8 Processing Options

This chapter contains the following topics:

8.1 Copying PDBA History to New DBA (P06146D)

Processing Option Processing Options Requiring Further Description
1. Enter a new DBA code that will be used to create a copy of current F06146 DBA records, replacing the current DBA code with the new DBA code.

NOTE: Use Data Selection in this DW Version to select the appropriate records to copy. Your selection should include at least PDBA Code and Year.

Prerequisite: Before copying, be sure the new PDBA code is set up using 3/G0742, DBA Setup.

 You must enter a new DBA code to replace the DBA code in the F06146LE records. If the system encounters any errors, it does not update or create records and produces an exception report.
PROOF/FINAL MODE:  
2. Enter an 'F' to run the Final Update and Report. Default of 'P' will run Proof mode - no update will occur and only a report will be produced. You must enter a value to indicate whether the system performs additions or updates to the Payroll Month PDBA Summary History file (F06146LE). Final mode performs updates. Both modes can produce an exception report.

Caution: When you select multiple DBAs in the Data Selection and run the program in final mode, the system deletes all of the original DBA records.

8.2 Employee Pay & Tax Register (P063231)

Processing Option Processing Options Requiring Further Description
1. Select the employee number you wish to print.

A = Address Book Number (Default)

S = Social Security Number

O = Third Employee Number

  
2. Enter the period end date.(MMDDYY)

NOTE: This field is REQUIRED.

  
3. Enter the type of history to print.

= Month-to-Date

1 = Quarter-to-Date w/Monthly Balances

2 = Quarter-to-Date totals only

3 = Year-to-Date w/Monthly Balances

4 = Year-to-Date w/Quarterly Balances

5 = Year-to-Date totals only

  
4. Print the detailed transactions associated with each balance.

'Y' = Yes ' ' = No (Dflt = ' ')

  
5. Print multiple employees per page.

Blank is one employee per page.

'Y' = Yes ' ' = No (Dflt = ' ')

NOTE: The detailed transaction will only print when requesting monthly totals; summary totals do not permit this type of detail.

  
6. Print Company totals. A blank will print the detail information.

'Y' = Yes ' ' = No (Dflt = ' ')

  

8.3 Federal Taxation History Report (P06347)

Processing Option Processing Options Requiring Further Description
1. Enter the type of employee number to print.

A = Address Book Number (Default)

S = Social Security Number

O = Third Employee Number

  

8.4 State/Local Taxation History (P06348)

Processing Option Processing Options Requiring Further Description
1. Enter the type of employee number to print.

A = Address Book Number (Default)

S = Social Security Number

O = Third Employee Number

  
2. If only one company is going to be used for this report, enter the company number. The default is blank and all companies will be used.  

8.5 Calendar Month Rollover (P063913)

Processing Option Processing Options Requiring Further Description
1. Enter the 2-digit year being closed.  
2. Enter a '1' to print the report without update.  
3. Enter a '1' next to the history which should be rolled over.

a. Calendar Month history

b. Payroll Month history

  
4. Enter a '1' to rollover balances for terminated employees. (Terminated Employees are determined by a pay status of 'T').  
5. Select the employee number to print:

A = Address Book

B = Social Security

C = Third Employee Number

  
6. Enter a '1' to rollover vacation and sick accruals ONLY. (Not applicable for Calendar Month rollover).  
7. Enter a '1' to have vacation and sick dollar amounts printed on the report and added to the file. (Not applicable to Calendar Month Rollover).

NOTE: Dollars will not be rolled over for accruals that use certain Table Methods, regardless of whether there is a '1' in this processing option. See program helps for a list of these methods.

  
8. Enter the PDBA codes to roll over or leave blank for all.

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

  
9. Enter a '1' to roll only the accrued balance.

NOTE: This option should only be used on paired DBAs.

  
10. Enter the Data Item of the date to be used for calculating months of service (Default: DST-Date Started).

Date options:

DSI - Date of Original Employment

PADT - Participation Date

PSDT - Date Pay Starts

ED01-ED03 - User Defined Dates

  

8.6 Tax History Integrity Report (P067011)

Processing Option Processing Options Requiring Further Description
1. Select report processing mode.

N = Print errors on report only.

Y = Print errors on report and correct by UPDATING the Tax

History File.

