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RPUDEFU0PBS - Deferred Pay Report
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Title
Deferred Pay Report
Purpose
In deferred pay model, an agreement is made between the employer and an employee as to how the earnings the employee will earn during one contract period will be paid to the employee. For example, an employee, who will be working on a 9-month contract, may arrange to have his/her 9-month salary be paid out in full over a 12-month period.
In this document, the time period in which the work is performed is called the contract period and the time period in which the contract earnings is to be paid out to the employee in full is called the deferred period.
Because the earnings paid to an employee and the amount earned by the employee do not necessarily agree at a point during the deferred period, a question may arise as to how much the employee has earned, how much of that earnings has been paid and how much is held back, i.e. deferred, up to that time. Specifically, this type of question arises when an employee on deferred pay resigns or is terminated before the deferred period ends. Answers to these questions are readily available in the payroll results of the employee. This report simply displays the information in a convenient form. And furthermore, in the event that new infotype 15 'Additional Payments' record needs to be created during termination of an employee, the record can be created via this report as well.
Description
The report reads payroll data from payroll result clusters of an employee and displays the information in a predefined format. The information displayed include personal data, wagetype balances at the end of a time period and wagetype amount for each payroll period during that time. The user can select which wagetypes to be displayed by maintaining the customizing table T5UPBSDEF_WT.
The user may choose to create an infotype 15 record via the report. In this case the record is created with balance from the display screen of the report as the default amount.
Prerequisites
- Payroll results. Payroll results of the employee for the time period indicated are available.
- Customizing table T5UPBSDEF_WT. Wagetypes to be displayed in the report must have been maintained in customizing table T5UPBSDEF_WT via view V_T5UPBSDEF_WT. The type of wagetypes are not limited to those defined as wagetypes for deferred pay. One wagetypemust be specified in the table as the wagetype of which balance will be used as the default amount in a new infotype 15 record. This is accomplished by specifying the wagetype as being 'Termination Relevant'. For the rest of this document, the balance of this particular wagetype is referred to as the 'balance'.
- A known user-defined deferred period. Eventhough there is no restriction on the time period selected entered on the selection screen of the report and that there is no check on the value entered, it is recommended that the time period selected should cover one full deferred period, integral numbers of deferred periods or starts from the beginning of any deferred period in the past 'Up to today'.
Activities
To execute the report, perform the following steps at the selection screen.
- Review the selection of time period. It is recommended that the time period indicated should cover one full deferred period, integral numbers of deferred periods or starts from the beginning of any deferred period in the past 'Up to today'.
- Specify personnel number(s), payroll area(s) and contract type(s) to select specific group of employees. The specification is not mandatory. If fields in this selection area are left blank, all employees are selected.
- Specify person display selection. From the group of employees selected through the previous step, the user can further select to display only employees with positive balance, negative balance, no balance or select to see the results for all employees. The 'balance' here refers to the balance of the wagetype identified in the customizing table T5UPBSDEF_WT as being 'Termination Relevant'.
- Execute the report.
Features
Selection
Standard Variants
Output
The report produces two output screens: a main screen and a detail screen.
Main Screen
Information shown on this screen are employee's personnel number, name, balances of all wagetypes, a message icon and a @0Y@ icon for termination.
All balances shown in this screen are accumulated over the time period selected.
The meaning of the message icons are given in the Message Icons section below.
A @0Y@ icon appears only for employees having positive balance for wagetype identified in customizing table T5UPBSDEF_WT as being 'Termination Relevant'. When the user double-clicks on this @0Y@ icon, the 'Create additional payments' screen appears giving the user an opportunity to maintain infotype 15 record there.
Detail Screen
The detail screen displays detail information regarding the payroll results of an employee. This screen is activated from the main screen by double-clicking on a row in the main screen having the personnel number corresponding to that of the employee.
Each row on the detail screen shows the information regarding one payroll period. The fields shown are the sequencial number of the payroll period, the begin date and end date of the for-period of the payroll period and wagetype amount for each wagetype. If a wagetype does not appear in the payroll result, the number '0.00' appears. The wagetype amount can also be positive or negative. It is important to note that all wagetype amounts in the detail screen are not accumulated.
Message Icons.
The balance shown on the main screen for the waggetype identified as 'Termination Relevant' in customizing table T5UPBSDEF_WT can be negative, positive or zero. There are two situations leading to the zero balance. One is when the employee is not using deferred pay during the time period. The other is when the employee is using deferred pay but the deferred balance is zero. In the second case deferred wagetypes have appeared at least once in payroll results during the time period selected.
Information regarding this aspect of the deferred balance are embedded into the message icons shown on the main screen.
The meaning of the icons are:
@5D@
No wagetypes defined as 'Deferred' in customizing table T5UPBSDEF_WT are found in the employee's payroll results for time period selected.
@04@
The employee has positive balance at the end of time period selected for the wagetype identified as being 'Termination Relevant' in the customizing table.
@05@
The employee has negative balance at the end of time period selected for the wagetype identified as being 'Termination Relevant' in the customizing table.
@00@
Wagetype defined as 'Deferred' are found in payroll results of the employee. However, the balance for the wagetype identified as being 'Termination Relevant' in the customizing table is zero at the end of time period selected.
Deferred balance mentioned in this section refers to the balance of the wagetype identified in customizing table as being 'Termination Relevant'.
