Lawson Insight Technical Documentation

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PAPOSRULE


                             PAPOSRULE FILE

                             Position Rules

The Position Rule file contains the position rules which have been defined
for a company. Position rules are established for each company and can be
changed at the process level or department level.

REFERENCED BY

BN150     BN305     ET530     ETI2.1    HC01.2    HCDL.1
HCEM.1    HR11.1    HR11.2    HR14.1    HR15.1    HR217
HR511     HR514     HR515     LP130     PA01.1    PA01.2
PA01.3    PA02.1    PA100     PA102     PA11.1    PA113
PA115     PA13.1    PA13.2    PA149     PA170     PA171
PA172     PA182     PA201     PA211     PA218     PA272
PA371     PA406     PA42.1    PA42.3    PA45.1    PA502
PA513     PA52.1    PA52.3    PA52.4    PA52.5    PA535
PA570     PA70.1    PA71.1    PA72.1    PA73.1    PA79.1
PA80.1    PA80.2    PR110     PR113     PR120     PR128
PR13.1    PR13.2    PR13.5    PR13.6    PR13.8    PR130
PR131     PR132     PR134     PR136     PR189     PR23.3
PR29.1    PR30.1    PR32.2    PR33.2    PR33.3    PR35.1
PR35.2    PR35.3    PR35.4    PR35.5    PR35.6    PR35.8
PR35.9    PR36.1    PR45.1    PR529     PR530     PR560
PR80.1    PR82.1    UK102     UK560     TA147     LP198
PR197     PA206     PA82.1

UPDATED BY

PA06.1    PA111     HR00.1    HR01.1

FIELD NAME             DESCRIPTION/VALID VALUES                  UPDATED BY

PPR-COMPANY            Numeric 4                                 BN150   ET530
Element: Company       Contains the company number.              ETI2.1  LP130
                                                                 PA06.1  PR128
                                                                 PR130   PR131
                                                                 PR132   PR134
                                                                 PR136   PR189
                                                                 PR29.1  PR32.2
                                                                 PR33.2  PR33.3
                                                                 PR35.1  PR35.2
                                                                 PR35.3  PR35.4
                                                                 PR35.5  PR35.6
                                                                 PR35.8  PR35.9
                                                                 PR36.1  PR45.1
                                                                 PR529   PR530
                                                                 PR560   PR80.1
                                                                 PR82.1  TA147
                                                                 UK102   UK560

PPR-PROCESS-LEVEL      Alpha 5                                   PA06.1
Element: Process Level Contains the process level.

PPR-DEPARTMENT         Alpha 5                                   PA06.1
Element: Department    Contains the department.

PPR-EFFECT-DATE        Numeric 8  (yyyymmdd)                     PA06.1  PA406
Element: Effective DateContains the effective date for the
                       position rules.

PPR-POS-USE            Numeric 1                                 PA06.1
Element: Use Posiiton CContains the value that indicates
                       whether position codes are used.
                       1 = Yes
                       2 = No
                       3 = Yes;blank allowed for req

PPR-EMP-POS-REL        Alpha 1                                   PA06.1
Employee Position      Contains the value that indicates the
Relationship           relationship between an employee and a
                       position code.
                       Y = Yes
                       N = No

PPR-AUTO-CNT           Alpha 1                                   PA06.1
Element: Automatic CounContains the value that indicates
                       whether automatic counting is used.
                       Y = Yes
                       N = No

PPR-CNT-UPD-REQ        Numeric 2                                 PA06.1  PA111
Count Update           Contains the code that indicates whether
Required               an update is required to make assigned
                       resource counts current.
                       01 = No Update Req;AutoCnt not used
                       02 = No Update Req;Counts Current
                       03 = Update Req;AutoCnt Chged to N
                       04 = Update Req;AutoCnt Chged to Y
                       05 = Update Req;Rule added
                       06 = Update Req;Rule deleted
                       07 = Update Required;Cnt Cat Chged
                       08 = Update Reqd;Mult Pos cnt chged

PPR-CNT-UPD-REASON     Alpha 15  (Lower Case)                    PA06.1  PA111
Element: Count Update RContains the reason that an update is
                       required to make assigned resource
                       counts current.

