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OHTX5013 - Define Reporting Quota Types

OHTX5013 - Define Reporting Quota Types

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In this activity, you define quota types for reporting.You can use these reporting quota types

  • To define display objects for the Time Manager's Workplace
  • For the SAP Queryin the Quota Statuses simulated infotype (2502)
  • To transfer quota statuses to the SAP Business Information Warehouse (SAP BW)

Reporting quota types allow you a consolidated view of the following attendance/absence entitlements of SAP Time Management:

  • The Attendance Quotas infotype (2007)
  • Absence Quotas infotype (2006)
  • Monthly totals (SALDO table, cluster B2), only for use in the Time Manager's Workplace
  • Leave Entitlementinfotype (0005), only for use in SAP Query and SAP BW

You can group several attendance/absence entitlements in one reporting quota type. The system outputs the values of the individual entitlements as a cumulated value in the reporting quota type.

Taking account of personnel subarea groupings and employee subgroups

You can take account of employees' organizational assignments as required:

  • You can group time and labor data of different personnel subarea groupings or employee subgroups in one reporting quota type. Example: The absence quota type 0100 has the same business significance for several personnel subareas. This means that you can group the absence quota type 0100 of all relevant personnel subarea groupings in one reporting quota type.
  • You can group attendance and absence entitlements of different personnel subarea groupings or employee subgroups in different reporting quota types. This may be necessary if, for example, absence quota types with the same subtypes have a different business significance.

The same applies to time types with personnel subarea groupings. Note that you have to maintain the assignments for all personnel subarea groupings or employee subgroups if you do not want to exclude employee data from particular personnel subareas or employee subgroups.

Taking account of other organizational assignments of employees and purpose of data

You can also form reporting quota types according to other organizational assignments of employees, such as the cost center or the Time Management status. To do so, you maintain the GRDWKfeature. It determines the rule group(s) for the definition of reporting quota types. In the standard system, all employees have the rule group 01.

If you use the reporting quota types both in the Time Manager's Workplaceand in SAP Query and SAP BW, you can use the rule groups to have different attendance/absence entitlements included for different purposes. To do so, you use the decision field REPARin the decision tree of the feature.

Displaying balances from the SALDO table in cluster B2

The Time Manager's Workplace displays different values depending on whether you carry over the period balance from the previous month or year in the Define Time Types IMG activity:

  • If you carry over the period balance, the system displays the balance as of the current day.
  • If you do not carry over the period balance, SAP R/3 displays the balance as of the time evaluation period in which the selected day lies. This means that in March you can analyze the balance as at the end of January if you have selected a day in January, for example.

In the Maintain Reporting Quota Typesactivity, you create a reporting quota type, Leave.

You use this reporting quota type to group the absence quota types Standard annual leave, Educational leave and Special leave.

SAP provides some reporting quota types in the standard system.

  1. If required, choose the Maintain Feature GRDWKactivity and maintain the feature. In the standard system, all employees have the rule group 01.
  2. Choose the Maintain Reporting Quota Types activity.
  3. Create a reporting quota type and enter easily identifiable description for the quota type text.
You can use any alphabetical or numerical characters in the name of a reporting quota type. Note, however, that the SAP namespace is reserved for quota time types beginning with a number.
  1. Select the reporting quota type.
  2. In the dialog structure, double-click on the type of assignment you want: Assign Absence Quotas, Assign Attendance Quotas, or Assign Leave Quotas.
  3. In the Rule Group: Reporting Quota Types field, enter the rule group to which you want the reporting quota type to belong. The rule group is queried by the GRDWK feature. Enter an attendance or absence quota type, a leave type, or a monthly total.
You can assign several attendance or absence types, leave types, or monthly totals to one reporting quota type. You have to make a new entry for each assignment.






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