Creating New Infotype 15 Record
In the column 'Termination' of the main screen, if the employee has a positive balance on the wagetype identified in the table T5UPBSDEF_WT as being 'Termination Relevant', an @0Y@ icon appears. The meaning of this icon is as follows.
@0Y@ Create new infotype 15 'Additional Payments' record. For the new infotype 15 record being created,
the amount defaulted in is the balance at the end of the time period selected for the wage type identified
as being 'Termination Relevant' in wagetype customizing table T5UPBSDEF_WT.
The default date for the new record is the current system date. The user can overwrite all default values.
The record can be created only for employees having positive balance for the wage type mentioned
above. Activate this functionality of the report by double-clicking on the @0Y@ icon on the main display screen.
Note that this @0Y@ icon will only appear in the 'Termination' column of those employees with positive balance.
For other employees, the 'Termination' column will be shown without any icons.
Report in Batch Mode.
When the report is executed in the background, it produces results for all employees in ascending order of employee's personnel number. For each employee, the results starts on the first line showing the personnel number, name, wagetype balances and a message icon. The following rows show the detail payroll results from the payroll periods selected for this employee. The fields shown in these rows are sequencial number of the payroll period selected, the begin date and end date of the for-period of the payroll period and wagetype amount for each wagetype selected in the customizing table. If a wage type does not appear in the payroll result, the number '0.00' appears. The wagetype amount can also be positive or negative. It is important to note that only the wagetype amount on the first line is accumulated over the time period selected but the wagetype amounts in the lines following are not.
The meaning of the icons are given in the Message Icons section.
Notes
The customizing table T5UPBSDEF_WT can be maintained through view V_T5UPBSDEF_WT. One wage type must be identified in this table as being 'Termination Relevant'. There is no limit to the number of wagetypes entered in the table. The user is responsible for entering the correct 'Deferred/Non-deferred' and 'Termination Relevant' attributes of a wagetype, as the report provides no checking in this respect.
Consult the documentation for the table T5UPBSDEF_WT for more information on how to maintain the wagetype table.
The 'Deferred/Non-deferred' attribute of the wage type is used to check if the employee is in deferred pay program during the period. If the employee is not in the deferred pay program, all wage types defined as 'Deferred wage type' will not appear in his/her payroll results and the wage type amount shown by the report is '0.00' with the message icon @5D@. If the employee is in the deferred pay program but the wage type identified in this table as being 'Termination Relevant' has the balance of zero, then the balance shown by the report will also be '0.00' with the message icon @00@. It is assumed that the wage type identified as being 'Termination Relevant' in this table is also a 'Deferred' wage type as well.
On the selection screen, if a key date is selected instead of a time period, the balance shown in the main screen will correspond to the unaccumulated amount for one payroll period containing the key date.
Only payroll periods having at least one day of its for-period coincided with the selected time period are selected.
Only active payroll periods are selected.
The report only supports employees with country grouping 10 (US), i.e. employee active in the US.
List of employees processed by the report, but having no payroll results in the time period selected nor being active in the US, can be found in the error list of the report accessible through the error-list icon on the menu bar of the main screen.
The sequence of wagetypes shown on display screens will not correspond to the sequence of wagetypes in the customizing table T5UPBSDEF_WT. Rather, the wagetype identified in the table as being 'Termination Relevant' will always appear as the first wagetype column in the main screen of the report.
Examples
Assume that three wagetypes have been set up for earned salary, paid salary and deferred salary balance for deferred pay model. The wagetypes are PSDC, PSDE, PBAL, respectively. Furthermore, let's assume that a 'U4' contract type has been set up for employees using deferred pay as well.
An administrator wants to see the list of all employees using deferred pay and to create corresponding infotype 15 record for payments of positive deferred balance PBAL to those employees being terminated.
Step 1:
,,Maintain view V_T5UPBSDEF_WT. Wagetypes PSDC, PSDE and PBAL are all entered as 'Deferred wagetype'. PBAL wage type will be selected as the wage type being 'Termination Relevant'. The balance of wagetype PBAL will appear in the first wagetype column on the main and detail screen and as the default amount for the new infotype 15 record, if the user chooses to create one.
Step 2:
At the selection screen of the report, select 'Up to today' for the period. Enter 'U4' for the contract type. Select 'All' for 'Person display selection'.
Step 3:
Click on @15@.
Step 4:
At the main output screen, the list of all employees using deferred pay is shown. Double-clicking on any line on the main screen activates the detail screen showing detail payroll results for the corresponding employee for the time period selected. If an employee has a positive balance for the wagetype in the first wagetype column in the main screen, a @0Y@ icon will also appear in the 'Termination' column of that screen.
To create a new infotype 15 record for an employee with positive PBAL balance, the user double-clicks on the corresponding @0Y@ icon and the 'Create additional payments' screen appears with default date of the current system date and default amount of the balance of the first wagetype column on the main screen which is PBAL in this example. After entering appropriate wagetype code and overwrite any default values, the user clicks on @2L@ to save the new record. A new infotype 15 record is now created in the employee's master data.
Activities
Example
SUBST_MERGE_LIST - merge external lists to one complete list with #if... logic for R3up BAL Application Log Documentation
This documentation is copyright by SAP AG.
Length: 15171 Date: 20240601 Time: 093442 sap01-206 ( 335 ms )
