Balance Dimension in Payroll

Hi Friends,
Balance Dimension in Payroll :
Is der any Balance dimension which will hold the value of Previous year YTD?
As per my requirement, i want to use the previous year accumulated balance value(from 01-Apr-2010 to 31-Mar-2011) in the current year (in the month of April 2011).
Thanks & Regards,
Raghu
Edited by: Raghu on Apr 20, 2011 7:16 PM
Edited by: Raghu on May 2, 2011 12:17 AM

Hi,
I am not sure what is your requirement.As far as my knowledge is concerned there is no Previous YTD balance dimension.
You have balance_dimension suc as YTD,QTD,RUN etc.When you call function the pay_balance_pkg.get_value , you need to pass the balance_dimension,
assignment_id and date_earned parameter andit will retrun the appr value.In your case pass the previous year date for which you need data.
Hope this helps.
regards,
A

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Balance Dimensions

Hi,
We are impelmenting HRMS&Payroll Rel1.02. This is not UK or US install. It is a Global Install
1. The Pay advice Report does not show up the Deductions. The Earnings and Total Pay comes up.
How do we get the Deductions on the Pay Advice
2. How do you create a balance dimension which would accumulate the balances from the start of the payroll processing year and never reset it to zero?
To hold YTD,QTD,PTD balances we can run the create balance dimension program and define the dimension. But the balances would be reset to zero depending on the frequency specified when running the program. Our requirement is to create a dimension which will never reset the balance to zero. How do we achieve this?Your suggestions are most welcome.
Note: We have already applied global hrms patch and run zz legislation program for Pakistan.
Regards
Majid

I have completed all the prereq which includes
1- implementation of global hr patch.
2- Run international hrms setup.
With out all these i couldn't be able to define a single element in global hrms.
My question was, how to stop oracle payroll to set the balance zero.
Because here in Pakistan, personal loans are sanctioned
for more than 1 year e.g.
A company provide me loan of 120000 and I have to pay it in 2 years of
equal installment of 10000 Rs.
Now if payroll set the balance of installment to zero due to the balance dimension defined after
completion of an year, how it would be possible for payroll to deduct
installment amount in another month of next year when the balance has
already been set to zero by payroll...??
I hope you understand the scenario and reply soon.
Regards
Majid

Performance of Balance API in Payroll.....

We have one years worth of payroll data (145,000,000 in pay_run_result_values). Many of the recently deliver year-end pl/sql scripts use the pay_us_tax_balance_pkg (Balance API) and run for several days!!!!!! One call to this API takes 1-2 hours.
What can we do aside from adding hardware?
I tried Anaylzing tables and enabling Cost Based Optimizer and things were only worse. We can not modify the code (it is using dynamic SQL btw). HELP!
null

Hi,
I am not sure what is your requirement.As far as my knowledge is concerned there is no Previous YTD balance dimension.
You have balance_dimension suc as YTD,QTD,RUN etc.When you call function the pay_balance_pkg.get_value , you need to pass the balance_dimension,
assignment_id and date_earned parameter andit will retrun the appr value.In your case pass the previous year date for which you need data.
Hope this helps.
regards,
A

What exactly is balance in Oracle Payroll. Can someone give an example pls

Hi
I am a newbie to Oracle Payroll. Could some one xplain what exactly is balance in Oracle Payroll. Can someone give an example pls. Is there any link which would be useful to clearly explain this.

Results of Payroll run get accumulated in the Balances. The accumulation happens according to the dimension like ASGRUN holds the value of current payroll run, ASGYTD holds the cumulative value for the current financial year and gets reset at the beginning of the next financial year, ASGQTD holds the cumulative value for the current quarter and gets reset at the beginning of the next quarter etc.
You can see the values of the balances for different dimension after running the payroll.
View -> Assignment Process Results -> Balances.

Create Balance Dimension process

Hi I am using International HRMS.
I need to know that whether User Defined balances are supported for International HRMS or not.
Has anyone used it with Global HR. By default "Create Balance Dimension process" is not available in the request group "Global HR and Payroll Processes"
Regards
Anwar
Edited by: faanwar on Jul 1, 2009 10:17 AM

Balances are supported in International Hrms.
You should run first a concurrent program to create your proper legislation (copy from ZZ), and as such some balance dimensions will be available to your legislation. "International HRMS Setup" if i recall well.

