Use

You use this procedure when you want to determine the financing requirement for a new employee in the system.

Prerequisites

Persons are usually financed by positions; you therefore assign the employee to a position when they are hired. A position must exist in the system for this.

Procedure

The following description describes a hiring procedure from the Position Budgeting and Control side. All the steps required for hiring are not described here, only those relevant for the commitment creation. You can find general information on hiring new employees under New Employees .

Choose the following from the SAP Easy Access screen Personnel → Personnel Management → Administration → HR Master Record → Personnel Actions .

Enter a personnel number and the date on which the person is hired.

Enter the data for the action type Hiring and choose Execute .

The program guides you through all the infotypes for which you have to make entries. The following settings affect Position Budgeting and Control :

a. Enter the position to which the person is assigned in the group box Organizational Assignment on the screen Change Action .

If you have assigned the employee to a position, the dialog box Delimit Vacancy appears when you save the data for Organizational Assignment . If the person is working at 100% capacity, you should definitely delimit the vacancy. Otherwise, the system generates a funds precommitment for the position and a funds commitment for the person during a commitment run so that the commitment is double what it should be.

b. You enter the amounts for the different wage types on the screen Create Basic Pay . These amounts form the basis for determining the financing requirements.

c. Select the tab page Cost Distribution and enter the account assignment, which is to cover the financing requirements of this position. It is possible to distribute to different account assignments in percentages. The system automatically determines the Funds Management (FM) account assignments (the budgets of which are debited) from the account assignments entered. You can find information on the derivation strategy used to derive values from FM account assignments from other account assignments in the implementation guide (IMG) of Funds Management under Assignments to Account Assignments from Other Components .

d. You can find information on the financing status of a person on the screen Financing Status . The financing status shows whether the person selected is included in commitment creation. Select Create Commitment to determine the likely financing requirement for the person.

Position Budgeting and Control determines the financing requirement expected using Personnel Cost Planning . This can evaluate the infotype Basic Pay from the personnel master data or the payroll simulation. SAP recommends that you use payroll simulation for determining the financial requirement.

e. The screen Message Log appears after the program for commitment creation is run. The message log shows whether it was possible to post the funds commitment for each person. If an error occurs, you receive a detailed error message where you can see in which module the error occurred.

f. Go Back to the financing overview from the message log. You return to the screen Create Financing Status . The system displays all commitment documents that it created for this person in Accounting. You can find more information on this under Navigation to Documents in Accounting

g. Double click on a position if you want to see the adjusted financing requirement for the position.