PPR-CNT-CAT            Numeric 1                                 PA06.1
Element: Count CategoryContains a value that indicates which
                       count category is used for counting head
                       count and FTE in assigned resources.
                       1 = Position
                       2 = Process Level;Job
                       3 = Process Level;Dept;Job

PPR-CNT-MULT-HDCNT     Numeric 1                                 PA06.1
Multiple Position      Contains the value that indicates how
Head Count             the assigned resource head count should
                       be calculated for an employee holding
                       multiple positions.
                       1 = Primary Position Only
                       2 = All Positions

PPR-CNT-MULT-FTE       Numeric 1                                 PA06.1
Multiple Position      Contains the value that indicates how
FTE                    the assigned resource full time
                       equivalent factor should be calculated
                       for an employee holding multiple
                       positions.
                       1 = Primary Position Only
                       2 = All Positions

PPR-EDIT-EMP           Alpha 1                                   PA06.1
Edit Employees         Contains a Yes or No value that
Against Budget         indicates whether count edits should be
                       performed against budget when employee
                       changes are made.
                       Y = Yes
                       N = No

PPR-EDIT-REQ           Alpha 1                                   PA06.1
Edit Requisitions      Contains a Yes or No value that
Against Bdgt           indicates whether count edits against
                       budget should be performed when
                       requisition data changes are made.
                       Y = Yes
                       N = No

PPR-EDIT-RESTRICT      Numeric 1                                 PA06.1
Element: Restrict to BuContains a Yes or No value that
                       indicates whether head count and FTE are
                       restricted to the amount budgeted for
                       the count category.

                       The system calculates variance from
                       budget when you make changes such as
                       opening a requisition, hiring a new
                       employee, or transferring an employee to
                       a new position. This rule indicates
                       whether you are allowed to make changes
                       that cause you to exceed your budget.

                       Restrict to budget edits are not
                       performed when you move an employee out
                       of a position. For example, you are not
                       required to equal budget when you
                       terminate an employee.
                       1 = Must equal budget
                       2 = Can not exceed budget
                       3 = Can exceed budget
                       4 = Can't exceed ;allow other chgs

PPR-USE-AUTH           Alpha 1                                   PA06.1
Element: Use AuthorizedContains a Yes or No value that
                       indicates whether authorized counts
                       should be used for calculating head
                       count and FTE variance.
                       Authorized counts are budgeted counts
                       that have been adjusted during the
                       fiscal period. With authorized counts
                       you can change your original budget
                       without overwriting the original budget
                       figures. You select authorized counts
                       when you want to maintain a history of
                       the original budget counts that were
                       approved.

                       If you select No, original budget
                       counts will be used to calculate
                       variance. You can change budgeted counts
                       throughout the fiscal year, but the
                       original budgeted counts are overwritten
                       by the new counts.
                       Y = Yes
                       N = No

PPR-EDIT-HDCNT         Alpha 1                                   PA06.1
Edit Head Count        Contains a Yes or No value that
Against Budget         indicates whether head count should be
                       edited against budget.
                       Y = Yes
                       N = No

PPR-EDIT-FTE           Alpha 1                                   PA06.1
Edit FTE Against       Contains the Yes or No value that
Budget                 indicates whether FTE should be edited
                       against budget.
                       Y = Yes
                       N = No

PPR-CNT-EMP            Alpha 1                                   PA06.1
Element: Active EmployeContains a Yes or No value that
                       indicates whether active employees
                       should be included when calculating the
                       total head count and FTE in PA11
                       (Assigned Resources). The total head
                       count and FTE is compared to budget when
                       performing edits.

                       You assign a count value of active, not
                       active, or excluded to each employee
                       status code in PA03 (Employee Status
                       Codes).
                       Y = Yes
                       N = No

PPR-CNT-INACT-EMP      Alpha 1                                   PA06.1
Element: Not Active EmpContains a Yes or No value that
                       indicates whether employees who are not
                       active should be included when
                       calculating the total head count and FTE
                       in PA11 (Assigned Resources).

