Manual Instructions SAP Note 1812834 National Budget 2013: new

Manual Instructions SAP Note 1812834 National Budget 2013: new

Manual Instructions
SAP Note 1812834
National Budget 2013: new Christmas/Vacation payment
Version 1
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Manual Instructions
Copyright
Copyright  2013 SAP AG. All rights reserved.
No part of this documentation may be reproduced or transmitted in any form or for any purpose
without the express permission of SAP AG.
The information contained herein may be changed without prior notice.
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TABLE OF CONTENTS
IMPLEMENTATION STEPS ..............................................................................................................................................3
STEP 1 – Create new Wage types ..............................................................................................................................3
STEP 2 – Create new constants ..................................................................................................................................5
STEP 3 – Create new Payroll cycles ............................................................................................................................6
STEP 4 – Copy payroll subschema PECA ..................................................................................................................22
STEP 5 – Copy payroll subschema PEV2 ..................................................................................................................22
STEP 6 – Change payroll subschema PPSL ...............................................................................................................23
STEP 7 – Change payroll subschema PECA ..............................................................................................................24
STEP 8 – Change payroll subschema PEV2 ..............................................................................................................25
STEP 9 – Create new vacation grouping variant ......................................................................................................26
STEP 10 – Changes on subaplication TXS0 ...............................................................................................................28
STEP 11 – Create new feature PVGR2 .....................................................................................................................30
IMPLEMENTATION STEPS
This document contains necessary steps for the implementation of note 1812834.
Please note that all objects listed here should be saved on package PC19.
STEP 1 – CREATE NEW WAGE TYPES
Make sure you are logged in Portuguese language. Enter transaction PU30 and choose the option Copiar.
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Create the following new wage types as copies, in three different steps, as follows:
RS original
/640
/641
/643
/640
/6N0
/6N0
/6N1
M650
VA10
/132
/6F0
/6NS
Txt.descr.RubrSalar.
RubrSal.customizing
Txt.descr.RubrSalar.
First range of wage types to be created
/6N0
Acumulação AMT e NUM (SN)
Cumul AMT and NUM CA 50%
/6N1
Acumulação AMT e NUM (SN)
CA Basis (50%)
/6N3
Nº meses p/pgto.subsNatal
Nr months for CA of 50%
/6NI
Nº meses p/pgto.subsNatal
CA annual paym. Indicator
Second range of wage types to be created
Cumul AMT and NUM CA 50%
/6F0
Cumul AMT and NUM VA 50%
Cumul AMT and NUM CA 50%
/6NS
Months CA surch. minWG
CA Basis (50%)
/6F1
VA Basis (50%)
Subsídio de Natal-período
M624
Chr. all. Monthly 50%
VA24
VA 50% monthly
Third range of wage types to be created
Base p/subsídio de férias
/13F
Basis for VA 50%
Cumul AMT and NUM VA 50%
/6FN
Nr months for VA monthly
Months CA surch. minWG
/6FS
Days VA surch. nimWG
Below are the screenshot examples of how to create the new wage types in three steps.
First range:
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Then copy second range:
Then copy third range:
STEP 2 – CREATE NEW CONSTANTS
Make sure you are logged in Portuguese language. Enter transaction SM30, inform view V_T511K and click Atual.
As shown below:
Add the new entries below and save.
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Constante
VACAN
VACAN
VACAP
Constante de cálculo
Pagto.Natal/férias lei 11/2013
Pagto.Natal/férias lei 11/2013
Percent. p/ pag. em duodécimos
Início
01.01.1900
01.01.2013
01.01.2013
Fim
31.12.2012
31.12.9999
31.12.9999
Valor
0,00
1,00
50,00
The final result should look like as follows.
STEP 3 – CREATE NEW PAYROLL CYCLES
Attention: each of the rules below has a corresponding txt file attached to this note (see note attachments) with
the corresponding name. There are two different formats: tree format (VA_CA_Rules_tree_format.zip) and table
format (VA_CA_Rules_table_format.zip). You can use the txt file that you are most familiar with. Use these files to
copy and paste the command lines when creating the rules. Make sure you are logged on in Portuguese language
and save all rules in package PC19.
