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A claim is an amount of money that an employee owes the company.

It is an amount receivable
created from some sort of payroll activity.
/561 is generated when a claim occurs due to a Payroll calculation. /5PY will be negative when
a /561 is generated in the ! table.
You can run the report P"#$%& for claims. !his report gives all of the components of claims
and uses schema %"#$.
'enerally claims can be managed automatically through (AP configuration but in some cases
claims need to be handled manually) for e*ample) when an employee is terminated and also
when the claim amount is larger and leads the employee to no pay.
!he ma+or causes for claims are benefits deductions for #,A employees) a garnishment)
retrocalculation or any other payroll activity related to deductions.
!he (AP payroll system clears claims automatically in the subse-uent pay periods if the
employee has enough money. "onfiguration can be done in (AP for total forgiveness) total
repayment or partial repayment.
.age types used for claims processing
$/!1 0 "laim /orgiveness
$P1 0 "laim epayment
$1" 0 1eduction ecovery 2at least three variants3
$P4& 0 Periodic "laim epayment for Payment plan 2 I! &&153
$P41 0 !otal "laim Amount 0 6alance 2I! &&153
$P47 0 "laim epayment Accumulation
$", 0 "laim of ight
11" 0 ecovery) which posts to forgiveness
1"6" 0 ecovery) which posts to claims 2clear balance of claim3
Total forgiveness for the claims
Example:
!erminated employees who have received overpayments and no agreement e*ist to pay
bac8 amount
9mployees on leave who will not be bac8 to wor8 to receive a payment in the current
year
Steps:
%se Infotype &76: ;Additional ,ff<"ycle Payments=.!he procedures for clearing claims
involves running payroll for affected employees
In the event that an employee is inactive) you will have to ad+ust the ;un payroll up to=
date 2Infotype &&&>3 for the employee accordingly in order for payroll to run
"reate off<cycle run using ;Additional Payment= reason
%se .age !ype with matching !a* "lassification
(tart payroll
(ave
1isplay payroll results to verify that /561 no longer e*ists
?ote@ !here are some considerations
If outstanding deductions e*ist) you must determine which of them) if any) should be
refunded to the employee
If all deductions are to be written off) enter the total amount of the deductions in the
customer wage type field on Info type &76:
1o not use the actual deduction wage types) as these will cause balancing issues in '/#
If you are refunding any deductions) only use customer copy of (AP model wage type
$1" of our Info type &76: to reflect those that are written off
6y leaving a difference between wage types /561 and /5PY) the system will process the refund
However, you will also need to adjust the accumulations
You can do this via subtype A1A! on Info type &771 by entering negative deduction
amounts using the actual deduction wage types
If the difference results from the refund of a pre<ta* deduction) you must offset the
refunded pre<ta* deduction with a copy of (AP model wage type $1" wage type such
as 11" or 1"6"
For full repayments of the claims
Example@
9mployee pays in full by chec8
9mployee repays in full via payroll deductions
Steps: Example 1
,ffset /561 "laim and /5PY 'ood $oney using the claim clearing wage type2s3 in I!
&76: through the ,ff<"ycle .or8bench 2transaction P%,"B1&3
!his step also includes clearing deductions if necessary 2for e*ample) using copies of
.age !ypes $1") 11")1"6"3 in I! &76:) whenever the claim /561 does not e-ual
'ood $oney /5PY
?ote 0 !his is done using negative amounts
9nter gross receipt of repayment chec8 via Info type &771/A1A! using the Ad+ustment
.or8bench transaction PA%43
"hoose ;Payroll esults Ad+ustment= from the Ad+ustment) eason field) 9nter
ad+ustment date
"hoose ;without ta* calculation 2A1A!3
"lic8 on the ;9nter data= icon to proceed to ;"reate Payroll Ad+ustments=
?ote 0 !his is done using negative amounts. !he gross repayment amount and the negative
ta* amounts will e-ual the repayment amount of the chec8 provided by the employee
Also you can also put the chec8 into the system through Info type &771
Steps: Example 2
.hen /561 "laims e-uals /5PY 'ood $oney
1. ,ffset the /561 "laim and /5PY 'ood $oney using the claim clearing wage type2s3 in I! &76:
7. (et up a payment plan using I! &&15 for each individual deductions and I! &&15 for the
balance amount

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