Lawson Insight Technical Documentation

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CODA


                               CODA FILE

                     Cash/Deferred Account History

The Cash/Deferred Account History file contains CODA (Cash Or Deferred
Arrangement) account balances by plan per year for each employee in a defined
contribution plan.

You can load account balances into this file by using BN55.1 (CODA Account
Balance). You can also use BN55.1 to update this file for future additions,
investment interests, and company contribution amounts. Once an employee is a
participant in a defined contribution plan, PR199 (Payroll Close) updates the
pre-tax and after-tax contribution fields.

This file also contains a system-created life to date records for each of an
employee's defined contribution benefits. The life to date record has a plan
year equal to zero and is the total of all year to date records on file.

REFERENCED BY

BN100     BN101     BN102     BN103     BN105     BN232
BN31.1    BN31.2    BN310     BN32.1    BN32.2    BN32.3
BN340     BN531     BS32.1    HR170     HR70.1    PR240
PR241     PR242     BN15.1

UPDATED BY

BN430     BN55.2    BN555     PR197     PR702

FIELD NAME             DESCRIPTION/VALID VALUES                  UPDATED BY

COD-COMPANY            Numeric 4                                 BN55.2  BN555
Element: Company Hr    Contains the company number.              PR197

COD-EMPLOYEE           Numeric 9                                 BN55.2  BN555
Element: Employee      Contains the employee number.             PR197

COD-PLAN-CODE          Alpha 4                                   BN55.2  BN555
Element: Plan Code     This field is equal to the defined        PR197
                       contribution plan code from the BENEFIT
                       file (BEN-PLAN-CODE).

COD-PLAN-YEAR          Numeric 4                                 BN55.2  BN555
Element: Plan Year     The plan year is based on the plan        PR197
                       start date.  The life-to-date plan year
                       has a value of zero.

COD-AMOUNT-YTD         Signed 13.2 Occurs 6 Times                BN55.2  BN555
Element: Amount Ytd    These fields track the account            PR197
                       balances. They represent year-to-date
                       balances on plan year records and
                       life-to-date balances on plan year
                       "zero" records. There are six
                       occurrences that represent the following
                       account balances:

                       1 = Employee pre-tax contributions
                       2 = Employee after-tax contributions
                       3 = Investment Interest
                       4 = Company Contribution
                       5 = Forfeiture Additions
                       6 = Investment Interest

COD-LAST-UPD-DATE      Numeric 8  (yyyymmdd)                     PR197
Element: Last Upd Date This field is only tracked on the
                       life-to-date record and represents the
                       last date that the total fields were
                       updated by a payroll cycle in PR199
                       (Payroll Close) or manually on BN55
                       (CODA Account Balance).

COD-PRE-TAX-YTD        Derived
Element: Pre Tax Ytd

COD-AFTER-TAX-YTD      Derived
Element: After Tax Ytd

COD-INTEREST-YTD       Derived
Element: Interest Ytd

COD-COMP-CONT-YTD      Derived
Element: Comp Cont Ytd

COD-FORF-ADD-YTD       Derived
Element: Forf Add Ytd

COD-COMP-INT-YTD       Derived
Element: Comp Int Ytd

COD-TOTAL-YTD          Derived
Element: Total Ytd

COD-PLAN-TYPE          Alpha 2                                   BN55.2  BN555
Element: Plan Type     Contains the type of plan.                PR197   PR702
                       DB = Defined Benefit
                       DC = Defined Contribution

COD-DATE-STAMP         Numeric 8  (yyyymmdd)                     BN55.2  BN555
Element: Date Stamp    This field contains the server date
                       (month, date, and year) of the last
                       change to this record.

                       This field is not updated by PR199. Used
                       to determine source of change if CODA
                       doesn't reconcile to payroll.

COD-TIME-STAMP         Numeric 6  (hhmmss)                       BN55.2  BN555
Element: Time Stamp    Contains the server time (hour, minute,
                       and second) when the record was last
                       changed.

                       This is not updated by PR199.

COD-USER-ID            Alpha 10  (Lower Case)                    BN55.2  BN555
Element: User          Contains the user ID of the person who
                       last changed this record.

                       This will not be updated by PR199.

