Processing Analysis Periods for Funds Centers

Use

This function supports the logging on certain attribute changes in the funds center master record. The changes are recorded to the day, while the duration of an attribute entry is recorded as a sub-interval in the master record. If, for example, the person responsible for the funds center changes, a sub-interval is generated for each period of responsibility. The validity period of sub-intervals is limited by the existence interval of a funds center.

The following attribute changes generate sub-intervals in the funds center master record:

  • Name and description

  • Employee responsible for funds center (responsible for budget)

  • Fund

  • Address information

  • Communication information

The existing sub-intervals of a funds center are offered to you, if you call up the analysis periods selection.

Features

Selection of Analysis Periods

If, when you are working with the individual processing of funds centers, you execute transactions Change or Display , you will first see a list of all existing sub-intervals as a selection of analysis periods in the Select Period dialog box. If no sub-intervals exist for a funds center, you will go directly to the funds center entry screen.

In the Select Period dialog box, the following entry options are available:

  • You select one of the listed existing sub-intervals as the analysis period, by double clicking on the appropriate sub-interval

  • You ignore the suggested sub-intervals and call up the funds center’s whole existence interval as the analysis period, by choosing pushbutton Choose

  • You define your own analysis period, by selecting pushbutton Choose other analysis period and determining a time interval in the Other Analysis Period dialog box

If you have specified an analysis period which contains entries for a master data attribute from several sub-intervals, this is symbolized in the field with a "+"- indicator. By double clicking on the field, you can call up all sub-intervals and the associated data information.

If you are in the Change funds center or Display funds center screen, you can call up the Select period dialog box, by choosing Time interval .

Changing an Analysis Period (Sub-Interval)

It is usually possible to make changes to any existing sub-interval, even if it lies in the past. It is also possible to generate new sub-intervals within an existing sub-interval.

However, changes are restricted, if you generate a new sub-interval that spans across several existing sub-intervals. Changes in new sub-intervals are only permitted for attributes that do not differ in the existing sub-intervals. You can see this as the attribute that cannot be changed are represented only in display mode with a "+" indicator.

See also:

Changing Funds Centers

Funds Center