SAP Finance Monitoring Tasks

Use

You use this function if you want the system to remind you of deadlines for which follow-on activities are required for a budget structure element.

Prerequisites

This function must be activated in the Customizing of Position Budgeting and Control in IMG activity Activate Task Monitoring.

Features

When processing the position plan, you can set a deadline or a reminder date for a budget structure element on the tab page Task Monitoring when the system should remind you of any necessary follow-on activities. As soon as the date entered is reached, the user is informed that open deadlines exist for them in the system the first time they call the position plan processing.

You can use the search help Search Using Task Monitoring in the position plan processing to determine which budget structure elements have open deadlines. This search helps you to look for budget structure elements whose deadlines have not been met and correspond with the selection criteria.

The search enables you to make a user-specific selection. To evaluate deadlines generally, you can use the evaluation tool Task Monitoring in the Information System.

If you do not want the message to appear again, you can postpone the deadline or the reminder to a later date, or set the processing note to Deadline Met if the follow-on activities have been completed.

From a technical point of view, task monitoring is mapped using infotype 1515.

Activities

To enter a deadline or reminder for a budget structure element, from the SAP Easy Access screen choose Human Resources ® Personnel Management ® Position Budgeting and Control ® Personnel Budget Plan Management ® Position Plan ® Change. Then search for the budget structure element you want, copy it over to the selection area by double-clicking and navigate to the tab page Task Monitoring.

If you received a message when calling the position plan informing you that open deadlines exist for budget structure elements, call the processing of the position plan and choose Search Using Task Monitoring in the search area.

If you do not want to search for open deadlines and reminders for a specific user, from the SAP Easy Access screen, choose Human Resources ® Personnel Management ® Position Budgeting and Control ® Information System ® Personnel Budget Plan Management ® General ® Monitoring of Tasks.

Example

You hire an employee and want to have a short conversation with him/her before their probationary period comes to an end.