PositionBudgetEditServer

Position Budget Edit Server

Minor Business Rule

Object Name: N0800050

Parent DLL: CHRM

Location: Client/Server

Language: NER

Functional Description

This NER will check to see a new position can be added without exceeding the position's budget for salary, FTE, hours, or headcount.  The output
parameters are error flags for each budgeted amount.  A zero is returned if a budgeted amount is not exceeded; a one (1) is returned if a budgeted amount is
exceeded and HR Constants dictates a soft error; return a two (2) if a budgeted amount is exceeded and HR Constants dictates a hard error.

Setup Notes

All input parameters are required.

Technical Specifications

None.

Parameters

Data Item Data Structure DescriptionI/ORequiredTable             Notes
HMCU    HomeBusinessUnit                IYes                F060118
POS                PositionId                              IYes          F060118
AN8        EmployeeNumber                                IYes              F060118
SAL        Salary                                      IYes          F060118
FTE         FullTimeEquivalent                  IYes          F060118
IH            HoursPerStandardYear            IYes          F060118
PTDT      PayStopDate                         IYes          F060118
EFTO      EffectiveOnDate                   IYes
ERRC                      SalaryError                            O
ERRC      FTEError                                O
ERRC      HoursError                             O
ERRC       HeadcountError                    O

Related Tables

Table PrefixTable Description
F08040JTHR Constants
F08101HPPosition Control Master
F08111HQPosition Budget Detail

Processing

Initialize process flag to 0.

Read the HR Constants record.

If any of the Position Budget Edit flags (PBF1, PBF2, PBF3, PBF4) from HR Constants are not equal to blank or null then

Set process flag to 1.

End if

If process flag = 1 then

Call Fiscal Year Begin and End date server (N0800030) to get current fiscal year and fiscal year begin & end dates.

Convert fiscal year from N0800030 to a numeric value.

Read the Position Master (F08101) record for the current fiscal year.

If the EffectiveOnDate is less then position start date or greater then position stop date or record does not exist then

Set process flag to 0.

End if

If process flag = 1 then

Initialize accumulator variables for salary, hours, FTE, and headcount.

Call Position Control Projected Amounts server (N0800033) to calculate projected amounts for position, home business unit, and fiscal
year.  Return the projected amounts into the total accumulator fields so the extra step of adding the amounts to the accumulators is alleviated.

Read Position Budget Detail (F08111) record for position, home business unit, employee number, and employee action (blank).

If file i/o is successful then
        A position detail record with active status was included in the projected totals
        for the position, home business unit, and fiscal year.  This record will be
        modified by the Position Control Monitor (N0800045) and it's status will
        change to 'A' for adjustment.  Call the Projected Amounts server (N0800033)
        for the active record and subtract the returned amounts out of the projected
        totals.  Call the Projected Amounts server (N0800033) again using the same
        information except for end date (equal to one day before new effective day)
        and status = 'A'.  This is mimicing what will happen when the Position Control
        Monitor is run.  Add the amounts for the adjustment record to the total
        projected amounts.
End if

Call the Projected Amounts server (N0800033) using the employee information
from the parameters.  This will only return projected amounts based on the single
employee and the current annual salary, hours worked per year, and FTE.

Add the projected amounts to the total projected amounts.

Determine if the employee was included in the total headcount amount returned
by the initial call to the Projected Amounts server (N0800033).  Loop through
Position Detail records (F08111) to see if they would have met the criteria used in
the Projected Amounts server (N0800033) to include the employee in the
headcount total.  If no Position Detail records meet the criteria, then increment total
projected headcount by 1 (one).

If Position Budget Edit flag (PBF1) from HR Constants (F08040) is not blank or null then

If accumulated projected salary amount is greater then budget amount from Position Master (F08101) then

If PBF1 = 1 then

Set output flag for salary error to 1

Else

Set output flag for salary error to 2

End if

Else

Set output flag for salary error to 0

End if

End if

If Position Budget Edit flag (PBF2) from HR Constants (F08040) is not blank or null then

If accumulated projected FTE amount is greater then budget amount from Position Master (F08101) then

If PBF1 = 2 then

Set output flag for FTE error to 1

Else

Set output flag for FTE error to 2

End if

Else

Set output flag for FTE error to 0

End if

End if

If Position Budget Edit flag (PBF3) from HR Constants (F08040) is not blank or null then

If accumulated projected hours amount is greater then budget amount from Position Master (F08101) then

If PBF3 = 1 then

Set output flag for hours error to 1

Else

Set output flag for hours error to 2

End if

Else

Set output flag for hours error to 0

End if

End if

If Position Budget Edit flag (PBF4) from HR Constants (F08040) is not blank or null then

If accumulated projected headcount amount is greater then budget amount from Position Master (F08101) then

