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Solution for carry FW budget PR/PO in old year

May 03, 2017 at 07:32 AM


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Former Member

Dear all

I have issue for carry FW PR/PO

Now: when I carry forward PR/PO (FMJ2) system carry FW budget too. So user can close PR and create new PR for others product (Unlike the old year approval)

I want that in the end year We choose list PR/PO for carry forward, and user only allowed buy by that PR/PO. If there is any change in the requirements to have use budget on new year, can’t use budget carry forward

Thanks all

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1 Answer

Eli Klovski
May 03, 2017 at 09:26 AM


You can deal with it only by playing with different FM addresses. For example, you can say that a fund source X, when carried-forward, becomes X1. Then, create a business rule which won't allow creation of new commitments on fund X1.



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Former Member

Dear Eli

Thanks for your answer

You can more detail your solution?. Now I used Fund center, commitment items, fund program. Your mean is I have to use extra Fund? But how do I transfer to a fund address when my original PR / PO data is not?



Yes, 'fund source' would be the best object to use for this purpose. Especially, if other objects mentioned by you are already 'taken' by some business meaning.

Budget address will be changed with the carry-forward rule that you will define in your CF strategy.