Balance Dimension for Elements

Hi,
Anyone can tell what is difference between ASGLTD and ASGCOMP_LTD? Can we use ASGCOMP_LTD for Balance Dimensions for Elements?
Pl.help.
Thanks
Kavi

Hello
I think you can try PERYTD (Person Calendar Year To Date) OR ASGYTD (Assignment Calendar Year To Date). Also Create Balance Dimension is a UK Legislative specific program and is not available in other Legislation so if you want it for UK and PERYTD or ASGYTD doesn't work then you can try it.
Hope this helps !
Gaurav

How to use a balance dimension in a FastFormula

Hello all,
How can I call a certain balance dimension and store it in a local variable like SALARY_ASG_RUN.
Regards,
Usher

Hi,
You cannot get a previous month's balance value from a DBI in the formula.
You need to write a formula function which gets you the data -
We have used the below for the same
-- GET_PREV_SALARY
FUNCTION get_prev_salary(p_assignment_action_id   IN NUMBER
                        ,p_balance_name           IN VARCHAR2
                        ,p_database_item_suffix   IN VARCHAR2
                        ,p_period_start_date      IN DATE
                        ,p_no_month               IN NUMBER
                        ,p_flag                   IN VARCHAR2
                        ,p_context                IN VARCHAR2
                        ,p_context_val            IN VARCHAR2
                        ,p_days                   IN OUT NOCOPY NUMBER) RETURN NUMBER
IS
    CURSOR get_prev_periods_dates (c_assignment_action_id NUMBER
                                  ,c_period_start_date    DATE) IS
    SELECT ptp.start_date start_date
           ,ptp.end_date    end_date
           ,ppa.action_type
           ,MAX(paa2.assignment_action_id) assignment_action_id
     FROM   pay_assignment_actions paa1
           ,pay_assignment_actions paa2
           ,per_all_assignments_f paaf1
           ,per_all_assignments_f paaf2
           ,pay_payroll_actions    ppa
           ,pay_payroll_actions    ppa1
           ,per_time_periods       ptp
           ,per_time_period_types ptpt
     WHERE paa1.assignment_action_id     = c_assignment_action_id
     AND    ppa1.payroll_action_id        = paa1.payroll_action_id
     AND    ppa1.business_group_id        = paaf1.business_group_id
     AND    paa1.assignment_id            = paaf1.assignment_id
     AND    paaf1.person_id               = paaf2.person_id
     AND    paaf2.business_group_id       = paaf1.business_group_id
     AND    paaf2.assignment_id           = paa2.assignment_id
--    AND    paa1.tax_unit_id              = paa2.tax_unit_id
     AND    paa2.payroll_action_id        = ppa.payroll_action_id
     AND    paa2.source_action_id         IS NULL
     AND    ptp.start_date                < c_period_start_date
     AND    ppa.payroll_id                = ptp.payroll_id
     AND    ppa.business_group_id          = paaf2.business_group_id
     AND    ptp.period_type                = ptpt.period_type
     AND    ppa.action_type               IN ('R','Q','I','B')
     AND    ppa.action_status             IN('C','U')
     AND    ppa.date_earned BETWEEN ptp.start_date              AND ptp.end_date
     AND    ptp.end_date     BETWEEN paaf1.effective_start_date AND paaf1.effective_end_date
     AND    ptp.end_date     BETWEEN paaf2.effective_start_date AND paaf2.effective_end_date
     GROUP BY ptp.start_date, ptp.end_date, ppa.action_type
     ORDER BY 1 desc;
/* SELECT ptp.start_date start_date
          ,ptp.end_date end_date
          ,ppa.action_type
          ,MAX(paa2.assignment_action_id) assignment_action_id
    FROM   pay_assignment_actions paa1
          ,pay_assignment_actions paa2
          ,per_all_assignments_f paaf1
          ,per_all_assignments_f paaf2
          ,pay_payroll_actions ppa
          ,per_time_periods ptp
    WHERE paa1.assignment_action_id     = c_assignment_action_id
    AND   paa1.assignment_id            = paaf1.assignment_id
    AND   paaf1.person_id               = paaf2.person_id
    AND   paaf2.assignment_id           = paa2.assignment_id
    AND   paa1.tax_unit_id              = paa2.tax_unit_id
    AND   paa2.payroll_action_id        = ppa.payroll_action_id
    AND   paa2.source_action_id         IS NULL
    AND   ptp.start_date < c_period_start_date
    AND   ppa.payroll_id                = ptp.payroll_id
    AND   ppa.time_period_id            = ptp.time_period_id
    AND   ppa.action_type IN ('R','Q','I','B')
    AND   ppa.action_status             IN('C','U')
    AND   ptp.end_date BETWEEN paaf1.effective_start_date
