When data changes occur that can impact Assignment Budget Values (ABV), such as changes to working hours, frequency, or other terms of work, you can configure the application to update ABV automatically using the Configuration Values function.
For example, if standard working hours are 40 per week, and you enter an assignment with 40 hours per week, FTE is 1. If the worker's hours change to 30 per week, recalculating the budget value changes FTE to 0.75.
Organization policy or legislative requirements can dictate a unique implementation. Company rules or contract terms may calculate FTE in prescribed ways. Some locations may add overtime to standard working hours, or deduct unpaid sick time. The flexibility and scalability of the configuration process enables you to meet business requirements. You decide which ABV to maintain (typically a derived value, such as Full Time Equivalent or Percent Full Time), and how to calculate the value.
A concurrent process (Calculate Assignment Budget Values) also enables you to manually update ABV after performing batch changes, such as mass assignment updates or initializing assignment data during implementation.
See: Running the Calculate Assignment Budget Values Process
Perform three configuration steps for each budget measurement unit you want to maintain automatically:
Enable an Assignment Budget Value: Activate maintenance for the budget measurement unit of your choice.
Configure Date Collection: Specify the events group and/or custom function you have created to log system events, such as changes to assignment records.
Specify a Recalculation Formula: Select a FastFormula you write to calculate the specified ABV.
You can override predefined configurations at the business group level. In Configuration Values, query the module Assignment Budget Value Maintenance.
Enabling an Assignment Budget Value
The module uses the configuration type Maintenance Configuration to enable and disable maintenance for a specified budget value unit of measurement.
Configuring Date Collection
The module uses the configuration type Process Definition Configuration to collect a list of event dates for processing, using an events date source you specify. The list of dates enables the process to recalculate and update ABV for the triggering record as of the effective date, including future changes that impact the budget value.
On the Add Configuration Value page, configure your process definition by specifying:
Configuration Name
Budget Value Unit Of Measurement
Event Dates Source (Event Group and/or Custom Function)
If you have implemented Oracle Payroll, you can define a payroll event group of the type Retro to log system events.
For information on defining a custom function, see the PL/SQL User's Guide and Reference.
Specifying a Recalculation Formula
On the Add Configuration Value page, specify the budget value formula (QuickPaint FastFormula) you created to calculate the specified ABV.