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Creating Retroactive Distribution Transactions Directly

This topic provides an overview of retroactive distribution transactions and describes how to:

Viewing Retroactive Distribution Messages

Use Review Retro Distribution Messages component to view any messages that are generated by the retroactive distribution process.

To view retroactive distribution messages:

  1. Access the Retro Distribution Messages component, and select the Earnings Messages page, Deduction Messages page, or the Tax Messages page.

  2. View the check earnings line and the earnings distribution, check deductions line and deduction distribution, or check taxes line and tax distribution information of the transaction.

  3. View the message ID and message text explaining the results of the process for this transaction.

Pages Used to Create Retroactive Distribution Transactions Directly

Page Name

Definition Name

Navigation

Usage

Process Direct Retro Distribution (process direct retroactive distribution)

RUN_HP_RETDISTSRCH

  • select Payroll for North America, then select Payroll Distribution, then select Commitment Accounting CAN, then select Process Direct Retro Dist, then select Process Direct Retro Distribution

  • select Payroll for North America, then select Payroll Distribution, then select Commitment Accounting USA, then select Process Direct Retro Dist, then select Process Direct Retro Distribution

  • Enter search criteria to specify which records to modify.

  • Indicate which field values the system should update and with what values.

  • Run the Retro Distribution (retroactive distribution) process.

Earnings Messages

HP_RETDIST_ERNMSG

  • select Payroll for North America, then select Payroll Distribution. Commitment Accounting CAN, then select Review Retro Distribution Msgs, then select Earnings Messages

  • select Payroll for North America, then select Payroll Distribution. Commitment Accounting USA, then select Review Retro Distribution Msgs, then select Earnings Messages

  • select Payroll for North America, then select Payroll Distribution. Commitment Accounting CAN, then select Review Retro Distribution, then select Earnings Messages

  • select Payroll for North America, then select Payroll Distribution. Commitment Accounting USA, then select Review Retro Distribution, then select Earnings Messages

View the earnings-related messages created by the Retro Distribution process.

Deduction Messages

HP_RETDIST_DEDMSG

  • select Payroll for North America, then select Payroll Distribution. Commitment Accounting CAN, then select Review Retro Distribution Msgs, then select Deduction Messages

  • select Payroll for North America, then select Payroll Distribution. Commitment Accounting USA, then select Review Retro Distribution Msgs, then select Deduction Messages

  • select Payroll for North America, then select Payroll Distribution. Commitment Accounting CAN, then select Review Retro Distribution, then select Deduction Messages

  • select Payroll for North America, then select Payroll Distribution. Commitment Accounting USA, then select Review Retro Distribution, then select Deduction Messages

View the deduction-related messages created by the Retro Distribution process.

Tax Messages

HP_RETDIST_CTXMSG

  • select Payroll for North America, then select Payroll Distribution. Commitment Accounting CAN, then select Review Retro Distribution Msgs, then select Tax Messages

  • select Payroll for North America, then select Payroll Distribution. Commitment Accounting CAN, then select Review Retro Distribution, then select Tax Messages

View the Canadian tax-related messages created by the Retro Distribution process.

Tax Messages

HP_RETDIST_TAXMSG

  • select Payroll for North America, then select Payroll Distribution. Commitment Accounting USA, then select Review Retro Distribution Msgs, then select Tax Messages

  • select Payroll for North America, then select Payroll Distribution. Commitment Accounting USA, then select Review Retro Distribution, then select Tax Messages

View the tax-related messages created by the Retro Distribution process.

Understanding Retroactive Distribution Transactions

You can redistribute funding sources directly in the actuals records at the department, job code, position pool, position, or job data (appointment) level without making changes to the department budget. The Direct Retro Distributions (direct retroactive distributions) process selects the records that fit your search criteria. It updates the data in specified fields with the new data from the run control page.

Note: The system only selects records processed by the Commitment Accounting GL Interface process.

In this section we discuss how to:

  1. Specify search criteria, and indicate which fields to update and the data to update them with.

  2. Run the Retro Distribution process.

  3. View the earning, deduction, or tax-related messages generated by the Retro Distribution process.

Process Direct Retro Distribution Page

Use the Process Direct Retro Distribution (process direct retroactive distribution) page (RUN_HP_RETDISTSRCH) to do the following.

  • Enter search criteria to specify which records to modify.

  • Indicate which field values the system should update and with what values.

  • Run the Retro Distribution (retroactive distribution) process.

Image: Process Direct Retro Distribution page

This example illustrates the fields and controls on the Process Direct Retro Distribution page.

Process Direct Retro Distribution page

The Direct Retro Distributions process does not apply any changes to the database. If this process produces warnings or errors (viewed in the Review Retro Distributions Msgs components) you can rerun this process with different parameters.

Processing Option

Search for Next Payroll

Transaction Date Range

The process searches for the earnings end dates that fall within the date range you specify.

Or Fiscal Periods

Search Fields

Update Sequences

Update Value