Definition

This status shows to what extend the available budget can cover the personnel expenses in a particular period for a person or position.

Use

The financing status shows you the following for the positions or persons selected:

The current status of the commitment creation

Information on the last commitment run

The amount and the time gradient of the commitments created

To which account assignments these commitments were posted

Which documents the system created for the commitment in Position Budgeting and Control (PBC) .

It is also possible to start commitment creation from the financing status.

You can call up the financing status from the maintenance of HR master data or from the detail maintenance of Organizational Management . The financing status can only be called up in the maintenance of the organizational structure if the functions in the organizational structure were activated in Customizing of Position Budgeting and Control .

Structure

The financing status is mapped in the system using the infotypes 0724 (for persons) and 1516 (positions). It is divided into two areas:

In the area information on commitment creation, the following is displayed:

The type of commitment creation shows whether commitment creation is actually activated for the person/position selected. The system determines this information from Customizing of Position Budgeting and Control . It is defined for which objects commitment creation is active in the section Definition of Participation in Automatic Commitment Creation .

You can see from the Change Status whether the financing of the object is up-to-date or is flagged for refinancing. The system determines this information automatically from the Customizing settings defined in the section Activate Recording of Infotype Changes Relevant to Financing in the IMG of Position Budgeting and Control . As soon as one of the infotypes is changed, the program flags the objects affected (job, organizational unit, person, or position). The program recalculates the commitment for these objects in the next run of automatic commitment creation.

Information on the commitment run, such as the data and the run number of the last commitment run carried out for the selected objects.The Run Status shows whether the complete run was free of errors.

You can exclude an object form the automatic commitment creation using the function Lock . This is a good idea, for example, if all relevant information is not known when a person is created and the next commitment run would have errors.

Using the function Create Commitment you can start a commitment run which updates the financing for the selected objects online. It is usually not necessary to start the commitment run manually because programs for automatic commitment creation can be planned as periodic jobs in Customizing of Position Budgeting and Control . This ensures that the program regularly determines the new financing for all objects that were flagged for refinancing and without manual intervention.

The financing overview shows the amount and the time gradient of the commitments created and which account assignments are debited. The document number shows the number of the document that was created for the commitment generated in Position Budgeting and Control (PBC) . You can go to the document that the system created in Funds Management (funds commitment for the person or funds precommitment for the position) from this PBC document.