If PBF1 = 4 then

Set output flag for headcount error to 1

Else

Set output flag for headcount error to 2

End if

Else

Set output flag for headcount error to 0

End if

End if

End if

End if

Data Structure

DN0800050 - Position Budget Edit Server - Data Structure

Parameter Name Data Item Data Type Req/Opt I/O/Both

szHomeBusinessUnit HMCU char REQ INPUT

The number of the business unit in which the employee generally resides.

szPositionID POS char REQ INPUT

A code that you use for budgetary (position) control purposes. The position ID consists of:   o  Position (position code and its description)
o  Fiscal year     o  Home business unit For example, you can identify position A0-1 as Accounting Manager for fiscal year 2005-2006, for
home business unit 41. You might choose to set up positions so that the position IDs are the same as the corresponding job IDs. Within a home
business unit, positions appear in the alphanumeric sequence of their position IDs. For example, position A0-1 appears before position A0-2.

mnEmployeeNumber AN8 MATH_NUMERIC REQ INPUT

A number that identifies an entry in the Address Book system, such as employee, applicant, participant, customer, supplier, tenant, or
location.

mnSalary SAL MATH_NUMERIC REQ INPUT

The amount that an employee is paid in one year, assuming that the employee is paid every pay period of the year. For WorldSoftware: For
the employee's primary job, the system stores the annual salary in the Employee Master Information table (F060116) and the Employee
Jobs table (F060118). For secondary jobs, the system stores the annual salary only in the Employee Jobs table (F060118). Depending on how
the value that is entered in the Display Salary (Annual/Effective) field in the HR History Constants table (F08040), this field displays one of the
following:   o  Annual salary. For salaried employees who are not linked with a contract calendar, the user enters the amount or the system
retrieves the amount from the Pay Grade/Salary Range Table (F082001). For employees who are linked with a contract calendar, the system
calculates this amount using the following formula: (((current salary minus salary paid before change) divided by number of periods to pay)
multiplied by pay frequency).   o  Effective salary. For employees whose jobs are linked with a contract calendar, the system recalculates the
effective salary when you enter a mid-calendar salary adjustment. After you enter a mid-calendar adjustment, the effective salary equals the
salary that is paid to the employee from the time of the adjustment through the end of the contract. The system calculates this amount using
the following formula: ((annual salary divided by pay frequency) times periods to pay).

mnFullTimeEquivalents FTE MATH_NUMERIC REQ INPUT

The full-time equivalent (FTE) amount. This figure is the portion of a full-time worker that an employee represents within the business unit.
For example, an employee who works 20 hours per week would represent .50 (1/2 FTE). This number cannot be greater than 1 for any
employee.

mnHoursPerStandardYear IH MATH_NUMERIC REQ INPUT

The number of work hours in the year. When you do not set your payroll company constants to use the Pay Grade Step table as the
pay-rate source, the system uses this number to compute the hourly rate when you supply the annual salary (or to compute the annual salary when
you supply the hourly rate). When you set your constants to use the Pay Grade Step table as the pay rate source, the system uses the
following sequence to search for the standard number of hours that it uses to calculate the salary or hourly rate per pay period:     o Employee entry
forms (this field)     o Pay Grade Step table (hours per day multiplied by days per year)     o Payroll company constants for the employee's
company     o Payroll company constants for the default company (company 00000)     o Data dictionary     o System default value of 2080
standard hours per year

jdPayStopDate PTDT JDEDATE OPT INPUT

The date when an employee should no longer be included in a payroll cycle or the date when an employee stops participating in the
company's benefit plans. You can use this date for terminated employees, seasonal employees, or employees who work only part of the year
(such as a teacher who works only nine months of the year). See also data item PSDT. This date may also be the date that a deduction, benefit,
or accrual instruction stops.

jdEffectiveOnDate EFTO JDEDATE OPT INPUT

A future date when all changes will take effect or the date when the changes went into effect. If you do not enter a date in this field, the system
uses the current date as the effective date.

cSalaryError ERRC char OPT OUTPUT

This error code indicates if any errors occurred during the creation of the Trip Document Detail (F4914) records by the Delivery Document
Set Server program (XT4914).

cFTEError ERRC char OPT OUTPUT

This error code indicates if any errors occurred during the creation of the Trip Document Detail (F4914) records by the Delivery Document
Set Server program (XT4914).

cHoursError ERRC char OPT OUTPUT

This error code indicates if any errors occurred during the creation of the Trip Document Detail (F4914) records by the Delivery Document
Set Server program (XT4914).

cHeadcountError ERRC char OPT OUTPUT

This error code indicates if any errors occurred during the creation of the Trip Document Detail (F4914) records by the Delivery Document
Set Server program (XT4914).

szFiscalYear9 FYOW char OPT INPUT

A four-digit number that identifies the fiscal year. You can enter a number in this field or leave the field blank to indicate the current fiscal
year (as defined on the Company Setup form). Specify the year at the end of the first period rather than the year at the end of the fiscal period. For
example, a fiscal year begins October 1, 2005, and ends September 30, 2006. The end of the first period is October 31, 2005. Specify the
year 2005 rather than 2006.