3.1 Enter transaction PE02 and create payroll rule PCNC with the following details:
Descrição: New calculation CA/VA - 50% Monthly
Classe de programa: C
Agrupamento de países: 19
Pacote: PC19
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3.2 Enter transaction PE02 and create payroll rule PCNB with the following details:
Descrição: HR-PT: Determine wagetype /641 christmas all. basis (Portugal)
Classe de programa: C
Agrupamento de países: 19
Pacote: PC19
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3.3 Enter transaction PE02 and create payroll rule PCM1 with the following details:
Descrição: HR-PT: Check relev. of month regarding christmas all. (Portugal)
Classe de programa: C
Agrupamento de países: 19
Pacote: PC19
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3.4 Enter transaction PE02 and create payroll rule PCM2 with the following details:
Descrição: HR-PT: Check relev. of month regarding christmas all.
Classe de programa: C
Agrupamento de países: 19
Pacote: PC19
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3.5 Enter transaction PE02 and create payroll rule PCDM with the following details:
Descrição: Determine CA monthly 1/24
Classe de programa: C
Agrupamento de países: 19
Pacote: PC19
3.6 Enter transaction PE02 and create payroll rule PCEA with the following details:
Descrição: HR-PT: Estimate annual Christmas Allowance (Portugal)
Classe de programa: C
Agrupamento de países: 19
Pacote: PC19
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Continuation
3.7 Enter transaction PE02 and create payroll rule PCAN with the following details:
Descrição: Ajustar montante para pagamento anual de SN (50%)
Classe de programa: C
Agrupamento de países: 19
Pacote: PC19
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3.8 Enter transaction PE02 and create payroll rule PCAM with the following details:
Descrição: Ajustar montante para pagamento anual de SN
Classe de programa: C
Agrupamento de países: 19
Pacote: PC19
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3.9 Enter transaction PE02 and create payroll rule PCCS with the following details:
Descrição: Definir SN para sobretaxa sobre salário mínimo em duodécimos
Classe de programa: C
Agrupamento de países: 19
Pacote: PC19
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3.10 Enter transaction PE02 and create payroll rule PCCP with the following details:
Descrição: Definir SN para sobretaxa sobre salário mínimo sem duodécimos
Classe de programa: C
Agrupamento de países: 19
Pacote: PC19
3.11 Enter transaction PE02 and create payroll rule PV01 with the following details:
Descrição: Determinar base SF (50%)
Classe de programa: C
Agrupamento de países: 19
Pacote: PC19
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3.12 Enter transaction PE02 and create payroll rule PV02 with the following details:
Descrição: Determinar SF - 1/24
Classe de programa: C
Agrupamento de países: 19
Pacote: PC19
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Continuation
3.13 Enter transaction PE02 and create payroll rule PV03 with the following details:
Descrição: Determinar número de meses até o final do ano
Classe de programa: C
Agrupamento de países: 19
Pacote: PC19
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3.14 Enter transaction PE02 and create payroll rule PVVS with the following details:
Descrição: Definir SF para sobretaxa sobre salário mínimo em duodécimos
Classe de programa: C
Agrupamento de países: 19
Pacote: PC19
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3.15 Enter transaction PE02 and create payroll rule PVVP with the following details:
Descrição: Definir SF para sobretaxa sobre salário mínimo sem duodécimos
Classe de programa: C
Agrupamento de países: 19
Pacote: PC19
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STEP 4 – COPY PAYROLL SUBSCHEMA PECA
ATTENTION: this step is only necessary for releases 600 and 604.
Enter transaction PE01 and copy subschema PECA to PECS as shown below.
Save it in package PC19.
STEP 5 – COPY PAYROLL SUBSCHEMA PEV2
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ATTENTION: this step is only necessary for releases 600 and 604.
Enter transaction PE01 and copy subschema PEV2 to PEVS as shown below.
Save it in package PC19.
STEP 6 – CHANGE PAYROLL SUBSCHEMA PPSL
ATTENTION: this step is only necessary for releases 600 and 604.
Log on in English language. Enter transaction PE01 and inform subschema PPSL and click Change. In the lines
marked below in red, replace the schemas PECA by PECS and PEV2 by PEVS.
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The final results should look like as follows:
STEP 7 – CHANGE PAYROLL SUBSCHEMA PECA
Enter transaction PE01, inform subschema PECA and click Modificar.
Add the lines below in red (with text INSERT) and save. You can also use the attached file PECA.xlsx.
