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Dec 19, 2022 at 12:33 PM

Budget Carryforward for PO closure only - Fund Management

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Dear Experts;

We are carrying forward certain PR/ POs from previous year to current year in order to close those PR/ POs. Now when we carry forward those PR/ POs, they carry with them the open amount and increases the current year actual spend along with the budget in the said combination.

As soon as the PR/PO is closed, the consumed amount gets reduced but the budget which has been carried forward is made available in the said combination of FC and CI this enabling the users to use that budget.

Example: PR #1234 was carried forward from Year 2021 to Year 2022 with amount of USD 100 in Commitment Item CCC and Fund Center AAAA. The budget already allowed in the said combination for 2022 was USD 50. Following the PR carry forward activity, budget got increased to 150 (100 of Year 2021 and 50 of Year 2022) with spent showing as USD 100 (for the PR which has been carried forward).

Once the PR is closed, the spent of USD 100 gets reversed but the budget remains at USD 150 for Year 2022.

We don't want this budget to be made available because this was never approved to be used.

Please help.

Regards

ZN