Is reverse Workflow for Budget Allocation Approval and Revision possible if planner exceeds budget?

[atulei]

Customer has an ask for Budget Assignment to allocate budget amount based on hierarchy from top to bottom (e.g. CEO allocates (Step 1) >>  Legal Entity Heads allocate (Step 2) >> Division Heads (Step 3). 

But in case a planner exceeds the budget during allocation or recommendation, another workflow should trigger as per bottom to top hierarchy to revise the budget to adjust the excess consumption against the budget. Once approved, the budget should be revised based on the amount exceeded and the system should allow the concerned planner to proceed. If not approved, the process should continue as per regular routing process from top to bottom.

In summary they need separate workflows in the event when budget exceeds, and if approved, the amount exceeded gets added to total budget and becomes the revised new budget.

Is it possible to have a reverse separate workflow specifically when budget is exceeded and gets revised upon approved?

SAP SuccessFactors Compensation #budget #workflows #routemaps

[xavierlegarrec]

Hi @atulei 

It is not possible unfortunately.

Direct Amount is the budget type that allows for budget cascading and is documented here:

https://community.sap.com/t5/human-capital-management-blogs-by-members/understand-budget-type-direct...

It only allows one cascading for each template without possibility to build logics on budget spent (when budget runs out it runs out and there is no way to reverse it).

The leading practice for budget management in the Compensation module is to assign a budget % through a lookup table based on specific attributes. This % then gets multiplied against each employee's annual salary and is then rolled up from the individual level to make up the worksheet's / executive review budget enveloppe.

All the best

Xavier

[atulei]

Thanks Xavier, appreciate it!