Nome da função
BLOCK
PTMCA
PIT
ACTIO
PRINT
P0334
IF
COM
PIT
ACTIO
PRINT
PRINT
PIT
PIT
ACTIO
ACTIO
ACTIO
ACTIO
ELSE
PIT
Par1
BEG
PIT
ACTIO
ACTIO
PECA
PCAD
PCAP
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Par2 Par3
PPAB
PMNW
NP
VAR
Par4 Texto
Christmas allowance processing
Mobility:reduction in phase Compensation
NOAB
Fill 13th/14th all. remuneration basis
Calculate nr. mnths for which CA is paid
PCNC
PCNB
NOAB
PCM1
NP
RT
NP
CRT
PCDM
NOAB
PCEA P68 NOAB
PCAN
PCAP
PCAE
PCCS
PMCB
NOAB
P68
NOAB
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
Fill CA remuneration basis /641
Determine Christmas allowance to be
paid
Adjust annual Christmas allowance
Adjust 13th month allowance
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ACTIO
ACTIO
ENDIF
BLOCK
PCAE
PCCP
Alternative estimation of annual CA amt
INSERT NEW
INSERT NEW
Christmas allowance processing
END
STEP 8 – CHANGE PAYROLL SUBSCHEMA PEV2
Enter transaction PE01, inform subschema PEV2 and click Modificar.
Add the lines below in red (with text INSERT) and save. You can also use the attached file PEV2.xlsx.
Nome da função
BLOCK
IMPRT
P0334
IF
PIT
PVACO
PLRT
PVACG
PVACR
PVACV
PVACE
PVACA
PVACT
PRINT
PRINT
ACTIO
ACTIO
ACTIO
ELSE
PVACO
PLRT
PVACG
PVACR
PVACV
PVACE
PVACA
PVACT
ACTIO
ENDIF
PIT
PIT
BLOCK
Par1
BEG
Par2 Par3
Par4 Texto
Vacation allowance processing
L
PCNC
PV01
NOAB
PVVA
NOAB
NP
NP
PV03
PV02
PVVS
RT
CRT
PVVA
NOAB
PVVP
X023
P025
END
P20
P04
NOAB
NOAB
Read IT0334
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
INSERT NEW
Transfer results from previous period
Transfer amt/num from LRT into VA
Generate VA payment records
Determine reference remuneration
Determine allowance to pay
Estimate annual amount for VA
Adjust allowance already paid
Process VA for termination days
INSERT NEW
INSERT NEW
Input into gross and storage
Gross cumulation cost distribution
Vacation allowance processing
See files:
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STEP 9 – CREATE NEW VACATION GROUPING VARIANT
Enter IMG (transaction SPRO) and press F5 Key. Go to: Cálculo das folhas de pagamento Cálculo das folhas de
pagamento em Portugal Subsídio de férias  Subsídio de férias - Nova versão  Atualizar textos variante
processamento as shown below.
Then you see:
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Start the update of the Variants:
st
1 . create the variant and the test to describe it:
Then in the same table we create payment generation data:
In next view (V_T5PVA_G) select create new entry, for example 55:
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Now table(V_T5PVA_D) to determine the
Table view V_T5PVA_A, is where we define the adjustment and Estimation amount:
Save it.
STEP 10 – CHANGES ON SUBAPLICATION TXS0
The sub application TXS0 (created in SAP Note 1807536) in view V_T596I was updated to support the calculation of
IRS surcharge for CA and VA:
Enter transaction SM30, inform V_T596I for country grouping 19 and subapplication TXS0:
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Delete the entries below in yellow:
Save and enter again.
Create the new entries below:
RubSalAcum
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Rubr.Sal
Vál.desde
Vál.até
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DDCA
DDVA
/6NS
/6FS
01.01.2013
01.01.2013
31.12.9999
31.12.9999
The final results should look like as follows.
STEP 11 – CREATE NEW FEATURE PVGR2
Enter transaction PE03. Inform name PVGR2 and click in create icon as shown below.
Give it the title HR-PT: Agrupamento de subsídio de férias após lei 110/XII and click in Atrib. Países/componentes
button as shown below.
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Use the details shown below:
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Go back to previous screen and click in Estrut. button.
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Inform the structure PMEVA and Tp.transf. “1” as shown below and press <Enter>.
Mark the lines of the fields listed below and save.
BUKRS
WERKS
BTRTL
PERSG
PERSK
TRFAR
TRFGB
TRFGR
TRFST
SCHKZ
Empresa
Área de recursos humanos
Subárea de recursos humanos
Grupo de empregados
Subgrupo de empregados
Tipo de acordo coletivo
Região do acordo coletivo
Faixa salarial
Nível salarial
Regra do plano de horário de trabalho
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BEGDA
PERNR
CT016
CT332
Início da validade
Nº pessoal
Tipo de contrato
Tipo contrato
See example:
Note: you may have to leave the feature and enter it again so that the list of fields get updated.
After that you’ll have to customer the feature according to your needs. The following is a suggestion of the
standard SAP with new VA grouping 55.
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