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 Setting Up a Derivation Strategy for CE Rules Locate this document in the navigation structure

Use

To generate cover eligibility rules (CE rules) which automatically assign budget addresses to cover groups (cover eligibility rules) in a mass transaction (FMCEGENCG), you need to set up a derivation strategy in Customizing.

You must distinguish between the derivation strategy and a specific derivation rule f or this strategy:

  • You can only maintain a derivation strategy in Customizing. It cannot be changed in the production system of an organization.

  • You can, however, maintain a derivation rule for a particular derivation strategy, with specific contents, in the production system. For example, this might be necessary in order to adapt the derivation strategy to changed conditions in your organization. For example, you might want to reassign budget addresses (which are already assigned to a specific cover group) to another cover group.

Access the links below to obtain further information on these two subjects.

Prerequisites

Before you can work with a derivation strategy for generating cover eligibility rules, you must have activated cover eligibility in Customizing. See Cover Eligibility for further information.

Activities

  1. You must first define a derivation strategy in Customizing. For this, go to the Implementation Guide of   Public Sector Management   Funds Management Government   Budget Control System (BCS)   Budgeting   Control Budgeting Flow   Cover Eligibility   Define Derivation Strategy for Generating CE Rules   .

  2. After the derivation strategy has been maintained in Customizing, authorized users can process the derivation strategy in the main menu using transaction FMCERGR. Here, you can update the FM account assignments in question (for example, to add or reassign budget addresses). For this, go to the main menu in   Public Sector Management   Funds Management   Master Data   Usage of Account Assignment Elements   Budget Control System (BCS)   Cover Eligibility   Derivation Rules in CE Rule Strategy   .

    Note Note

    Currently the generation program, transaction FMCEGENCG, only permits the generation of automatic cover groups (or automatic cover eligibility rules), as based on the definition of this derivation strategy. For more details on the generation process, see Generating Cover Eligibility Rules .

    End of the note.