Related Functions

None

Related Tables

None

Parameter Name	Data Item	Data Type	Req/Opt	I/O/Both
szHomeBusinessUnit	HMCU	char	REQ	INPUT
The number of the business unit in which the employee generally resides.
szPositionID	POS	char	REQ	INPUT
A code that you use for budgetary (position) control purposes. The position ID consists of: o Position (position code and its description) o Fiscal year o Home business unit For example, you can identify position A0-1 as Accounting Manager for fiscal year 2005-2006, for home business unit 41. You might choose to set up positions so that the position IDs are the same as the corresponding job IDs. Within a home business unit, positions appear in the alphanumeric sequence of their position IDs. For example, position A0-1 appears before position A0-2.
mnEmployeeNumber	AN8	MATH_NUMERIC	REQ	INPUT
A number that identifies an entry in the Address Book system, such as employee, applicant, participant, customer, supplier, tenant, or location.
mnSalary	SAL	MATH_NUMERIC	REQ	INPUT
The amount that an employee is paid in one year, assuming that the employee is paid every pay period of the year. For WorldSoftware: For the employee's primary job, the system stores the annual salary in the Employee Master Information table (F060116) and the Employee Jobs table (F060118). For secondary jobs, the system stores the annual salary only in the Employee Jobs table (F060118). Depending on how the value that is entered in the Display Salary (Annual/Effective) field in the HR History Constants table (F08040), this field displays one of the following: o Annual salary. For salaried employees who are not linked with a contract calendar, the user enters the amount or the system retrieves the amount from the Pay Grade/Salary Range Table (F082001). For employees who are linked with a contract calendar, the system calculates this amount using the following formula: (((current salary minus salary paid before change) divided by number of periods to pay) multiplied by pay frequency). o Effective salary. For employees whose jobs are linked with a contract calendar, the system recalculates the effective salary when you enter a mid-calendar salary adjustment. After you enter a mid-calendar adjustment, the effective salary equals the salary that is paid to the employee from the time of the adjustment through the end of the contract. The system calculates this amount using the following formula: ((annual salary divided by pay frequency) times periods to pay).
mnFullTimeEquivalents	FTE	MATH_NUMERIC	REQ	INPUT
The full-time equivalent (FTE) amount. This figure is the portion of a full-time worker that an employee represents within the business unit. For example, an employee who works 20 hours per week would represent .50 (1/2 FTE). This number cannot be greater than 1 for any employee.
mnHoursPerStandardYear	IH	MATH_NUMERIC	REQ	INPUT
The number of work hours in the year. When you do not set your payroll company constants to use the Pay Grade Step table as the pay-rate source, the system uses this number to compute the hourly rate when you supply the annual salary (or to compute the annual salary when you supply the hourly rate). When you set your constants to use the Pay Grade Step table as the pay rate source, the system uses the following sequence to search for the standard number of hours that it uses to calculate the salary or hourly rate per pay period: o Employee entry forms (this field) o Pay Grade Step table (hours per day multiplied by days per year) o Payroll company constants for the employee's company o Payroll company constants for the default company (company 00000) o Data dictionary o System default value of 2080 standard hours per year
jdPayStopDate	PTDT	JDEDATE	OPT	INPUT
The date when an employee should no longer be included in a payroll cycle or the date when an employee stops participating in the company's benefit plans. You can use this date for terminated employees, seasonal employees, or employees who work only part of the year (such as a teacher who works only nine months of the year). See also data item PSDT. This date may also be the date that a deduction, benefit, or accrual instruction stops.
jdEffectiveOnDate	EFTO	JDEDATE	OPT	INPUT
A future date when all changes will take effect or the date when the changes went into effect. If you do not enter a date in this field, the system uses the current date as the effective date.
cSalaryError	ERRC	char	OPT	OUTPUT
This error code indicates if any errors occurred during the creation of the Trip Document Detail (F4914) records by the Delivery Document Set Server program (XT4914).
cFTEError	ERRC	char	OPT	OUTPUT
This error code indicates if any errors occurred during the creation of the Trip Document Detail (F4914) records by the Delivery Document Set Server program (XT4914).
cHoursError	ERRC	char	OPT	OUTPUT
This error code indicates if any errors occurred during the creation of the Trip Document Detail (F4914) records by the Delivery Document Set Server program (XT4914).
cHeadcountError	ERRC	char	OPT	OUTPUT
This error code indicates if any errors occurred during the creation of the Trip Document Detail (F4914) records by the Delivery Document Set Server program (XT4914).
szFiscalYear9	FYOW	char	OPT	INPUT
A four-digit number that identifies the fiscal year. You can enter a number in this field or leave the field blank to indicate the current fiscal year (as defined on the Company Setup form). Specify the year at the end of the first period rather than the year at the end of the fiscal period. For example, a fiscal year begins October 1, 2005, and ends September 30, 2006. The end of the first period is October 31, 2005. Specify the year 2005 rather than 2006.