Position Budget Control Frequently Asked Questions
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Position Budget Control (PBC) Frequently Asked Questions
Position Budget Infotype 9201
Employee Encumbrance Infotype 9016
PBC Encumbrance Process
Reporting
Position Budget Infotype (9201)
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Entering an action on a position that changed from part-time to full-time did not work because the
Position FTE for the PBC Percentage does not match. What do I need to do?
Using transaction code PP01, check the Account Assignment tab on the position to see if the Position FTE
is a match. If not, change the Position FTE to 100% and save. You should be able to create the action
after you have made the change on the position.
How can I find the main cost center for a position?
You can find the main cost center for a position in two places. In PP01 on the Relationship Infotype,
you will find the main cost center under Relationship A 011. In PA20 on the Organizational Assignment
Infotype, the main cost center is listed under the Enterprise Structure section.
When I need to delimit an unused position, should I ensure there is no budget on the position before delimiting it?
No, it is not required to make sure there is no budget on the position before delimiting it.
Return to Position Budget Infotype (9201) FAQ List
Employee Encumbrance Infotype (9016)
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If my IT 0027's is set-up correctly, do I need to use the overrides?
No. Ideally, you will not need to use the overrides at all as long as your IT 0027's are maintained correctly.
Will all of the GL accounts be displayed on Infotype 9016?
All the benefit GL accounts are rolled up on the Details Tab, but you can view them separately on the individual benefit tabs.
Return to Employee Encumbrance Infotype (9016) FAQ List
PBC Encumbrance Process
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What happens when employees separate or transfer? Does the Action stop the future encumbrances?
Yes, separations and transfers are trigger events that will stop future encumbrances.
Will paying terminal vacation after an employee has been separated cause a problem with the encumbrance process?
No. The separation is a trigger event which will stop the encumbrances, but it will not affect the ability to pay the employee for terminal vacation.
Budget types - what do they mean? Are they recurring or non-recurring?
The Revised and Original budget types are recurring only. The Annual budget type has both recurring and non-recurring.
What happens in PBC when a position is delimited (expired)?
Delimiting a vacant position should not affect the PBC encumbrance process, since all assignments
to the position should have been separated or ended before the position is delimited. The separation
or ending of the assignment for the employees who hold the position are trigger events, and the PBC
encumbrances for the position will stop when the trigger events occur.
Does the system automatically encumber the payrolls that are split between Fiscal Years?
Yes, the PBC encumbrance process takes into consideration the payroll split between Fiscal Years.
Are group (pooled) positions included in the PBC encumbrance process?
No, group (pooled) positions are typically not regular positions, so they will not be included in the PBC encumbrance process.
Will clearing accounts that are the default cost object on IT 1018 be encumbered?
Yes, if no IT 0027 exists, the cost objects on the IT 1018 will be encumbered.
How will the timing of the PBC encumbrances impact our accounts? What will we see?
The schedule for encumbering is still being finalized. A schedule will be made available to work with the payroll schedule.
How can I find the name of the employee whose salary and benefit encumbrances apply to one of our accounts, but the position is not in our department?
To view the details of the PBC FM document for shared employees whose positions are not in your department, use the ZCCWBS transaction code in IRIS or use the Labor Distribution
report in Business Warehouse.
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Reporting
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Will budget transfers affecting positions be reflected in the reporting?
Yes, they will.
Is the discretion to use salary savings now more restricted?
No, it has not changed.
Will grant reports reflect the employee's actual benefit enrollment charges?
Yes, you will see the benefit charges based on actual enrollment on your grant reports.
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Page Last Modified: 01-21-2010