi&ing for the chec'. "or internal orders, see Controlling Internal Orders Budgeting and Availability Control (efine Tolerance )imits for Availability Control. "or projects, see $roject *ystem Costs Budget (efine Tolerance )imits. "or more information, see (efining Tolerance )imits. Availability control chec's the current distributable budget (or release! against the assigned value. #istributable $udget The budget from the controlling element that is not yet distributed to other, lower+level ,-* elements. Assigned %alue Costs incurred by a Controlling element. "or more information on the calculation of assigned values, see Assigned .alues in #nternal rders. Assigned .alues in $rojects.

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PS Availability Control

Assigned %alues for Internal &rders

The assigned value for internal orders is calculated from: Actual costs *tatistical actual costs Commitments (ebit from settlement to internal order Credit from settlement to budget+controlled object (internal order, ,-* element! 'ot used for calculation of the assigned value: Actual costs with a cost element defined in Customi&ing for availability control as an exempt cost element "or more information, see the #mplementation /uide (#%/! under Controlling Internal Orders Budgeting and Availability Control *pecify 0xempt Cost 0lements for Availability Control (#%/ transaction: &P()).

Actual costs incurred from a business transaction that does not belong to the valid transaction groups in availability control. This can occur if you did not define ** as the transaction group in Customi&ing for tolerance limits. "or more information, see the #mplementation /uide (#%/! under Controlling Internal Orders Budgeting and Availability Control (efine Tolerance )imits for Availability Control (#%/ transaction: +P,&!.

Credits from settlement to an object that is not budget+controlling (for example, cost center!. 1evenues

Assigned %alues for Pro-ects

The assigned value for projects is calculated from: Actual costs of ,-* element carrying budget *tatistical actual costs of ,-* element carrying budget Actual costs of subordinate ,-* elements if these do not carry budget *tatistical actual costs of subordinate ,-* elements if these do not carry budget Commitments of ,-* element carrying budget Commitments of subordinate ,-* elements if these do not carry budget %aximum of plan and actual costs 2 commitments from assigned networ's or orders "or more information, see the #mplementation /uide (#%/! under Project System Costs Planned Costs (efine rder .alue 3pdating for rders for $rojects (#%/ transaction: &P+%!.

(ebit from settlement to ,-* element Credit from settlement to budget+controlled object (internal order, ,-* element! 'ot used for calculation of the assigned value: Actual costs with a cost element defined in Customi&ing for availability control as an exempt cost element

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PS Availability Control
"or more information, see the implementation guide (#%/! under Project System Costs Budget *pecify 0xempt Cost 0lements (#%/ transaction: &P()!.

Actual costs that resulted from a business transaction that does not belong to the valid business transaction groups of availability control This can happen if you have not defined ** as a business transaction group in Customi&ing for tolerance limits. "or more information, see the #mplementation /uide (#%/! under Project System Costs Budget (efine Tolerance )imits (#%/ transaction: +P,&!.

Credits from settlement to an object that is not budget+controlled (for example, cost center! 1evenues

+etting Up Availability Control

&bligatory Customi.ing +etting
4. #n the budget profile, you define all values re5uired for the budgeting process. To do so, in Customi&ing: "or projects, choose Project System Costs Budget %aintain -udget $rofile (#%/ transaction: &P+/!. "or internal orders, choose Controlling Internal Orders Budgeting and Availability Control %aintain -udget $rofile (#%/ transaction: &)&$!. a) Maintain Budget Profile

b) Maintain Budget Profile in Order types

"or more information, see -asic *ettings for Availability Control in -udget $rofile. 4. The tolerance limits for the chec's during activity control are defined for each transaction group of a budget profile. To do so, in Customi&ing: "or internal orders, choose Controlling Internal Orders Budgeting and Availability Control (efine Tolerance )imits for Availability Control (#%/ transaction: +P,&!. "or projects, choose Project System Costs Budget (efine Tolerance )imits (#%/ transaction: +P,&!. "or more information, see *pecifying Tolerance )imits.