                       You assign a count value of active, not
                       active, or excluded to each employee
                       status code in HR03.1 (Employee Status
                       Codes).
                       Y = Yes
                       N = No

PPR-CNT-REQ            Alpha 1                                   PA06.1
Element: Active RequisiContains a Yes or No value that
                       indicates whether counts for active
                       requisitions should be included when
                       calculating total head count and FTE in
                       PA11 (Assigned Resources).

                       You assign a user-defined requisition
                       status in PA42 (Job Requisition) that
                       indicates whether the requisition is
                       active or inactive.
                       Y = Yes
                       N = No

PPR-MAX-HDCNT-CAT      Numeric 5                                 PA06.1
Maximum Head Count     Contains the maximum head count allowed
by Category            by category. Head counts entered on
                       requisition and budget records are
                       edited against this value.

PPR-MIN-FTE-CAT        Signed 11.6                               PA06.1
Minimum FTE by         Contains the minimum allowable FTE per
Category               count category.

                       The FTEs entered on requisition and
                       budget records are edited against this
                       amount.

                       Zero displays as blank.

PPR-MAX-FTE-CAT        Signed 11.6                               PA06.1
Maximum FTE by         Contains the maximum allowable FTE per
Category               count category.

                       The FTEs entered on requisition and
                       budget records are edited against this
                       amount. If you selected Yes in the Auto
                       Count field, you must enter a value
                       here.

                       The maximum FTE by category must be
                       greater than or equal to the minimum FTE
                       by category.

                       Zero displays as blank.

PPR-MIN-FTE            Signed 11.6                               PA06.1
Minimum FTE per        Contains the minimum allowable FTE for
Position               each requisition and for each position
                       assigned to an employee.

                       Zero is a valid value. It displays as
                       blank.

PPR-MAX-FTE            Signed 11.6                               PA06.1
Maximum FTE per        Contains the maximum allowable FTE for
Position               each position assigned to an employee.

                       The maximum FTE per employee per
                       position must be greater than or equal
                       to the minimum FTE.

                       Zero displays as blank.

PPR-MIN-FTE-ALL        Signed 11.6                               PA06.1
Minimum FTE All        Contains the minimum allowable FTE
Positions              allowable for an employee, considering
                       all positions assigned to an employee.

                       The minimum FTE for all positions must
                       be greater than or equal to the minimum
                       FTE per position.

                       Zero is a valid value. It displays as
                       blank.

PPR-MAX-FTE-ALL        Signed 11.6                               PA06.1
Maximum FTE All        Contains the maximum allowable FTE for
Positions              an employee, considering all positions
                       assigned to an employee.

                       The maximum FTE for all positions must
                       be greater than or equal to the maximum
                       FTE per position.

                       Zero displays as blank.

PPR-APPROVED-DATE      Numeric 8  (yyyymmdd)                     PA06.1
Budget Approved        Contains the date that indicates how
Through Date           far into the future budgets have been
                       approved. If automatic counting is used,
                       a date is required.

                       Current budgets are defined and updated
                       in PA70  (Position Budget) and PA71 (Job
                       Budget). Future budgets are defined and
                       updated in PA72 (Position Budget Plan)
                       and PA73 (Job Budget Plan).

                       The approved through date lets you
                       differentiate between your current
                       budget and a future budget that is
                       defined as part of your budget planning
                       process.

PPR-DATE-STAMP         Numeric 8  (yyyymmdd)                     PA06.1  PA111
Element: Date Stamp    Contains the date (month, day, and
                       year) that changes were made to the
                       record.

PPR-TIME-STAMP         Numeric 6  (hhmmss)                       PA06.1  PA111
Element: Time Stamp    Contains the time (hour, minute, and
                       second) changes were made to the record.

PPR-USER-ID            Alpha 10  (Lower Case)                    PA06.1  PA111
Element: User ID       Contains the user ID of a person who
                       has made changes to the record.

