Understanding the Create Next Year's Positions Program

Although a position budget is valid for only one fiscal year, you do not need to manually enter position budget information each year. You can select from several options to automatically generate the next fiscal year budget amounts. For example, when the position budget information for next year will be the same as the corresponding information for the current year, you can save time by running a program that automatically creates position budgets for the next fiscal year. These position budgets can be based on the position budgets for the current year in the Position Master table (F08101) or on the position activity records in the Position Budget Detail table (F08111). If the position budget is increasing or decreasing by a consistent amount, you can set processing options to increase or decrease the new budget amount and the new budget FTEs, hours, and headcounts by flat percentages.

When you run this program, the system performs these operations:

Creates the position, fiscal year, home business unit, position ID, and description.
Prints an exception report that lists existing positions that have effective through dates that are before the end of the current fiscal year.
Creates a position accounts table for the next fiscal year (optional).

Depending on how you set the processing options, the system does not create budgets for these positions:

Closed positions.
Vacant positions that had no activity during the year.

The system generates an exception report that lists the positions for which no budgets were created.