Topic 35 (Part II): Quota Overview

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A Time Administrator needs to access attendance and absence quota information for an employee.

Business Process Procedure Overview

The Quota Overview transaction provides a Time Administrator access to many of the functions in the environment of attendance and absence quota administration. From the Overview, a Time Administrator can check employees' quota entitlements and the associated validity and deduction periods for the entitlements. Additionally, a Time Administrator can branch to the related infotypes to make any necessary changes to an employee's entitlements. The following quota related infotypes can be accessed directly from the Quota Overview transaction: · Absence Quotas (2006) and Attendance Quotas (2007) - to correct manually entered quota entitlements · Quota Correction (Infotype 2013) - to correct entitlements generated in Time Evaluation The Quota Overview also allows a Time Administrator to project future absence entitlements. This feature can be used to predict how much leave an employee will have at some point in the future, such as the end of a calendar year. To access the correct quota information, the appropriate selection period must be specified on the Selection Dates tab. The relevant quota balances may not be displayed if the Selection Dates do not match the desired periods. A printout can be generated to list an employee's Absence Quota entitlements This BPP will detail: 1) Selecting the desired period to view quota information 2) Viewing Absence Quota Entitlements 4) Viewing Attendance Quota Entitlements 6) Projecting Future Entitlements

Access Transaction:

Via Menu Path	SAP menu >> Human Resources >> Time Management >> Administration >> Time Data >> PT50 - Quota Overview
Via Transaction Code	PT50

Similar Threads:

• Topic 38: Schema (Overview)
• Topic 41: PCR (Overview)

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SAP Easy Access


1. Update the following required and optional fields:

Field Name	Description	R/O/C	Values
Command	White alphanumeric box in upper left corner used to input transaction codes	R	Enter value in Command. Example: PT50

2. Click Enter ****on.

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Quota Overview


3. Update the following required and optional fields:

Field Name	Description	R/O/C	Values
Personnel No.	Unique employee identifier	R	Enter value in Personnel No.. Example: 70207946

4. Click Enter ****on.

Information: Ensure the correct personnel number was entered after clicking Enter.
Information: Adjust the period Selection intervals as necessary to display the desired quota information.
Information: Be careful when specifying the Selection intervals. The Deduction period is the period in which the quota entitlement can be used. The Validity period is the period in which the quota itself is valid. The Generation period is the period in which Time Evaluation generated the quota entitlement.
Information: Use the ****ons in the bottom of the Selection interval section to quickly populate the three period fields with the applicable dates. For example, click Current period to see the quota relevant for the current month. Click All to see a complete view of relevant quotas for the selected employee.
Information: After selecting the desired period, the information contained on the remaining tabs in the transaction will reflect quota information pertaining to the selected periods.

5. Click the Absence quotas tab ****on.

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Quota Overview


6. Click Expand ****on.

Information: To view the Deduction from and to dates of the listed quotas, expand quota summation rows.
Information: Quota overview also provides the functionality to project future quota entitlements, such as projected entitlements through the end of the calendar year or the mid-point in the calendar year. Follow the steps below to project an employee's future absence quota entitlements.

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7. Click Projection ****on.

Information: To project the quota balances into the future, click the Projection ****on.

Projection To


8. Click Date radio ****on.
9. Update the following required and optional fields:

Field Name	Description	R/O/C	Values
	Field Name not Available	R	Enter value in . Example: 10/31/2007

10. Click Continue (Enter) ****on.