SAP Knowledge Base Article - Preview

3603651 - How-to: Transfer Budget to Previous Fiscal Year using FMBB

Symptom

  • As part of the fiscal year change activity, budget has been carried over from one year to another, either by running transaction FMMPCOVRN or FMBB
  • In the new year, it turns out that some transferred amounts are no longer needed, so they should be reversed
  • The issue arises when attempting to transfer budget from one fiscal year to another using FMBB (Carry over process).
  • When entering the sender fiscal year, the receiver fiscal year is selected automatically and is greyed out, preventing selection of the previous year.
  • The aim is to transfer the budget from a future fiscal year to a previous one (e.g., 2025 to 2024).


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Environment

BCS Budgeting and fiscal year change

Product

SAP ERP all versions ; SAP S/4HANA Cloud Private Edition all versions ; SAP S/4HANA all versions

Keywords

FMBB, Carry over process, Budget transfer, Fiscal year, Reverse scenario, Negative sign, COSD, CORV , KBA , PSM-FM-BCS-BU , Budgeting , Problem

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