Fix authorizations for the budget approval flow (internal orders)

Question

Hi,
I need to fix the authorizations for the budget approval flow.
What do I need to take into account?
Thank you.
Kind regards,
Linda

Answer 1

(1) Each appropriation request should be attached to an investment program (leaf) position. To update the approved budget on the investment program from time to time, you should
    -  make a plan rollup from the appropriation requests to the program positions via IM34 (use an appropriate status selection profile on the initial screen of IM34 and select appropriation requests only to make sure that
       >  only appropriation requests
       >  with status 'Approved' are taken into account),
    -  To budget the investment program via IM32, set view 'Planned total' (Menu: 'Views -> Planned total') and copy this view, which contains the latest approved budget amounts, to the "real" budget (Menu: 'Edit -> Select -> Select all' and then 'Edit -> Copy view').
(2) You can even generate an order from the appropriation request that enherits the appropriation requests plan value. For details see SAP Library (Menu: 'Help -> SAP Library'), path 'Financials -> IM Investment Management -> Appropriation Requests -> Replacement by a measure for implementation'.  Analogously to step (1), you can also take over the orders 'Planned total' view into the orders budget via txn IM52.
If you strictly limit the authorisations to execute IM34, IM32 and IM52 as pointed out in steps (1) and (2) to a handful of people who execute these functions as pointed out above (withoud adding or removing budget arbitrarily, of course), the budgeting process
really focusses on planning/approving appropriation requests which is fully accompanied by the approval workflow.
Hope above helps you.
Regards
Siva