Balance Exception Formula Type

Use the Balance Exception formula type to create formulas to return reference values for comparison in Balance Exception report.

On the Create Balance Exception page, enter Formula in the Variance Type field, and then enter the name of the formula that you create using this formula type in the Formula Name field.

These contexts are available to all formulas of this type:

  • EFFECTIVE_DATE

  • PERSON_ID

  • HR_ASSIGNMENT_ID

  • TAX_UNIT_ID

  • PAYROLL_RELATIONSHIP_ID

  • PAYROLL_REL_ACTION_ID

  • PAYROLL_TERM_ID

  • PAYROLL_ASSIGNMENT_ID

  • LEGISLATIVE_DATA_GROUP_ID

  • PAYROLL_ID

  • CALC_BREAKDOWN_ID

  • AREA_1

  • AREA_2

  • AREA_3

  • AREA_4

  • AREA_5

  • AREA_6

  • PAYROLL_STAT_UNIT_ID

  • INSURANCE_TYPE

  • PENSION_TYPE

  • DEDUCTION_CARD_ID

You can reference any database item in the fast formula that uses any of the listed contexts.

You can’t use input variables for this formula type. This formula is run by the balance exception report for each person record. It returns the reference value for that employee for comparison with the balance value that’s configured in the respective balance exception.

These return values are available to formulas of this type:

Return Value

Data Type

Required

Description

REFERENCE_VALUE

Text

Y

Returns a reference value for comparing in the balance exception report.

REFERENCE_INFO

Text

Y

Returns the text that’s displayed in the Reference field in the balance exception report.

This formula returns 100 as a static value when the balance exception report it’s associated with is run.

/************************************************************
FORMULA NAME: SAMPLE_BEX_FORMULA_1
FORMULA TYPE: Balance Exception
DESCRIPTION: This is a sample formula that returns a static value.
Formula Results: 
reference_value - Reference Value for comparison in the Balance Exception Report. 
reference_info - Reference Value for reporting in the Balance Exception Report.
*************************************************************/
reference_value = 100
reference_info  = 'Ref Info'
RETURN REFERENCE_VALUE,REFERENCE_INFO 
/* End Formula Text */

This formula multiplies the year-to-date gross earnings by 75 percent and returns the value when the balance exception report it’s associated with is run.

/********************************************************
FORMULA NAME: SAMPLE_BEX_FORMULA_3
FORMULA TYPE: Balance Exception
DESCRIPTION: This sample formula returns a Balance Value Formula 
Results: 
reference_value - Reference Value for comparison in the Balance Exception Report. 
reference_info - Reference Value for reporting in the Balance Exception Report.
/*********************************************************
ytd_value = GROSS_EARNINGS_ASG_YTD
reference_value = 0.75* ytd_value
reference_info  = 'Ref Info' 
RETURN REFERENCE_VALUE,REFERENCE_INFO
/* End Formula Text */