SAP Knowledge Base Article - Public

2084523 - Budget - Edit Budget Rules - Compensation

Symptom

Cant add/edit/delete the budget

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental

Environment

SAP SuccessFactors Compensation

Reproducing the Issue

  1. Admin Tools
  2. Compensation Home
  3. Select Plan Template
  4. Plan Setup
  5. Plan Details
  6. Budget
  • (If you don't see this option please open a support ticket to enable this feature via Provisioning > Compensation Management > Manage Compensation Plan Template)
  • The Budgets link allows you to add/edit/delete the budget for different components of your compensation form.  Administrators can make simple changes to some types of budget calculations.
  • Note: If your budget calculation uses a custom field, it is not recommended to change your budget calculation without guidance from SuccessFactors.

Resolution

Plan Details: Budget - Eligibility - Guidelines - Rating Sources

Edit Budget Rules:

If you wish to add soft warnings or hard limits for Merit/lumpsum/bonus etc fields then follow these steps:

  1. Go to Admin tools
  2. Then Compensation Home
  3. Open the correct template
  4. Click On Plan Setup
  5. Then Plan Details
  6. Click on Budget -> Budget Rule -> Actions -> Take Action -> edit

 Budget Rule.JPG

Here you’ll be able to Change the Hard Limit setting from Disallow to warn or allow.

If you select …

The following happens …

allow

The planner can exceed the budget without any error/warning message.

warn

The planner can exceed the budget, but will receive a warning message. This is the most common setting).

disallow

An error message will be displayed if the planner exceeds the budget.

Note that if you select this setting, the worksheet cannot be routed to the next step until the recommendations are revised to be within budget.

    • The change will not apply to live forms.
    • Budget rule validation is only supported on forms. This feature is never for the Executive Review. Because executive review has filters and also the view is not for a single forms, but for multiple forms. The whole concept is not applicable for Executive Review.

    Keywords

    SuccessFactors, SF, compensation, budget, soft warnings, hard limits, pop up, exceed, message, warnings, allow, warn, disallow, variable pay, varpay, successfactors, cmp, rules, save, rule, popup, not working, no display, not enforced. , KBA , sf compensation budgets , LOD-SF-CMP-BUD , Budgets, Budget assignment, planning and configuration , LOD-SF-VRP-BUD , Budget setup, budget planning, data etc. , How To

    Product

    SAP SuccessFactors Compensation 2305 ; SAP SuccessFactors HCM Core all versions