Time mangt Carry forward of quota.

Hi Friends,
I have a query related to Carry forward of quota to next year.
For ex: Sick leave quota for this year is 30 days.
Utilized sick quota is 15 days in this year. Remaining I want to tranfer to next year quota.
Totally quota for next year should be 45 .
Please tell me the field or configuration where i can carry forward the leave quota to next year?
with regards
Madan.

Hi Madan,
For the Quota Carry forward process you require two write two PCR'S and then insert them.
Please let me know what is the Time Evalution (+ or -ve) that you are following i.e TM04.
Thanks and Regards

Similar Messages

Need to carry forward absence quota

Dear All,
please help me....
i need to carry forward leave from last period and generate new entitlement for the next period, by keeping last period remain quotas to a certain time type (ie : 0099),
the leave period is 26 Dec - 25 Dec next year,
but why everytime i run function P2006 in PT60, system keep updating the data in 2006 to be zero (0) ?
ex :
-i'm running PT60 for period 26/12/2009 - 25/12/2010 in order to generate 26/12/2010 - 25/12/2011 absence quota
-all employee only have one abs quota data which is last period 26/12/2009 - 25/12/2010 with certain remaining quota --> PT60 always update this period's data to be zero everytime i run func P2006
thanks alot for any help...

For Quota Carry forward, please refer the
consulting note nr. 411854.
In this note you will be able to find a very detailed description of
the solution for your issue. More precisely the:
"Scenario 1): a positive remainder exists at the deduction end date
of an absence quota.
An example for this is an absence quota of type 'Annual leave' the
employee has not used up completely.
Possible procedures:
1.1) The remaining quota should be transferred to a new quota"
1.you can also review the on-line documentation in the following IMG:
Personnel Time Management -> Time Evaluation -> Time Evaluation
w/clock times -> Special Solutions for Time Account Accrual ->
Transfer Remaining Absence Quota.
Check the rule TQTR in pe02.

Time Management: Carry Forward.

Hi Experts,
Fine below the issue i have in TM
There is a configuration for the max number of days carried forward to the next year, 2012 as 6 days.
HR have made an exception this year, due to many employees not having taken most of their leave.
they would like the full balance of leave accumulated in 2011 to be carried forward to 2012, January and must be consumed by March 31st 2012 (end of our financial year)
This applies only to Annual Leave earned at the rate of 2.5 days per month so 30Days by end of December in any calendar year.
Appreciate your response.
Regards
Rajesh.N.S

In this case use Quota corrections better As you told Exception only not changing business process right..
If changes in total business you can change configuration or any PCR already writen...Exceptional case you have to use Quota corrections (IT2013) only...

Time Base / Carry Forward / Copy Last years balances

Hi Experts,
Can anyone throw light on how would the TIME=BASE function as used in the script below help in carry forward ?
Is the below syntax correct ?
*XDIM_MEMBERSET DATASRC=%MyDataSrc%
*XDIM_MEMBERSET TIME=BASE,%TIME_SET%
*XDIM_MEMBER ACCTDETAIL=%TFCLO% TO %TFBEG%
   *WHEN TIME
   *IS BASE
      *WHEN ACCOUNT.ACCTYPE
      *IS "AST","LEQ"
         *REC(TIME="%TIME_SET%")
      *ENDWHEN
   *ENDWHEN
*COMMIT
Regards,
Pankti Shroff

Hi
I am also facing an issue with this script in 7.0 version.
I am trying to arrive at the difference if 2 dparent account (Current accounts ) for Cash flow analysis by using the below script
*XDIM_MEMBERSET measures = YTD
*XDIM_MEMBERSET CATEGORY = ACTUAL
*XDIM_MEMBERSET ACCOUNTL =<ALL>
*CALC_DUMMY_ORG ACCOUNTL=PARENTH1
*WHEN ACCOUNTL
*IS #211
*REC(EXPRESSION=-GET(ACCOUNTL="#211",TIME=BASE)+%VALUE%,ACCOUNTL="CF_0015",ACCTDETAIL="F_NONE",DATASRC="INPUT")
*ENDWHEN
*COMMIT
This does not pick up any value as available in Mar'08 (prev year -- i have Apr to Mar as the accounting year)
Pl let me know if there is some error on this script logics and how can i best work it out
Regards
Manoj

