Costing at Assignment and Organization levels
Subject: [orahrms-l] costing
From: klowe@answerthink.com (Kiele Lowe)
Date: Tue, 20 Jul 1999 16:13:55 -0400
Cc: gfitzwilliam@answerthink.com, dmacon@answerthink.com,lboyle@answerthink.com, ewarren@answerthink.com,zbetts@answerthink.com, sburman@answerthink.com,klowe@answerthink.com, afrancini@answerthink.com,tinekuku@answerthink.com, sbohn@answerthink.com,jurodriguez@answerthink.com, hosle@answerthink.com,vdandekar@answerthink.com, mahiakpor@answerthink.com,cydavis@answerthink.com, kking@answerthink.com,rgalloway@answerthink.com, kkamphuis@answerthink.com,tdonovan@answerthink.com
COSTING
Known: We carry costing at two levels - Assignment and Organization.
Rumor: Costing entered at the Org level filters down to the assignment
level when an org is picked. All of this happens behind the scenes on the
tables. (I think this may have been the case in 10.7 SC - we are on 11.02)
Fact: I checked out pay_cost_allocations_f and it looks like unless you
manually enter costing in at the assignment level the table remains
unpopulated.
Question: is there a link in oracle between the costing at the org level
and the assignment level. It seems as though the user is required to
maintain dup entries (I understand that the costing will frequently be
overridden at the assignment level, but it seems like oracle should
provide the user a baseline as fed from orgs...)
Any input would be appreciated.
Thanks,
Kiele
Kiele D. Lowe
Senior Consultant, Oracle|Solutions
AnswerThink Consulting Group
Subject: RE: [orahrms-l] costing
From: Scott Madole smadole@solbourne.com
Date: Tue, 20 Jul 1999 14:31:23 -0600
Cc: gfitzwilliam@answerthink.com, dmacon@answerthink.com, lboyle@answerthink.com, ewarren@answerthink.com, zbetts@answerthink.com, sburman@answerthink.com, afrancini@answerthink.com, tinekuku@answerthink.com, sbohn@answerthink.com, jurodriguez@answerthink.com, hosle@answerthink.com, vdandekar@answerthink.com, mahiakpor@answerthink.com, cydavis@answerthink.com, kking@answerthink.com, rgalloway@answerthink.com, kkamphuis@answerthink.com, tdonovan@answerthink.com
Costing entered at the Org level will flow down to the lower levels i.e.
Link, Assignment, Element Entry. This information is gathered by the Costing
process. The PAY_COST_ALLOCATIONS_KEYFLEX table only holds costing
information for the assignment level. THAT IS IT'S PURPOSE. You may want to
refer to the product documentation.
Subject: Re: [orahrms-l] costing
From: Lewis R Cunningham lcunning@lmumail.lmu.edu
Date: Tue, 20 Jul 1999 13:25:41 -0700
Cc: gfitzwilliam@answerthink.com, dmacon@answerthink.com, lboyle@answerthink.com, ewarren@answerthink.com, zbetts@answerthink.com, sburman@answerthink.com, klowe@answerthink.com, afrancini@answerthink.com, tinekuku@answerthink.com, sbohn@answerthink.com, jurodriguez@answerthink.com, hosle@answerthink.com, vdandekar@answerthink.com, mahiakpor@answerthink.com, cydavis@answerthink.com, kking@answerthink.com, rgalloway@answerthink.com, kkamphuis@answerthink.com, tdonovan@answerthink.com
I believe the link is when a process (i.e. payroll) needs cost info, it
looks at the element first, then assignment and then org. The lowest level
overrides any higher level costing. In your case it just checks assignment
and then org.
Basically it assumes that if you don't have an entry for your assignment,
the default for the org is the correct one.
Lewis
Subject: RE: [orahrms-l] costing
From: "Crawford, Erin" ECrawfor@JPI.com
Date: Tue, 20 Jul 1999 15:58:09 -0500
We have the same issue here, and we're on 10.7SC Prod. 16.1. Is this
only available with Release 11? If not, where is this Link, Assignment,
Element Entry you're talking about?
Subject: Re: [orahrms-l] costing
From: "Joanne Owsley" joanne.owsley@aris.com
Date: Tue, 20 Jul 1999 14:11:58 -0700
Costing information can be associated to an employee at the assignment
level, to an organization at an organizational level, or to individual
elements either at the element level or at the link level depending on how
the element is costed. The PAY_COST_ALLOCATIONS_KEYFLEX table holds all of
the costing information, regardless of where the costing information is
entered. The costing is associated to an employee, element, or organization
via the PAY_COST_ALLOCATIONS_F table.
