Skip to Content
author's profile photo Former Member
Former Member

Carry Over vacation Quota

Hello Gurus,

Please give me an idea how to write a PCR for the Carry over vacation quota as it should add remaining balance of the vacation quota every year to the entitlement of 10 days every year.

For example, if employee joined on 01.01.2012 he should get the vacation quota of say 10 & if he spent 5 out of it the rest 5 should add to the next year quota by 31.12.2012 which is (Carry over vacation=5) to the fresh vacation quota for that year.(Vacation 10 & Carry over vacation 5) like that for every year with a max entitlement of 50 days(Carry over vacation). Next year if vacation is not spent then carry over vacation should be 5+10=15.

Regards,

Viswa.

Add a comment
10|10000 characters needed characters exceeded

Related questions

6 Answers

  • Best Answer
    Posted on Aug 16, 2013 at 05:52 PM

    Hi Vamsi ,

    Regarding leave carry forward , you have to write a custom rule and paste into in schema.

    Go to PE02, create a custom rule.

    Go to PE01 , copy the standard schema to custom and insert the custom rule

    ACTIO :LV1 Carry forward

    CUMBT

    QUOTA

    P2006 :ZV2 Update QT

    Regards

    Siva


    cf.jpg (25.2 kB)
    cf2.jpg (24.1 kB)
    Add a comment
    10|10000 characters needed characters exceeded

  • Posted on Aug 16, 2013 at 01:03 PM
    Add a comment
    10|10000 characters needed characters exceeded

  • author's profile photo Former Member
    Former Member
    Posted on Aug 16, 2013 at 01:06 PM

    Hi., what we do is, we query on the end of the day of current year (December 31st) and see how much the remaining quota of employee against specific quota -> and store that in one time type.

    Here you can add additional logic such that -> if the quota is more than certain number (15 your case) make it as 15 and add to time type.

    If its less than 15, you add them as it is.

    that means, if the employee has 17 days remaining quota -> he still get only 15 carry forwarded.

    if the employee has 14 days remaining quota -> he gets 14 days as it is

    Here 15 (or any number is the maximum cap) the employee eligibility to carry forward.

    Write one more logic, where you query the first day of the new year (1st Jan) and query the time type value existed one day before to it (the value stored on Dec. 31st) and create your quota.

    Warm Regards!

    -kanuku

    Add a comment
    10|10000 characters needed characters exceeded

  • Posted on Aug 16, 2013 at 01:28 PM

    Dear Vamsi,

    We call it Carry forward. What Kedhar reference is a good article by Woody. It can help you to understand how should do it.

    As a general explanation you need need a time type which you can define in V_T555A. Call it for example CFQU

    You need a PCR to control the first day of first month by, for example, VARSTCURMO (see documentation of VARST thru PE04), if it's then you should calculate remain quota of you vacation quota by HRS=FXXXX (see HRS documentation thru PE04).

    Then your time type(CFQU) will have remain quota at 01.01. You need a rule for quota generation which will act when CFQU has amount more than 0. This rule will customize in V_T559L for quota generation.

    You should keep CFQU in "Accrual entitlement" tab. When the amount of CFQU is more than 1 this rule will run and generates this amount as quota. You will choose your quota type for this rule as "Absence quota type" in header of selection rule.

    Regards,

    Omid

    Add a comment
    10|10000 characters needed characters exceeded

  • author's profile photo Former Member
    Former Member
    Posted on Aug 16, 2013 at 01:58 PM

    Dear Vamsi,

    You can generate the quota using time type and end of the year 31 December pass the remaining quota into one time type as others advised above but make sure the pcr should only execute on the 31st December of the every year for that you can write the pcr with operation SECOND with if lese condition once you transfer the remaining quota into time type you can directly update this time type value to next year quota using operation FR11c. 11 is your quota.

    As Omid rightly advised you can go through the article by Woody it will help you write the pcr.

    Regards,

    Dora

    Add a comment
    10|10000 characters needed characters exceeded

  • Posted on Aug 16, 2013 at 04:56 PM

    Hi Vamsi Viswanath ,

    Please find the below steps:

    1) Create one time type by using the table V_T555A , example 9000.

    2) Create absence quota configuration settings and please find the below steps.

    2.1) Time Management-Time Data Recording and Administration-Absences-Absences Catalog-Group Personnel Subareas for Attendances and Absences

    2.2)Define Absence Types

    2.3)Determine Entry Screens and Time Constraint Classes

    2.4)Absence Counting--Rules for Absence Counting (New)--Group Employee Subgroups for Time Quotas

    2.5)Absence Counting--Rules for Absence Counting (New)--Group Personnel Subareas for Time Quotas

    2.6)Managing Time Accounts Using Attendance/Absence Quotas--Time Quota Types--Define Absence Quota Types

    2.7)Calculating Absence Entitlements--Automatic Accrual of Absence Quotas--Permit Generation of Quotas in Time Evaluation

    2.8)Rules for Generating Absence Quotas--Specify Rule Groups for Quota Type Selection

    2.9)Rules for Generating Absence Quotas--Set Base Entitlements

    In this step :- you need to create a base entitlement ,rule for base entitlement is same but you need to change the sequence number.

    As per your requirement :

    Absence quota type 01

    Rule for base entitlement 002

    Sequential no. 002

    Constant value = 10

    Absence quota type 01

    Rule for base entitlement 003

    Sequential no. 003

    Day balance =9000 ------this is your time type

    2.10)Rules for Generating Absence Quotas--Determine Validity and Deduction Periods

    2.11)Rules for Generating Absence Quotas--Define Generation Rules for Quota Type Selection

    In this step :

    ESG for time quotas ,PSG for time quotas ,PSG for time rec. ,Quota type sel. grp

    Selection rule 100

    Absence quota type 01

    In Base entitlement tab , select your entitlement "002" and prorate basis

    ESG for time quotas ,PSG for time quotas ,PSG for time rec. ,Quota type sel. grp

    Selection rule 100

    Absence quota type 01

    In Base entitlement tab , select your entitlement "003"

    In accural entitlement tab, Maximum entitlement is 50 and SAVE

    2.12)Quota Deduction Using Attendances/Absences--Define Deduction Rules for Absence and Attendance Quotas

    2.13)Define Counting Rules

    2.14)Assign Counting Rules to Absence Types

    2.15)Time Evaluation --Time Evaluation Settings--Set Personnel Subarea Groupings for Time Recording

    Regards

    Siva

    Add a comment
    10|10000 characters needed characters exceeded

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.