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Define Distribution Keys for Default Values

In this step of the IMG, you define distribution keys for default values.

Note:

You only need to work through this step if HR Funds and Position Management is integrated with Funds Management .

The distribution keys you define determine what portion of a default value record is assigned to each of the expenditure types involved. You need to define distribution keys so that you can distribute a default value among various expenditure types in the next IMG step.

You define distribution keys in two steps:

First, you define distribution keys and give them names on the basis of the employee grouping in question, or some other basis.

Second, you assign expenditure types to each distribution key.

You also define percentage values for each of the expenditure types in a distribution key. Each percentage value determines what percentage of the corresponding default value is assigned to the expenditure type in question.

Example

You have defined the following expenditure types for 'Civil servants'

In this case, you define distribution key 'B1' and give it the name 'Civil servants'. You then assign expenditure types 'B001' and 'B002' to this distribution key. You also enter the percentage value '60' for expenditure type 'B001'.

At a later stage, you can assign a pay scale default value to distribution key (DK) 'B1'.

Pay scale: A9 - Expend. type: None - Amount: 70,000 USD - DK: B1
Pay scale: A10 - Expend. type: None - Amount: 78,000 USD - DK: B1

This means that, if you use default values to finance a civil servant of pay scale A9, the financing required will be 70,000 USD.

Of this 70,000 USD, 42,000 USD (= 60%) will be allocated from the budget of a budget structure element with classification 'A9' and expenditure type 'B001'. The remaining 28,000 USD (= 40%) must be provided by the budget of a budget structure element with classification 'A9' and expenditure type 'B002'.

Requirements

You must have defined expenditure types in the IMG step Define Expenditure Types.

Activities

1. In the left-hand frame, click Define Distribution Key, and then choose New entries .
2. In the Distribution key field, enter a 2-character alphanumeric value . Then, in the Distribution key text field, enter a long text for this distribution key.
3. In the Define Distribution Key table, select the distribution key to which you want to assign expenditure types. Then, in the left-hand frame, double-click Distribution Among Expenditure Types.
1. Choose New entries.
2. Assign the expenditure types among which the default value is to be distributed.
3. Then, in the Percentage field, specify the percentage of the default value that is to be used for the expenditure type in question.
4. To save your entries, choose Save.