Define or Redefine a Document

When using Budget Loader with Public Sector, there is additional functionality above and beyond regular Budget Loader functionality. When creating a FMBBC transaction document, it is necessary to define (and in some instances redefine) your document. 

To define a document, follow the steps as defined in section Initialize a new Budget Loader Template.

Perform the following steps:

1. Select Public Sector Management.
2. Select Planning – FMBBC – Create Budget Control System Document.
3. Select Create Budget Control System Document.
4. Select values from the dialog as seen below.

   

5. Select OK.

Since many dependencies exist on the protected fields you see in a Public Sector Budget Loader document, if you need to change these values you may right-click anywhere on the spreadsheet and select Redefine PubSec Document as seen below.

Using Hierarchies

When using Budget Loader with Public Sector, you may use account assignment element hierarchies, however you must use the SAP standard provided transactions for copying hierarchy data to group data.  Only after using these standard SAP transactions, will hierarchies be available for use with Budget Loader in Public Sector.

The transactions are listed below and can be found in SAP by navigating to Accounting>Public Sector Management>Funds Management> Master Data>appropriate master data object.

Create Group Hierarchy from Master Data Hierarchy transactions:

FMRP_CI_SET_HIER – Commitment Item Hierarchy

FMRP_FC_SET_HIER – Funds Center Hierarchy

All other account assignment element groups may be retrieved with no additional steps in SAP.