 When you run the Taxation History Integrity report with this processing option set to Y to update the history table, any errors that the system automatically corrects are on the report because the report prints before the system makes corrections.

To produce an error-free report, print the report again with the processing option set to N.
2. If you wish to DELETE Tax History records whose "Company", "Tax Area", and "Tax Type" have no corresponding entry in the Corporate Tax ID file.

(Read documentation carefully.)

N = Do NOT Delete

Y = DELETE.

 JD Edwards World strongly recommends that you leave this processing option set to N. If you need to delete taxation history records, contact technical support.
3. Social Security annual wage limit:

Tax rate for Social Security:

3. Social Security annual wage limit:

Tax rate for Social Security:

(employee paid)

Tax rate for Social Security:

(employer paid)

 Use the balance of the processing options to define the tax rates and maximum earnings for FICA, Medicare, and Tier I and II railroad taxes. The integrity programs use these amounts to inspect the data for over- and under-withholding of these taxes.
4. Enter Tax rate for Medicare:  
5. Railroad Tier I annual wage limit:

Tax rate for Railroad Tier I:

  
6. Railroad Tier II annual wage limit:

Tax rate for Railroad Tier II:

  
7. Enter Error Codes you DO NOT wish to print or leave these fields blank to print ALL errors. Error codes must be entered as 0101, 0102, 0103, etc.

DO NOT print the following errors:

"

"

"

"

"

"

"

"

"

  

8.7 PDBA Integrity Report (P067021)

Processing Option Processing Options Requiring Further Description
1) Select report processing mode.

N = Print errors on report only.

Y = Print errors on report and correct by UPDATING the file.

 Run the PDBA History Integrity Report with the Select Report Processing Mode processing option set to Y to update the history table. Any errors that the system corrects are on the report because the report prints before the system makes corrections. Print the report again to produce an error-free report.
2) Enter Error Codes you DO NOT wish to print or leave these fields blank to print ALL errors. Error codes must be entered as 0101, 0102, 0103, etc.

DO NOT print the following errors:

"

"

"

"

  

8.8 W2 Work File Build (P06720)

Processing Option Processing Options Requiring Further Description
NEW JERSEY STATE ONLY:

Enter Disability Insurance Private Plan Number.

Enter Family Leave Insurance Private Plan Number.

NOTE: Use Special Handling for New Jersey Family Leave Insurance

 To report New Jersey disability insurance, enter the Insurance Private Plan Number. The system prints this number in box 14 on the W-2 form.
AGENT NUMBER:

Enter the company number of the reporting agent if an agent is being used. The agent needs to be set up in the company constants as well as in corporate tax IDs. Leave this processing option blank if an agent is not being used.

Default = blanks

PENNSYLVANIA STATE ONLY

Enter PSD Code to report and remit taxes to a single Tax Collection District

 The company number in this processing option is the common pay agent. Some states do not allow common pay agent reporting. You must run another workfile build, leaving this processing option blank, if you need to submit year-end information to states that do not accept common pay agent reporting.

When you assign a common pay agent, the system includes additional information regarding the agent on Form W-2 and Form W-3 and in the electronic filing workfiles.

If an employee works in multiple companies and you are reporting year-end information using a common pay agent, the system generates multiple W-2 forms for the employee.

Contact your local IRS office for more information about common pay agent reporting.

8.9 W-2 Print Date Reset (P067292)

Processing Option Processing Options Requiring Further Description
Enter the W-2/1099 ID you wish to reset:  
NOTE: The W-2/1099 ID must be keyed as three characters. For example, W-2 ID 1 must be keyed in as '001'.  

8.10 W-2 Inquiry - Processing Option Only (P06735)

Processing Option Processing Options Requiring Further Description
1. Enter the type of employee number to display.

A = Employee Number (Default)

S = Social Security Number

  

8.11 Processing Option for 1099-Misc. (P06737)

Processing Option Processing Options Requiring Further Description
1. Select the Employee Number you wish to display.

A = Employee Number (Default)

S = Social Security Number

  

8.12 Processing Option for 1099-R (P067371)

Processing Option Processing Options Requiring Further Description
1. Select the Employee Number you wish to display.

A = Employee Number (Default)

S = Social Security Number

  

8.13 W-2 Federal Control Rpt - Summary (P06740)

Processing Option Processing Options Requiring Further Description
1. Enter the type of employee number to print.

