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Chapter 4 ■ Defining Tolerance Groups for G/L Accounts and Employees
Define Tolerance Groups for Employees
Tolerance groups set for employees define what an employee is permitted to post to the system. In order for
the system to automatically determine the amount an employee can post to the system per document and
per open items, you need to specify the following settings:
• The maximum amount per document the employee is permitted to post
• The maximum amount the employee can enter in the system per open item in
customer/vendor account item
• The maximum cash discount per line item that the employee is permitted to grant to
a customer or vendor
• The authorized permitted payment differences
Tolerance groups for employees are part of the global settings and can be accessed by either of the
following menu paths:
• IMG: Financial Accounting (New) ➤ General Ledger Accounting (New) ➤ Business
Transaction ➤ Open Item Clearing ➤ Clearing Differences ➤ Define Tolerance
Groups for Employees
• IMG: Financial Accounting (New) ➤ Financial Accounting Global Settings
(New) ➤ Document ➤ Tolerance Groups ➤ Define Tolerance Groups for Employees
Problem: Your task is to define tolerance groups for employees and assign users to the
tolerance groups you have defined.
Two employee-related tolerance groups are needed: a default tolerance group for employees (without a
tolerance group key) and a tolerance group with an employee group key.
Define Default Tolerance Groups for Employees
The default tolerance groups for employees setting is a minimum requirement for clearing differences that is
valid for all employees in the group. To define the default tolerance groups for employees, follow this menu
path: IMG: Financial Accounting (New) ➤ General Ledger Accounting (New) ➤ Business Transactions ➤
Open Item Clearing ➤ Clearing Differences ➤ Define Tolerance Groups for Employees. Or use the
transaction code OBA4.
The Change View “FI Tolerance Groups For Users”: Overview screen is displayed. On the top-left side of
the screen, click the
button. You will then go to the screen where you will create default tolerance
groups for employees.
In the New Entries: Details of Added Entries screen (Figure 4-5), update the following fields:
Group: Leave this field blank. Leaving it blank tells the system to treat this
entry as the default tolerance group. A default tolerance group is a minimum
requirement for all employee groups in the system. This is applicable when
employees are not assigned to any specific tolerance group.
Company Code: Enter your company code in this field. The company code you
enter will serve as the company code for your tolerance groups for employees.
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