UPTR
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PROCESS PAY TRANSACTIONS#

Processing Information#

The Process Pay Transactions (UPTR) form allows you to process pay transactions according to selection criteria, from IPTR (Pay Transactions) and create pay headers and pay lines. These new pays are then audited (UPAUDT) to prepare them for calculation (UPCALC).

The UPTR processes one batch of pay transactions at a time and conditionally updates the Batch Status to 'Processed by UPTR' at the end of the batch.

This form creates one batch per run and creates pay headers within that batch or adds to existing pay headers with matching EE, Pay Period and Pay Category.

If the Updating Existing Pays toggle is on, then UPTR will attempt to locate a pay to use before creating a new one.

This form will create pay headers and/or add information to existing pay headers with matching EE, pay period and pay category.

If multiple transaction batches are chosen in one UPTR run, any employees in multiple batches will have one pay header with multiple transactions.

What are the conditions when a UPTR will create a new pay header even if the employee has an existing pay header for the same payroll already?


Report Parameters & Filters#

Report Parameters
EntityMandatory, LOV available
Limits the process to the entity specified.
Pay CalendarMandatory, LOV Available
The report will be limited to the pay calendars identified in this field.
Current Pay PeriodMandatory, LOV Available
The report will be limited to the pay periods identified in this field.
Pay Issue PeriodOptional, LOV Available
If this is not entered, the system will derive the IPPH Pay Issue Date from the Pay Transaction with the latest Transaction date.

If a Pay Period is entered in this field, the system will use the associated Pay Issue date from the Pay Calendar.
Override Batch CodeOptional, Text
Pay ByOptional, Pay By lexicon available
This field allows you to indicate the payment method
Prior Period SeparateOptional,Yes or No lexicon available
Should the pay header batch be created as eligible?
Update Existing PaysOptional,Yes or No lexicon available
If a pay header already exists for this pay period and category and is not calculated or closed, should it be updated with the transactions being processed?
Bypass if Paid in PeriodOptional,Yes or No lexicon available
Should the pay header be bypassed if already paid in this period?
Exception LevelOptional, Exception Level lexicon available
This field defines the exception level (report messages) required.

Report Filters
PayrollOptional, Multiple, and LOV available
Multiple payrolls may be selected per execution of this function.
Pay Category Optional, Multiple, and LOV available
Users must indicate the category that the batches and pay headers are to be
processed under.
Batch NumberOptional, Multiple, and LOV available
This is the pay transaction batch that is to be processed.

Notes #

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