Absence Quota Carried Forward to Next Year

Hi All
hope you are doing well. I was looping around for carry forward remaining absence quota from one year to next year
Requirement:
Absence Quota for 20 days generated from 01.01.2012 to 31,12.2012, deducted 4 days on december 2012
but absence quota to next year i.e from 01.01.2013 to 31.12.2013 is showing as 20 wherein actual should be 16
Followed Woods documents at Carry Forward Absence Quota but failed
Configuration of Time Types, PCR and Schemas as folows, request your kind attention at earliest as its business critical
Configured a constant at T511k
Created two time types
For Quota
For carry forward
PCR as follows
Schema
Request your kind attention on the same, helpful/ right answers will be rewarded with points
BR
Anil
Message was edited by: Sikindar A

Hi Anil,
I just had a quick look at the PCRs and I think some things are wrong.
First of all ZCMO controls if it's the last day of last month or not. If it is the schema will go through ZCFL.
ZCFL reads the remain part of quota type 20. Please make sure you quota type is correct. I mean it's 20. I assume quota type is correct. PCR checks if remain of quota is equal or great than 20 then it put 20 into time type 0904.
Until here you will have remain part of quota at last day of last month in time type 0904.
Now you need a PCR to control if the date is first day of first month (01.01) reads value of 0904 and through a quota generation rule of V_T559L generate quota.
I don't understand what ZCFT is for!
Regards,
Omid

Problem with balance carry forward business rule and automatic adjustments

Hi All,
I faced with issue when run BCF business rule and consolidation process. According sap courses BPC440 members with A(automatic adjustments) type should carry forward automatically, and I(imputable), M (adjustments) members should carry forwarded by bcf business rule.
When I set up my BCF business rule I use property "Category_for_ope" in Category dimension. But this rule not work properly, then I use notes:
1784365 - Category_for_ope property should not effect Consolidation.
1902677 - The property category_for_ope shall work for consolidation
After applying those notes, system work as I aspect. After i run consolidation first time system carry forward my automatic adjustment from Category "Expected" to "PLAN_Y0" and this is correct!!!. But when i run consolidation process second and third time system duplicated automatic adjustments in Category "PLAN_Y0".
Someone can help me with this Issue?
And sorry for my english

Hi,
Can you try as follows :
*RUN_PROGRAM COPYOPENING
CATEGORY = %C_CATEGORY_SET%
CURRENCY = %RPTCURRENCY_SET%
TID_RA = %TIME_SET%
*ENDRUN_PROGRAM
hope it helps...
regards,
Raju

Absence Quota Carry Forward without Time Evaluation (TQTR)

Dear Experts,
The client requires the left over from 2 quota types to be carry forward to 1 quota type next years.
e.g. from Annual Leave and Casual Leave is to be carry fowarded to following year's Annual Leave. As well as the total quota for Annual Leaves cannot exceed 60.
Now the problem is, if we were using Time Evaluation here, i know i couldve done it through TQTR, which woudve been very convinient. But we arnt generating quotas through the rule, neither are using TM00 or TM04.
Your help and input in this regard would be highly appreciated.
Thanks
S.N.

http://scn.sap.com/docs/DOC-35168
for #1..assuming your quota follows calendar year 01/01 to 12/31. Refer to above link for more details. The idea is to do the following 3 steps in order to generate a carry forward quota bank.
1. Setup a quota type "17" in the quota configuration and attach a daily balance time type to this quota type. E.g ZQ17
2. Write a custom PCR...to read remaining balance for current year's quota ban on 12/31..and store this in a different time type. ZREM
3. in the same PCR...on 01/01 (next day)...read the previous days balance in ZREM using HRS=LZREM...and assign this balance to ZQ17...this will generate you quota bank for 17 for the next year.
for #2...
instead of update program locking the previous years quota banks...its better for update program to create a IT2013 adjustment to 0 out the balance of the previous years quota. This can be an LSMW upload. You can get remaining balances of current quota banks for all applicable employees and then load IT2013...with reduce entitlement as radio button option.

