Wiki: IPSN

MAINTAIN SUNDRY PAY/DEDUCTIONS
Details tab
Line Info tab
Premiums tab
History tab
Notes

MAINTAIN SUNDRY PAY/DEDUCTIONS#

Sundry Lines are payroll transactions, usually of a recurring nature, that are not attached to a specific pay period and that have a processing frequency associated with them.

Exclusive of the batch control, miscellaneous or sundry transactions may be entered on the Maintain Sundry (IPSN) form. Transactions entered may be performed over multiple pay periods.

The processing frequency for the sundry transaction may be defined through the IPPF form. If the sundry transaction has a frequency of one time only, once it becomes a pay line in a pay header (IPPH), may be removed depending on the IPPF toggle KEEP_HISTORY. If this toggle is turned ON, then the IPSN record will not be removed, but the status will be changed to 'Completed-1 time'.

Sundry transactions can have:

Declining Balances
Maximums for Period, Month, Quarter, Fiscal or Year-to-Date

For more information declining balances see the page HOW TO SET UP SUNDRIES WITH DECLINING BALANCES.

Sundry Line details contain the results of applying the PC rules of the pay component to derive all of the required values associated with a sundry line.

Unlike the IPPH screen, IPSN will only generate the details when a sundry line is first entered. In most cases, and in particular for Declining Balance items, the generated details will need amounts to to be entered. When the record is saved, the details will not be regenerated.

Sundries that are active on any day within a pay period will be picked up by the audit process (UPAUDT).

Sundry Pay And Deduction data is stored on the P2K_PR_SUNDRY_LINES and P2K_PR_SUNDRY_LINE_DETAILS tables.

Assignment: The assignment type from the employee’s assignment screen will allow you to enter the sundry that is applicable to this assignment code only.

IPSN 'Assignment Matching' is controlled by IPPC. If 'Sundry Assgn Matching' is OFF, then the Assignment Code in IPSN is ignored. If it is ON, then the Assignment Code on the Pay Header must match the Assignment Code in IPSN to qualify.

Freq: Processing frequencies indicates how often this payroll item (deduction, benefit, etc.) is processed from P2K_PR_FREQUENCIES.

Calendar: This field is used to associate a Sundry Calendar from IDCL to a Sundry Line. This field is used:

when a sundry line has a 'Sundry Period to Date' maximum and the user needs to define the length of the period in the Sundry Calendar.
in any situation where a transaction re-occurs at an interval different than the pay period.
to place a maximum deduction amount during a period of time that is not the same as the Pay period. e.g. an employee has a monthly maximum deduction amount in a bi-weekly payroll.

Start Date: This field shows the date that the sundry transaction commences.

End Date: This field shows the date that the sundry transaction ends.

PC: A pay component code is a unique number code from 1 to 9,999 assigned to uniquely identify the pay component. Only pay components with the toggle ‘Enter Sundry’ turned on from the IPPC form will be accessible.

Abbreviation: This field holds a short description of the pay component. This abbreviation will be printed on check and deposit statements, lists and pay registers.

Value: This field shows the amount or value of the sundry item. Time_Entered needs to be completed if the pay component chosen is for time.

Basis: The basis is the unit of measure that the associated value is being stored or displayed in.

: Time_Basis will default from the pay component set up but may be overridden.

: When entering sundry lines, use ‘$’ (Amount) as the rate basis. DO NOT USE ‘PP’ (Pay Period) if the entered amount is for money.

Prorate: This field allows you to prorate the annual value of an employee’s sundry. e.g. An employee receives a $1,000 annual bilingual sundry. The employee only works for 3 months, with this toggle on, they will receive 1/4 of the salary.

History: This button will open a view only dialog displaying the pay history.

Filter By

Show All: If this toggle is ON, all sundries will be displayed. If this toggle is OFF, only active sundries will be displayed.

Details tab#

By applying the PC rules of the pay component, you will derive all of the required values associated with the sundry line. These results will be displayed in the Sundry Line details.

PC: This field shows the pay component code(s) that default in from the Sundry transaction pay component code entered at the top of the screen. For example, if a deduction component is entered on the Sundry transaction then the deduction and declining balance pay component may be generated on the pay detail line. PC_Code will default from the PC entered on the sundry line but you make a selection from the LOV (F9) provided.

Abbreviation: This field shows a short alpha description of the pay component. This abbreviation will be printed on check and deposit statements, lists and pay registers. PC_Abbreviation will default from the pay component chosen. The information in this tab is generated when the Sundry Line is saved.

Type: This field indicates how the pay component amount is used. For example, the pay component may be used to store time, an amount, a limit, or a declining balance. PC_Detail_Type will default from the pay component but may be overridden.

Amount: This field shows the amount calculated as a result of applying the PC Calc Method.

Override: You may manually enter the amount to be used in the pay calculation into this field. Amount_Override will be populated by the system based on the pay component rules but may be overridden.

Description: This field provides a free form description of the sundry line. Description that will be system populated but you may manually enter.

