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RPLIKAC2 - HR-CH: IF Payroll (AKIS-Lohn'08)

RPLIKAC2 - HR-CH: IF Payroll (AKIS-Lohn'08)

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Use

You use this report to transfer wage data to the Swiss social insurance old-age and survivors' insurance according to the AKIS-Lohn'08 specification of the IGAKIS.

Integration

This report replaces report RPLIKAC1, which generates an obsolete data format (see SAP Note 1392561).

Prerequisites

You have entered all required master data and run payroll for the periods of the calendar year to be reported.

In Customizing for Payroll: Switzerland (HR), you have performed the activity Social Insurance --> One-Time Adjustments --> IF Annual Payroll --> Assign Family Equalization Funds to Cantons.

If you want to use the B2A Manager, you have also performed the following Customizing activities:

  • Communication with Authorities (B2A) --> Configure Number Range
  • Communication with Authorities (B2A) --> Set Up Authorizations
    Use the following parameters for the IF annual payroll:
  • Country Grouping (authorization field MOLGA): 02

  • Area (authorization field SAGRP): IKJA

  • Document Category (authorization field DOCTY): AK08

The authorization fields Personnel Area/Subarea are not supported for the IF annual payroll.

Features

You can use the report to create a wage notification as a text file with a payment summary, and optionally check the data in a control list. You can either download the text file directly, or send it to the B2A Manager and deal with it there. Alternatively, you can create an Excel file and manually copy the data to the Payroll Record AKIS'09 Excel Sheet.

You can create your own layouts for the payment summary and the control list.

Selection

  • Period/ Other Period
You can state the start and end of the year for which payroll is to be run here.
  • Additional Data
You use the Payroll Number field to choose the payroll unit for which you want to create the wage notification.
You can use the Company Code parameter to restrict the selection of the employees to be reported.
The Retro.Accounting F/FO/FR/I parameter influences the assignment of wages and bonuses retroactively entered for the previous year:
  • Use the standard value FR to attain a behavior similar to the AHV pay statement and ELM for the AHV and UI wage totals. With the value FR, the report also assigns family-related bonuses for the previous year to the previous year in the wage notification.

  • With the value FO, the report assigns retroactive family-related bonuses to the IN-period.

  • Do not use the value F or I; these values are not released for report RPLIKAC2.

  • Behavior for Retroactive Changes to AHV/UI Wages:

    In the IF annual payroll and AHV pay statement, AHV/UI wages that were changed retroactively are usually assigned to the year in which the employee was last active.

    If, for example, an employee leaves the company in 2009 and receives a retroactive wage payment (see Swissdec, Guidelines for Wage Data Processing: "Retroactive Payments for Previous Year") in 2010, this wage payment is assigned to 2009. However, if the employee in this example leaves the company in 2010, the wage payment is assigned to 2010.

    However, you can use switch wage type /4AZ to suppress the inflow into the current year such that retroactive changes are assigned to the previous year even if the employee was still active in the current year. For more information about this switch wage type, see SAP Note 197039.

  • Selection
    You can use the parameters in the group box Selection (for example, Payroll Area) to restrict the selection further. In particular, for multiple payroll numbers or country versions in a system, this enables you to reduce the runtime of the report.
Note: If you place too many restrictions, it is possible that persons who belong to the payroll unit are no longer considered.
  • Output
    Here, you specify how the data for the wage notification is to be output. Select at least one of the following checkboxes:
  • Data Medium:

Select this checkbox if you require a text file according to the record definition AKIS Lohn'08. In the File Storage group box, select the method you want to use to create the text file:
With Front-End PC, the system saves the text file immediately under the given path and file name. Background processing is not possible.
With TemSe (Download with B2A Manager), the report first collects the relevant data and stores it in the database. You can later use the B2A Manager to download the wage data as a text file to the front-end PC. Background processing is possible.
  • Test Data

If you select this checkbox, the report always outputs a payment summary and a control list, regardless of whether these checkboxes are selected. Test data that the system generated is displayed as the content. You can thus edit the layout for the payment summary and the control list, even if your system does not contain any HR data.
Ensure that this checkbox is not selected if you want to output real data.
  • Payment Summary for Printing:

Select this checkbox if you require a printed payment summary. You can adjust the appearance of the list with the following additional data:
By selecting a Variant for Payment Summary you specify which fields appear in which sequence and length in the payment summary. There is a sample variant 1SAP_AKIS08; however, you can also define and use your own variants.
In the standard system, a separate sheet with the overall total is output at the end of the payment summary. By selecting a Variant for Pyt Summary Totals, you specify the field selection for this overall total. There is a sample variant 3SAP_AKIS08; however, you can also define your own variants to show total amounts for AHV wages, UI1/2 wages, and family-related bonuses. You can use a BAdI implementation to provide further totals or to deactivate the overall total.
If your equalization fund requires page totals in the payment summary, you can use the parameter Number of Lines per Page: Enter the maximum number of lines here (less the lines for the page header) that your printer can print on a page without a page break (for example, 49 lines per page for the formatting X_65_200). In the field Variant for Payment Summary, also choose a variant for which summation is activated for the required amount fields (for example, 1SAP_AKIS08).
  • Check List for Excel Export:

Select this checkbox if you want to check or analyze the collected wage data, or export it as an Excel file.
In the field Variant for Control List Excel, choose a suitable layout. If required, you can define your own variants and change the field selection, sequence, sorting, and totals.
The standard system contains the following layouts:
2SAP_AKIS08 Layout for Data Medium AKIS Wage '08: In this layout, you see exactly those fields that are written to the file. All fields use character-type data types. The sequence, formatting, and field lengths correspond exactly to the record definition for IGAKIS. In this layout, it is not possible to form totals using the amounts, or to sort.
2SAP_AKIS08E Layout for Excel Format AKIS Wage '08: Choose this layout to export the data from the ALV grid in Excel format and to copy it to the Payroll Record AKIS'09 Excel Sheet. The field selection and sequence are the same as in the Excel sheet. In this layout, you can total the amounts.
  • Display FAK-Exempt Bonuses

By default, this checkbox is not selected; in the file and in the payment summary, the report suppresses the family-related bonuses of persons that are exempt from FAK contributions. If you select this checkbox, such family-related bonuses are displayed. This information can be used for control purposes or to analyze errors. If in doubt, leave the Display FAX-Exempt Bonuses field initial for productive messages.
To check whether a person is exempt from FAK contributions, the report compares the fund number of the payroll unit AHV/UI with the fund number of payroll unit FAK. If the numbers are different, there are two different equalization funds and the person is indicated as FAK-exempt (column AK-Free = 1 in the report output) in this report.
  • Do Not Display Birth Bonuses

By default, the report displays the amount of the wage types that you entered under Family-Related Bonus in the Bonus field. Many wage types also contain birth bonuses. However, depending on the fund's requirement, it may be desired to not display the birth bonuses.
If you select this checkbox, you see the bonuses without the birth bonuses. The report checks whether the wage types entered in the field Family-Related Bonuses are of variable assignment type G, and filters these wage types out. The default wage type /407 is configured such that all birth bonuses are of variable assignment type G.
Recommendation
For the analysis, use the control list since the payment summary has the following restrictions:
  • By default, the payment summary is sorted by company code and SI number. You can only change the sorting by using a BAdI implementation.

  • To change the variant, you have to return to the selection screen and create the list again.

Output

Displaying Partial Periods

Partial periods occur in the following situations:

  • If the FAK-exempt status has changed for a person in the payroll period
  • If the canton of the place of work has changed for a person in the payroll period

Creating Layouts for the Payment Summary or Control List

The layout that you specify in the selection parameters determines the output of the payment summary and the control list. To create or change layouts, proceed as follows:

  1. Select the Test Data checkbox.
  2. In the Payroll Number field, specify any payroll number.
  3. Execute the report.
A control list with test data is displayed. If you want to change the layout for the payment summary, choose Print List to switch to the payment summary.
  1. Under Settings --> Layout --> Select, select the layout that you want to adjust.
  2. Choose Settings --> Layout --> Change.
  3. Change the layout as required.
  4. To save the changed layout, choose Settings --> Layout --> Save.
  5. To transport the changed layout to other systems, choose Settings --> Layout --> Manage, and then in the layout management Layout -->Transport.

Creating the Wage Notification

  1. Enter all required parameters.
  2. Execute the report.
If you have selected one of the lists as the output, you access the application log from the list by choosing the Notifications pushbutton. If you have chosen both lists, you can use the pushbuttons Print List and Control List to switch between the two lists.
  1. If you have chosen the output on a data medium with file storage TemSe Download with B2A Manager, first check in the application log whether the notification was created successfully and without errors. Then use the B2A Manager to download the file as follows:
    1. Start transaction PB2A.
    2. Enter the value 02 (Switzerland) for the Country Group.
    3. In the field Selection Switzerland --> Area, enter the value IKJA and confirm your entry.
      In the table beneath this, there is one line for each IF annual payroll created: For orientation purposes, the column Description contains the payroll number, the equalization fund number, and the year of the IF annual payroll.
    4. To display or download a notification, select the entry for the required notification and choose Display.
    5. To display or download a notification, select the entry for the required notification and choose Display.
    6. You can use the Execute and Status pushbuttons to use the B2A Manager for the process management and archiving of wage notifications.
      The possible status information and status transitions largely correspond to the process for the withholding tax notification to the canton of Vaud; therefore, you can also apply the section on status transitions and the other SAP Notes on the B2A Manager from SAP Note 1028212 to the IF annual payroll.

Displaying Further Information for Person

By double-clicking in the control list, you can call the following information for the personnel number in question:

  • Double-click in the column Name, First Name: Displays the infotype overview for the personnel number
  • Double-click in the column AHV Wage: Displays the AHV wage statement for the personnel number
  • Double-click in the column Bonus: Displays the FAK payroll for the personnel number

Activities

Further Information

For more information, see Communication with Authorities with the B2A Manager (H99_B2AManager) in the Payroll (PY-XX) component of the SAP ERP Central Component.






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