SAPHCM PCR to Carry forward Time Quota Balances

Dear Experts,
My problem is my Time Quota Balances are not carry forwarding for the next year. our Time Management is Time evaluation without clocktimes - 9. every year in Jan we run Pt60 for al the employees so the new quota is being automatically updated in IT2006. but previous year balance is not getting carry forwarded. in this year.
Last Year                    utilized              Balance
16                                  8                        8
This year                                                Balance
16              +              8                                  24, but it is showing 16 only.
It should be as above. but it is not happening. I have checked Quota Generation Config steps. I found everything is OK.
Second problem is i kept Max Limit of the quota 90. but sometimes it is showing on the payslib beyond 90 i.e. 110.
The above 2 problems i am facing. in my TM04 schema 2 Pcrs for Quota Balance and carryforward are there. But i could not understand whether the PCRs are correct or not.
Could any one please help me. Its very urgent. It has been a bigger problem, without which we can not do FF settlements to the Employees and Encashments of ELs. Your early response is highly appreciated.
Thanks
Aruna.

For 1st Problem
Go through below PCR
10 is Absence Quota
1111 is time type
1st PCR to read yearend Quota balance
2nd iPCR to Update the Quota.
Just remove this below mentioned part and once again rerun
insert these pcrs as below
actio zm02
quota
p2006 zm01
if we want call perticular quota then use p2006 function orelse we can use actio
second problem
we follow as per ravi kumar
           or
   we can maintain constant table , the remaining balance comparision with constant value as per scenario

Issue with carry forward quota

Hi All
We are facing an issue related to carry forward quota (from 2013 to 2014) for annual leave. The C/F quota for 2014 had already been generated for the employees, however, when we are trying to re-run PT60 today (from 01.01.2014 to 'as on today'), the quota is getting wiped off (value is zero).
Time type is being used to store the value but this is being calculated as zero due to which quota is also coming as zero.
Can you please advise how to resolve this? Thank you.
Regards
Neha

Hi Vivek
Thank you for reply. No leave was applied for 2013 after C/F quota was generated; only for 2014 leaves had been applied. Moreso, the result is coming differently in dev / quality systems. There has been no change in schema per se, but I can still see different processing happenings across both systems and hence, different values for time types. Data is same in both the systems.
In any case will ping you on communicator tom for your help
Regards
Neha

Balance Quota carried forward

hello gurus,
can i get a solution on how to carry forward balance leave quota to the next year, if the balance is negative or positive. Am working on negative time. i went thru many threads but still confused as how to go about it. Do i need to write a PCR or only customization will resolve the problem??
pls help. all inputs are highly appreciated.
rgds,

solved!!
thnx all for the inputs.
Thru Tcode PT50 u will be able to see the carry forward quota both positive & negative. If the dedcution to is 31.12.9999 then the carry forward is done automatically
thnk u gurus!!

Carry forward for more that 12 months in TIME

Hi All!
Instead on 12 months I have 16 due to clients requirements. Additional 4 are for cumulated manual adjusmnets load for every quarter.
So my time hierarchy is like below
2011
    Q1
        JAN
        FEB
        MAR
        ADJ.Q1
    Q2
        APR
        MAY
        JUN
        ADJ.Q2
and so on......
Now I'm trying to carry forward these additional ADJ.Q1, ADJ.Q2.... ADJ.Q1 closing balance should to be ADJ.Q2 opening balance.
I configured my time dimension and set up bussiness rules but it seems like BPC can't see this additional elements.
In category dimension I set up opening year 2011 and opening_period -4. So for ADJ2.Q2 it should take value from ADJ.Q1 but it doesn't work.
Do you know how how I can achieve that, or it is even possible in BPC??
Regards
Justyna

Hi Justyna,
It would be a bit difficult to configure your requirement using the standard business rules.
You can use a script logic, something like:
*XDIM_MEMBERSET FLOW = CLOSING
*WHEN TIME
*IS ADJ.Q1
   *REC(TIME = ADJ.Q2, FLOW = OPENING)
*IS ADJ.Q2
   *REC(TIME = ADJ.Q3, FLOW 0 OPENING)
I hope you got the idea.

