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RHU_INFTY_BUDGETPD_UPDATE - Update Program for Organizational Management Data with Budget Period

RHU_INFTY_BUDGETPD_UPDATE - Update Program for Organizational Management Data with Budget Period

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Purpose

This report enables you to update entries for budget period on infotype records where the validity of the budget period is about to expire or has expired.

The report delimits existing infotype records with the expired budget period and copies new records, recording a new entry for budget period that is valid for the fund.

The report allows you to perform updates for the following Organizational Management infotypes:

  • the Cost Distribution infotype (1018)
  • the Planning of Personnel Costs infotype (5010)

Integration

Prerequisites

Within Funds Management, a budget period is defined with a begin date and an end date. Every time a Budget Period approaches its expiration date or has expired, an update must be performed for those infotype records in Organizational Management where the budget period has been recorded. The present report carries out mass updates for these infotype records for all employees who require the new budget period, that is, a budget period with new validity dates.

  • Note
Usage of the budget period in Organizational Management requires the business function PSM, Budget Period (PSM_GEN_BUDPER_1) to be active.

Features

Selection

In addition to selections according to the logical database for master data, you can perform the following selections:

  • Update for Cost Distribution infotype (1018)
  • Update for Planning of Personnel Costs infotype (5010)

You can specify whether to perform updates for one or more infotypes when you execute the report.

You can also select for which funds the update and/or budget period should be restricted to.

You must enter a selection date. This is the date that the validity of budget periods will be checked against and also the date that the new copied infotype records will start from.

You can also choose whether to apply the changes to the database.

A parameter is offered for the list display variant.

Standard Variants

Output

The report delimits the existing infotype records which hold the previous budget period, with an end date recorded as the day immediately before the selection date.

A new record is copied with a start date equal to the selection date, and a new budget period. The new budget period is always selected according to the budget period that is valid for the fund with the latest budget period validity start date before the selection date.

The output displays a list of all employees for whom infotype records have been delimited with expired budget periods and new infotype records have been copied with new budget period entries. The list shows the infotype number and the start and end date of the record.

Activities

Example






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