2503992 - How can we restrict advance only two times in a year?

SAP Knowledge Base Article - Public

2503992 - How can we restrict advance only two times in a year?

Symptom

We have a requirement that how can we restrict advances only two times in a year (April-March)

Environment

SuccessFactors

Employee Central

Advances

Resolution

You can use a custom field from the Eligibility MDF object or custom field in Job info portlet, to create eligibility rule(AdvancesRule) that decides if a particular employee is eligible for an advance or not.
The rule engine will execute this rule for every employee who requests an advance.

In this custom field you can record how many times employee has applied for advances in that particular year, like a counter.


9.1 Setting Up a Rule to Determine Eligibility page 18 of EC Advances Handbook and create AdvancesRule with base object Eligibility For Advances

Keywords

restric advance , KBA , restrict applying advances two times , LOD-SF-EC-AAD , Advances & Deductions , Problem

Product

SAP SuccessFactors HCM Core all versions