&ptional Customi.ing +ettings

0xempt cost elements are those which are not included during availability control (such as, interest or credits for activities that were provided in a joint venture by one project for a partner project!. To do so, in Customi&ing: "or projects, choose Project System Costs Budget *pecify 0xempt Cost 0lements (#%/ transaction: &P()!. "or internal orders, choose Controlling Internal Orders Budgeting and Availability Control *pecify 0xempt Cost 0lements for Availability Control (#%/ transaction: &P()!.

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PS Availability Control

$asic +ettings for Availability Control in $udget Profile

Use #n the budget profile you determine whether6how availability control is to be activated and which budget values should be chec'ed by availability control. Features 7ou control whether6how availability control should be activated using activation types 0 8 Cannot be activated, 1 8 Automatic Activation with -udget Allocation, 2 8 -ac'round Activation. %ore information is available in Activating Availability Control. "or internal orders, availability control chec's against the current budget. "or projects, availability control can chec' against the current budget or the released budget. "urthermore, you can decide whether availability control is carried out on the basis of year+independent (8 total values! or year+dependent values. The chec' can be run in the controlling area currency or the object currency. The chec' in the object currency is only possible for projects if the same object currency is used for all objects (,-* elements, networ's, and orders! in a budgeting hierarchy. (ependent on the settings in the budget profile, availability control chec's against one of the following values: Current overall budget in controlling area currency Current overall budget in object currency Current annual budget in controlling area currency Current annual budget in object currency 1eleased overall budget in controlling area currency (only for pro-ects) 1eleased overall budget in object currency (only for pro-ects) 1eleased annual budget in controlling area currency (only for pro-ects) 1eleased annual budget in object currency (only for pro-ects) The current budget is made up of riginal -udget *upplement 1eturn 1epostings from the -udget

+pecifying (olerance 3imits

Use ,hen certain business transactions are entered that create costs on the corresponding Controlling+0lement, the system chec's whether the available budget or available released budget is sufficient. #t uses the tolerance limits specified in Customi&ing for this chec'. "or more information on specifying tolerance limits, see the implementation guide (#%/!. "or internal orders, see Controlling Internal Orders Budgeting and Availability Control (efine Tolerance )imits for Availability Control (#%/ transaction: +P,&!. "or projects, see Project System Costs Budget (efine Tolerance )imits (#%/ transaction: +P,&!. Features 7ou can specify tolerance limits for each controlling area, budget profile, and different -usiness Transaction /roup.

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PS Availability Control
7ou can specify different tolerance levels with three possible options: 91: issue with a warning, 92: a warning and a mail to the project manager, 94: or an error message. 7ou can define the tolerance limits as the usage level, and 6 or as an absolute variance from the current budget or the release. Usage 3evel This is the relationship between assigned funds and the budget, displayed as a percentage. Absolute %ariance This is the difference between assigned funds and budget, displayed in an absolute amount. #rrespective of the settings in the budget profile, absolute variances can only be specified in the controlling area currency *A$ recommends that you either specify a percentage usage rate, or an absolute variance for tolerance limits in availability control. #f you defined a percentage usage rate and an absolute variance as a tolerance limit for a budget profile and a transaction group, the action you specified is triggered if the assignments exceed one of the two tolerance limits. 5xample Availability control of a current overall budget (031 4;;,;;;! $usiness (ransaction 6roup Action 4 > Percentage Usage 3evel <; = 4;;; Absolute %ariance +ystem ,eaction "or all business transactions, a warning is issued once 031 <;,;;; assigned value reached. "or all business transactions, a warning is issued and a mail is sent to project manager once assigned value of 031 4;4,;;; is reached. $urchase orders are prevented by error message once the assigned value of 031 44;,;;; has been reached.

22 22
;4

44;=

+ee also7 *etting up Availability Control

Availability Control Actions

,hen the tolerance limit is exceeded, the system does one of the following: 8arning (Action &ne) The system informs you when the tolerance limit is exceeded. 7ou can still execute the business transaction that triggered this (such as posting an "# document!. 8arning and 9ail to (he Pro-ect 9anager (Action (!o) The system sends the project manager a message containing the ,-* element on which the budget was exceeded, and the business transaction triggered the excess. The amount by which the budget was exceeded and the document number are also specified.