                                        AND paaf1.effective_end_date
    AND   ptp.end_date BETWEEN paaf2.effective_start_date
                                        AND paaf2.effective_end_date
    GROUP BY ptp.start_date, ptp.end_date, ppa.action_type
    ORDER BY 1 desc;
    CURSOR get_legal_employer_id(c_work_center_id NUMBER) IS
    SELECT hoi.organization_id
    FROM    hr_organization_information hoi
    WHERE   hoi.org_information1         = c_work_center_id
    AND     hoi.org_information_context = 'ES_WORK_CENTER_REF';
    l_def_bal_id          NUMBER;
    l_amount              NUMBER;
    l_amt                 NUMBER;
    l_ctr                 NUMBER;
    l_cnt                 NUMBER;
    l_start_date          DATE;
    l_date                DATE;
    l_legal_employer_id   hr_All_organization_units.organization_id%TYPE;
BEGIN
    hr_utility.trace('~~Entering pay_es_ss_calculation.get_prev_salary');
    l_def_bal_id := get_defined_bal_id(p_balance_name, p_database_item_suffix);
    hr_utility.trace('~~~~ p_balance_name'||p_balance_name);
    hr_utility.trace('~~~~ p_database_item_suffix'||p_database_item_suffix);
    hr_utility.trace('~~~~ l_def_bal_id'||l_def_bal_id);
    l_amount := 0;
    l_amt := 0;
    l_ctr := 0;
    l_cnt := 0;
    p_days := 0;
    l_date := to_date('01-01-0001','dd-mm-yyyy');
    IF p_context = 'TAX_UNIT_ID' THEN
        OPEN get_legal_employer_id(to_number(p_context_val));
        FETCH get_legal_employer_id INTO l_legal_employer_id;
        CLOSE get_legal_employer_id;
        pay_balance_pkg.set_context('TAX_UNIT_ID', l_legal_employer_id);
        hr_utility.trace('~~~~ Setting TAX_UNIT_ID Context '||l_legal_employer_id);
    END IF;
    hr_utility.trace('~~~~ Start loop p_period_start_date '||p_period_start_date);
    hr_utility.trace('~~~~ p_assignment_action_id '||p_assignment_action_id);
    FOR i IN get_prev_periods_dates( p_assignment_action_id, p_period_start_date) LOOP
        IF l_date = i.start_date AND l_amt <> 0 THEN
            NULL;
        ELSE
            l_amt := 0;
            IF l_date <> i.start_date THEN
                l_ctr := l_ctr + 1;
            END IF;
            l_amt := pay_balance_pkg.get_value (l_def_bal_id, i.assignment_action_id);
            IF l_amt <> 0 THEN
                l_cnt := l_cnt + 1;
            END IF;
            l_amount := l_amount + l_amt;
            hr_utility.trace('~~~~ Inside loop start_date '||i.start_date);
            hr_utility.trace('~~~~ assignment_action_id '||i.assignment_action_id);
            hr_utility.trace('~~~~ l_ctr '||l_ctr);
            hr_utility.trace('~~~~ l_cnt '||l_cnt);
            hr_utility.trace('~~~~ l_amt '||l_amt);
            hr_utility.trace('~~~~ l_amount '||l_amount);
            hr_utility.trace('~~~~ p_no_month '||p_no_month);
            IF l_amt <> 0 OR p_flag = 'N' THEN
                p_days := p_days + last_day(i.start_date) - last_day(add_months(i.start_date,-1));
            END IF;
            IF l_ctr >= p_no_month THEN
                IF l_cnt = p_no_month OR p_flag = 'N' THEN
                    RETURN l_amount;
                /*ELSE
                    l_ctr := p_no_month - 1;*/
                END IF;
            END IF;
            l_date := i.start_date;
        END IF;
    END LOOP;
    hr_utility.trace('~~Exiting pay_es_ss_calculation.get_prev_salary');
    RETURN l_amount;
END get_prev_salary;
To get the previous month value -
Previous_Month_val = ES_GET_PREVIOUS_BALANCE('Gross','_ASG_PTD',Start_Date, 1, 'Y',' ',Work_Center_ch,num_days)
To get the previous 3 months value -
Previous_3_Month_val = ES_GET_PREVIOUS_BALANCE('Gross','_ASG_PTD',Start_Date, 3, 'Y',' ',Work_Center_ch,num_days)
Assignment_action_id is passed as a context to the formula function.
You need to tweak the code to suit your requirements.
Cheers,
Vigneswar
PS :
-- GET_DEFINED_BAL_ID
FUNCTION get_defined_bal_id(p_bal_name         IN VARCHAR2
                           ,p_db_item_suffix   IN VARCHAR2) RETURN NUMBER
IS
    CURSOR get_def_bal_id is
    SELECT pdb.defined_balance_id
    FROM   pay_balance_types pbt
          ,pay_balance_dimensions pbd
          ,pay_defined_balances pdb
    WHERE pdb.balance_type_id = pbt.balance_type_id
    AND    pdb.balance_dimension_id = pbd.balance_dimension_id
    AND    pbt.balance_name = p_bal_name
    AND    pbd.database_item_suffix = p_db_item_suffix;
    l_def_bal_id NUMBER;
BEGIN
    OPEN get_def_bal_id;
    FETCH get_def_bal_id into l_def_bal_id;
    CLOSE get_def_bal_id;
    RETURN l_def_bal_id;
END get_defined_bal_id;