COD-PROCESS-LEVEL      Alpha 5                                   BN55.2  BN555
Element: Process Lev Hr                                          PR197

COD-BUS-NBR-GRP        Alpha 4                                   BN55.2  BN555
Element: Bus Nbr Grp                                             PR197

COD-QC-ENT-NBR-GRP     Alpha 4                                   BN55.2  BN555
Element: Qc Ent Nbr Grp                                          PR197

                         CODA FILE INDEX

NAME      KEY FIELDS    DESCRIPTION / SUBSET CONDITION           USED IN

CODSET1   COMPANY                                                BN100   BN101
          EMPLOYEE                                               BN102   BN103
          PLAN-TYPE                                              BN105   BN232
          PLAN-CODE                                              BN31.1  BN31.2
          PLAN-YEAR                                              BN310   BN32.1
          PROCESS-LEVEL                                          BN32.2  BN32.3
          BUS-NBR-GRP                                            BN340   BN430
          QC-ENT-NBR-GRP                                         BN531   BN55.1
                                                                 BN55.2  BN555
                                                                 BS32.1  HR170
                                                                 HR70.1  PR197
                                                                 PR240   PR241
                                                                 PR242   PR702

CODSET2   COMPANY                                                BN55.1  BN55.2
          EMPLOYEE                                               HR170   HR70.1
          PLAN-TYPE
          PLAN-CODE
          PLAN-YEAR*
          PROCESS-LEVEL
          BUS-NBR-GRP
          QC-ENT-NBR-GRP

CODSET3   COMPANY       KeyChange                                BN15.1
          PLAN-TYPE
          PLAN-CODE
          PLAN-YEAR
          EMPLOYEE
          PROCESS-LEVEL
          BUS-NBR-GRP
          QC-ENT-NBR-GRP

CODSET4   COMPANY
          PLAN-YEAR
          BUS-NBR-GRP
          PROCESS-LEVEL
          EMPLOYEE
          PLAN-TYPE
          PLAN-CODE
          QC-ENT-NBR-GRP

CODSET5   COMPANY       Subset
          PLAN-YEAR     Where QC-ENT-NBR-GRP != Spaces
          QC-ENT-NBR-GRP
          PROCESS-LEVEL
          EMPLOYEE
          PLAN-TYPE
          PLAN-CODE
          BUS-NBR-GRP

CODSET6   COMPANY
          PLAN-YEAR
          PROCESS-LEVEL
          BUS-NBR-GRP
          QC-ENT-NBR-GRP
          EMPLOYEE
          PLAN-TYPE
          PLAN-CODE

                         CODA FILE RELATIONS

ONE TO ONE RELATIONS


RELATION       RELATED
 NAME           FILE        INTEGRITY RULES / FIELD MATCH

Company        BNCOMPANY    Required

                            COD-COMPANY           -> BNC-COMPANY  (BNCSET1)

Company Name   PRSYSTEM     Required

                            COD-COMPANY           -> PRS-COMPANY
                            Spaces                -> PRS-PROCESS-LEVEL

Employee       EMPLOYEE     Required

                            COD-COMPANY           -> EMP-COMPANY
                            COD-EMPLOYEE          -> EMP-EMPLOYEE

Pa Employee    PAEMPLOYEE   Required

                            COD-COMPANY           -> PEM-COMPANY
                            COD-EMPLOYEE          -> PEM-EMPLOYEE

Plan           PLAN         Required

                            COD-COMPANY           -> PLN-COMPANY
                            COD-PLAN-TYPE         -> PLN-PLAN-TYPE
                            COD-PLAN-CODE         -> PLN-PLAN-CODE

Prbusgrp       PRBUSGRP     Required

                            COD-COMPANY           -> PBG-COMPANY
                            COD-PROCESS-LEVEL     -> PBG-PROCESS-LEVEL
                            COD-BUS-NBR-GRP       -> PBG-BUS-NBR-GRP

Process Level  PRSYSTEM     Required

                            COD-COMPANY           -> PRS-COMPANY
                            COD-PROCESS-LEVEL     -> PRS-PROCESS-LEVEL

Prqcentgrp     PRQCENTGRP   Required

                            COD-COMPANY           -> PQC-COMPANY
                            COD-PROCESS-LEVEL     -> PQC-PROCESS-LEVEL
                            COD-QC-ENT-NBR-GRP    -> PQC-QC-ENT-NBR-GRP

                         CODA FILE RELATIONS

ONE TO MANY RELATIONS


RELATION       RELATED
 NAME           FILE        INTEGRITY RULES / FIELD MATCH

Benefit        BENEFIT      Delete Restricted

                            COD-COMPANY           -> BEN-COMPANY
                            COD-EMPLOYEE          -> BEN-EMPLOYEE
                            "DC"                  -> BEN-PLAN-TYPE
                            COD-PLAN-CODE         -> BEN-PLAN-CODE
                                                     BEN-START-DATE