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PS Availability Control
#f no manager name is stored in the master record for the project or the ,-* element, the system issues an error message instead of a warning and a mail. "or orders, you maintain the budget manager in Customi&ing, under Controlling Internal Orders Budgeting and Availability Control %aintain -udget %anager (#%/ transaction: +P,&!.

8arning (Action (hree) The system issues an error message if an action leads to the specified tolerance limit being exceeded. The system rejects the business transaction (such as a purchase order! that causes the budget to be exceeded.

$usiness (ransaction 6roup

All business transactions are assigned to a transaction group in availability control. 7ou can define an action that the system is to execute if a transaction were to use too many assigned funds. "or more information, see Availability Control Actions. "or the following transaction groups, you can define tolerance limits for different actions in each budget profile. To do so, in Customi&ing: "or internal orders, choose Controlling Internal Orders Budgeting and Availability Control (efine Tolerance )imits for Availability Control (#%/ transaction: +P,&!. "or projects, choose $roject *ystem Costs Budget (efine Tolerance )imits (#%/ transaction: +P,&!. All transaction groups This general transaction group simplifies entry and is useful if you do not want to define separate tolerance limits for every transaction group. #f a tolerance limit is defined for all transaction groups, you can still define a limit for one transaction group. This limit ta'es precedence before the @general@ tolerance limit. The tolerance level and action defined for all transaction groups are ignored if additional entries are available for a specified transaction group. Purchase e!uisition Purchase order Project Orders "uring planning #or a project order$ changes to the residual order plan are chec%ed. The system also uses this transaction group to chec' the assignment and dependency of an order6networ' that already has assigned values. $ostings to project orders are chec'ed in the relevant transaction group, for example a purchase order from a project order is chec'ed in the purchase order transaction group. &oods 'ithdra'al Financial Accounting document "or postings in "inancial Accounting Controlling "ocument "or postings in Cost Accounting. Budgeting (uring the project, it is possible that the budget may be reduced, even though assigned funds already exist in the project. 7ou re5uire this transaction group to enable availability control to ta'e into any account retrospective budget changes. #f this causes the assigned funds to exceed the tolerance limit of availability control, the system refers you to the error log when you chec' or save the budget. The log contains warnings or error messages issued by the system when the tolerance level was exceeded. Funds reservation (manual commitment! Fi(ed prices in project

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PS Availability Control

Activating Availability Control

Use #n the budget profile, you use Activation )ype to define whether, and how, availability control is to be activated. Features There are three different activation types: 0 8 Cannot be activated 1 8 Automatic Activation ,ith -udget Allocation 2 8 -ac'ground Activation #f you chose bac'ground activation, you can activate nline Availability Control for a specific project.

Activities ,hen availability control is activated, the system does the following: (etermination of ,-* elements carrying budget (@controlling elements@! (etermination of associated assigned funds. #t chec's the assigned funds against the controlling element budgets. The assigned funds can be on the budget+carrying ,-* element, the lower+level ,-* elements and their assigned project orders. After activation, each posting to the project is chec'ed by the availability control. As availability control affects system performance, you should activate it in the bac'ground for projects with less detail, only when you thin' that the budget may be exceeded.

Activating Availability Control !ith $udget Allocation

Use #n the budget profile, you selected Activation type 1 for availability control. This means that the availability control is automatically activated when you ma'e entries (or release budget, if this is to be chec'ed!. Availability control is always defined for a particular budget profile, and you need to define a tolerance limit for at least one business transaction group for the budget profile. nce you enter a budget for a project with the corresponding budget profile, the availability control is activated. "or technical reasons, availability control cannot be activated automatically for hierarchical projects (assigned to an investment program! when budget is allocated from the investment program item to the assigned ,-* element. Activation follows automatically during the first bac'ground activation run or during further allocation in the project. Availability control for internal orders from existing projects for top ,-* elements is activated automatically during budget allocation of investment program items.

Activating Availability Control in the Background

Course Prere:uisites #n the budget profile, you chose activation type 2 (bac'ground activation! for availability control. -ac'ground activation for availability control chec's whether or not the usage level defined in the budget profile has been reached. #f the usage level is exceeded, availability control is activated. 7ou can start the batch run for availability control automatically. In (he Pro-ect +ystem (+ame Procedure as for Internal &rders) #n the project system, select the projects that you want to start in the batch run.

