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
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:
- 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.
- 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.
- 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 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.