Worker arrears (form) [AX 2012]

Updated: September 17, 2012

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

 Click Payroll > Inquiries > Worker arrears.

Use this form to review and adjust arrearage amounts for benefits.

ImportantImportant

Sensitive personal information is displayed in this form. Be sure to set up security permissions for this form in a way that does not put your workers’ personal information at risk.

Arrears are recovered only if the Recover arrears check box in the Benefit elements form is selected for the benefit plan.

You must adjust the amount in arrears manually in the following situations:

  • When you reverse a pay statement that created or recovered an arrearage.

  • When a worker repays an arrearage outside of the payroll system.

  • When you choose to forgive an arrearage amount.

When you delete or modify pay statements, the amounts in arrears are automatically adjusted as necessary.

NoteNote

This topic describes functionality that is available only if Payroll for Microsoft Dynamics AX 2012 is installed.

Buttons

Information

Adjust arrearage

Create a transaction that increases or decreases the amount of the arrearage. Any amount that you reduce an arrearage by will not be recovered from the worker.

To delete an adjustment transaction, click the Delete button on the Arrearage recovery and adjustments FastTab.

Grid headings

Information

Worker

Personnel number

To view arrears for a specific worker, press CTRL+G, click in the Worker filter field, type a first name followed by an asterisk, and press Enter. For example, enter diane*. For more information, see Advanced filtering and query options.

Pay Statement

Pay period

The pay statement and the pay period when the deduction for the benefit went into arrears.

Benefit

The benefit that the arrearage was created for.

Original amount

The original amount of the arrearage.

Amount remaining

The amount of the arrearage that has not yet been recovered.

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When you select an arrearage line in the upper grid, details of the transactions that recover all or parts of the arrearage amount are displayed on the FastTab.

Button

Information

Delete

Delete the selected adjustment transaction.

To delete a recovery transaction, you must delete the pay statement that created it.

Grid headings

Information

Arrears change type

The method that was used to change the amount in arrears.

  • Recovery – The amount was recovered from the worker in a pay statement as part of the regular payroll process.

  • Adjustment – The amount was changed by a manual adjustment.

Pay Statement

The pay statement that the transaction was created in.

Created date

Created by

The date when the transaction was created, and the ID of the user who created it.

Amount in transaction currency

The amount of the recovery or adjustment transaction.

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