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PS Availability Control
... 4. Choose *ogistics or Accounting Project System Financials Budgeting )ools Activate Availability Control (*A$ 0asy %enu transaction: C;$%!. "or internal orders, choose Accounting Controlling Internal Orders Budgeting Availability Control Activate (*A$ 0asy %enu transaction: )&40!. >. 0nter the controlling area and the database profile. The screen Bac%ground Activation o# Availability Control #or Projects appears. ?. 0nter data as re5uired. -ac'ground activation of availability control logs the objects for which you activated availability control. #f you set the "etailed *og indicator, the system also displays all projects of the specified variant (object selection! for which you did not activate availability control. A. To save the project selection as a variant, choose &oto +ariant Save as +ariant.... The ABAP, Save as +ariant screen appears. B. 0nter the variant name and text (meaning! and set the Only #or Bac%ground Processing indicator. C. *ave the variant with . 7ou return to the initial screen and the system informs you that the variants were saved. ;ob #efinition 7ou can start the batch run for availability control using a job definition.

Activating Availability Control &nline

#n the budget profile, you chose activation type 2 (bac'ground activation! for availability control. Dowever, you can activate online availability control for one project. 7ou can activate availability control for a project before the usage level is reached or before the next batch run. In (he Pro-ect +ystem (+ame Procedure as for Internal &rders) 7ou activate online availability control as follows: 1. Choose *ogistics or Accounting Project System Controlling Budgeting Original Budget Change (*A$ 0asy %enu transaction: C;40!. "or internal orders, choose Accounting Controlling Internal Orders Budgeting Original Budget Change (*A$ 0asy %enu transaction: )&22!. The Change Original Budget, Initial Screen appears.

2. 0nter the necessary data and choose Original budget. 3.

The Change Original Budget, -BS .lement Overvie' screen appears. 3se .(tras Availability Control Activate to activate availability control for your project. The system issues a message confirming activation. Availability control is activated the next time you choose Save or Chec%. After activation, every posting in the project is chec'ed by the availability control. The system calculates the assigned values that you can compare to the budget values using +ie's Assigned in CoAr Currency. #f you now reduce the budget and the assigned funds exceed the tolerance limit of availability control, the system refers you to the error log when you chec' or save the budget.

4.

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PS Availability Control

Chec ing 8hether Availability Control is Active

7ou can see whether availability control is active by loo'ing at the system status of the potential budget object, or the display and change mode in the budgeting function (original budget, release, and so on!. Availability control is active in the following cases: The Availability control activated system status is set for the ,-* element budget object. 1. Choose *ogistics or Accounting Project System Project Special Maintenance Functions Structure Planning Change Project. The Change Project, -BS .lement Overvie' screen appears. >. The system displays the system status of the ,-* elements via basic data. In (he Pro-ect +ystem (+ame as for Internal &rders) (he display and change sessions in the budgeting function contain a corresponding message" 1. Choose *ogistics or Accounting Project System Financials Budgeting Original budget Change or "isplay (*A$ 0asy %enu transaction: C;40 < C;41!. "or internal orders, choose Accounting Controlling Internal orders Budgeting Original budget Change or "isplay (*A$ 0asy %enu transaction: )&22 < )&24!. 2. 0nter the necessary data and choose Continue. 3. Choose 0xtras Availability Control In#o. 7ou can see whether the system issued a relevant message.

1. 2. 3.

(he Assigned column is visible in the budgeting transactions" Choose *ogistics or Accounting Project System Financials Budgeting Original budget Change or "isplay (*A$ 0asy %enu transaction: C;40 < C;41!. 0nter the necessary data and choose Continue. #f you set Availability Control in Object Currency in the budget profile, choose +ie's in Object Currency. For an overvie! of the assigned amounts on the WBS !le"ent overvie#$ choose .(tras Availability control e#erence. Choose *ogistics or Accounting Project System Financials Budgeting Original budget Change or "isplay (*A$ 0asy %enu transaction: C;40 < C;41!. 0nter the necessary data and choose Continue. Choose -BS .lement overvie' .(tras Availability control e#erence. As well as the assigned and the distributable budget, the system displays the element with budget (which is on a higher level in the project structure! in the Controlling element column for each ,-* element !ithout budget. The system posts assigned funds from the ,-* element and all lower+level ,-* elements (that do not have any budget! to the controlling element.