Use of various balance dimensions

Can some tell me what is the use of various balance dimensions
i.e when to use the following dimensions:
Assignment Level within a run
Assignment Level in the current earnings period
Assignment Level all time
Assignmnet Level in the current processing year
ASGYTD= Assignment Level in the year
ELEMENTITD= Element Entry level for all time
ELEMENTPTD= Element Entry level for this period
Please can some one throw some light on the above Balance Dimensions so as to know how one has to use these in the FF.
Please help

Hii
Don't create unique key with a column of a fact table which refers with a foreign key to another table (dimension)! This data must be unique in the dimension table!
But indexes in the columns of foreign keys will speed up your queries.
Ott Karesz
http://www.trendo-kft.hu

Balance Dimension

Hi All,
The sick leave is paid leave for the first 30 days and unpaid for the next 30 days during one year (starting from the first day of the leave).
For Example: if an employee take the sick leave on 1-sep-2008 the balance of the leave must keep the taken days of this leave untill 31-aug-2009 (one year)
Can anyone tell me what is the proper balance dimension to use with this case please?
or any another solution or suggestion please.
Best Regards,

I do not see how a balance dimension will do that for you.
Maybe you need some fast formula logic on the start date of your absence. That is sometimes done via user defined (plsql) functions.

Balance Adjsutment and Payroll

Hello all,
Ebs version: 11.5.10
If a balance adjustment is done, in March 2011, then it is not letting me to run quickpay now( Jan 2012) even though the effective date is set for June 2011. It complains that, there are some future assignements pending.
Can't we run a quick pay for the month of March 2011 in now?
Please suggest.
Thanks,
Chandu.

Thank you.
So, when we can't run the payroll for Mar 2011, if we have payrolls run from April 2011, then in that, if we adjust a balance to an element in Mar 2011, separate action id's are created, right? Meaning that, we don't have to run a payroll again, right? Sorry, I am trying to confirm from what I have understood.
And, when I do a Balance Adjustment for FIT, in that case, in my reporting, the FIT is being cosidered as regular tax and it is getting deducted from NET_PAY and the NET_PAY is getting affected. Any idea why it could happen so?
I can try to troubleshoot from now, if you can help me out in providing the source table names and the effected ID's when we adjust a balance for an element?
I know some of the tables like below:
PAY_ASSIGNMENT_ACTIONS,
PAY_RUN_RESULTS,
PAY_RUN_RESULT_VALUES,
PAY_ELEMENT_TYPES_F,
PAY_INPUT_VALUES_F,
PAY_ELEMENT_CLASSIFICATIONS
But, which table is unique for balance adjustment is not clear. Can you please help me out here?
Thanks,
Chandu.

