Momo

RPTQUOTA_CHECK

Short text
Overview of Customizing Settings for Quota Generation

Purpose

You can use this report to check your Customizing settings for the calculation of absence entitlements. In the case of errors, the report helps you to identify incorrect or incomplete Customizing settings.
It displays an overview of all Customizing settings that the system uses to generate absence quotas for one employee or a time-management grouping. The report processes the rules that are valid for the selected employee or time-management groupings on a specified key date.
The report displays all relevant data in a tree structure according to the selection rule for absence quota types. This includes, for example, the regulation for the base entitlement, the reduction rule determined, and the rounding rule. For a better overview, and an accessible version of the data, you can output a detailed display. For more information, see below.
While the report does not actually simulate time evaluation, it processes the same Customizing settings as for the real generation of quotas and displays the settings. The report does not carry out plausibility checks.

Prerequisites

You have completed the Customizing settings for quotas for the required employee groupings.

Selection

You have the following options for checking the Customizing settings:

Selection by employee
You have two options here:

You enter an employee's personnel number.
The report determines the corresponding time-management groupings for that personnel number. It determines the applicable quota type selection rule group on the basis of the settings in the QUOMO feature.

You enter the personnel number and the quota type selection rule group
The report determines the applicable time-management groupings for the personnel number. The report does not determine the quota type selection rule group from the QUOMO feature, and uses the one that you entered in the selection screen.
You can use this form of selection if the employee's quota type selection rule group is not determined using the QUOMO feature in normal absence quota generation, but errors occurred in quota generation for this employee.

Selection using time-management groupings

You can restrict the selection by entering the following data:

Selection rule for absence quota types

Absence quota type

Generation method

Output

Display of organizational assignments
If you entered a personnel number in the selection screen, the report outputs in the header area the key date, the employees key organizational assignments, entry date, and, for part-time employees, the employment percentage. You can then compare this data with the results of quota generation. This enables you to identify quickly whether an error situation may be caused by groupings that were incorrectly assigned.
You receive this information only if you select one personnel number. If you used time-management groupings for the selection, only the key date is displayed in the header.
Customizing settings displayed
The selection rules determined are displayed in a tree structure. The report displays the following data for each selection rule:

Selection rule for absence quota types

Quota type (T556A)

Generation quota: Absence quota to be accrued using the selection rule

Reduction quota: The reduction quota is displayed only if a reduction quota is used in the selection rule.

Absence quota if maximum entitlement is exceeded: This quota is displayed only if it is set up in the selection rule.

Base entitlement (T559E): See also Set Base Entitlements.

Validity and deduction intervals
The report displays the validity and deduction interval for each quota type determined. It also displays the Customizing step it used to determine the validity interval.

T559D: See also Determine Validity and Deduction Periods

T559V: See also Set Up Automatic Accrual Using Report RPTQTA00 and Determine Default Values for Creating Quotas.

Reduction rules (T559M): See also Define Rules for Reducing Quota Entitlements
A reduction rule is displayed only if the selection rule uses a reduction rule.

Absences that can cause a reduction (T554S): See also Define Rules for Reducing Quota Entitlements
The absences are displayed only if a reduction rule is used and there are absences that could cause a reduction for the relevant groupings.

Rounding rules (T559R): See also Define Rules for Rounding Quota Entitlements.

Rounding rule for the accrual entitlement: The rounding rule is displayed only if the accrual entitlement was rounded.

Rounding rule for the total entitlement: The rounding rule is displayed only if the total entitlement was rounded.

Activities

Display error list
If you choose the Error List pushbutton, you can display errors that prevented an absence quota being generated for an employee, for example. The following messages are displayed in the error list for all selected quota selection rules together, for example:

Periods cannot be determined for an employee because the records of the following infotypes were not available for the employee on the key date:

Monitoring of Tasks (0019)

Date Specifications (0041)

Display detailed data
You can branch to a detailed table display of the data of one row by:

Double-clicking on the sheet of paper icon in a row or

Selecting a line and choosing Detail.

The report opens a dialog box. In the third column of the table, the report displays the periods it could interpret (such as the accrual period) in date form or an error message. If the selected row does not contain any periods that the report could interpret (such as is the case for the rounding rule), the third column is not displayed.
Print data

For technical reasons, you cannot currently print the tree with all Customizing settings displayed. You can however, print the individual rows from the dialog box with the detailed data.

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