PPR-PR-PAY-RATE        Numeric 1                                 PA06.1
Element: Pr Pay Rate   Indicates the manner in which the pay
                       rate defaults from positions.
                       1 = Ignore Positions
                       2 = Primary Position
                       3 = All Positions

PPR-PR-EXP-ACTIVTY     Numeric 1                                 PA06.1
Element: Pr Exp ActivtyDetermines whether general ledger
                       expenses and activities to default from
                       positions.
                       1 = Ignore Positions
                       2 = Primary Position
                       3 = All Positions

PPR-PR-PL-DEPT         Numeric 1                                 PA06.1
Element: Pr Pl Dept    Indicates whether time record entry to
                       defaults from positions.
                       1 = Ignore Positions
                       2 = Primary Position
                       3 = All Positions

PPR-PR-JOB-SHIFT       Numeric 1                                 PA06.1
Element: Pr Job Shift  Indicates whether the job code and
                       shift default from positions.
                       1 = Ignore Positions
                       2 = Primary Positions
                       3 = All Positions

PPR-PR-SCHEDULE        Numeric 1                                 PA06.1
Element: Pr Schedule   Indicates whether the schedule, pay
                       grade, and step default from positions.
                       1 = Ignore Positions
                       2 = Primary Position
                       3 = All Positions

                         PAPOSRULE FILE INDEX

NAME      KEY FIELDS    DESCRIPTION / SUBSET CONDITION           USED IN

PPRSET1   COMPANY                                                BN150   BN305
          PROCESS-LEVEL                                          ET530   ETI2.1
          DEPARTMENT                                             HC01.2  HCDL.1
          EFFECT-DATE                                            HCEM.1  HR00.1
                                                                 HR01.1  HR11.1
                                                                 HR11.2  HR14.1
                                                                 HR15.1  HR217
                                                                 HR511   HR514
                                                                 HR515   LP130
                                                                 PA01.1  PA01.2
                                                                 PA01.3  PA02.1
                                                                 PA06.1  PA100
                                                                 PA102   PA11.1
                                                                 PA111   PA113
                                                                 PA115   PA13.1
                                                                 ...

PPRSET2   COMPANY                                                LP130   LP198
          PROCESS-LEVEL                                          PA182   PA211
          DEPARTMENT                                             PR197
          EFFECT-DATE*

PPRSET3   COMPANY                                                BN150   BN305
          EFFECT-DATE*                                           ET530   ETI2.1
          PROCESS-LEVEL                                          HR11.1  HR11.2
          DEPARTMENT                                             HR511   LP130
                                                                 PA01.1  PA01.2
                                                                 PA01.3  PA02.1
                                                                 PA06.1  PA100
                                                                 PA102   PA11.1
                                                                 PA111   PA115
                                                                 PA13.1  PA13.2
                                                                 PA170   PA171
                                                                 PA172   PA182
                                                                 PA201   PA206
                                                                 PA211   PA272
                                                                 PA371   PA406
                                                                 ...

                         PAPOSRULE FILE RELATIONS

ONE TO ONE RELATIONS


RELATION       RELATED
 NAME           FILE        INTEGRITY RULES / FIELD MATCH

Company        PRSYSTEM     Required
                            When (PPR-PROCESS-LEVEL = Spaces )

                            PPR-COMPANY          -> PRS-COMPANY
                            Spaces               -> PRS-PROCESS-LEVEL

Department     DEPTCODE     Required
                            When (PPR-DEPARTMENT != Spaces )

                            PPR-COMPANY          -> DPT-COMPANY
                            PPR-PROCESS-LEVEL    -> DPT-PROCESS-LEVEL
                            PPR-DEPARTMENT       -> DPT-DEPARTMENT

Process Level  PRSYSTEM     Required
                            When (PPR-PROCESS-LEVEL != Spaces )

                            PPR-COMPANY          -> PRS-COMPANY
                            PPR-PROCESS-LEVEL    -> PRS-PROCESS-LEVEL