Generate earnings 6.2 CU7 and prior [AX 2012]

Updated: July 8, 2014

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

Microsoft Dynamics AX 2012 R2 offers several ways to generate earnings for workers. You can automatically generate earnings for salaried positions, for positions that use a schedule, and for recurring earnings. You can also enter earnings manually.

NoteNote

This topic describes procedures for generating earnings the first time for a worker pay period. If you have already generated earnings and want to modify them or take additional action on them, see Work with generated earnings 6.2 CU7 and prior.

Earnings are usually generated automatically in two steps. The first step generates earnings such as salary or hourly pay. The second step generates premium earnings that a worker receives for certain conditions, such as a shift differential or advanced certifications.

Some earnings, such as sick time and paid time off, must be entered manually. When you enter these types of earnings, you can enter them manually and then use the automated process to calculate the standard earning lines, or you can use the automated process first, and then add and remove earning lines manually until the earnings statement is correct.

NoteNote

This topic describes functionality that is available only if the Payroll configuration key is selected.

Premium earnings are not available prior to cumulative update 8.

Click these links to find more information about the concepts that are discussed in this topic.

Processing payroll

Before you can generate earnings for a worker, there is some required information that must be set up in the payroll system.

  1. Set up your number sequence in the Payroll parameters form. For more information, see Payroll parameters (form).

  2. Create and assign a compensation plan to each worker position combination for the legal entity that you will generate earnings for. For more information, see 关键任务:薪酬计划.

    NoteNote

    Verify that the effective and expiration dates of the compensation plan are valid for the pay periods that you are generating earnings for.

  3. Be sure that tax information has been set up for every worker that you will generate earnings for. For more information, see the tax-related tasks in Worker and position payroll tasks.

  4. Create earning codes that are active for the dates to generate earnings for and assign the earning codes to the position and worker. For more information, see Earning codes and earning code groups, 职位(窗体), and 工人 (窗体).

  5. Create premium codes and premium policies that are active for the dates to generate earnings for. For more information, see Premium codes (form) and Premium earning policy (form).

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Earnings that are generated automatically use settings for the position to identify the pay cycle, legal entity, and whether the earnings will be generated as a salary amount or from a schedule. Recurring earnings that are assigned to a specific worker are automatically generated at the same time if they are due in the specified pay period and pay cycle.

NoteNote

When you generate worker earnings, you only designate the pay cycle and pay period to use. You do not specify the type of earning to generate. In other words, recurring earnings, salary, leave, and schedule-based earnings are all created in the same process. Premium earnings are not created in this process. They are generated by a second process that must be run after all other earnings have been created.

  1. Click Payroll > Periodic > Earnings statement processing > Generate earnings.

    NoteNote

    To generate earnings from the Workers or Positions form, click the Payroll tab.

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

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

  4. Click OK to generate earning statements. A message is displayed to indicate that the earnings statements were generated successfully.

    NoteNote

    Recurring earnings and the earnings from schedules are created first because salary amounts might be affected by other earnings that are automatically generated.

  5. Close the form. To view the earnings statements that were created or updated, open the Earnings statements list page.

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Earnings that are entered manually are usually for exceptions, such as sick time or vacation time.

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

  2. In the New group, select Earnings statement.

  3. Select the worker and pay cycle, and then enter any additional information that might be helpful in the Note field.

    NoteNote

    There can only be one earnings statement for a worker for a pay cycle and pay period. If an earnings statement already exists for the worker, pay cycle, and pay period, the system will open the existing pay statement instead of creating a new one.

  4. Click Add line and enter the following:

    • Modify the Earnings date if it is not the pay period end date.

    • Select the Position in which the worker earned the earnings.

    • Select the Tax region.

    • Select the Earning code that represents the type of earning. When you select the earning code, the default Description, Quantity, Unit type, and Rate come from the earning code. You can enter a quantity that is appropriate for the Unit type and can change the rate, as long as it is a flat rate and is not calculated by the system.

  5. If you did not generate earnings using the automated process before you began entering lines manually, you can click the Earnings statement lines button to use the default values in the rest of the worker’s earning statement lines without affecting the lines that you entered manually. You can also automatically generate earnings statements using the process that is described earlier in this topic with affecting the lines that you added manually.

    NoteNote

    This step can be performed regardless of whether the worker is paid a salary or paid hourly.

  6. Close the form to save the earnings statement.

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Premium earnings are generated automatically. They use settings for the position to identify the pay cycle and legal entity.

