SIMBA – Labor Distribution vs. JE Approvals

Following are instructions.

Related Article: Labor Distribution vs. Journal Entry – When to process a JE in SIMBA related to Labor Distribution 

Labor Distribution Admin Journal Entry Review

• Journal Entries entering LD Admin queue will have already been reviewed and approved by department and business area
• LD Admin reviews the following for approval to update the LD plan: 
  • Labor Distribution relevant document types:  Z1, Z2, Z3, Z4
  • Review for proper TEXT formatting:  
    • Position Number|Payroll Area|Paid IN Period|Paid FOR Period (00014778|01|202301|202301)  
  • Review for PERNR in Personnel no. field
  • Stipend and Tuition are not on the same journal entry
  • Review Grant/Sponsored Program's (IO's 50* and/or 52*) Effort Certification is not certified

Example - Journal Entry Updating LD Plan

LD Admin Journal Entry Review -other

• Salary and Fringe GL's route to the LD Admin queue for approval
• Document types include SA, ZA, ZB, ZC, etc.; these document types don't update the LD Plans
• LD Admin will review these documents to verify if document should be updating the LD Plans; if not able to identify what user is trying to accomplish, documents will be approved with comment - "Not relevant for LD" 
  • Attachments and Notes are helpful for approvers to understand the entry

Example - Journal Entry Not Updating LD Plan