Enter an alphanumeric code that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant.
You can assign a business unit to a document, entity, or person for purposes of responsibility reporting. For example, the system provides reports of open accounts payable and accounts receivable by business unit to track equipment by responsible department.
Business unit security might prevent you from viewing information about business units for which you have no authority.
Enter a code that identifies a specific organization, fund, or other reporting entity. The company code must already exist in the Company Constants table (F0010) and must identify a reporting entity that has a complete balance sheet. At this level, you can have intercompany transactions.
Note: You can use company 00000 for default values such as dates and automatic accounting instructions. You cannot use company 00000 for transaction entries.
Enter the date that identifies when a record is first valid. The effective date is used generically. It can be the effective date for a lease, a price or cost, a currency rate, a tax rate, or other record.
Enter the employee number, tax ID, or alternate number, depending on the employee number mode that is set up in the Payroll Constants for company 00000.
Enter 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, 2007, and ends September 30, 2008. The end of the first period is October 31, 2007. Specify the year 2007 rather than 2008.
Enter a value from user-defined code (UDC) 01/ST that specifies the kind of address book record to search for. Examples include:
E: Employees
X: Ex-employees
V: Suppliers
C: Customers
P: Prospects
M: Mail distribution lists
TAX: Tax authorities
Enter the name of the company or person to whom billing or correspondence is addressed.
Enter the United States ZIP code or the postal code that specifies where a letter is to be routed. Attach this code to the address for delivery in other countries. This code is used as the low end value when doing Postal Code Transaction range processing.
Enter the first line of a mailing address for an employee, customer, or supplier in the JD Edwards EnterpriseOne Address Book system. The U.S. Internal Revenue Service (IRS) restricts the size of the address that prints on an employee's year-end tax return. To comply with IRS regulations, the system has these restrictions:
On W-2 returns, the system prints only the last three nonblank address lines plus the city, state, and postal code. On 1099 returns, the system prints only the last nonblank address line plus the city, state, and postal code.
On other U.S. federal magnetic media, the system prints only the last nonblank address line plus the city, state, and postal code.
Enter the second, third, and fourth lines of the mailing address for an employee, customer, or supplier in the JD Edwards EnterpriseOne Address Book system. Attention Payroll users: The Internal Revenue Service (IRS) restricts the size of the address that prints on employee's year-end forms. To comply with IRS regulations, the address that prints on W-2 forms includes only the last three nonblank address lines plus the city, state, and postal code. The address that prints on 1099 forms includes only the last nonblank address line plus the city, state, and postal code. If you process year-end information using the federal magnetic media format, the address that prints on those forms contains only the last nonblank address line plus the city, state, and postal code.
Enter the third line of the mailing address for an employee, customer, or supplier in the JD Edwards EnterpriseOne Address Book system. Attention Payroll users: The Internal Revenue Service (IRS) restricts the size of the address that prints on employee's year-end forms. To comply with IRS regulations, the address that prints on W-2 forms includes only the last three nonblank address lines plus the city, state, and postal code. The address that prints on 1099 forms includes only the last nonblank address line plus the city, state, and postal code. If you process year-end information using the federal magnetic media format, the address that prints on those forms contains only the last nonblank address line plus the city, state, and postal code.
Enter the fourth line of the mailing address for an employee, customer, or supplier in the JD Edwards EnterpriseOne Address Book system. Attention Payroll users: The Internal Revenue Service (IRS) restricts the size of the address that prints on employee's year-end forms. To comply with IRS regulations, the address that prints on W-2 forms includes only the last three nonblank address lines plus the city, state, and postal code. The address that prints on 1099 forms includes only the last nonblank address line plus the city, state, and postal code. If you process year-end information using the federal magnetic media format, the address that prints on those forms contains only the last nonblank address line plus the city, state, and postal code.
Enter the number that the transmitter assigns to the batch. During batch processing, the system assigns a new batch number to the transactions for each control (user) batch number it finds.
Enter the date on which an address, item, transaction, or table record becomes active. The meaning of this field differs, depending on the program. For example, the effective date can represent:
The date on which a change of address becomes effective.
The date on which a lease becomes effective.
The date on which a price becomes effective.
The date on which the currency exchange rate becomes effective.
The date on which a tax rate becomes effective.
Enter a value from UDC 06/GS that designates a specific level within a particular job type. The system uses this code in conjunction with job type to determine pay rates by job in the Pay Rates table.
Enter a value from UDC 06/G that defines the jobs within your organization. You can associate pay and benefit information with a job type and apply that information to the employees who are linked to that job type.
You associate pay and benefit information with a job type when you define jobs using the Job Entry and Evaluation program (P08001). When you are adding a new employee to the database, the system uses certain pay and benefit information that you associate with a job type as default information in the Employee Entry forms.
Enter a value from UDC 07/G that defines the jobs within your organization. You can associate pay and benefit information with a job type and apply that information to the employees who are linked to that job type. The job type/step information on the Position Master Detail form comes from the Job Master, which contains specific combinations of user-defined job types ( UDC 07/G) and user-defined job steps (UDC 07/GS). You cannot enter a job type/step combination that has not been set up in the Job Master.
Enter a value from UDC 06/UN that represents the union or plan in which the employee or group of employees work or participate.
Enter 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).
This date may also be the date that a deduction, benefit, or accrual (DBA) instruction stops. The stop date must be less than the timecard date. To stop a DBA before the next pay cycle, make the stop date one day prior to the first day of the next pay cycle. For example, if the pay cycle runs from October 1 through October 15, set the DBA stop date as September 30.
If both the start and stop dates are within the pay period from and through dates, even if the stop date is not less than the timecard date, the system does not calculate the DBA.
For a flat amount DBA, the system calculates the full DBA for any timecard that falls within the DBA start and stop dates. For DBAs that calculate from a basis amount, such as a percentage rate DBA, the system includes only those timecards that fall within the DBA start and stop dates in the basis of calculation.