Elements can be set up to be either COSTED, FIXED COSTED, or NOT COSTED. If
an element is set up as FIXED COSTED, the costing for that element will not
be overridden during the costing process. That element will always be
costed to a particular account. If an element is set up as costed, the
costing information will be over-ridden by the assignment level costing - if
it exists.
Similarily, costing at the Organizational level will be overridden by the
assignment level costing - if it exists.
If, in general, all employees in a particular organization will be costed to
the same account, I would think that you would want to set up your costing
at the Org level and only enter assignment level costing for your employees
who would be exceptions. Then, make sure that your elements are not fixed
costed.
I hope this helps
Subject: RE: [orahrms-l] costing
From: Lewis R Cunningham lcunning@lmumail.lmu.edu
Date: Tue, 20 Jul 1999 14:10:44 -0700
It doesn't show up there. The code for the costing process queries the
element first, if it doesn't have costing info it queries the assignment,
if that doesn't have costing info it queries the org. It does it when it
needs it. When you create an assignment, it doesn't query the org for
costing info it, waits until a process runs and then checks in real time.
Lewis
Subject: RE: [orahrms-l] costing
From: Scott Madole smadole@solbourne.com
Date: Tue, 20 Jul 1999 15:48:06 -0600
You can enter costing information at the following levels
Payroll - Payroll Definition Screen
Organization - Organization Definition
Element (Link) - Element Link Definition Screen
Assignment - Employee Assignment Screen
Element Entry - Element Enties or PayMix or OTM
You define which segments of the costing flexfield you enter at each level
by setting qualifiers for each segment of the cost allocation keyflexfield.
You have to do this through the System Administrator or Application
Developer responsibilities. To determine which qualifiers to set and at what
level, it depends on how the entity wishes to define and enter the costing
information. You may be able to set certain segments only at a high level.
For instance, most companies have a segment called Company. This segment may
be dependent upon which organization/department/division the employee is in.
If you have a one to one match, one company value for each
department/organization, then you can set this segment at the Organization
level. The goal would be to make your costing setup as general as possible,
because the lower the level, the more maintenance.
Most entites set the account segment of the flexfield at the link/element
level. Traditionally you have a different account based on the type of
element. Every client I have been at has been different. Keep in mind
though, you can only set the balancing side of the costing setup at the
element link level. When you enter the balancing segment combination, you
have to enter the entire segment combination. The balancing entry works
different, it does not get pulled down from any other levels.
Costing at Element Level
Subject: [orahrms-l] Costing at Element Level
From: Diane Patch DPATCH@FAMILYDOLLAR.com
Date: Thu, 17 Jun 1999 15:08:16 -0400
Hi All,
For some of our elements, when they were initially linked, the costing was
set to be "Costed". Now are GL area is saying that is not working and they
want all of the costing segments to be supplied from the element. I have
tried to go and change the costing to "Fixed Costed", but this is a
protected field.
As anyone else had this problem? Any suggested on how to fix would be
greatly appreciated.
Thanks
Diane Patch
HRIS Manager
Family Dollar Stores, Inc
(704)814-3315
e-mail: DPatch@familydollar.com
Subject: RE: [orahrms-l] Costing at Element Level
From: Pat Keeley PKeeley@amctheatres.com
Date: Thu, 17 Jun 1999 14:18:41 -0500
Diane,
I have never had a problem changing the link for "Costing." Would you share
with us the steps you are taking? Maybe it's one of your steps.
Pat
Subject: Re: [orahrms-l] Costing at Element Level
From: Lewis R Cunningham lcunning@lmumail.lmu.edu
Date: Thu, 17 Jun 1999 12:22:52 -0700
Do you already have the elements assigned to assignments?
Lewis
Subject: Re: [orahrms-l] Costing at Element Level
From: "Ken Conway" ken.conway@bosscorporation.com
Date: Thu, 17 Jun 1999 14:30:45 -0500
Diane:
This is simply not an option within Oracle Payroll. I know this is not the
answer you wanted to hear. Your primary recourse is to set up new elements
with new costing. Then link and assign them to all of the appropriate
people within the organization.