Balancing BW Employee payroll to R3

Hi,
I'm looking for the best method to balance employee payroll (0PY_C02) between BW and R3. We are using end-date of the in-period to allocate pay to month. I'm trying to use the Wage Types report but it isn't evident how to select so as to get comparable data. Is there a better method?

For the record, this is possible using the Wage type report : Transaction PC00_M99_CWTR ou PGM H99CWTR0.
You must make sure you use the in- or for-view, depending upon the option you take when assigning payroll data to calendar month (i.e. based in end date of in-period or for-period, etc)

How can I get Vendor Balances to Payroll

Dear Experts,
I came across a scenario,
My client is paying some ammount in behalf of employee like Mobile Bill and keeping this ammount in Vendor account,
How can I take that Balance in to payroll to deduct in Payroll?
is there any Standard way of picking direcly from Vendor Open Balances?

There is no such option available in SAP as per my knowledge.
yaa, if requierd a report can be taken from SAP FI module, and the same can be used to deduction.
ASk abaper to create a BDC for this.
Regards
...Sadhu

Help document on dimension

kindly help me with a document that can clearly explain the various balance dimensions such as (_ASG_PROC_PTD, ASGRUN, ELEMENTITD,and others)in oracle payroll.
please help!

any 1 out there to reply me??

Reset Balance ......

Dear Guru,
I need to do Reset a balance to zero. like we do have balance Dimensions to store some values after every payroll run. if i need to reset that value zero how to do it.
Thanks
Archna

Hi Archana,
You can use Balance Adjustments for this but at a time ..you can do for a sinle employee only. If this is for a set of employees..you can run a script. Suppose if balance is 3000 (amount)..enter -3000 and save in the balance adjustments window. Balances ae updated automatically. This is a seperate process and not linked to payroll. You can check the balances..you will find '0'. Even for no.of days also same procedure.
Regards,
Siva

Issue in Balances in Pension Calculations....

Hi Everyone,
I am facing a peculiar issue in the calculation of employee and employer contributions of a Pension Scheme.
I have a Pension Scheme(lets call it Pension_Scheme1). It is of type Salary Exchange. The employee contributions are negative earnings.
Element -> Pension_Scheme1-> Classification Earnings
I have to check in the formula if the Gross_Pay for the Pay period is -ve, and if so the EE and ER contributions should not take place(ie. EE & ER conts = 0). If Gross_Pay is +ve then they should take place.
Now if I have 4 earnings in the curent Pay period as follows then,
Salary = 3500
Commission = -4000
Car Allowance = 370.83
Pension_Scheme1 = -175
Then in the formula the value of Gross_Pay_ASG_PROC_PTD(called in a message) = 3870.83
But in the Balances window of Quickpay the value is -129.17
I guess that the GROSS_PAY_ASG_PROC_PTD = 3870.83 is coming because of (3500+370.83 = 3870.83), but i want (3500+370.83-4000 = -129.17)
I want the value -129.17 to be referenced in the formula so that i can check the condition GROSS_PAY_ASG_PROC_PTD < 0 and then restrict the EE & ER contributions to zero.
My question is that can we know the value of balances during the Payroll run(Run Level Balance) instead of Balances after the Payroll run.
Can you please help me on this?
Cheers!!!
Sachin Shirke

Hi,
Check the processing priority of the element "Commission". It looks like the Commission element is getting processed prior to the pension element, hence the balance is not reflecting the value. The elements get processed in a Payroll run based on the processing priority - lowest to highest.
In answer to your question about getting the balance values during a payroll run - you can use debug() messages in the fast formula to print the value of the balances during the execution.
Thanks.
Anitha

Balance Dimension in Payroll

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