Examples of Balance Exceptions

Here are two examples to illustrate two different types of balance exceptions that you may want to include in your balance exception report.

Track Increases in Commissions

Your company plans to train incoming sales staff on productivity techniques. To identify exceptional sales staff in the organization, you can run a report that lists workers whose commissions increased by 25 percent compared to their averages for the previous 3 months. You can set up a balance exception using the values in this table.

Field

Values

Balance Exception Name

Commission Increases Over 25 Percent

Comparison Type

Average in Months

Comparison Value

3

Balance Name

Commissions

Dimension Name

Relationship Month to Date

Variance Type

Percent

Variance Operator

Greater than

Variance Value

25

Severity Level

3

Note:

Enter a lower value for a high priority exception.

Track Gross Earnings

Before you certify the current payroll run, as a payroll manager, you may want to know if the current gross payments are in line with the previous payroll run. The previous run verified the established levels of earnings that the company wants to maintain for the remainder of the quarter. This table provides an example of the values you enter to set up a balance exception to find out if the current gross earnings exceeds the gross earnings of the previous period by more than 10 percent:

Field

Values

Balance Exception Name

Gross Earnings

Comparison Type

Previous period

Comparison Value

1

Balance Name

Gross Earnings

Dimension Name

Relationship Period to Date

Variance Type

Percent

Variance Operator

Greater than

Variance Value

10

Severity Level

1

Note:

Enter a lower value for a high priority exception.