1 = Address Book Number (Default)

2 = Social Security Number

3 = Third Employee Number

  
2. Enter a '1' to Print Summary Information only. A '0' is the default and will print Detail and Summary Information.  

8.14 Federal Report - Detail (P06740A)

Processing Option Processing Options Requiring Further Description
1. Enter the number of employees to print on each page of the report.

(Default = 13 per page)

  
2. Enter the type of employee number to print.

1 = Address Book Number (Default)

2 = Social Security Number

3 = Third Employee Number

  
3. Enter a '1' to print Summary Information only. A '0' is the default and will print Detail and Summary Information.  

8.15 W-2 State/Local Report - Detail (P06741)

Processing Option Processing Options Requiring Further Description
1. Enter the type of employee number to print.

1 = Address Book Number (Default)

2 = Social Security Number

3 = Third Employee Number

  
2. Enter a '1' to print Summary Information only. A '0' is the default and will print Detail and Summary Information.  

8.16 State Report - Detail (P06741A)

Processing Option Processing Options Requiring Further Description
1. Enter the number of employees to print on each page of the report.

(Default = 50 per Page)

  
2. Enter the type of employee number to print.

1 = Address Book Number (Default)

2 = Social Security Number

3 = Third Employee Number

  
3. Enter a '1' to print Summary Information only. A '0' is the default and will print Detail and Summary Information.  

8.17 W-2 Special Handling Detail (P067421)

Processing Option Processing Options Requiring Further Description
1. Enter the Type of Employee Number to Print.

1 = Address Book Number (Default)

2 = Third Employee Number

(S.S.N. is already on the report)

  
2. Enter a '1' to Print Summary Information Only. A '0' is the default and will Print Detail and Summary Information.  
3. Enter a Special Handling Tag Valid Special Handling Tags:

(Blanks are Invalid)

1 = Wages, Tips & Other Comp. Add.

3 = Social Security Additions

5 = Medicare Additions

10 = Box 10 Amounts

11 = Box 11 Amounts

12 = Box 12 Amounts

14 = Box 14 Amounts

14R= Tier I Additions

14T= Tier II Additions

16 = State Wage Amount

18M= Local City Wage Amount

18L= Local County Wage Amount

19 = School District Deductions

  

8.18 W-2 Federal Adj. Wage - Detail (P06743)

Processing Option Processing Options Requiring Further Description
1. Enter the type of employee number to print.

1 = Address Book Number (Default)

2 = Social Security Number

3 = Third Employee Number

  
2. Enter a '1' to Print Summary Information only. A '0' is the default and will print Summary and Detail Information  

8.19 W-2 State/Local Adj. Wage - Detail (P06744)

Processing Option Processing Options Requiring Further Description
1. Enter the type of employee number to print.

1 = Address Book Number (Default)

2 = Social Security Number

3 = Third Employee Number

  
2. Tax Area to report in column 1..:.

Tax type if this is local tax. . . :

  
3. Tax Area to report in column 2 . . :

Tax type if this is local tax. . . :

  
4. Tax Area to report in column 3 . . :

Tax type if this is local tax. . . :

  
5. Enter '1' to print Summary Information only. A '0' is the default and will print Detail and Summary Information.  

8.20 W-2 Summary Report (P06746)

Processing Option Processing Options Requiring Further Description
1. Enter a '1' to print Summary Information only. A blank is the default and will print Detail and Summary Information.  

8.21 W-2 Restaurant Control Report (P06749)

Processing Option Processing Options Requiring Further Description
1. Enter the type of employee number to Print.

1 = Address Book Number (Default)

2 = Social Security Number

3 = Third Employee Number

  

8.22 Print 1099-Misc. (Laser) (P06751L)

Processing Option Processing Options Requiring Further Description
1. Enter a '1' to mask the social security number/tax ID number.

(Default = ' ')

  

8.23 Print 1099-R (Laser) (P06752L)

Processing Option Processing Options Requiring Further Description
1. Enter a '1' if all the individuals in this version have had the total amount of 401-K Plan paid out.