There may be an opportunity to fake out the Transfer to GL process. If you
review all of the entries in the GL_INTERFACE table, you might be able to
identify some rules which allow you to combine certain records including the
Dollar amounts from each individual record. We have done something similar
to this in the past in order to change the nature of "Balancing" entries
sent from Payroll to GL. Whether this is an acceptable interim option is
totally dependent on your specific setup and specific GL requirements, I
cannot arbitrarily say whether this will work for you.
In general, there are certain tables within Oracle that you generally want
to avoid using SQL to write directly to the tables. GL_INTERFACE does not
fall into this category. Clearly, you must be extremely careful when
performing such an operation; however, this is one of the areas where you
can safely perform SQL without damaging other parts of the database.
Hope this helps,
Ken
Ken Conway
BOSS Corporation
Better Organization Service Solutions
214-495-7654 (Voice)
214-495-7653 (Fax)
770-622-5500 (Headquarters)
Email: ken.conway@bosscorporation.com
http://www.bosscorporation.com
Subject: Re: [orahrms-l] Costing at Element Level
From: "Ken Conway" ken.conway@bosscorporation.com
Date: Thu, 17 Jun 1999 14:40:42 -0500
Diane & Pat:
I stand corrected. Pat, thank you for the clarification. We just tested a
change from Costed to Fixed Costed and it worked. It seems like I have had
trouble making this type of change in the past but am not having trouble
today.
--Ken
Ken Conway
BOSS Corporation
Subject: RE: [orahrms-l] Costing at Element Level
From: Diane Patch DPATCH@FAMILYDOLLAR.com
Date: Thu, 17 Jun 1999 15:54:45 -0400
We have been live on Oracle payroll 10.7 NCA Prod 16.1 since 1/1/99. The
element I am trying to change is an earnings element which was linked prior
to 1/1/99 and the Cost Allocation Flexfields and the Balancing Flexfield
have already been changed as an update. The elements have been assigned to
employees and employees paid from the element.
What I have tried to do is, go to the elements link screen, date track to
the effective date of the change (in this case 6/1/99), query the element I
need to change. I then click in the Fixed Costed field and get a message
that this is a protected field.
Thanks for any help you can give.
From: Pat Keeley [SMTP:PKeeley@amctheatres.com]
Sent: Thursday, June 17, 1999 4:02 PM
To: 'Diane Patch'; 'OraHRMS-L@mail-list.com'
Subject: RE: [orahrms-l] Costing at Element Level
Diane,
Have you processed a payroll run, quick pay, or costing after 6/1/99?
That
could be the problem. You might want to try changing it after your last
"run" date.
Pat Keeley
Subject: RE: [orahrms-l] Costing at Element Level
From: Diane Patch DPATCH@FAMILYDOLLAR.com
Date: Thu, 17 Jun 1999 16:11:16 -0400
I tried that and it still did not work. The last payroll we ran was for
6/16/99. I tried date tracked to today and to 7/1/99. I still go the same
message.
Pat are you on 10.7 or 11? Could this be something that is fixed in 11 and
not 10.7?
Subject: RE: [orahrms-l] Costing at Element Level
From: Pat Keeley PKeeley@amctheatres.com
Date: Thu, 17 Jun 1999 15:20:41 -0500
Looks like a great time to call Support! I've worked in both releases and
have never had the problem you're having. I just tested it, again in 10.7.
Sorry, I couldn't help
Pat
Costing interface between budget and HR
Subject: [orahrms-l] Transfer of Costing Information
From: "BERNARD (ERP)" BAILBL@bcps.k12.md.us
Date: Tue, 25 May 1999 09:15:07 -0400
Background.
My customer has a budget office that gets positions approved, and list/logs
where the cost of a position would be spread across. My customer also has
an HR department where individuals in processes through, and are "assigned"
(the actual assignments happens) to a position, and other inprocessing task
are performed.
One way to get the budget account numbers from the budget office to the HR
office would be to place the account numbers on a piece of paper. However,
this is unacceptable to the client, and they want an automatic solution.
Once the individual inprocesses, and the assignment is made, the information
is then to automatically populate the costing fields that pertaining to said
positions.
Has anyone written any code that addresses a similar issue?
