In this example, you create balance initialization records to initialize allowance
balances for India.
Load the Initialize Balance Batch Header
Use the InitializeBalanceBatchHeader.dat file to create the batch header.
METADATA|InitializeBalanceBatchHeader|BatchName|UploadDate|LegislativeDataGroupName
MERGE|InitializeBalanceBatchHeader|BALANCE_INIT_ALLOWANCE|2023/08/01|ZHRX_IN_LDG
Load the Initialize Balance Batch Lines
In the following example, several balances are being initialized for the same
employee. The employee is identified by their payroll relationship number,
employment terms number and assignment number.
| Attribute |
Value |
| PayrollRelationshipNumber |
955160008194736 |
| TermNumber |
ET955160008194736 |
| AssignmentNumber |
E955160008194736 |
The employee’s payroll and tax reporting unit must also be specified on every
initialize balance line.
| Attribute |
Value |
| PayrollName |
IN MONTHLY PAYROLL 2021 |
| TaxUnitName |
|
Load these details to initialize the Scholarship Allowance Nontaxable balance
to:
| Attribute |
Value |
| LineSequence |
1 |
| BalanceName |
Scholarship Allowance Nontaxable |
| DimensionName |
Relationship Tax Year to Date |
| Value |
2001 |
| ContextOneName |
|
| ContextOneValue |
|
| AreaOne |
|
Load these details to initialize the Academic Allowance Nontaxable balance
to:
| Attribute |
Value |
| LineSequence |
2 |
| BalanceName |
Academic Allowance Nontaxable |
| DimensionName |
Relationship Tax Year to Date |
| Value |
2002 |
| ContextOneName |
|
| ContextOneValue |
|
| AreaOne |
|
Load these details to initialize the Academic Allowance Taxable balance
to:
| Attribute |
Value |
| LineSequence |
3 |
| BalanceName |
Academic Allowance Taxable |
| DimensionName |
Relationship Tax Year to Date |
| Value |
2003 |
| ContextOneName |
|
| ContextOneValue |
|
| AreaOne |
|
Load these details to initialize the Conveyance Allowance Nontaxable
balance:
| Attribute |
Value |
| LineSequence |
4 |
| BalanceName |
Conveyance Allowance Nontaxable |
| DimensionName |
Relationship Tax Year to Date |
| Value |
2004 |
| ContextOneName |
|
| ContextOneValue |
|
| AreaOne |
|
Load these details to initialize the Conveyance Allowance Taxable
balance:
| Attribute |
Value |
| LineSequence |
5 |
| BalanceName |
Conveyance Allowance Taxable |
| DimensionName |
Relationship Tax Year to Date |
| Value |
2005 |
| ContextOneName |
|
| ContextOneValue |
|
| AreaOne |
|
Load these details to initialize the Compensatory Field Area Allowance
Nontaxable balance to:
| Attribute |
Value |
| LineSequence |
6 |
| BalanceName |
Compensatory Field Area Allowance Nontaxable |
| DimensionName |
Relationship Tax Year to Date |
| Value |
2006 |
| ContextOneName |
|
| ContextOneValue |
|
| AreaOne |
|
Load these details to initialize the Compensatory Field Area Allowance
Taxable balance to:
| Attribute |
Value |
| LineSequence |
7 |
| BalanceName |
Compensatory Field Area Allowance Taxable |
| DimensionName |
Relationship Tax Year to Date |
| Value |
2007 |
| ContextOneName |
|
| ContextOneValue |
|
| AreaOne |
|
Use the InitializeBalanceBatchLine.dat file to load the balance initialization lines
defined above:
METADATA|InitializeBalanceBatchLine|LegislativeDataGroupName|BatchName|LineSequence|PayrollRelationshipNumber|TermNumber|AssignmentNumber|PayrollName|TaxUnitName|BalanceName|DimensionName|Value|ContextOneName|ContextOneValue|AreaOne
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_ALLOWANCE|1|955160008194736|ET955160008194736|E955160008194736|IN MONTHLY PAYROLL 2021||Scholarship Allowance Nontaxable|Relationship Tax Year to Date|2001|||
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_ALLOWANCE|2|955160008194736|ET955160008194736|E955160008194736|IN MONTHLY PAYROLL 2021||Academic Allowance Nontaxable|Relationship Tax Year to Date|2002|||
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_ALLOWANCE|3|955160008194736|ET955160008194736|E955160008194736|IN MONTHLY PAYROLL 2021||Academic Allowance Taxable|Relationship Tax Year to Date|2003|||
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_ALLOWANCE|4|955160008194736|ET955160008194736|E955160008194736|IN MONTHLY PAYROLL 2021||Conveyance Allowance Nontaxable|Relationship Tax Year to Date|2004|||
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_ALLOWANCE|5|955160008194736|ET955160008194736|E955160008194736|IN MONTHLY PAYROLL 2021||Conveyance Allowance Taxable|Relationship Tax Year to Date|2005|||
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_ALLOWANCE|6|955160008194736|ET955160008194736|E955160008194736|IN MONTHLY PAYROLL 2021||Compensatory Field Area Allowance Nontaxable|Relationship Tax Year to Date|2006|||
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_ALLOWANCE|7|955160008194736|ET955160008194736|E955160008194736|IN MONTHLY PAYROLL 2021||Compensatory Field Area Allowance Taxable|Relationship Tax Year to Date|2007|||