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Define Budgeting Rules

In this step, you define the various types of budgeting rules used in HR Funds and Position Management. To do this, you define one or more subtypes for the Budgeting Rule infotype (1505).

Example

In HR Funds and Position Management, you want to have the budgeting rules "Lock when free" and "Remove when free". In this case, you create subtypes 9001 and 9002 (with the above-mentioned budgeting rule texts) for the Budgeting Rule infotype (1505).

Activities

To define budgeting rules, proceed as follows:

1. Choose Position, and enter infotype 1505.
2. Choose New entries.
3. In the Infotype field, enter 1504, and define a key for the subtype (9001, for example) in the Subtype field.
Note: The name range 9000 through 9999 should be used for customer-specific subtypes.
4. In the Subtype text field, enter a name for the budgeting rule type.
5. Choose Save.