(Default = ' ')

  
2. Enter the version number for:

- Forms Count Report (P06754)

  
3. Enter a '1' to summarize pay type based on distribution code.

(Default = ' ')

  
4. Enter a '1' to mask the social security number/tax ID number.

(Default = ' ')

  
5. Enter the User Defined Date code (e.g. ED01) that contains the date of payment for reportable death benefits under section 6050Y (if applicable)  

8.24 W-2 Railroad Control Report (P06753)

Processing Option Processing Options Requiring Further Description
1. Enter the type of employee number to print:

1 = Address Book Number (Default)

2 = Social Security Number

3 = Third Employee Number

  

8.25 W-2 Count Report - Detail (P06754)

Processing Option Processing Options Requiring Further Description
1. Enter a '1' to print Summary Information only. A '0' is the default and will print Detail and Summary Information.  
2. Enter a 'S' to make your selection by SSN. A 'A' is the default and will print Address Number.  

8.26 1099-Misc. Summary Report (P06756)

Processing Option Processing Options Requiring Further Description
1. Enter the type of employee number to print.

1 = Address Book Number (Default)

2 = Social Security Number

3 = Third Employee Number

  

8.27 1099-R Summary Report (P067561)

Processing Option Processing Options Requiring Further Description
1. Enter the type of employee number to print . . . . . . . . . . . . . . :

1 = Address Book Number (Default)

2 = Social Security Number

3 = Third Employee Number

  

8.28 1099 Electronic Work File Build (P06761)

Processing Option Processing Options Requiring Further Description
1099 - MISC MINIMUM AMOUNTS:  
1. Enter the minimum amount for the following boxes:

Rents

Royalties

Other Income

Medical and health care payments

Nonemployee compensation

Substitute Payments

Direct Sales

  
PRIOR YEAR DATA INDICATOR:  
2. Enter 'P' only if reporting prior year data; otherwise, leave blank.  
SECOND TIN NOTICE:  
3. Enter '2' to indicate notification by the IRS twice within three calendar years that the payee provided an incorrect name or TIN combination, otherwise leave blank.  
CONTACT EMAIL ADDRESS:  
4. Enter the Contact Email Address

(50 characters maximum)

  
VENDOR INFORMATION:  
5. Enter the address book number for Oracle JD Edwards World. Vendor information is required to be submitted on the 1099 electronic work file in the "T" (Transmitter) record.  
6. Enter the Vendor Contact Name

(40 characters maximum)

  
7. Enter the User Defined Date code (e.g. ED01) that contains the date of payment for reportable death benefits under section 6050Y  

8.29 EFW2 Electronic Filing Reporting (P06765)

Processing Option Processing Options Requiring Further Description
1. User ID assigned by government (SSA).  
2. Enter "1" if this file is being resubmitted. Otherwise enter a "0".  
3. If you entered a "1" in P.O. 2, enter the WFID displayed on the notice sent to you by SSA.  
4. Contact Name (If = Blanks, Name Pulled from AB)  
5. Contact Phone Number (Enter Number W/Area Code, No Dashes.

If = Blanks, Number Pulled from AB)

  
6. Contact Phone Extension  
7. Contact E-mail Address

(Continuation of E-mail Address)

  
8. Contact Fax (Enter Number W/Area Code, No Dashes)  
9. Preparer Code (A = Accounting Firm,

L = Self, S = Service Bureau,

P = Parent, O = Other)

  
10. Agent Indicator Code

1 = 2678 Agent

2 = Common Pay Master (U.S. only)

3 = 3504 Agent

  
11. Other EIN (U.S. only) If an IRS form 941 or 943 was submitted for the same tax year and the form used a different EIN from the EIN for which you are an agent, enter the other EIN. (Enter only numeric characters; omit hyphens, prefixes, suffixes)  
12. Terminated Companies

Enter companies that terminated business during this tax year, individually on the following lines.

.

.

.

.

.

.

  
13. Enter '1' if you file Form 944.

Otherwise leave blank.

In order to correctly process magnetic media (499R-2) for Puerto Rico via option 6 on menu G072475, fill out the following processing options (14-17).

Otherwise leave blank:

  
14. Enter the Employer Phone Number to be used for all "RV" records (499R-2).

(Enter only numbers-no dashes)

  
15. Enter the Operations Closing Date (if applicable) to be used for all "RS" records (499R-2).

(Enter in format MM/DD/YYYY)

  
16. Enter the beginning serial number for Form 499R-2/W-2PR (maximum size 9). This number will be incremented by 1 for each "RS" record.  
17. Enter the Access Code assigned by the Department of the Treasury to the employer (499R-2).  

