AUDIT US TAX FILING INFORMATION#
Report Parameters & Filters#
| Report Parameters | |
|---|---|
| As of Date | Mandatory, Date LOV available This field indicates the date from which information is to be collected. You must provide a date for the system to select which assignment and personal records to review for work and resident state. |
| Create File | Optional, Yes or No lexicon available If <Yes> is selected UPRLU will create a flat file showing the original information in the Vertex columns and the new value in the Misc Tax Parameters. If NO, the report will be run without creating an interface file (normally for testing purposes). |
| Update Method | Mandatory, X_UPRLU_METHOD lexicon available You must select which update option the UPRLU must perform. |
| Directory Name | Optional, allows the user to specify a valid directory known to the database server. This is used when the Create File parameter is set to <Yes>. |
| File Name | Optional, Text This field displays the file name of the data being uploaded. The file extension must be .xls, this is the only supported file format for UPRLU. |
| Trial | Mandatory, Yes or No lexicon available You may choose to run the report in a trial mode to see results <Yes> or in update mode <No>. If this toggle is set to <No>, the miscellaneous tax parameters will be inserted in IPRLU. If this toggle is set to <Yes>, the report will indicate which records could potentially be updated. If the Create File toggle is also set to <Yes>, the flat file will still be created. |
| Exception Level | Mandatory, Exception Level lexicon available This field defines the exception level (report messages) required. Report should be run with Exception Level 0 If issues are encountered re-run UPRLU with Exception Level = 9 for one employee. |
| User Comments | Optional, Text This field holds the user-supplied comment which will appear in the header of all pages of the report. This is useful during testing phases to identify similar reports from each other. |
The report filters may be used to filter the employee records by the selected options, for example only run for Employment Status = Active.
| Report Filters | |
|---|---|
| People List | Optional, LOV Available This will limit the report to the people list selected. |
| Person | Optional, Multiple Selection Available, LOV Available This will limit the report to the persons selected. |
| Entity | Optional, Multiple Selection Available, LOV Available This will limit the report to the entities selected. |
| Location | Optional, Multiple Selection Available, LOV Available This will limit the report to the locations selected. |
| Auth Area | Optional, Multiple Selection Available, LOV Available This will limit the report to the authorization areas selected. |
| Department | Optional, Multiple Selection Available, LOV Available This will limit the report to the departments selected. |
| Org Level Type | Optional, X_ORG_LEVEL_TYPE lexicon available This will limit the report to the org level type selected. |
| Org Level Code | Optional, Multiple Selection Available, LOV Available This will limit the report to the organizational levels selected. |
| Unit | Optional, Multiple Selection Available, LOV Available This will limit the report to the units selected. |
| Group | Optional, Multiple Selection Available, LOV Available This will limit the report to the groups selected. |
| Payroll | Optional, Multiple Selection Available, LOV Available This will limit the report to the payrolls selected. |
| Job | Optional, Multiple Selection Available, LOV Available This will limit the report to the jobs selected. |
| Position | Optional, Multiple Selection Available, LOV Available This will limit the report to the positions selected. |
| Employment Status | Optional, Multiple Selection Available, LOV Available This will limit the report to the employment statuses selected. |
| Employment Type | Optional, X_EMPLOYMENT_TYPE lexicon available This will limit the report to the employment types selected. |
| Assignment Type | Optional, X_ASSIGN_TYPE lexicon available This will limit the report to the assignment types selected. |
| Pay Type | Optional, X_PAY_TYPE lexicon available This will limit the report to the pay types selected. |
Notes #
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