Bernard
Bernard L.Bailey
ERP Implementation Team
(410)545-1903/4/5
Change Costing After Payroll is run
Subject: [orahrms-l] Change Costing After Payroll is run
From: "BERNARD (ERP)" BAILBL@bcps.k12.md.us
Date: Fri, 23 Jul 1999 14:09:22 -0400
My client wants to have the capability to change costing after payroll has
run. We have not brought payroll up as of yet, however, we will have it up
in the next week or so. Until then, I need help with this issue. Does
anyone have any suggestions?
Bernard
Bernard L.Bailey
ERP Implementation Team
(410)545-1903/4/5
Payroll Costing to GL
Subject: [orahrms-l] Payroll Costing to GL
From: "Michael Scott" mscott@goodegg.com
Date: Wed, 28 Jul 1999 14:37:27 -0400
In 11.02, we are seeing the following issues with costing and transfering
costs to GL
Run the costing process, then the cost summary reports. When transferred
to GL, the journal import results are higher amounts for labor transactions
then what the costing report reflects.
Any ideas on the problem here?
MS
Fee shadow element for our Child Support element not being pulled by Costing process
Subject: [orahrms-l] Costing
From: Diane Patch DPATCH@FAMILYDOLLAR.com
Date: Mon, 2 Aug 1999 09:59:42 -0400
We have created some custom reports to help us tie what is sent to GL via
the costing process and the actual check. One problem that we have found is
that the Fee shadow element for our Child Support element is not being
pulled in the costing process. We have verified the element and the element
link. The element is Fix Costed and transfer to GL is checked
When we look at the individual on the Assignment Process Results screen,
this element does not appear in the costing results.
Any ideas????????????
Thanks.
Diane Patch
HRIS Manager
Family Dollar Stores, Inc
(704)814-3315
DPatch@familydollar.com
From: Dixon, Linnie
Sent: Monday, August 02, 1999 11:20 AM
To: 'Diane Patch '
Cc: Lau, Gabby
Subject: RE: [orahrms-l] Costing
The solution is to go to Compensation and Benefits/Element Link
Query element
Click on Input Values button and click on costed for "Withheld Fee Amount"
Save
Splitting Salaries
Subject: [orahrms-l] Splitting Salaries
From: "Phillips, Laura" LPhillips@jwrinc.com
Date: Mon, 2 Aug 1999 10:57:34 -0500
Title: Splitting Salaries
Hello All -
I wanted to see if anyone could help me understand this bit of costing. I currently have some employees whose salaries need to be split between two departments. For one of the employees I went into the Assignment Costing screen and put 90% into one Area/Ledger code and 10% into another. Now for my question, does this only affect his SALARY? I don't want to change the Area/Ledger codes on his DEDUCTIONS. I would hate to have to over-ride an employee's deductions on the element level unnecessarily to make them cost to the right code. The manual doesn't go into enough detail about the Assignment costing.
Thanks in advance for any help.
Laura
Jim Walter Resources, Inc.
(205) 481-6247
Subject: RE: [orahrms-l] Splitting Salaries
From: "Lyng, Janice E" jlyng@kpmg.com
Date: Wed, 4 Aug 1999 13:44:06 -0400
Laura,
When you the link the deduction element you will need to select fixed
costing. Then provide the costing for the deduction at this level. The
role of fixed costing is to ignore the costing assigned at lower levels.
Hope this answers your question.
Janice
Janice Lyng
Consultant
KPMG LLP
Phone - 518-434-7246
Individuals without SS# and the effects on payroll and reporting
Subject: [orahrms-l] Individuals without SS# and the effects on payroll and reporting
From: "Pennington, Kenneth" kennethpennington@kpmg.com
Date: Wed, 4 Aug 1999 14:09:23 -0400
I am working with a client that has circumstances where someone would be
hired and paid without a social security number/individual taxpayer
identification number. These payments would occur short-term until the
individual had obtained such identification.
The client has entered the individual without a SS#, given them a proper
assignment, and run a Quickpay. The information in the Quickpay was
accurate according to Element Entries and Salary information.
We will be going live with Oracle Human Resources and Payroll release
11.0.2.
Does anyone know if there will be any long-term and/or short-term issues
that could arise from this setup? Does anyone know of any impacts that
would prevent the client from using this solution? Are there any long-term
impacts on reporting and balances that need to be considered?
Thank you in advance for your input into these two issues...