Wage Rate: This field shows the wage rate derived from the pay component rule. Wage_Rate is calculated from the wage rate source then re-derived based on the basis indicated.

Wage Override: You may override the wage rate in this field.

Basis: The rate basis is the unit of measure that the associated rate is being stored or displayed in, for example, hourly, weekly, biweekly, semi-monthly, monthly, or annual. Rate_Basis will default a value from the pay component.

Rate Override: The rate basis is the unit of measure that the associated rate is being stored or displayed in, for example, hourly, weekly, biweekly, semi-monthly, monthly, or annual. Rate Basis may be overridden in the entry screen, or through the transaction loader process. Rate_Basis_Override that will be derived from the basis indicated on the sundry line but may be overridden.

Distribution DR: The distribution mask contains the distribution derived from the assignment, position, or job, overlaid by the distribution mask based on the debit GL code of the pay component.

Distribution CR: The distribution mask contains the distribution derived from the assignment, position, or job, overlaid by the distribution mask based on the credit GL code of the pay component.

User Variable: This field shows the user variable that may be used according to the pay component details set up.

Override: You may manually enter the user variable amount. For example, the user variable field may indicate a rate of 1.5 but for this particular transaction you may wish to enter 1.55.

Element: This field shows the element that is to be used according to the pay component details set up. Element_Code will default from a value from the pay component or be manually entered.

Action: The PC Action determines whether a transaction item entered under this pay component will be accumulated to the total value of the pay component, replace a prior transaction item, trigger a user calculation, or suppress a user calculation. PC_Action will default from the pay component and may be overridden.

Rate Source: Indicates from where the wage rate is derived. ;:PC_Rate_Source will default from the pay component.

Calc Meth: Indicates the method by which an amount is calculated. PC_Calc_Method will default from the pay component but may be overridden.

Line Info tab#

Position: This is the position code from the sundry’s assignment. Position_Code will default based on the sundry line but may be overridden.

Job: This is the Job code from the sundry’s assignment. Job_Code will default based on the sundry line but may be overridden.

Jurisdiction: This jurisdiction field is not currently being used.

User Calc: This field shows the UserCalc that may be attached to the pay component chosen.

Pay Point Type: This field indicates when this pay component needs to be picked up for processing during the pay calculation. Pay_Point_Type is a mandatory fixed lexicon (X_PAY_POINT_TYPE) that will default from the pay componentchosen for this sundry.

Seq.: This field displays the unique sequence number assigned to each item processed in a pay point. Items processed in a pay point may include multiple pay lines, UserCalcs, Benefit Plans and Leave Policies. Pay_Point_Sequence will default from the pay component chosen for this pay line.

Reference: This field allows you to enter a note or reference for the sundry. This reference information may be either anecdotal or more structured (e.g. Union Code or Court Number). If the Reference field on IPPC is defined as 'Enter Vendor Code', you will select a code from an LOV. If there is no link, you may use this field to provide a description directly on the IPSN screen.You will be able to enter up to 200 characters as reference on the pay lines. This entry will not be checked against values within any lexicon.

Sundry Type: Indicates whether the sundry line is for a regular amount, an arrears amount, or a retro pay amount.

Times Used: The Times Used field is not currently being used.

Distribution: This field holds the sundry’s overridden distribution mask applicable for all its sundry details within the DR and CR journal entry posting. You may use the Distribution Editor button to enter the Distribution. The Distribution button provides the predefined G/L Segment information. The values and descriptions come from the G/L Segment set up. As the values are manually entered or selections chosen from the LOV available the sections are concatenated together at the bottom of the form.

Work Order: Work Order is used to define work orders attached to a specific sundry. The Work Order Validation is defined on the ‘Define G/L Company’ (IDGC) form. The work order on each pay line can be unedited (no validation) or validated from an external system that has been pre-programmed.

Cost Center: Cost Center is used to define a short cut for the cost center information attached to a specific sundry.

Pay Point Task: A pay point task identifies the kind of process within the pay point.

WC Class: This field shows the Workers’ Compensation derived from the assignment indicated for this sundry line. WCB_Class will default from the assignment type indicated.

Audit Text: This field will display the exception text generated for this line. Audit_Text will be updated by the system.

Premiums tab#

Premium: This field will identify the premium associated with the sundry.

Rate: This field shows the premium rate that is used in the premium calculation.

Basis: The rate basis is the unit of measure that the associated rate is being stored or displayed in, for example, hourly, weekly, biweekly, semi-monthly, monthly, or annual.

Override Rate: Premium override rate you have entered that is used in the premium calculation.

Basis: The rate basis is the unit of measure that the associated rate is being stored or displayed in, for example, hourly, weekly, biweekly, semi-monthly, monthly, or annual.

History tab#

This tab provides historical information regarding sundry transactions that have been processed through IPPH.

If the sundry transaction has a frequency of one time only, once it becomes a pay line in a pay header (IPPH), it is removed as a sundry (IPSN). The history is then kept with the pay header.

Notes #

Click to create a new notes page