SAP Finance Group Lock Note and Group “To be Deleted” Note

Definition

You can use group lock notes to mark a number of full-time equivalents in an organizational unit without having to specify which positions are affected. The system proposes the corresponding full-time equivalents for locking every time a full-time equivalent becomes vacant. If these full-time equivalents are locked, the full time equivalents are activated in the group lock note. The system keeps proposing vacant full-time equivalents for locking until the group lock note is completely activated.

You can use group “to be deleted” notes (group TBD notes) to mark a number of full-time equivalents in an organizational unit for deletion without having to specify which positions are affected. The system then proposes this position for deletion every time a position becomes completely vacant. If the proposal is accepted (deletion of position), the activation of the group TBD note is increased by 1. The system keeps proposing vacant full-time equivalents for deletion until the group TBD note is completely activated.

In Customizing, you can define different types of group notes (subtypes of the infotype 1509) that you can use to meet different requirements.

You can also define conditions for group note types. The positions have to fulfill these conditions to be relevant for the group lock note. In this way, you ensure that only certain positions in an organizational unit are affected by a group note.

Structure

Group lock notes are always used in full-time equivalents.

Group TBD notes are always created in positions.

The following table provides a detailed overview of the differences between group lock notes and group “to be deleted” notes:

Group Lock Notes and Group “To be Deleted” Notes

	Group Lock Notes	Group TBD Notes
Time constraint	3 (as often as required)	3 (as often as required)
Note refers to	Full-time equivalents	Positions
Event-controlled	Activated at start of event or manually if the full-time equivalent is vacant	Activated at start of event or manually if the whole position is vacant
Date-controlled	not possible	not possible
Action if position is filled	None	Check for existence of group “to be deleted” note (optional)
Action if staff assignment is delimited	When a user accepts the system proposal Lock of the full-time equivalent that has become vacant in the position and the simultaneous activation of the group lock note in the organizational unit in the scope of the locked full-time equivalents.	When a user accepts the system proposal Deletion of the position and simultaneous increase of the activation of the group TBD note by 1
Prerequisite for activation	The full-time equivalent to be activated is vacant	The position is not staffed
Scope of activation	Any number of full-time equivalents	Any number of positions
Maintenance	In position processing in the group lock note tab page of the transaction PPOME	In position processing in the group TBD note tab page of the transaction PPOME