Ken Pennington
KPMG LLP, Consultant
Costing Balance Adjustments
From: "Scott, Richard" RScott@RGIS.com
Date : 20th August 1999
Subject: Costing Balance Adjustments
Hello everyone,
We are live with 10.7 16.1SC. I was wondering if there was anyway that we
could get balance adjustments to be costed? Have any of you had a need to
do this? It seems like it should just be a normal function of the
application but it isn't currently working on our system and I am wondering
if there is a setup step I am missing.
Richard Scott
RScott@rgis.com
RGIS Inventory Specialists (248) 651-2511 x2537
Administrative Applications Development
(HRMS/Financials Team Leader)
From: "Terry Hodge" tahodge@hotmail.com
Date : 20th August 1999
Subject: Re: [orahrms-l] Costing Balance Adjustments
Richard,
We had a similiar problem with a client. You should contact support and
verify the balance adjustment form and procedures a current. Costing may be
done when adjustments are done.
However, when you run the transfer to GL you must ensure that the GL picks
up when you made the adjustments. It is normally rec. to use 01-jan-99.
Terry Hodge
Costing process runs slow
From:
"Smith, Bill (Payroll)" BSmith@sigeco.com
9/1/99 9:41 PM
Subject:
[orahrms-l] Costing
Hi
We are running on 10.7 payroll and Hr
Has anyone had a problem with costing running slow.
Oracle has sent us a large patch that we do not have time to test.
Can anyone help us on this
Thanks in advance
Bill Smith
Applicant to Employee tracking
Date: Wed, 6 Oct 1999 11:20:15 -0400
From: "Tekwani, Anisha" Anisha_Tekwani@compuware.com
To: "'Oracle Applications-Questions'" OraApps-L@CPA.QC.CA
Subject: HR - Applicant to Employee
Hi All,
Our company currently does not use the applicant tracking feature in HR. We
are looking to reengineer the current process. Currently we enter a person
into the system as a new hire when the person is 90-95% sure that they will
join the organization -- this is primarily done to obtain an employee number
-- to start the person on the first day. A new hire is not changed to an
employee until all the paper work is received.
However, we currently have a list of new hires that decided not to join the
organization that we need to terminate. These people were never an
employee. The only way to terminate a new hire is to change them to an
employee and then terminate.
I need some suggestions or info how other companies have set up the process?
Anisha Tekwani
Compuware Corporation
Phone: 1-800-462-7740 Ext. 22038
Fax: 248-538-2333
Date: Fri, 15 Oct 1999 09:36:36 -0500
From: Rebekah.Pheifer@IFLYATA.COM
To: oraapps-l@cpa.qc.ca
Subject: RE: HR - Applicant to Employee
Anisha,
We do use the applicant tracking feature in HR, and it would certainly help
you with those individuals who decided not to join your organization
(otherwise terminating them as employees will impact the accuracy of any EEO
reporting that you have to do - as they were never really employees).
I presented a paper at the 1999 Spring OAUG conference about how we use the
applicant tracking feature - creating new applicant records, changing
applicants to employees and finally, terminating applicant records.
If you attended that conference, you should have the CDs for the paper and
visuals (the paper is titled "In the Beginning There Were Applicants:
Oracle HR's Applicant Tracking"). If you weren't able to attend the
conference, e-mail me directly and I will try and forward them to you.
Hope this helps!
Rebekah Pheifer
American Trans Air
Date: Fri, 15 Oct 1999 14:25:00 -0400
From: "Venkatesh, Masoor" mVenkate@wssc.dst.md.us
Subject: RE: HR - Applicant to Employee
Anisha: Start using the Recruitment functionality avaiable in HRMS. This
way prospective employees can be entered as applicants . The ones that
don't come on board, their applications can be terminated. The others can
be hired and changed to employee. You will maintain all entered information
and then add a salary proposal to the employee record.
Regards,
Tony Venkatesh
(301) 206-8452
(703) 793-0847
Date: Sat, 16 Oct 1999 16:08:11 +0400
From: IjlalR@mashreqbank.com
To: oraapps-l@cpa.qc.ca
Subject: RE: HR - Applicant to Employee
Hi,
The way we currently do it this: All applicants that are called for an
interview are entered onto the system as Applicants. The details of the
opening they are trying for is entered in the application form. Once a
person is accepted, the Applicant Assignment Status is changed to Accepted.
The day the person starts work the Person status is changed to Employee.
If an applicant who has accepted a position does not join, then the
application is terminated.
Hope that helps,
Ijlal