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RPUBPS03 - Create obligatory benefit request

RPUBPS03 - Create obligatory benefit request

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Title

Create obligatory benefit request

Purpose

This report lets you create an obligatory benefit request in the Benefit Request infotype (0718) for a number of employees.

  • If the request created is of the processing mode A or B, you need to enter in another two fields: Request amount and Currency. The currency is defaulted to the MOLGA setting in your system.
  • If the request created is of the processing mode P or Q, you need to input data in the Deduction points field; the system will get a number from the customizing setting for this request option as the default value. Check the maintenance view V_T74_BPS12 and set the value to cater for your requirement.

For the request category Gift (GI) and Medical examination (ME), you may enter detailed information; however for the other request categories, detailed information does not make sense. For example, the detailed information for request category Education fee (EF) varies with each individual employee's requirement.

We recommend you to use this report only for the request category Gift (GI) and Medical examination (ME). For the other request categories rather than Gift (GI) and Medical examination (ME) which are BDC-allowed, system only provides the general information.

Integration

Prerequisites

Before you run this report, you should maintain the indicator in the maintenance view V_T74_BPS07 to identify whether the request type is allowed to be created by the batch input (BDC).

Features

Selection

Standard Variants

Output

Activities

To run the report, you

  1. Choose the personnel numbers.
  2. Choose the benefit area.
  3. Choose the benefit request type and option that you want to create.
  4. Choose the date when you prefer to pay for the request.
  5. Choose a request status for the request you created and press Enter. If you leave the field empty, system will determine the request status by checking the account balance "Negative balance" or "Positive balance" and the setting in the maintenance view V_T74_BPS11 automatically.
  6. For the request category Gift (GI) or Medical examination (ME), you can further enter detailed information like the delivery address for a gift etc.
  7. Choose the checkbox Test run. If you want to update the Benefit Request infotype (0718) record, leave the checkbox blank.
  8. Execute the report. A list by your selection criteria appears.
  9. Double click the traffic light for each record, you will get further information. For example, for the record with red light, you will know the reason why the error happens by double clicking the red light.
  • A record with red light indicates it did not pass some kinds of check, thus it can not be created into the Benefit Request infotype (0718). These records can only be displayed.
  • A record with yellow light is ready to be created into the Benefit Request infotype (0718) since it has passed a series of check like the eligibility check.
For these records that are ready to be created into the Benefit Request infotype (0718), you can change the data in the following fields:
  • Preferred pay date

  • Request amount

  • Currency

  • Deduction points

  • Reimbursement amount

  • Deduction amount

  • Purchase points

  • Excess amount

  • Excess points

  • Number of gifts (only for the request category Gift)

  • Request status

  • Examination date (only for the request category Medical examination)

  1. Choose the records that you want to create into the infotype and click the Update button in the application toolbar.
  • If the record has been executed successfully, its row will be changed into green color. Then it can only be displayed. Suppose you choose it and click Update button in the application toolbar, system ignores this record since it has been run successfully.
  • If a record can not be updated, its light will be changed into red. The system will provide the reason why the record fails to be created. Adjust the value of the record with red light correctly and run it again.

Example






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