Define Pre-Posting for Team

Explanation

This activity establishes Pre-Posting for a Team, which consists of Members supervised by one or more Supervisors. The Pre-Posting details for a Team are outlined in a separate section and are specified according to each Company, as the Pre-Posting details are tailored specifically to each Company. The main objective of this is to facilitate the collective storage of common Pre-Posting details for a group of individuals.

To include the Pre-Posting details, first input the Company, which depends on the logged-in User’s access privileges.

Each Code Part includes the Company-specific Internal Name from the Define Code String page, with values sourced from the Code Part Values page. At the Team level, you can add all Code Parts or selectively include necessary ones based on specific requirements.

The Validity Period defines when the Pre-Posting details are relevant for the Team within a Company. Overlapping Validity Periods for Code Strings are not allowed for a Company within a Team.

In obtaining a Person's Pre-Posting details from the Team, the Team associated with their Direct Supervisor will be considered.

The Pre-Posting assignment at the Team level emphasizes several key impacted areas as detailed below.

The priority sequence for retrieving valid Code Parts in Pre-Posting details is as follows:

  1. Transaction Level: First, verify at the transaction level, but only if the system has provided a designated space to specify the Pre-Posting details within a transaction.
  2. Personal File: If the information is not found at the transaction level, check the Personal File next.
    • If the search starts with the Employee perspective and finds a valid record, it retrieves the associated Code Parts and stops looking for a Person record. If no valid Employee record is found, it then checks for a valid Person record.
  3. Access Setup Configuration: If the details are still elusive, refer to the Access Setup Configuration page, focusing on the Supervisor Configuration Type:
    • Supervisor from Team and Supervisor Setup or Priority to Team and Supervisor Setup: If the configuration is set to any of these types, prioritize the Team.
    • Supervisor from Organization and Position Setup: If the configuration is set to this type, prioritize the Organization.
  4. Fallback: If the details are not found at the Team level, even after moving through the conditions, check the Organization as a further step.

Prerequisites

In order to perform this activity:

System Effects

As a result of this activity, the specified Pre-Posting details are now recorded at the Team level.