2528489 - If Allow Exceed is "Warn" and Allow Save On Exceed is “No” worksheet can still be saved

When you are over Budget on a compensation worksheet you are able to save/route the worksheet when specifically using Allow Save On Exceed=”No” within the plans Budget rule settings.

• SAP SuccessFactors Compensation
• SAP SuccessFactors Variable Pay

The budget rule when configured in this way will acknowledge the “Allow Exceed=warn” however it will not trigger the “Allow On Exceed=No”.

For example:

• Allow Exceed = "Warn“, Allow Save On Exceed = "No" --> Will display warning message, on clicking "OK”, We can save the worksheet along with routing to next step.
• Allow Exceed = "No“, Allow Save On Exceed = "No" --> We are not able to save worksheet and cannot route to next step.

**Please note: this is also documented within the SuccessFactors DTD for partners**

If you do not want worksheets to be saved and routed while over budget, the budget rules need to be configured as follows.

• Allow Exceed=”Disallow”
• Allow Save On Exceed=”No”

Below is a screenshot example.

It's important to notice that if the settings are:

• Allow Exceed = Disallow 
• Allow Save on Exceed = No

If the user exceeds the budget he won’t be able to save the worksheet and change to the next page, since saving is required to move between pages.

• Adding Budget Rules
• Budget - Allocation total exceeds budget. Please Adjust recommendations – Compensation

Variable, Pay, Budget, Rule, Settings, Allow, Exceed, Disallow, Warn, Hard, stop, Compensation, Next page , KBA , LOD-SF-CMP-BUD , Budgets, Budget assignment, planning and configuration , How To