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Sep 04, 2018 at 01:15 AM

Investment management Queries

82 Views Last edit Sep 06, 2018 at 12:30 AM 2 rev

Being novice to this area I have few queries hoping SAP FI/IM gurus would be able to help me.

1. Should we maintain Annual budget in IM32 at overall level or by year? Which is recommeded? Please help with the pros or cons / scenarios.

2. How to roll over the unused budget to the next financial year? For exmaple, if the approved budget for Approval year 2018 is $10M and $3M is unused. How to roll over to Approval year 2019?

Appreciate your response