Availability Control for Automatic CE Rules

Use

If you have assigned a budget address to an automatic cover eligibility rule, availability control (AVC) automatically shares the budget and the budget consumption values of all budget addresses belonging to the same automatic cover group used for this CE rule.

Note Note

A given budget address can be used in several manual cover eligibility rules at the same time, but it can belong to only one automatic cover group per AVC ledger. For automatic unilateral CE rules, all members of the cover groups have the roles Receiver (only) or Sender (only) . This means that a given budget address cannot be simultaneously subject to cover (that is, having the role of Sender ) for receiving budget addresses in different automatic cover groups.

For further information, see Automatic and Manual Cover Eligibility .

End of the note.

For budget addresses assigned to an automatic cover group, availability control applies the following two-level logic for checks:

  • The budget consumption is first checked against the available budget at the level of the budget address. If the role of the budget address is Sender , availability control may already issue an error message when the budget is exceeded.

    Note Note

    For other roles ( Receiver or Receiver & Sender ), AVC will not issue an error message at this level. For these roles, errors are automatically converted into warning messages, so that an availability check can be carried out at the cover group level.

    End of the note.

  • Depending on the role of the budget address, availability control calculates and checks new contributions (that is, changes to the total shared consumable budget or total shared consumed amounts at the level of the cover group) to the cover group in the following way:

    • If there is no new contribution for the cover group, availability control stops here.

    • However, if a new contribution for the shared budget or budget consumption is calculated, AVC also performs a second check at the level of the cover group. This second check includes the previously posted contributions from all other members of the cover group. AVC then issues an error message if the total shared budget of the cover group is exceeded by the total shared budget consumption.

Integration

Cover eligibility rules are fully integrated in the Budget Control System and BCS Availability Control .

Prerequisites

Before you can use automatic CE rules, you must activate BCS in general and at least one AVC ledger in BCS availability control. In release EA-PS 5.00 the functionality of automatic cover eligibility is restricted to the standard AVC ledgers 9H and 9I. For more information, see sections Implementation Considerations in Cover Eligibility and Prerequisites of Cover Eligibility Rules .

Restrictions

The following restrictions apply:

  • Only annual checks are supported with automatic CE rules. If you are carrying out fund-based accounting, you must have set the corresponding fund type to annual in Customizing ( Start of the navigation path Public Sector Management Next navigation step Funds Management Government Next navigation step Master Data Next navigation step Fund Next navigation step Create FM Fund Types End of the navigation path ).

  • By default, consumable budget values or releases are eligible for cover. If you want to work with budget values or releases that are not eligible for cover, you must specify this for the individual budget types. See Defining Non-Eligible Budget/Releases for Automatic CE Rules for more information.

Activities

Before defining automatic CE rules , you must have activated cover eligibility for your FM area in Customizing. For this, go to the Implementation Guide, Start of the navigation path Public Sector Management Next navigation step Funds Management Government Next navigation step   Budget Control System (BCS) Next navigation step   Budgeting Next navigation step Control Budgeting Flow Next navigation step   Cover Eligibility Next navigation step Activate Cover Eligibility. End of the navigation path

You can subsequently create automatic CE rules in one of the following two ways:

  • Using transaction FMCEGENCG (Generate CE Rules), via an appropriate derivation strategy for generating CE rules

  • By assigning budget addresses to automatic cover groups with transaction FMCERULE ( Processing an Individual CE Rule ).

    Note Note

    If you change an existing automatic CE rule or create a new automatic CE rule for budget addresses to which data has already been posted, you should run the transaction FMAVCREINIT ( Re-Initialize Availability Control Ledgers ), with the option “Reset Index Table”.

    End of the note.