1. 2. 3.

The current assigned and distributable values are displayed after the budget is chec'ed.

#eactivating Availability Control

nce availability control is activated, you can deactivate it for one or several projects. This is useful if: Availability control was activated in by mista'e. #f availability control on the basis of the annual budget was active for the previous year, but activation for the recently started fiscal year is not advisable.

Procedure
In (he Pro-ect +ystem (+ame as for Internal &rders)

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PS Availability Control
1. Choose *ogistics or Accounting Project System Financials Budgeting )ools "eactivate
Availability Control (*A$ 0asy %enu transaction: C;$8!.

"or internal orders, choose Accounting Controlling Internal Orders Budgeting Availability Control "eactivate (*A$ 0asy %enu transaction: )&42!.

"or activation type 1, availability control is reactivated at the next budget. $ermanent deactivation of availability control can only be ensured using activation type /.

5xcluding 8$+ 5lements From Availability Control

A project and its ,-* elements go through different stages, or statuses. The status determines whether or not you can use certain business transactions. 7ou can exclude a ,-* element with budget and the lower+ level account assignment elements from availability control. 7ou do this by activating a user status for the controlling element, for which the availability control business transaction is not allowed. #f a ,-* element has this status, then the assigned funds are not included in the availability control, in other words, no action is triggered. Dowever, the assigned values are still updated on the controlling element. "or more information on how to create a user status, see the *A$ )ibrary under Financials PS0Project System Structures *tatus %anagement.

,econstructing Availability Control

#n Customi&ing, you can start reconstruction of the assigned values. 7ou need to do so if: 7ou are introducing a new release 7ou have changed the settings for availability control in the budget profile 7ou have changed the tolerance limits for availability control 7ou have redefined exempt cost elements 7ou have changed the settings for updating order values on orders for the project 7ou suspect that there may be data inconsistencies, for example in objects from older releases, or after corrections were installed for budgeting 6 availability control. ,hen you execute this function, the system redetermines the assigned values for the selected projects. #t also creates references to the budget carrying objects, and transfers the new settings for the budget profile to the budget table. #%/ path: Project System E Costs E Budget E econstruct Availability Control (#%/ transaction: C;$'!.

'otes for Problems !ith Availability Control

Problem Availability control is not reacting, despite correct settings and activation. +ymptom Cause +olution Chec' to see if the corresponding entries are in the control tables T1,C# and T1,CA (see below: 0ntries in

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PS Availability Control
Problem +ymptom Cause +olution T1,C# and T1,CA!. Activation type 1 (activation with budget allocation! was selected for activation of availability control. Availability control is to be executed on a project, although the project has not yet been budgeted. Availability control with action t'o (mail to project manager! does not send a mail when the assigned values are exceeded. An error message appears. Fo manager name has been entered in the ,-* element, or in the project definition. $ost an original budget to the top ,-* element. Then execute a return for the same amount. The current budget is &ero. Availability control is now active. 0nter the project manager name in Customi&ing, under Project System Structures perative Structures -or% Brea%do'n Structure *pecify $erson 1esponsible for ,-* 0lement (#%/ transaction: &P+=!.

A warning appears.

#n Customi&ing for the project manager, the user has not been entered correctly.

0nter the user name of the project manager in Customi&ing, under Project System Structures perative Structures -or% Brea%do'n Structure *pecify $erson 1esponsible for ,-* 0lement (#%/ transaction: &P+=!. Fote that you need to enter the name in upper case letters.

Feither a warning nor an error message appears. ,hen you post a goods receipt or enter an activity, this does not trigger an availability control action, although the tolerance limit was exceeded. The system does not chec' the assigned values during goods receipt.

Availability control is not active, or the tolerance limits have not yet been exceeded. "or technical program reasons, only the assigned value is updated when you post a goods receipt, or enter an activity.

Activate availability control or maintain the tolerance limit accordingly. "or more information, see: Activating Availability Control *pecifying Tolerance )imits Chec' whether you can solve the problem by using one of the solutions suggested below (see below: $osting a goods receipt or entering an activity!.