Time Management - Annual Leave carry forward ceiling

Dear All,
We are implementing SAP HCM - Negative Time Management. Here the sceanrio is to have a ceiling for the Annual leave carry forward. For example , the employees should not be able to carry forward not more than 15 days of Annual leave
Guess we can achieve this using User Exit ? Would be helpful if anyone could tell me the Name of the User Exit to be used
Thanks in advance.
Kind regards
Sathya

No iam not looking for Annual leave entitlements.
We need to have ceiling on Annual Leave Carry Forward. for example let say an employee has 20 days as Annual leave Balance he / she can carry forward only 15 out of that 20 days to next year.
Kind regards
sathya

Attendance Quota -Carry forwarding the Earned Leave

Hi all experts
Pls share how to carry forward Earned Leave
i.e our client having el 14 days and cl 12 days for everyyear.
For example if x emp having opening bal of 14 el and 12 cl for 2007 01.01.2007 to 31.12.2007
he availed 12 days of el and 10 days of cl
my question is
cl is not to be considered for carry fwd and 2 days of el should be carry fwd and the new el days becomes 2 (old)+14 days (new) =16 day for the year 01.01.2008 to 31.12.2008 .this is to done this for a large amt of emps
is there any std transaction avilable
thanks in advance experts
keep learning and sharing
partha

Configure the table v_T559l for Carry over and Max limits.
Thanks

Balance Leaves to be carried forward to next year

HI Experts,
I am using Time evualation with -ve time , i want to carry fwd all the balance leaves left for the year to the next year.
I have set the "Permit Quota Generation in Time Evaluation" node to "Increase". However i am not able to meet the requirement. Please let me know if i have to maintain any other table or should i have to write PCR for this
Regards
Kanna

You have to write Pcr's for reading the balances and to carry forward the Leaves to quotas.
PCR for Reading Balances.
hrs= Bcurmo
    hrs?(specify the month on which it has to read the balance)
    =
       hrs=Bcurdy
       hrs?(Last day on/after which it has to read the balance)
       =
       OUTAQTYP
        XX (XX:Mention Absence Type)
        hrs=FR C
        addMBXXXX(Time type 4-digit)z
_PCR for Carry forwarding the Leaves.
hrs= Bcurmo
    hrs?(specify the month on which it has to get the balance)
    =
       hrs=Bcurdy
       hrs?(Starting day to get the balance)
       =
       hrs=Mxxxx(Time type which we maintained in above PCR
       updtqAxx(Absence which it has to carry forward)
Where
A-Syntax
B-Syntax
curmo-Current Month
curdy-Current Day
F-Syntax
R-Remaining
C -Syntax
MB-Monthly Balance
z-Replacing Value.
Check and revert with your Comments
Experts:Correct me if am wrong.
Regadrs,
Rao

Leave Balance Carry forward problem

Hello experts,
Actually i found many threads which alredy posted but could not able to found solution for my scenario.
we are having PCRs and doing Time evaluation in negative time mangement for carry forwarding quota balance, and Balances are forwarding to next year properly.
But problem is, last year balance should be set by that remain amount and balance is transfered to next year.
e.g. if i have Entitilement as 53 and used 17 for the year 2010. now am doing time evaluation to transfer the remain balance that is 36 to next year, and its carry forwarding to 2011 is ok. Now i want that Entitlement 53 for 2010 will set to 17 also. So, the system will carry forward the balance as well as that balance is deducted from previous enttilement also, in short how much is transfered that much deducted from previous entitlement.
So, i need to change that PCR.
Note:This requirement is suggested because, there was a problem when we do leave encashment using infotype 0416, it will deduct the quota compansation amount from proper year with available quota.
Please help me..
-Jagdish
Edited by: Jagdish Rakholiya on Dec 28, 2011 11:55 AM

Jagadish,
in short how much is transfered that much deducted from previous entitlement.
it means you want to transfer the used leaves number to next year. is it?
its so confusing please elaborate simply.
regards,
mohammed

Time mangt Carry forward of quota.

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