Work with generated earnings 6.2 CU7 and prior [AX 2012]

Updated: July 8, 2014

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.

NoteNote

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

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

Generate earnings

The following illustration shows how this topic fits into the larger picture of payroll processing.

For an overview of the process see Processing payroll

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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.

NoteNote

You can complete these steps, regardless of whether some or all of the earning statement lines are released.

  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.

    TipTip

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

NoteNote

If an earnings statement line is on hold, this process will only release the line if you select the Release lines on hold check box.

  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.

    NoteNote

    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 Benefit accrual plan tasks or Benefit accrual balances (form).

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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.

NoteNote

To change earnings statement lines that were included in a pay statement, you must delete the pay statement and put the earning statement lines on hold before you make the changes. For more information, see Work with pay statements.

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

  2. Select the earnings statement to change.

  3. Make all changes that are required. Keep in mind the following exceptions:

    • Salaried workers - If you change 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.

    • Retroactive earnings – You can change retroactive earning lines, but you can’t change the original retroactive rate that the earning statement line originated from.

    NoteNote

    For more information, see Earning codes and earning code groups.

  4. Close the form.

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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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