5ntries in (,8CI and (,8CA The program control table (,8CI (in which the installed components are stored! must contain the C "C entry (Controlling "unds Control!. The (,8CA table contains the same components (fiscal year+related! as the (,8CI table. 7ou can use this table to deactivate specific components for certain fiscal years. #n the (,8CA table, the C "C component should be active until the year >;B;. Posting a 6oods ,eceipt or 5ntering an Activity 3se the commitment values from the purchase order for the budget chec'.

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PS Availability Control
Chec' whether tolerance limits were maintained for the purchase order transaction group. -efore the purchase order, activate availability control. Chec' whether you can wor' with unevaluated goods receipts. #n this case, the system updates the assigned values only once the goods receipt has ta'en place. ,hen goods are received, the system chec's the assigned values and if necessary, triggers the corresponding actions. (o not allow any more account assignment changes for the goods receipt posting.

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PS Availability Control

,econstruct Availability Control for Pro-ects

IM& Path, Project System 2 Costs 2 Budget 2 )ransaction, C;$'
#n this #%/ activity, you reconstruct all the data for availability control. The assigned values are recalculated and references are created to the objects that have budget. The new budget profile settings are copied into the budget table. ,ecommendation *A$ recommends that you reconstruct the P+ Info #atabase with transaction C;5' before activating availability control Activities Carry out this step if: 4. you install a new release >. you haved changed the availability control settings in the budget profile (e.g. from overall to annual values! ?. you have changes the tolerance limits for availability control A. you have defined exempt cost elements + that is, cost elements which are not subject to availability control B. you have changed the order update settings for orders for projects C. you suspect errors in the data + for example, in objects from older releases or after incorporating corrections relating to budgeting or availability control

econstruct Availability Control

,ebuild Pro-ect Information #atabase

,ecommendation 3se this transaction before activating availability control

IM& Path, Project System 2 In#ormation System 2 Costs3 evenues In#ormation System 2 Project In#o "atabase 4Costs$ evenues$ Finances5 2 ebuild Project In#ormation "atabase )ransaction, C;5'
The project information database must be reconstructed: -efore you do any of the following for the first time: o Call up the hierarchy reports for costs, revenues, and payments o 3se the interest calculation o 3se the earned value analysis o 3se the planning board o Create project versions #f you change value categories subse5uently #n the event of a data failure in the hierarchy reports and planning board

Further notes
#f you plan costs hierarchically in ,-* elements and the values appear incorrectly in the hierarchy reports, start program $P#I+(00 before reconstruction the project info database. This program reconstructs the distributed values.

,un Budget %pdate ,eports

Procedure To display totals records for supplements, returns and transfers for projects, proceed as follows: SAP Menu Path, *ogistics or Accounting 2 Project System 2 In#ormation System 2 Financials 2 Costs 2 Budget related 2 Budget updates )ransaction, +>A3,>?@014A=0

Change < #isplay $udgets

To display the budget line items for a ,-* element, choose:

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PS Availability Control
SAP Menu Path, *ogistics or Accounting 2 Project System 2 Financials 2 Budgeting 2 Original budget 2 Change 3 "isplay )ransaction, C;40 < C;41 The Selection& Budget %pdates screen appears. 0nter a project and choose .(ecute. !'a"ple& 7ou can go from the totals records to the line item display, and call up a document chain that displays the sender+receiver relationship for each budget update.

The system displays the totals records for the budget values in the controlling area currency only. ,ecommendation #f you use more than one currency for budgeting, and re5uire the budget values in the report to be in each currency, then define corresponding reports. Alternatively, the line item report is available.

