SAP Financing Position Budgeting and Control (PA-PM-PB)

Use

The objective of this component is to finance employees efficiently in accordance with budget or legal requirements. There are two tools available for this:

· The commitment processor for monitoring funds usage

· Personnel budget plan management for managing the funds that are available according to the personnel budget plan

The commitment processor helps you to use the budget available in Funds Management effectively. The automatic generation of personnel commitment with event-controlled background processes contributes to this. Automatic commitment creation provides you with a precise overview of the existing commitments in the area of personnel expenses. This ensures that you can identify and correct any excess or inefficient coverage.

Personnel budget plan management provides the tools required to map the personnel budget plan and assign persons and positions to the personnel budget plan.

Implementation Considerations

You use this component to connect the budget available in the component Funds Management for personnel expenses (personnel budget) and the organizational structures and persons from HR.

Integration

The following table displays which components you require for using the commitment processor or personnel budget plan management:

Required Components	Commitment Processor	Personnel Budget Plan Management
Organizational Management (PA-OS)	x	x
Personnel Administration (PA-PA)	x	x
Payroll (PY)	x
Personnel Cost Planning (PA-CP)	x
Funds Management (PSM-FM)	x

If you want to post commitment documents in the components Controlling and Grants Management as well as in Funds Management, you require these components. You can then assign the grant in Grants Management and the cost center, internal order and WBS element in Controlling and in the Project System.

The component Position Budgeting and Control (PA-PM-PB) is a further development of the component HR Funds and Position Management (PA-PM-FP). SAP still delivers both components, however, in the long term HR Funds and Position Management will be completely replaced by Position Budgeting and Control. In comparison to Funds Management integration of HR Funds and Position Management, it is no longer necessary to enter financings manually. The existing structures and master data from Organizational Management and Personnel Administration can be used without additional maintenance.

Features

· The Commitment Processor

Position Budgeting and Controlprovides the function of automatic generation of personnel commitment with an event-controlled background process so that you can view the existing commitment in the area personnel expenses at any time. It is not necessary for the processor to make any additional entries. Changes that affect the financing are automatically identified by the system. The affected persons and their positions are automatically registered by the system and flagged for refinancing. You have to plan the automatic commitment creation run (commitment run) periodically as a background job (or start it manually) so that the system can reconcile the personnel commitment with the changes.

The system automatically determines the budgets that should debited with the personnel expenses from the master data or cost distribution that was defined in Organizational Management and the HR master data. The account assignments that can be derived from existing account assignments under certain circumstances (for example funds center from cost center) are automatically determined from Funds Management using the derivation rules.

¡ Workflow support in processing of messages

If errors occur during the commitment run, the system automatically informs the person responsible. SAP delivers a number of different areas of responsibility to which persons responsible can be assigned to in the system. According to the message, the system determines the person responsible who receives a detailed message log to help process the message. You can find more information under Workflow Support for Message Processing.

¡ Personnel Cost Savings

Using personnel cost savings, it is possible to assign budget that is not required (for example through changes in financing requirements) instead of releasing it immediately. This makes it possible for the processor to decide whether only part of the budget should be released and part of it transferred to another account assignment. Information on when and why these personnel cost savings were created. Funds blocks are used in Funds Management to assign this budget. You can find more information under Personnel Cost Savings.

· Personnel Budget Plan Management

¡ Mapping the Personnel Budget Plan

In personnel budget management it is possible to map any personnel budget plan structure. It can be mapped without any reference to a financial year. Rules such as reclassification or remove rules can be defined in this structure.

¡ Assigning Persons or Positions to the Personnel Budget Plan

The financing of the person and position can be mapped using the assignment from the personnel budget plan. Active availability control is provided for this. Financing rules defined by customers can be checked in the assignment.