How to get remaining months in a fiscal year in Oracle HRMS Payroll

PL-SQL Function below returns the number of months remaining in a fiscal year excluding current month.


CREATE OR REPLACE FUNCTION APPS.CUST_GET_MONTHS_REMAINING (P_DATE DATE ) RETURN NUMBER IS
/*
    PROGRAM ID      :   APPS.CUST_GET_MONTHS_REMAINING
    DESCRIPTION     :   RETURN MONTHS REMAINING TO END OF FISCAL YEAR.
   
*******************************************************************************************
*/  
 THIS_YEAR NUMBER;
 BEGIN
      
    IF TO_NUMBER(TO_CHAR(P_DATE,'MM')) > 6 AND TO_NUMBER(TO_CHAR(P_DATE,'MM')) < 12    THEN
        RETURN (12-TO_NUMBER(TO_CHAR(P_DATE,'MM')))+6;
    ELSE
        RETURN 6-TO_NUMBER(TO_CHAR(P_DATE,'MM'));
    END IF;
   
END;
/



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How to get fiscal year end date in Oracle HRMS Payroll

PL-SQL Function to get end date of fiscal year, in the provided date parameter.


CREATE OR REPLACE FUNCTION APPS.CUST_GET_FISCAL_YEAR_END (P_SYSDATE IN DATE)
   RETURN DATE
IS
/*
    PROGRAM ID      :   APPS.CUST_GET_FISCAL_YEAR_END
    DESCRIPTION     :   RETURN FISCAL END DATE OF THE DATE PROVIDED
   
*******************************************************************************************
*/
   RESULT   DATE;
BEGIN
  
SELECT TO_DATE ('30-JUN-' || TO_CHAR (ADD_MONTHS (TRUNC (P_SYSDATE), +6),
                                      'YYYY')) AS FY_END
  INTO RESULT
  FROM DUAL;

   RETURN RESULT;
EXCEPTION
   WHEN OTHERS
   THEN
      RETURN NULL;
END;
/



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How to get fiscal year start date in Oracle HRMS Payroll

 PL-SQL Function is given below. Date is provided as parameter.


CREATE OR REPLACE FUNCTION APPS.CUST_GET_FISCAL_YEAR_START (P_SYSDATE IN DATE)
   RETURN DATE
IS

/*
    PROGRAM ID      :   APPS.CUST_GET_FISCAL_YEAR_START
    DESCRIPTION     :   RETURN FISCAL START DATE OF THE DATE PROVIDED
*******************************************************************************************
*/
   RESULT   DATE;
BEGIN
   SELECT TO_DATE ('01-JUL-' || TO_CHAR (ADD_MONTHS (TRUNC (P_SYSDATE), -6),
                                      'YYYY')
               ) AS FY_START INTO RESULT
  FROM DUAL;

   RETURN RESULT;
EXCEPTION
   WHEN OTHERS
   THEN
      RETURN NULL;
END;


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Balances in Oracle HRMS Payroll

Lets understand it by an example.

Consider you work in a company and your provident fund is being deducted every month. So at some point in time, you may want to know your provident fund balance( Employee Contribution + Employer Contribution), to fulfill this requirement, Balances is a very good feature provided by Oracle.

What steps are required to be performed??

1) Define Element
2) Define Element Links
3) Define Balance
4) Run Quick Pay or Payroll for Testing

Step 1: Define Element and its Inputs

Navigation: Global HRMS Manager --> Total Compensation --> Basic --> Element Description

I have created an element called "Provident Fund Employee Contribution" as shown below.

Balances in Oracle HRMS Payroll


I will use the input "Pay Value" which is created by default.

Step 2: Define Element Links

Navigation: Global HRMS Manager --> Total Compensation --> Basic --> Link


Balances in Oracle HRMS Payroll

For the purpose of understanding, i have created a generic element link. But kindly create link according to your criteria and provide costing details.

Step 3: Define Balance


Navigation: Global HRMS Manager --> Total Compensation --> Basic --> Balance


Balances in Oracle HRMS Payroll



To specify the element and input name for which  you are creating the balance, preferably do not specify them on main balance screen as shown in Screenshot 3. Use the Feeds functionality for this.




Feeds: 
Use the Balance Feeds window to select balances to be fed by the input values of an element. Balances are either fed by whole classifications of elements or by individual elements, but not by both. It gives you extra control of creating a balance using multiple elements.

I just selected the element we created in Step 1.


