Defaults
Use these processing options to set date ranges for the information that is used to create the reports and to determine which reports to produce.
- 1. Date From
Specify the beginning date of a valid range of dates.
- 2. Date Thru
Specify the ending date of a valid range of dates.
- 3. Current Month
Specify the month in which the report is being submitted. If you leave this processing option blank, the system date determines the month.
- 4. Company
Specify which company to use when processing the Deduction/Benefit Workfile Build.
- 5. Date to Base Current Amount
Specify whether to use work dates or payment dates to calculate the current amounts on the 401(k) report.
Note: If you use payment dates, the report reflects the information that is stored in PDBA History, which is also based on payment dates.Values are:
Blank: Work dates.
1: Payment dates.
- 6. Deduction/Benefit Report (R073102)
Specify whether to automatically produce the Deduction/Benefit Report after the Deduction/Benefit Workfile Build process is complete. Values are:
Blank: Do not produce.
1: Produce.
- 7. 401K Report (R073221)
Specify whether to automatically produce the 401(k) Report after the Deduction/Benefit Workfile Build process is complete. Values are:
Blank: Do not produce the report.
1: Produce the report.
- 8. Investment Report (R073251A)
Specify whether to automatically produce the Investment Report after the Deduction/Benefit Workfile Build process is complete. Values are:
Blank: Do not produce.
1: Produce.