Understanding History Data

History is the period-by-period data produced during periodic processing. Periodic processing produces history for the following functions:

Type of Function Functions That Create History

Accrual Functions

  • Service

  • Cash balance accounts

  • Employee accounts

Consolidations Functions

  • Consolidated earnings

  • Consolidated hours

  • Consolidated contributions

You can view and modify history for the consolidations functions on the pages in the Review Consolidation Results (CONS_HOURS_HIST) component.

You can view history for the accrual functions on the pages in the Review Plan History (PLAN_HISTORY) component.

The history for the accrual functions includes balances for the end of each period. The balances are the accumulation of credits across periods. The consolidation functions do not need balances.

When working with accruals, you can avoid loading the entire period-by-period history and instead load startup balances. A startup balance is the accrual as of a date that you specify.

History data is always loaded into tables that are specific to functions. Startup balances are always loaded into the PA _STRTUP_HISTO table.