Understanding Balance Exceptions

Balance exceptions define the criteria you use to identify overpayments, underpayments, and trends. The variance may also be a result of incorrect setup or adjustment.

For example, as a payroll manager, to identify exceptional sales staff in the organization, you may want to run a report that lists sales staff whose commissions increased by 25 percent compared to their averages for the previous 3 months. You can set up a balance exception using values as shown 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.

Use the Balance Exceptions task to create a balance exception and consider these components when you create a balance exception.

• Comparison Types
• Variance Operators
• Severity Level
• Formula Variance Type
• Balance Variance Type
• Run Dimension Support
• Flow Connector Support