Lawson Insight Technical Documentation

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ERDs Tables Conditions Elements Libraries APIs Forms


BN36.1 - Investment

**Form Purpose
Use Investment (BN36.1) to assign investment distributions for an employee's
contributions to a defined contribution plan.

This form is valid only if the Investments field in the Vesting Compensation
form tab of BN15.1 (Benefit Plan) is Yes.

**More Information
The employee's current investment accounts display first, followed by all
active accounts. Current investment accounts are those belonging to a benefit
with a start date equal to or before or a stop date equal to or after the
system date. Active accounts display based on the sequence number defined for
the investment accounts in the Investment form tab of BN15.1 (Benefit Plan).

If you re-enroll an employee in a defined contribution plan because the
employee's contributions change, you also need to re-assign investment

You access the Investment subform by choosing the Inv button from benefit
entry forms.

Updated Files

    CKPOINT    - The Check Point file is used to allow recovery.

    EMPINVEST  - The Employee Investment file is the main file updated by this

Referenced Files

    BENEFIT    - The Employee Benefit file contains employee benefit records
                 for all benefit types. The file is accessed to retrieve start
                 and stop dates.

    BNCOMPANY  - The Benefit Company file is accessed to verify the benefit

    BNINVEST   - The Benefits Investment file is accessed to retrieve the
                 sequence number and investment description.

    EMPFLEXDOL - The Employee Flex Dollars file is accessed to restart the job.

    EMPLOYEE   - The Employee file is accessed to retrieve the employee
                 security class and the process level.

    HRSECLEV   - The Employee Security Level file is accessed to verify the
                 field security.

    PAEMPLOYEE - The Employee Personnel Information file is accessed to
                 retrieve the employee's flex plan.

    PLAN       - The Benefit Plan file is accessed to retrieve the valid
                 percent investments for a defined contribution.

    PRSYSTEM   - The HR Company and Process Levels file is accessed to retrieve
                 the company name.