NEW YORK STATE RETIREMENT REPORT#

Processing Information#

The output for this report is an Excel spreadsheet.

Setup#

The following is required:

  • On Benefit Enrollment (Header) - the UDF 'NYS RETIREE REG NO' must be setup with a value
  • On Benefit Plan, Plan Type Code must be 'NYPERS'
  • On Benefit Plan, Policy # must be setup
    • when running RPNYRS, the parameter 'Report Code' must be the 'Policy #' from the IBPN for Plan


Report Parameters & Filters#

Report Parameters
Location CodeMandatory, Text
Report CodeMandatory, Text
Report DateMandatory, LOV available, Date
Dept or Item NumberMandatory, Text
Days of ServiceMandatory, LOV available
Gross SalaryMandatory, LOV available
Contribution AmtMandatory, LOV available
Loan PaymentMandatory, LOV available
Arrears PaymentMandatory, LOV available
Create FileOptional, Yes or No lexicon available
If NO, the report will be run without creating an interface file (normally for testing purposes).
Directory NameOptional, Text
Must be a directory on the server for which the current user (as signed onto the client’s network) has write capability. For example, the entry ‘C:\TEMP’ accesses the ‘TEMP’ directory on the server, not the local directory for the computer terminal being used.
File NameOptional, Text
Enter the name of the file that will be created in the interface directory specified.
Exception LevelMandatory, Match, Multiple selections, LOV available.
This field defines the exception level (report messages) required.

Notes #

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