SAP Finance Lock Notes and “To be Deleted” Notes

Definition

You can use lock notes and “to be deleted“ notes to exclude parts of a position or a whole position from reassignment for a particular period or to have a position deleted completely.

Structure

Lock notes are always used in full-time equivalents. The system can also calculate the unallocated full-time equivalents using the number of working hours to be deleted so that the full-time equivalents can be determined more easily.

”To be deleted” notes (TBD notes) flag the whole position for deletion. The basic difference from the lock note is that the system delimits the note and position and does not display the created note for activation when a holder link is broken.

The following table provides a detailed overview of the differences between lock notes and TBD notes:

Lock Notes and “To be Deleted” Notes

	Lock Notes	“To be Deleted” Notes
Time constraint	3 (as often as required)	3 (as often as required)
Note refers to	0-100% of position	100% of position
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	possible	not possible
Action if position is filled	Automatic availability check (optional)	Check for existence of TBD note (optional)
Action if staff assignment is delimited	Activation of event-controlled note using a dialog box Activation is also possible when there is a lock note and a TBD note and the position is partly staffed	Delimiting of note and position using a dialog box Activation is also possible when there is a lock note and a TBD note and the position is completely vacant
Prerequisite for activation	The full-time equivalent to be activated is vacant	The position is not staffed
Scope of activation	Several activations for each note each with 0-100%	Only one activation for the whole position
Display in position	As a lock note	As a TBD note
Maintenance	In position processing in the lock note tab page of the transaction PPOME	In position processing in the TBD note tab page of the transaction PPOME