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PA182 - Salary Encumbrance Update
Run Position Salary Encumbrance Update (PA182) to calculate employee
salary and fringe benefit amounts for the remainder of the fiscal year and
purge existing encumbrance records.
You define the fiscal year end through which encumbrance is performed.
IMPORTANT PA182 should be run after each payroll period. If you run
PA182 less frequently, then any calculated budget variance will be overstated.
NOTE Active employee positions from Multiple Positions (PA13.1) are
encumbered IF the employee has a paid status, and IF the employee's position
code is designated as 'encumbered' on Position (PA02.1).
The encumbrance amount can be based on prorated salary (which is automatically
calculated), on the employee position's 'user amount' (which must be an annual
amount and is directly maintained by the customer). Or a custom calculation
can be performed. To perform a custom calculation, contact your customer
service
representative.
If commitments should be posted to General Ledger and/or Project Accounting,
the commitment flags on System Codes (GL01.4) for system code PA must be set
to 'Y'.
If employees are paid over different periods of time during the fiscal
year (e.g. 9 month paid vs. 10 month paid), then employee groups must be set
up to identify each group.
If the employee position's encumbered salary should be distributed,
then a Payroll Distribution - Employee (PR23.1) record for the employee OR
a Payroll Distribution - Positions (PR23.3) record for the employee's position
code must exist.
HR encumbrances are stored using the Position Rules count category used
by the employee position (by Position; by Process Level:Job-Code; or by
Process
Level:Department:Job-Code). Therefore, the count category should be
established
for the current position rules record.
**Processing Effect
PA182 removes existing General Ledger/Activity/Human Resources encumbrances
and recalculates them for the remainder of the fiscal year.
In addtition, if you are set up on System Codes (GL01.4) to encumber
to GL and/or AC for the PA system code, then encumbrance transactions are
posted to the appropriate GL and/or AC commitment files.
If the employee's salary is adjusted by a standard percent increase
or by pending pay actions, the program prorates each of the pay amounts (e.g.
pre-increase, post-increase) based on the number of remaining calendar days
in the employee's encumbrance period.
**More Information
Encumbrance is calculated for all employees with a paid status. Each
non-ended employee position is evaluated for encumbrance. A flag on the
position
code record indicates whether encumbrance should be performed.
You can:
- Use the employee position's prorated salary or user amount
- Apply a percent increase to the selected salary or incorporate
pending actions for pay rate, user amount or pay step changes.
- Perform a custom calculation to determine the encumbered amount.
Fringe costs can be encumbered as a specified percent of encumbered
salary. Fringes can be distributed to an account or activity different from
the employee's normal distribution.
Encumbered salary and fringes can be distributed to the payroll or position
distribution accounts/activities or they can be fully distributed to the
employee
position's account/activity.
Different encumbrance periods can be defined for a variety of employee
groups (e.g. employees paid over 9 months vs. employees paid over 10 months).
Optionally, a CSV file of encumbrance detail is created. This file is
useful for documentation and can used to update encumbrances for a non-Lawson
GL/Activities system.
NOTE Payroll "actuals" are based on PRDISTRIB records for the 12 months
ending with the fiscal year date entered on the Encumbrance Inquiry.
Therefore,
review the schedule for deleting Payroll History to ensure that payroll
history
records are appropriately available for the encumbrance inquiry.
Updated Files
ACCOMMIT -
ACCOMMITX -
ADDRDATA -
CKPOINT -
GLCOMMIT -
GLCOMMITX -
PAENCUMBER -
SYSRULES -
Referenced Files
ACACCTCAT -
ACACTGRP -
ACACTIVITY -
ACCAL -
ACCALX -
ACCATSUMX -
EMDISTMAST -
EMPLOYEE -
EMSTATUS -
GLADDRESS -
GLCHART -
GLINTCO -
GLNAMES -
GLSYSTEM -
INSTCTRYCD -
PAEMPPOS -
PAPOSITION -
PAPOSRULE -
PERSACTION -
PERSGROUP -
PGEMPLOYEE -
PRSAGDTL -
PRSYSTEM -
SYSTEMCODE -
INVOKED Programs
ACAC
ACTA
API4
IFAC
IFCU
IFOB
IFSG
SLSE
SLSU
IFLU
IFUP
IFAU
IFRS
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