Creating Reclassification Rules 

  1. Access the overall budget using the Overall budget view.

    2. The overall budget must have the budget status Proposed or Released.

    The Change Overall Budget screen appears.

  2. Click on the top budget structure element, and choose .
  3. Click the budget structure element for which you want to define a reclassification rule.
  4. Choose Extras ® Reclassification rule ® Create.

    5. The Create Reclassification Rule dialog box appears.

  5. To display information on the budget of the budget structure element in question, choose .
  6. Select a type of reclassification rule, and, if necessary, assign a different validity period to it.
  7. If the reclassification rule is to appear in the official documents that accompany the budget, select External rule.
  8. In the Classification box, enter a pay scale classification for the budget of the budget structure element resulting from the reclassification.
  9. Enter the number of full-time equivalents that the reclassification rule is to apply to.
  10. To store administrative information, choose .
  11. Choose Check.

    12. If you have defined a quantity-based conversion factor for conversions between these two pay scales in Customizing, they will have the Quantity-based conversion flag, and the Conversion factor pushbutton will be visible. If you choose Conversion factor, you can display the conversion factor defined in Customizing for conversions between these two pay scales. If you select the Quantity-based conversion flag, you can specify that the system should use this conversion factor when it activates the reclassification rule. Otherwise, the system will use the default values defined in Customizing for the pay scales to convert between the two pay scales.

  12. If you want the system to use a quantity-based conversion to convert between the two pay scales when the reclassification rule is activated, select the Quantity-based conversion flag.
  13. To save the reclassification rule, choose .

The icon appears beside the budget structure element on the Change Overall Budget screen. You can display the type of rule involved by clicking . If you click , the system displays detailed information on the reclassification rule you have defined.