8.30 EFW2C Electronic Filing Reporting (P06767)

Processing Option Processing Options Requiring Further Description
1. Enter the original company numbers along with the employment code associated to each company number for which corrections are being made (up to 20):

(NOTE: see the explanation of the 'RE - Employer Record' in the current EFW2 specifications; "R" is the default employment code)

1. Company Number
Employment Code

2. Company Number
Employment Code

3. Company Number
Employment Code

4. Company Number
Employment Code

5. Company Number
Employment Code

6. Company Number
Employment Code

7. Company Number
Employment Code

8. Company Number
Employment Code

9. Company Number
Employment Code

10. Company Number
Employment Code

11. Company Number
Employment Code

12. Company Number
Employment Code

13. Company Number
Employment Code

 Note: Use caution when entering values in the processing options for the EFW2C build. When P06765 creates the EFW2 file, position 219 of the RE record contains an employment code. It is imperative that you enter this same employment code into these processing options for the company or unpredictable results can occur.
Processing Option 1. continued:

14. Company Number
Employment Code

15. Company Number
Employment Code

16. Company Number
Employment Code

17. Company Number
Employment Code

18. Company Number
Employment Code

19. Company Number
Employment Code

20. Company Number
Employment Code

  
2. Enter "1" if this file is being resubmitted. Otherwise enter a "0"  
3. If you entered a "1" in P.O. 2, enter the WFID displayed on the notice sent to you by SSA.  
4. If you need to correct the tax year or EIN only, you must submit two files. Enter 1 to create the first file and 2 to create the second, otherwise leave blank. The first file must be downloaded or copied before the second file is created.  

8.31 W-2 Laser Forms Adjustment (P06770A)

Processing Option Processing Options Requiring Further Description
1. Enter '1' beside form to change:

W-2 Laser - 2 part (S067701)

W-2 Laser - 4 part (S067702)

W-2 Laser - 4 part (S067703)

  
2. Adj printing if Too High/Low on form:

Number of lines to move up: or

Number of lines to move down:

 For W-2 laser 2-part forms, the maximum number of lines that you can move up is three.

For W-2 laser 4-part forms, the maximum number of lines that you can move up is seven.
3. Adj printing if Too Far Left/Right:

Number of spaces to move left: or

Number of spaces to move right:

 For W-2 laser 2-part forms, the maximum number of spaces that you can move left is two.

For W-2 laser 4-part forms, the maximum number of spaces that you can move left is one.
4. New source member (S067701, S067702)

S067703) will reside in:

Source Library:

Object Library: Notes:

If using custom library, it must contain source physical file JDESRC.

User must have authority to compile in chosen libraries.

The object library must be added to top of user's library list.

 When using custom libraries, if you run this program again, the system copies the original source into the custom library to change the form. For example, suppose that you move the text up two lines the first time you run the program. If you then determine that the text needs to move up three lines, you enter 3 to move it up that number of lines instead of entering 1 to move up one additional line.
5. Enter the source library you are copying from:  

8.32 Print Laser W-2's (2pt) (P067701)

Processing Option Processing Options Requiring Further Description
1. Enter the version number for:

- Forms Count Report (P06754)

  

8.33 Print Laser W-2's (4pt) (P067702)

Processing Option Processing Options Requiring Further Description
1. Enter the version number for:

- Forms Count Report (P06754)

  

8.34 Print Laser W-2's (emp) (P067703)

Processing Option Processing Options Requiring Further Description
1. Enter the version number for:

- Forms Count Report (P06754)

  

8.35 Employee Verification Service (EVS) (P06780)

Processing Option Processing Options Requiring Further Description
1. Enter the Requester Identification Code supplied by the SSA during the registration process.  
2. Enter any User Control Data (for Employer Use Only).  
3. Enter a Multiple Request Indicator (if applicable).  

8.36 W2 Workfile Integrity (P06790)

Processing Option Processing Options Requiring Further Description
1. Enter the type of employee number to

Print . . . . . . . . . . . . . . :

1 = Address Book Number (Default)

2 = Social Security Number

3 = Third Employee Number