How To Fix FI098 - Changing the assignment of payment or commitment budget is not allowed

SAP Error Message - Details

• Message type: E = Error

• Message class: FI - TR-FM Funds Management

• Message number: 098

• Message text: Changing the assignment of payment or commitment budget is not allowed

What causes this issue?

The document was carried forward to the new year in the commitment
carryforward. You want to change the due date in item &V1& so that the
budget assignment (payment budget, commitment budget) is changed too.
However, this is not allowed.

System Response

The change to the document cannot be made.

How to fix this error?

If you still want to change the due date you first have to set the item
to completed or delete it and then re-enter the item.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message FI098 - Changing the assignment of payment or commitment budget is not allowed ?

  The SAP error message FI098, which states "Changing the assignment of payment or commitment budget is not allowed," typically occurs in the context of budget management within the SAP system, particularly in the Public Sector or Funds Management modules. This error indicates that there is an attempt to change the assignment of a budget that is either already committed or has been paid, which is not permitted by the system's configuration.
  Causes:
  
  Budget Already Committed or Paid: The budget line item you are trying to modify has already been committed (e.g., through a purchase order) or has payments made against it.
  Incorrect Document Type: The document type being used may not allow changes to budget assignments.
  Configuration Settings: The system may be configured to prevent changes to budget assignments once they have been committed or paid.
  User Authorizations: The user may not have the necessary authorizations to make changes to budget assignments.
  
  Solutions:
  
  Check Budget Status: Verify the status of the budget line item. If it is already committed or paid, you will need to reverse or adjust the related documents (e.g., purchase orders, invoices) before making changes.
  Use Correct Document Type: Ensure that you are using the correct document type that allows for budget assignment changes.
  Consult Configuration: If you have access, check the configuration settings in the Funds Management module to see if there are restrictions on changing budget assignments. You may need to consult with your SAP administrator or functional consultant.
  User Authorizations: Ensure that you have the necessary authorizations to make changes to budget assignments. If not, contact your system administrator to request the appropriate permissions.
  Create a New Budget Line Item: If changes are not possible, consider creating a new budget line item with the desired assignment instead of modifying the existing one.
  
  Related Information:
  
  SAP Notes: Check SAP Notes for any specific patches or updates related to this error message.
  Documentation: Review SAP documentation on Funds Management and budget control to understand the implications of budget assignments and the rules governing them.
  Transaction Codes: Familiarize yourself with relevant transaction codes such as FMBB (Budgeting) or FMBT (Budget Transfer) that may help in managing budgets effectively.
  
  If the issue persists after trying the above solutions, it may be beneficial to engage with your SAP support team or a consultant who specializes in SAP Funds Management for further assistance.