Understanding Custom Exit to Assign Source Banks

Custom exit formula is useful in cases, if GP standard methods for assignment of different source banks may not sufficient for separation of source banks.

Tthe custom exit formula for Swiss bank is defined by using Formula Name page.

Use Formula Name page to define Custom Exit Formula.

Navigation:

Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Elements, Supporting Elements > Formulas

This example illustrates the fields and controls on the Formula Name page.

Formula Name page

Note: PeopleSoft delivers the custom exit empty.

Proposal for Customer Formula


0 >> FM[CH_BK_CFO001]
IF … = …  Then
'XXX' >> 
>> VR[CH_BK_POST_RECEIVE]
End If

Note: In case an employee has multiple accounts, all accounts need to be transferred from the same source banks.

Application Engine GPCH_BK_TRN.GPCHBK12.Step01

UPDATE PS_GPCH_BK_XFER_EE 
  SET SRC_BANK_ID = ( SELECT R.CHAR_PIN_VAL
  FROM PS_GP_RSLT_PIN R 
  , PS_GP_PIN P 
 WHERE P.PIN_NM = 'CH_BK_POST_RECEIVE' 
   AND P.PIN_NUM = R.PIN_NUM 
   AND PS_GPCH_BK_XFER_EE.CAL_RUN_ID = R.CAL_RUN_ID 
   AND PS_GPCH_BK_XFER_EE.CAL_ID = R.CAL_ID 
   AND PS_GPCH_BK_XFER_EE.GP_PAYGROUP = R.GP_PAYGROUP 
   AND PS_GPCH_BK_XFER_EE.EMPLID = R.EMPLID 
   AND PS_GPCH_BK_XFER_EE.EMPL_RCD = R.EMPL_RCD) 
WHERE PS_GPCH_BK_XFER_EE.CAL_RUN_ID = %Bind(CAL_RUN_ID) 
   AND PS_GPCH_BK_XFER_EE.PAY_ENTITY = %Bind(PAY_ENTITY) 
   AND PS_GPCH_BK_XFER_EE.EMPLID BETWEEN %Bind(EMPLID_FROM) AND %Bind(EMPLID_TO) 
   AND ( EXISTS ( 
 SELECT 'X' 
  FROM PS_GP_RSLT_PIN R 
  , PS_GP_PIN P 
 WHERE P.PIN_NM = 'CH_BK_POST_RECEIVE' 
   AND P.PIN_NUM = R.PIN_NUM 
   AND PS_GPCH_BK_XFER_EE.CAL_RUN_ID = R.CAL_RUN_ID 
   AND PS_GPCH_BK_XFER_EE.CAL_ID = R.CAL_ID 
   AND PS_GPCH_BK_XFER_EE.GP_PAYGROUP = R.GP_PAYGROUP 
   AND PS_GPCH_BK_XFER_EE.EMPLID = R.EMPLID 
   AND PS_GPCH_BK_XFER_EE.EMPL_RCD = R.EMPL_RCD)