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Define Groupings for Determining Financing Required

In this step of the IMG, you define personnel groupings.

These groupings are a prerequisite for controlling how the financing required for persons is determined using feature PM003 (Assign to Groupings).

Example

When you create a financing assignment for a civil servant, you want the system to simulate a payroll run, and in this way determine the financing required. You want the system to determine the financing required for salaried employees on the basis of the default values you have defined. You also want to specify that no financing is required for other types of employee.

In this case, you would define the following groupings:

Grp: 001
Text for 'Funds required' grouping: Civil Servant: Simulation

Grp: 002
Text for 'Funds required' grouping: Salaried EE: Default Value

Grp: 003
Text for 'Funds required' grouping: Other: No Funds Required

Activities

1. Choose New entries.
2. In the Grp field, enter a key for every personnel grouping in your organization. You can then assign this key to a specific method for determining financing requirements.
3. Define a descriptive text in the Text: 'Funds required' Grouping field for each of the groupings defined in step 2 above.
4. Choose Save.