Default Exclude Indicators {MSBOP-25}

There is usually a requirement to exclude specific posts and/or staff by default from all budget calculations. In this option the user can specify these.

The user should understand that the post is the “key” to the calculation, and that exclusion of the post will automatically exclude all personnel in that post. On the other hand, if a post is included in the calculation and personnel is excluded, the system will budget for that post as if it were vacant, except that it will extract and budget for the expenditure of the staff in that post.

This three-Block option is used to update the in/exclusion indicator.

Fields in the option:

Block 1: Default Post Exclusion Indicator

When <EXECUTE QUERY> is pressed, the system will do an automatic query to display the information of all the posts on the post structure.

The following information is displayed:

Field	Type & Length	Description
Post Code	A4	This is a display/query only field.
Post Description	A30	This is a display only field.
Dept	N4	This is a display only field of the primary department code for above post.
Initiation Date	(DD-MON-YYYY)	This is a display/query only field of above post’s initiation date.
Expiry Date	(DD-MON-YYYY)	This is a display/query only field of above post’s expiry date.
Status	A1	This is a display/query only field of above post’s status.
Exclude	(Yes/No)	If (Y)es the system will exclude this post from the calculation. The system default for new posts is Z.

Example:

Block 2: Default Personnel Indicator

When this Block is entered via <NEXT BLOCK>, the following information must be entered:

Field	Type & Length	Description
Budget Cycle	YYYYMM	This information is mandatory.
Post	A4	This information is optional, and the field may be left blank.
Rank	N5	This information is optional, and the field may be left blank.
Appointment Type	N2	This information is optional, and the field may be left blank. Please note that any combination of fields B, C and D may be entered.

Example:

Block 3: Block Description

When <NEXT BLOCK> is pressed, the system will do an automatic query to display service record detail of those employees who are in service during or after the above budget cycle with the combination of post / rank / appointment type as indicated in Block 2. If all three fields were left blank, all employees in service during or after the above budget cycle will be shown.

The following information is displayed:

Field	Type & Length	Description
Personnel Number	N9	This is a display/query only field. The person’s title, initials and surname are displayed The following information is also displayed: Post Code Rank Appointment Type
Exclude	(Yes/No)	This is the only updateable field. If (Y)es, the system will exclude this person from the calculation. The system default is (N)o. Please note that, when a new person is appointed via options {PBOP-1}, {PAOP-3} or {SEXAM-8}, the system will default a “Z” into this field, thus highlighting the new appointments. Such people will NOT be included in a budget calculation (since only a (N)o will include a person); the user must therefore query for such cases and set to “Y” or “N” as required.

Example:

Processing Rules
	No special processing rules