Activities

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PS Availability Control
To transfer budget, choose

(ransferring $udgets
SAP Menu Path, Accounting 2 Project System 2 Financials 2 Budgeting 2 )rans#er )ransaction, C;4B Use #n an area of responsibility, it is possible that the budget becomes tight for one project while the budget for another project is still ade5uate. Transfers enable you to ma'e the budget for one project available to another project. n the )rans#er Budget, Initial Screen, you can enter a sender0 and receiver year and a default value text for a large number of similar transfers. 7ou can also specify whether the overall values are to be included for the sender ,-* element. 0nter the sender+ and receiver ,-* element, the amount and the currency for the transfer. The sender year, receiver year, overall value, te(t and long te(t fields contain the default values. 7ou can use the "etail function to change these fields. Course Prere:uisites The currency of the transfer must be permitted for both of the affected ,-* elements. The ,-* elements can belong to the same project, or to several projects. Features 7ou can differentiate between: Transfers between different ,-* elements in the same period. The sender and the recipient cannot belong to the same subtree. Transfers between the same ,-* element in different periods (also recourse or carryforward!. Transfers between different ,-* elements in different years

7ou cannot execute transfers in all project statuses. The ,-* elements between which you want to transfer budget must have a status that permits the business transaction budget trans#er. There are three different transfer transactions: Budget )rans#er ecipient #f the ,-* element has a status that allows this business transaction, the ,-* element can receive budget during a transfer. Budget )rans#er Sender #f the ,-* element has a status that allows this business transaction, the ,-* element can send budget during a transfer. Budget )rans#er 4)rans#er5 #f the ,-* element has a status that allows this business transaction, the ,-* element can send and receive budget during a transfer.

The procedure for a transfer is the same as for a *upplement for a $roject or a 1eturn "rom a $roject, except that you specify a sender or recipient ,-* element (or year!. The system also maps any transfers between objects of lower hierarchy levels to the objects on higher hierarchy levels.

#f budgeting in the ob-ect currency, the following problems may occur with transfers:

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PS Availability Control
The system only includes budget items in the relevant object currency in the .ntered Budget. Transfers made in other currencies are not displayed as an entered value in objects from higher hierarchy levels. The system includes all budget items in the current budget.

To display the budget line items for a ,-* element, choose *ogistics or Accounting 2 Project System 2 Financials 2 Budgeting 2 Original budget 2 Change (*A$ 0asy %enu transaction: C;40!. 7ou entered the following budget values in a project structure plan with two subtrees and five objects with different object currencies. 7ou now ma'e a transfer between two ,-* elements of the lowest hierarchy level: C100 from -BS element 1.1.1 to -BS element 1.6.1. The current budget in the project structure plan is now composed as follows: The -BS elements 1.1 and 1.6 have the object currency .7 . The transferred C100 is displayed in the line item report. The entered value of -BS element 1.1 is still 2000 5U, and the entered value of -BS element 1.6 is still 100 5U,, as the system only includes budget items entered in 031.

&verall values too

Use
,hen you choose this indicator, the to&al budget is changed by the same amount as the annual budget: #n supplements to the budget for the receiver #n returns and transfers against the budget of the sender

#ependencies
#f you set this indicator in "unds %anagement, you must also specify a fund for the "% area. #f you want to add, return, or transfer total values, choose this indicator and leave the year fields empty.

'ote7 "or each line included in this document, the system creates < lines (A for sender structure and A for receiver structure!. Ta'e care at total line number because the system allowds only GGG, in fact in this case (CTA project! GG> 8 < x 4>A (< multiple!H *o, only 4>A lines can be included in each document.

Change < #isplay &riginal $udgets for a 8$+ element

To display the budget line items for a ,-* element, choose SAP Menu Path, *ogistics or Accounting 2 Project System 2 Financials 2 Budgeting 2 Original budget 2 Change 3 "isplay )ransaction, C;40 < C;41 The Change Original Budget, Initial Screen appears. 0nter the necessary data and choose Continue or Original budget. Choose the ,-* 0lement overview. The Change Budget, -BS .lement Overvie' screen appears. Choose .(tras 2 *ine item.

Change < #isplay (ransferring $udgets #ocuments

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PS Availability Control
SAP Menu Path, Accounting 2 Project System 2 Financials 2 Budgeting 2 "ocument 2 Change 3 "isplay )ransaction, C;4A < C;4$

#isplay $udget 3ine Items

SAP Menu Path, Accounting 2 Project System 2 In#ormation System 2 Financials 2 *ine Items 2 Budget )ransaction, C;I? Flag for annual values (D D) and overall values (DED)
This flag determines whether the overall values are displayed as well as the annual values.

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