Balance Feeds in Oracle HRMS Payroll

Dimensions:

Select your required dimensions from list of values. Most common dimension used are

_ASG_PTD                          Period to Date balance
_ASG_ITD                           Inception to date balance
_ASG_FYTD                        Fiscal year to date balance
_ASG_YTD                          Calendar year balance
_ASG_RUN                          Assignment Run

Balance Dimensions in Balances in Oracle HRMS Payroll


Classification: 

Select classification e.g. Earnings, Voluntary Deductions etc. and Add/Subtract for each. Run Results of all elements with classification will be fed into the balance.

NOTE: if you have already selected any element in Balance feeds window, you can not select a classification on Balance classification window.

Balance Classification in Balances in Oracle HRMS Payroll

Initial Feed:

This window is used for balance adjustment.

Step 4:

Attach the Element Entry and run the quick pay or payroll.

I ran quick pay for an employee of some periods. It is shown in screenshot below how balances work.

Navigation: Global HRMS Manager --> People --> Enter & Maintain --> Assignment --> Entries


Balances in Oracle HRMS Payroll

Navigation: Global HRMS Manager --> People --> Enter & Maintain --> Assignment --> Others--> Quick pay

View Results --> Balances

Period 1:


_ASG_PTD                        1500
_ASG_ITD                         1500
_ASG_FYTD                      1500
_ASG_YTD                        1500
_ASG_RUN                        1500

Balances in Oracle HRMS Payroll



Period 2:



_ASG_PTD                        1500
_ASG_ITD                         3000
_ASG_FYTD                      3000
_ASG_YTD                        3000
_ASG_RUN                        1500



Balances in Oracle HRMS Payroll


Fiscal year to date : it will reset itself when new fiscal year starts.
Period to date : Changes every period
Inception to date : Does not change ever.
Calendar year to date: It will change when a new calendar year starts.

I hope this post helped you a bit

Kindly provide your feedback.

Leave a comment for any query.




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How to get number of years, months, days between two dates

Here is a query which will return Years, Months and Days concatenated in a column.


SELECT    TRUNC (MONTHS_BETWEEN (:end_date, :start_date) / 12)
       || ' YEARS '
       || MOD (TRUNC (MONTHS_BETWEEN (:end_date, :start_date)), 12)
       || ' MONTHS '
       || (  TO_DATE (:end_date)
           - ADD_MONTHS (:start_date,
                         TRUNC (MONTHS_BETWEEN (:end_date, :start_date))
                        )
          )
       || ' DAYS'
  FROM DUAL;

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APP-PAY-34024 You must enter a Legal Employer for this assignment


  • Run the concurrent program 'International HRMS Setup' for your legislation with Tax Unit parameter set to Yes.



  • Create an organization with classification 'GRE/Legal Entity' under this BG (Business Group) and then see if you can add that in the Statutory tab of Assignment Form.



.                                                       OR                                                                                .


  • Run the concurrent program 'International HRMS Setup' for your legislation with Tax Unit parameter set to No



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How to Apply HRMS Legislation Patch in Oracle

Following information is about applying patch for Global Legislation.

Select Legislation accordingly.

Let's Start.


Go to System Administrator -> Oracle Applications Manager -> License Manager


How to Apply HRMS Legislation Patch in Oracle



Go to Products. Select License E-Business Suite Option


How to Apply HRMS Legislation Patch in Oracle

Click Continue and go to Human Resources and select the sub-modules you want to implement, if you have their licenses.

How to Apply HRMS Legislation Patch in Oracle


Run Data Install Utility


Syntax:

java oracle.apps.per.DataInstall apps <apps_pwd> thin <db Hostname>:<db port>:<Db SID>

[oracle@xyz]$ java oracle.apps.per.DataInstall apps abc thin PAY:1521:PROD

This command will prompt for further information

Select option 1 then press Enter

How to Apply HRMS Legislation Patch in Oracle


Type 1I then press enter (Capital I Alphabet)

How to Apply HRMS Legislation Patch in Oracle


Press Enter >> 4 >> Y >> Enter

How to Apply HRMS Legislation Patch in Oracle




Now Apply hrglobal.drv patch using adpatch located at $PER_TOP/patch/115/driver



After the patch is successfully applied.

Run the request from Global HRMS Manager responsibility as shown in the given screenshot.


How to Apply HRMS Legislation Patch in Oracle


See Also: Value Sets in Oracle Apps

Leave a comment for any query and/or feedback.



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