Functional Description
Purpose
This named ER will check to see if an employee is participating in any fund allocations.
There are two ways in which the user can define a plan as an allocation plan. The first is to set up
the plan, and its allocation DBA's, through the Fund Allocation Setup Program (P08345).
The second is to attach a DBA (using the Employee Pay Deduction, or Employer Paid Benefit fields) to
the Plan in Plan Master (P08320) where the Pre-tax (Data Item PRTX) value for the DBA is "401" or
"RPP". Pre-tax is a UDC field in World on the Additional Options screen of the DBA Setup Application. In
One World, it is a radio button found in either the US Leg./Reg. or the Canada Leg./Reg. screen of
the DBA Setup Application.
Setup Notes and Prerequisites
Special Logic
Technical Specification
Initialize cReturnStatus = 0
For each entry in the table F08330 where BGAN8 = AddresssNumber and TerminationDate is between
DateEffectiveRates (EFT) and DateEndingEffective (EFTE) Fetch the Plan ID (PLAN)
Fetch the EmployeeDBAID (FDBA) and EmployerDBAID (SDBA) for the Plan from the Plan Master (F08320)
Fetch the Pre-TaxDeduction (PRTX) for the EmployeeDBAID (FDBA) and EmployerDBAID (SDBA) from the
Payroll Transaction Constants file (F069116)
If either of the DBA's Pre-TaxDeduction (PRTX) is equal to "401" or "RPP", then cReturnStatus= 1.
If the cReturnStatus is still 0, then fetch from the Fund Allocation Setup File (F08345) to see if
the PlanID (PLAN) is set up as an allocation plan. If it is cReturnStatus= 1.
^
DN0800066 - Check Fund Allocation
| Parameter Name | Data Item | Data Type | Req/Opt | I/O/Both |
|---|---|---|---|---|
| mnAddressNumber | 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
| ||||
| jdDateTerminated | DT | JDEDATE | REQ | INPUT |
The date that the employee was terminated, if applicable. | ||||
| cReturnStatus | EV01 | char | OPT | OUTPUT |
An option that specifies the type of processing for an event. | ||||
| None |
| None |