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Use

You use the review function to forward information on limits to any recipient. You can either specify the timing of the review manually, or you can let the system do so. The same applies for sending the information.

Integration

You use the office inbox as point of receipt for the information. This means that every user logged on to the system can send and receive information about limits. When you log on to the R/3 system, a dialog box appears informing you of an item in your inbox.

Prerequisites

Before you can use the review function, limit types must already have been defined.

Procedure

You can either enter the timing of the review manually or let the system determine it.

  1. Choose ...® Master Data ® Limits ® Maintain.

    2. The system displays the screen Limits: Choose Limit Types.

  2. Select the limit types you require and choose This graphic is explained in the accompanying text.
  3. Position the cursor on a limit line and press the button Choose Limit.

The system displays the screen Edit Limits for Limit Type xxx: Detail.
  1. Choose the tab page Administrative Data and enter the name of the recipient in field Review Recipient.

Note

A user can also enter him/herself as the recipient.
  1. Determining the timing of the review:

Note

You can store a factory calendar to check the date entry. In this way the system checks for public holidays and weekends in a specific country. The factory calendar is stored in Customizing under ® Limit Management ® Basic Settings for Limit Management.

    1. Manually: Maintain the field Review date
    2. Automatically: Set the flag Automatic review.

In order to be able to use the automatic review, you need to have made the following settings in Customizing:
      1. In Customizing choose ® Limit Management ® Define Limit Types.

        2. The system displays the screen Change View "Define Limit Types": Overview

      2. Select a limit type and then choose This graphic is explained in the accompanying text to access the detail view. Enter data in the following fields:

Note

The system determines the earliest of the two dates below for the review date:

(Day’s date) + (number of days of the review period)

(End of the validity of the limit) - (number of days of the review deadline before the end of the validity period)

The day's date corresponds in this case to the date on the which the limit was created or changed.

Features

You can use the following functions:

Display the data relevant for the review:

  1. Choose ...® Information System ® Reporting ® Limits ® Overview of Limits.

The system displays the screen Overview of Limits.
  1. First enter the general access options required.
  2. Set the indicator Display review data.

Note

You can also select the limits by review Recipient or Review Date.
  1. Start the report with This graphic is explained in the accompanying text. You can see who the review recipient of the limit is, and the date it is next due to be reviewed.

Sending the limit for review

  1. Sending the limit for review manually

In the overview of limits (as in point 1. Display the data relevant for the review) choose the limits you wish to send. Choose This graphic is explained in the accompanying text to start the evaluation.

By clicking on the pushbutton Choose Limits you can transfer the relevant limits to a batch of items that are to be sent. By positioning your cursor

or by not positioning it, you can copy all the displayed limits to the batch of items for sending.

Send the limits by choosing This graphic is explained in the accompanying text

  1. Sending limits for review automatically

To do this, you need to schedule a variant of report RFTBLRSM as batch job and let the report run daily. The program selects all limits with a certain review date and sends them to the recipients. At the same time, if automatic determination is used, the review date is recalculated.
  1. Change of personnel

You use this function to select limits by using a selection screen, and then either changing, creating or deleting the recipients.

You access the selection screen by choosing ...® Master Data ® Limits ® Change Review Recipient.

You have the following options:

Changing

Old review recipient <name>; new review recipient <name>

Creating

Old review recipient <space>; new review recipient <name>

Deleting

Old review recipient <space>; new review recipient <space>

Note

You can also change a review recipient manually in each limit.

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