Payroll parameters (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Click Payroll > Setup > Parameters > Payroll parameters.
Use this form to set up parameters for Payroll.
To set up parameters for the tax engine that is used by Payroll, use the Human resources shared parameters form.
Note
This topic describes functionality that is available only if the Payroll - USA configuration key is selected.
Tasks that use this form
Setting up payroll: Basic topics
Post payroll and generate vendor invoices
Calculation settings
Field |
Description |
|---|---|
Batch bundle size |
The number of pay statements or earnings statements to be grouped into a batch task and processed together. The default value for this field is 0 (zero). You should change this value only for performance tuning or when instructed to change it by product support because of the particular conditions of your environment. |
Accounting date options for earnings |
If earnings statement lines are summarized when pay statement lines are generated, the accounting date for each pay statement earning line is the pay period end date. If earnings statement lines aren’t summarized when pay statement lines are generated, the accounting date for each pay statement earning line is the original earning line date. The accounting date for pay statement benefit and tax lines is always the pay period end date, regardless of this setting. The accounting date for the pay statement earning line is used for the earnings when the pay statement is posted. |
Payroll clearing account |
The ledger account that is used to accumulate earnings to be distributed to other liability accounts. This is required to post pay statements. |
Apply annual retirement wage limit |
Select this check box to stop calculating retirement benefits on all retirement plans when a worker reaches the annual wage limit. |
Recover arrears in all payment run types |
If this check box is selected, arrears are recovered in all payment run types for benefit plans that arrears are recovered for. If it’s cleared, arrears are recovered only in primary payment runs. To determine whether arrears are recovered for a benefit plan, use the Benefit elements form. To review and adjust arrearage amounts, use the Worker arrears form. |
Arrear threshold |
If an amount is placed in arrears, or if an amount in arrears is recovered, the pay statement is automatically recalculated to make sure that taxes for the pay statement are correct. For example, in some instances, the arrearage amount changes the taxable wage, and the change in taxable wage causes a change in the tax amount. The change in the tax amount then changes the amount that can be taken in arrears, which changes the taxable wage. The arrear threshold prevents the calculation of arrears from continuing forever. Iterative arrears calculations are stopped when the threshold amount is reached. The default threshold amount is 1.00. The smallest amount that is allowed is 0.01. |
Default accrual date basis |
Note This control is available only in versions of Microsoft Dynamics AX 2012 prior to AX 2012 R3 Cumulative Update 8. The date to use to determine a worker’s months of employment so that the correct rule from a benefit accrual plan can be selected. The plan rules are defined in the Benefit accrual plans form. The months of employment are based either on the employment start date or on the seniority date. The employment start date is in the Employment history form, and the seniority date is in the Worker form. Note By default, this value is used when you enroll a worker in a benefit accrual plan. You can change the value for each worker in the Benefit accruals form. If you use the seniority date to determine the months of employment, and the seniority date field in the Worker form is blank, the worker can use hours from the benefit accrual plan, but no hours can accrue in the plan. Therefore, we recommend that you make sure that a seniority date is entered. For more information, see Benefit accrual plan tasks. |
Default service date basis |
Note This control is available only if Microsoft Dynamics AX 2012 R3 is installed. The date to use to determine a worker’s months of service so that the correct rule from a benefit accrual plan can be selected. The plan rules are defined in the Benefit accrual plans form. The months of service are based on the employment start date, the seniority date, or a date that is specific to the worker. The employment start date is in the Employment history form, and the seniority date is in the Worker form. If you use a worker-specific date, you will enter that date when you enroll a worker in the plan. Note By default, this value is used when you enroll a worker in a benefit accrual plan. You can change the value for each worker in the Benefit accruals form. If you use the seniority date to determine the months of service, and the seniority date field in the Worker form is blank, the worker can use hours from the benefit accrual plan, but no hours can accrue in the plan. Therefore, even if you use the employment start date or a worker-specific date, we recommend that you make sure that a seniority date is always entered on the Worker form. For more information, see Benefit accrual plan tasks. |
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Payment issuance controls
Field |
Description |
|---|---|
Check method of payment |
The method of payment to use when pay statements are disbursed to workers as checks. For more information, see Change method of payment (form). The method of payment that you select in this field should be the same method of payment that you set up for the payroll bank account. |
Electronic method of payment |
The method of payment to use when pay statements are disbursed to workers as electronic payments. For more information, see Change method of payment (form). |
Vendor account for worker payments |
Workers are paid by using the payment generation process in Accounts payable. Because this process requires a vendor account, you must create a vendor account and select it here to submit worker pay statements. This account is the same for all worker payments. We recommend that you use a generic name, such as Payroll vendor, which appears in the payment journal as the account name. Note If you select a vendor that has a payment hold, invoice hold, or all types hold, you can’t create a payment journal until the hold is released. |
Payment journal name |
The value in this field is limited to journals that have Payroll disbursement selected in the Journal type field in the Journal names form. For more information, see Journal names setup (form). You must enter a payment journal name to submit worker pay statements. |
Print employer contributions |
If this check box is selected, employer contributions for taxes and benefits are printed on the pay statements that are issued to workers. |
Procurement category |
The procurement category to use for vendor invoice lines. This is required to generate vendor invoices. |
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Number sequences controls
Grid headings |
Description |
|---|---|
Reference |
The number sequence that is used to create unique identification numbers for a specific document type. |
Number sequence code |
The code that identifies a document number as being part of a specific number sequence. |
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See also
Human resources shared parameters (form)
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