Published at: 2026-10-12

Carry forward a budget

Move the available amount on the current expense budget sheet to the next period so later transactions can continue to apply for it.

Overview

When the current budget is not fully used, use Budget Carryforward to move the available amount to the next period. For example, the expense budget sheet of operating unit A in January 2022 has a remaining available amount of 100 at the end of January. You can carry it forward at the end of January or the beginning of February to the expense budget sheet of operating unit A in February 2022.

Before you start

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  • Object permission: You need the Budget Carryforward object permission.
  • Completion Conditions: The current expense budget sheet is already created, and the budget type has Budget Carryforward enabled.
  • Entry: Budget Management app → Budget Management > Budget Carryforward.
  • Limit: The amount after carryforward cannot be reversed. You cannot edit or delete a Budget Carryforward document. If approval exists, you can edit only when the document is Approval Rejected and the Life Status is Not Effective.

Operation steps

View the Budget Carryforward list

  1. In the web main navigation, open Budget Management.
  2. Go to Budget Management > Budget Carryforward.
  3. Review submitted carryforward documents in the list.
Budget Carryforward list

Create a Budget Carryforward

  1. In the Budget Carryforward list, click New.
  2. Select the budget type and the budget level under that type, so you know which level of Budget Sheet to carry forward.
  3. Confirm the current Budget Carryforward period.
  4. Confirm the next period that the system writes automatically.
  5. In Budget Carryforward Details, confirm the selected or one-click Transfer-out Budget Sheet and the resulting Transfer-in Budget Sheet.
  6. Confirm Carryforward available amount. This amount is the available amount of the Transfer-out Budget Sheet. It must be greater than 0 and greater than the amount after carryforward of the Transfer-in Budget Sheet.
  7. Submit. Expense budget sheets that need Budget Carryforward enter a queue, and the system processes them one by one.
Budget Carryforward create entry Budget Carryforward create page Select budget type and level

Choose a carryforward method

Method When to use it
Carry forward to existing budget sheets only The next-period Budget Sheet already exists. Move the current balance into that sheet
Create automatically and carry forward The next-period Budget Sheet does not exist yet. The system creates the next-period sheet from the current sheet, then moves the balance
Carry forward to an existing sheet or create the next-period sheet automatically
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After carryforward approval is approved, you cannot edit or delete the document. You can edit only when the document is Approval Rejected and the Life Status is Not Effective.

View Details

  1. Open the target Budget Carryforward document in the list.
  2. Review the carryforward period, level, total carryforward amount, and which expense budget sheets were carried forward.
Budget Carryforward details

Edit a Not Effective carryforward document

  1. Open the edit entry only when the document is Approval Rejected and the Life Status is Not Effective.
  2. Change the content, then submit again.
  3. An approved carryforward document cannot be edited or deleted.

Expected result

  • The Budget Carryforward list shows a new document.
  • After approval, the matching next-period expense budget sheet increases by the carryforward amount, and the current available amount decreases accordingly.
  • Not Effective documents can still be edited. Approved documents stay not editable and not deletable.

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