NoteNote

When you generate premium earnings, you designate the pay cycle and pay period to use. You do not specify the type of premium earning to generate. In other words, premiums based on earnings statement lines, worker characteristics, and position characteristics are all created in the same process.

Premiums are generated only for workers who have an earnings statement for the pay cycle and pay period being processed. That’s true even for premiums that are based on the worker or position and not on an earnings statement line.

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    NoteNote

    You can generate premium earnings for a single worker from the worker’s earnings statement, but not from the Workers or Positions form.

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

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

  4. Click OK to generate premium earnings for all earnings statements. A message is displayed to indicate that the premium earnings were generated successfully.

  5. Close the form. To view the earnings statements that were updated, open the Earnings statements list page.

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Recurring earnings are earnings that are assigned to workers that occur on a regular basis. Some examples are a monthly car allowance or a uniform allowance that is based on the pay period amount and is earned each pay period. Recurring earnings are generated automatically when earnings are generated. Some important points to note about recurring earnings are:

  • Worker payroll earning codes that have a frequency specified will be generated if the frequency is in the pay period that you are generating earnings for.

    NoteNote

    Only earning codes that have each assigned as the unit of measure require a frequency.

  • The fixed compensation plan is determined by the worker, position, and legal entity combination. This provides the fixed compensation rate, which is used in the worker earning code formula to determine the earning amount.

    NoteNote

    If the earning is a flat amount, fixed compensation plans are not used.

  • If a recurring earning is generated, the Source of the earning line will be set to Recurring in the Earnings statement form.

  • If a recurring earnings statement line is generated that is identical to one that you have entered manually, both lines will exist, but the Source will be different. (The manually-entered line will have a source of User entry and the system-calculated source will be Recurring in the earning statement line detail.)

  • The default main account and dimensions for the earning line are based on the earning code accounting rule and the default dimensions and dimension templates that are defined for the earning code or the position. The distributions for the earning lines can be viewed and modified in the form.

    The earnings statement lines that are created or updated by this process have a payment status of None.

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Salary earnings are generated automatically during the generation process that is described earlier in this topic. Some important points to note about salary earnings are:

  • Positions that are identified as salaried positions should receive their base earning amount regardless of whether they have earnings that have been manually entered. For example, if you enter eight hours of sick time, the earning statement lines are adjusted so that a worker receives no more and no less than their authorized position salary amount.

  • Recurring earnings and the earnings from schedules are created first because salary amounts might be affected by other earnings that are automatically generated if they are considered base salary components.

    NoteNote

    If you enter earning lines manually after you have generated earnings, the other earning lines are recalculated so that the worker pay is accurate. If you do not want the system to recalculate the earning lines so that the salary is correct, you can click the Calculate Salary button on the earnings statement to keep the line values unchanged, but this is typically only done if you are terminating a worker’s employment.

  • The default main account and dimensions for the earning line are based on the earning code accounting rule and the default dimensions and dimension templates that defined for the earning code or the position.

  • Earning statement lines that are generated by the system and that are calculated for salary earnings have a Source of Salary in the earning statement line detail.

  • The earnings statement lines that are created or updated by this process have a Payment status of None.

  • By default, when you generate earnings for a worker for unpaid leave, earnings are not created from the worker’s position schedule for the leave days. For more information, see 休假类型(窗体).

  • When you generate earnings for a worker for paid leave, you must assign a schedule to the position that the worker is taking leave from, even if it is a salaried position. For more information, see Work schedule and leave tasks.

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When you generate earnings, and the message “The selection criteria did not return any results” is displayed, but you expected earnings to be generated, the following actions might be the cause:

  • You selected a pay cycle that does not match the pay cycle that is specified in the 职位(窗体) on the Payroll FastTab for the worker’s position. The fields in the 职位(窗体) form on the Payroll tab have their own date-effective settings. To view these, open the Maintain versions form from the Payroll tab.

  • You selected a pay period in which the worker was not assigned to a position at any time during that pay period.

  • You might be logged on to a company that does not match the Paid by field for a worker’s position payroll record that was effective at the end of the pay period. The fields in the Position form on the Payroll tab have their own date-effective settings. To view these, open the Maintain versions form on the Payroll tab.

  • You have not selected the Generate salary or Generate earnings from schedule options in the Position form and there are no recurring earning codes to generate for any workers. The fields in the Position form on the Payroll tab have their own date-effective settings. To view these, open the Maintain versions form from the Payroll tab.

  • You selected a pay period with a year other than what you intended. For example, you selected January 1, 2013 through January 15, 2013, but you intended to select January 1, 2014 through January 15, 2014.

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Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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