I_FundStdVH

Manage RIB Rules

Business Role: Budget Specialist - Funds Management

You can use this app to define rules for when and how budget increases based on revenues should be performed. A revenues increasing the budget (RIB) rule contains all of the definitions required to increase the budget for specific expenditure budget addresses from specific revenues. It is defined by a unique combination of the fields “Valid from Fiscal Year”, “Company Code” and “Plan Category” with a RIB control object and includes the RIB calculation scheme and the receiving budget addresses. You cannot create a new RIB rule with the same value combination (for the fields Valid from Fiscal Year, Company Code and Plan Category with the same RIB control object) that already exists for a current RIB rule. Note In the RIB profile, you define the fields that are required to define the RIB control object. Once you have done so, only these fields are available as input fields for the RIB control object definition in the Manage RIB Rules app for the related fiscal year, company code and plan category.

Key Features: List existing RIB rules using filter and search options. Create a new RIB rule from scratch or as a copy of an existing RIB rule. Revise existing RIB rules. Delete any RIB rule that is not used and is no longer required. Please note that it is not possible to delete a rule in the following cases: If amounts (from RIB budget documents) are available for a RIB rule for the current fiscal year and if the amount is greater than zero. If amounts (from budget documents) are available for a RIB rule for previous fiscal years. Note If RIB budget documents only exist for the current fiscal you can set the rule to inactive and start the RIB run to distribute the amounts back to zero. Afterwards it is possible to delete the rule. You can use the draft function to interrupt creation or revision until you save the draft to the database. A RIB rule is defined by the valid from fiscal year, company code and plan category in combination with a RIB control object. The RIB rule includes attributes such as the Activation Status, Filter Profile, Calculation Scheme, sender revenue budget address (one) and receiving expenditure budget addresses (one or more). In addition to this, the surplus address (one) is also added to the RIB rule if the Use Surplus Amount indicator is set to Yes in the General Information section of the app. The app allows you to add attachments (documents or URLs). You can also rename, delete or download the uploaded file as required. The change history is displayed to document previous values.

Manage RIB Rules for Grants

Business Role: Grant Specialist

You can use this app to define rules for when and how amounts received from the sponsor increase Grant external budget. A revenues increasing the budget (RIB) for Grants rule contains all definitions required to increase the Grant external budget from revenues received from the sponsor. . It is defined by a unique combination of the field Plan Category with a RIB control object and includes among others the RIB calculation scheme and the receiving budget addresses. You cannot create a new RIB rule with the same value combination Plan Category and RIB control object) that already exists for a current RIB rule. Note In the RIB profile, you define the fields that are required to define the RIB control object. Mandatory fields for the scenario Grantee Management (External) are Grant and Fund. You can include sponsored class and sponsored program to the RIB profile, too. Once you have done so, these fields are available as input fields for the RIB control object definition in the Manage RIB Rules for Grants app.