Work with generated earnings

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

This topic describes tasks that you can complete after you have generated an earnings statement.

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Hold earnings from payment processing

Release earnings for payment processing

Modify earnings statements

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Processing payroll

Generate earnings

Hold earnings from payment processing

You can put one or more earning statement lines on hold so that you can change information or correct errors, as long as the line is not included in a pay statement.

1. Click Payroll > Common > Earnings statements > Earnings statements.

2. Select one or more earnings statements to put all of the lines on hold, and then click Hold earnings statement. The Payment status will be set to On hold so that the lines will not be included in any pay statements until you release the lines for processing.

   Tip

   You can also put individual lines on hold so that the remainder of the earnings statement can be processed. To do this, open the earnings statement, select the lines to put on hold, and then click the Hold lines for payment button.

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Release earnings for payment processing

This procedure changes the status of all earnings statement lines from None to Released. Earning statement lines must be released to generate pay statements.

1. Click Payroll > Common > Earnings statements > Earnings statements.

2. Select Release earnings statement.

3. In the Pay cycle field, select the pay cycle of the worker positions to process.

4. In the Pay period field, select the pay period for the worker position earnings. The pay periods that are displayed are available for the pay cycle. The default pay period is the first open pay period, but you can select any open pay period from the list.

5. Optional: Select the Release lines on hold check box to release all of the individual lines that are on hold in the earnings statements.

6. Click OK to change all of the earnings statements that have a Payment status of None to Released, so that they can be processed.

   Note

   When you release an earnings statement line for an accrued benefit, such as sick time or vacation time, the number of hours in the line is verified against the minimum balance that is required by the benefit accrual plan. If the balance includes fewer hours than the number of hours in the line, the line is not released.

   For more information, see Payroll benefit accrual plan tasks or Benefit accrual balances (form).

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Modify earnings statements

After you have generated an earnings statement, you can add lines to it and change existing lines, as long as they have not been released or processed.

Released lines can be deleted, but processed lines cannot be deleted.

1. Click Payroll > Common > Earnings statements > Earnings statements.

2. Select the earnings statement to modify.

3. Make all changes that are required.

   Note

   If you modify or add a line for a salaried worker, the line will be calculated and re-created that have a source of Salary unless you select the Calculate Salary button. This helps make sure that a salaried worker does not receive more or less than their normal pay period amount. We recommend that you do not turn off the Calculate Salary functionality unless you are terminating a worker’s employment. For more information, see Earnings statement (form).

4. Close the form.

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