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RPLSVBU0PBS - Display Savings Bond Purchases

RPLSVBU0PBS - Display Savings Bond Purchases

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Title

Savings Bonds Distribution Report

Purpose

This report displays Savings Bonds purchases as interpreted from payroll records. If an employee is enrolled in a savings bonds purchase program, periodic payroll deductions can accumulate up to the point where a bond or a number of bonds can be purchased. This accumulation of funds is then transfered to make the required purchases from the Federal Reserve Bank. Payroll results reflect this activity, and this report collects data from payroll at the end-of-period date. Displayed are also the bond owners and beneficiaries.

Prerequisites

To be enrolled in a Savings Bonds purchase plan, an employee must have infotypes 103 and 104 maintained in Master Data. These infotypes store the kinds of bonds, their value, and for whom they should be purchased. This report requires an evaluation period over which it is desired to collct the bonds purchase activity. All information is then collected from payroll results whose period end dates fall within the evaluation period time interval. The evaluation can be performed for a particular employee or a set of them described in the selection screen.

Features

Selection

To execute this report:

,,1. Select an evaluation period. For accuracy, it is recommended that the user chooses evaluation periods consistent with payroll begin and end dates

,,2. Specify the personnel numbers corresponding to employees for which we want to collect bond pourchase activity.

,,3. Make an output view option: Tree or Grid views are supported.

,,4. Execute.

Output

The Tree view has a hierarchycal structure that follows the order Employee Name / Bond Owner Name / Date of Purchase. Total amounts for bonds purchases are collected in a Totals column where the corresponding hierarchycal total is displayed in the correspoding cell. That is, Totals displayed in a cell corresponding to an Employee Name are total bond purchases of any kind for this particular employee over the evaluation period. Totals in a Bond Owner Name cell represent the total number of bonds of any kind bought for this bond owner over the evaluation period. Totals in a Date of Purchase cell correspond to specific bond purchases of a particular kind.

The Grid view is a list that has no hierarchycal structure and is created faster for large numbers of employees to be displayed. This list contain specific bond purchases for each row. The tree hierarchy can still be built on this display and the corresponding totals displayed on the Tree view can still be achieved by selecting with a click of the mouse the header of the three first columns while holding the "Shift" key, and then click on the subtotals button. These three columns correspond to Employee Name, Bond Owner Name, and Date of Purchase respectively.

Activities

Example






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Length: 3190 Date: 20240601 Time: 062144     sap01-206 ( 90 ms )