CREATING APPLICATION OF FUND

Trigger:  Creation of a new budget code after approval from OSBM. 

 

Business Process Procedure Overview

 

 

In the first project of the Beacon program, budget preparation and execution will continue to be performed outside SAP in the OSBM Budget Preparation System (BPS) and Budget Revision System (BRS). Budget codes and budget funds will continue to be used by the Legislature, OSBM and the agencies to budget, control and execute new and revised budgets. Agencies will continue to follow the current procedures outlined in the State Budget Manual to request new budget codes and funds using the "Establish a New Center (Fund) and Title" form. The form "Establish a New Center (Fund) and Title" will be modified with all SAP required fields. The form should include all the required fields; name, description, valid date, fund type and application of fund. The form should also include a "Derivation" section in which the agency will specify if and how fund should be derived from another cost assignment object. SAP Workflow functionality will not be used to submit the form to the Shared Services in the first phase of the project.

 

 

 

 

Input - Required Fields

Field Value / Comments

 

 

 

 

 

 

 

 

Output - Results

Comments

 

 

 

 

 

 

 

 

Tips and Tricks

 

·          None

 

 

Access Transaction:

 

Via Menu Path

ACCOUNTING > PUBLIC SECTOR MANAGEMENT > FUNDS MANAGEMENT > MASTER DATA > ACCOUNT ASSIGNMENT ELEMENTS > FUND > APPLICATION OF FUND

Via Transaction Code

FM6I

 

 

 

Procedure:

 

SAP Easy Access

1. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Command

  

R

Enter value in Command.

Example: FM6I

2. Click Enter button.

SAP

3. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

FM Area

  

R

Enter value in FM Area.

Example: NC01

4. Click Continue (Enter) button.

Information:  FM Area should be NC01.   The first time into the screen you will get a pop up asking for the FM Area.   Subsequent access will have NC01 already populated in the field.

Create Application of Funds: Initial Screen

5. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Funds application

  

R

Enter value in Funds application.

Example: 64440

Create Application of Funds: Basic Screen

6. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Name

Name of the person or company to appear on the first line of the address label

R

Enter value in Name.

Example: DHHS-SOC SERV TRST

Description

Brief text description of the run schedule

R

Enter value in Description.

Example: DHHS-SOCIAL SERVICES-TRUST

7. Click Save (Ctrl+S) button.

8. The system task is complete.