Lawson Insight Technical Documentation

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PLANMASTER


                            PLANMASTER FILE

                           Time Accrual Plan

Contains the time accrual plan information.

REFERENCED BY

BN138     BN15.1    BN215     HPLM.1    HR11.1    HR170
HR511     HR55.1    HR55.2    HR55.3    HR70.1    PA100
PA52.4    PR130     PR134     PR135     PR32.2    PR35.1
PR35.2    PR35.3    PR35.4    PR35.5    PR35.6    PR35.8
PR35.9    PR36.1    PR530     TA05.1    TA125     TA145
TA146     TA147     TA148     TA170     TA175     TA180
TA181     TA198     TA220     TA241     TA242     TA260
TA265     TA270     TA290     TA310     TA341     TA42.1
TA50.1    TA542     TA570     TA60.1    TA65.1    TA65.2
TA65.3    TA70.1    TA70.2    TA80.1    TA81.1    PR160
PR180     TA195     TA196

UPDATED BY

TA199     TA20.1    TA20.2    TA20.3    TA20.4    TA20.5
TA40.1

FIELD NAME             DESCRIPTION/VALID VALUES                  UPDATED BY

PLM-COMPANY            Numeric 4                                 TA20.1  TA20.2
Element: Company Hr    Contains the number that represents an    TA20.3  TA20.4
                       established company.                      TA20.5  TA40.1

PLM-PLAN-NAME          Alpha 10                                  TA20.1  TA20.2
Element: From Plan NameContains the plan name. This is           TA20.3  TA20.4
                       verified in the Time Accrual Plan file.   TA20.5  TA40.1

PLM-PLAN-CLASS         Alpha 3                                   TA20.1  TA40.1
Element: Plan Class    Contains the plan class that groups
                       plans for printing balance information
                       on payments. This is verified in the
                       Plan Class file.

PLM-DESCRIPTION        Alpha 30  (Lower Case)                    TA20.1  TA40.1
Element: Description   Contains the plan description.

PLM-HRS-PAY-CL         Alpha 3                                   TA20.1
Element: Hours Pay ClasContains the pay class that tracks
                       spent hours. This is verified in the Pay
                       Class file.

PLM-GROUP-NAME         Alpha 10                                  TA20.1  TA40.1
Element: Group Name    Contains the employee group. Only
                       employees in this employee group can
                       enroll in the plan.

PLM-BEG-EFF-DATE       Numeric 8  (yyyymmdd)                     TA20.1  TA40.1
Beginning Effective    Contains the date the plan begins
Date                   accruing.

PLM-END-EFF-DATE       Numeric 8  (yyyymmdd)                     TA20.1  TA40.1
Element: Z             Contains the date the plan stops
                       accruing.

PLM-BEG-ENR-DATE       Numeric 8  (yyyymmdd)                     TA20.1  TA40.1
Beginning              Contains the first date an employee can
Enrollment Date        enroll in the plan.

PLM-END-ENR-DATE       Numeric 8  (yyyymmdd)                     TA20.1  TA40.1
Element: End EnrollmentContains the last date an employee can
                       enroll in the plan.

PLM-ACR-ELIG-CD        Alpha 1                                   TA20.1
Accrual Eligible       Contains the value that indicates
Code                   whether eligible hours equal accrual
                       hours.
                       N = Hours Not Immediately Eligible
                       Y = Hours Immediately Eligible

PLM-AUTO-CREATE        Alpha 1                                   TA20.1  TA40.1
Element: Auto Create   Contains the value that Indicates
                       whether employees enroll in the plan
                       when they are added in HR11.1
                       (Employee).
                       N = No,do not add employee to plan
                       Y = Yes,enter New employee in Plan

PLM-ACR-DIST-CO        Numeric 4                                 TA20.1  TA40.1
Element: Company

PLM-ACR-ACCT-UNIT      Alpha 15                                  TA20.1  TA40.1
Element: Accounting UniContains the accrual accounting unit.
                       This is verified in the General Ledger
                       Account Master file.

PLM-ACR-ACCOUNT        Numeric 6                                 TA20.1  TA40.1
Element: Account       Contains the accrual account. This is
                       verified in the General Ledger Account
                       Master file.

PLM-ACR-SUB-ACCT       Numeric 4                                 TA20.1  TA40.1
Element: Subaccount    Contains the accrual subaccount. This
                       is verified in the General Ledger
                       Account Master file.

PLM-EXP-DIST-CO        Numeric 4                                 TA20.1  TA40.1
Element: Company

PLM-EXP-ACCT-UNIT      Alpha 15                                  TA20.1  TA40.1
Element: Accounting UniContains the expense accounting unit.
                       This is verified in the General Ledger
                       Account Master file.

PLM-EXP-ACCOUNT        Numeric 6                                 TA20.1  TA40.1
Element: Account       Contains the expense account. This is
                       verified in the General Ledger Account
                       Master file.

PLM-EXP-SUB-ACCT       Numeric 4                                 TA20.1  TA40.1
Element: Subaccount    Contains the expense subaccount. This
                       is verified in the General Ledger
                       Account Master file.

PLM-GL-TRANS           Alpha 1                                   TA20.1  TA40.1
General Ledger         Contains the value that indicates
Transaction            whether liability amounts for accrued
                       and eligible hours are posted to the
                       general ledger.
                       N = Do Not Post To General Ledger
                       Y = Post To General Ledger

PLM-LIABILITY          Alpha 1                                   TA20.1
Element: Liability     Contains the value that determines the
                       basis of the liability.
                       B = Accrued and Eligible hours
                       E = Eligible hours
                       N = No liability

PLM-LOS-UNITS          Numeric 5                                 TA20.1
Length of Service      Contains the number of units required
Units                  to meet the length of service
                       requirement for eligibility in the plan.
                       Units are determined by the value in the
                       Length of Service Unit of Time field.

PLM-LOS-UOT            Alpha 1                                   TA20.1
Length of Service      Contains the unit of time in which the
Unit of Time           length of service is measured.
                       D = Days
                       H = Hours
                       M = Months
                       S = Semimonths
                       W = Weeks

PLM-LOS-DT-CD          Alpha 2                                   TA20.1
Length of Service      Contains the value that indicates when
Date Code              the service requirement begins.
                       AJ = Adjusted hire
                       HI = Hire

PLM-LOS-PAY-CL         Alpha 3                                   TA20.1
Length of Service      If the length of service unit is Hours,
Pay Class              this field contains the pay class that
                       represents the hours that count toward
                       the eligibility requirement. This is
                       verified in the Pay Class file.

PLM-ENTRY-CD           Alpha 1                                   TA20.1
Element: Entry Code    Contains the nearest entry point at
                       which an employee can enroll in the
                       plan.
                       A = After meeting length service
                       P = Prior meeting length service

PLM-ENTRY-DAYS         Numeric 4  (mmdd) Occurs 13 Times         TA20.1
Element: Entry Days    Contains the entry points employees can
                       enroll in the plan.

PLM-AS-CYCLE           Alpha 2                                   TA20.2
Accrual Schedule       Contains the unit of time for each
Cycle                  accrual cycle.
                       AN = Annually
                       BW = Biweekly
                       MO = Monthly
                       QT = Quarterly
                       SA = Semiannually
                       SM = Semimonthly
                       WK = Weekly

PLM-AS-FRM-DT-IND      Alpha 2                                   TA20.2
Accrual Schedule       Contains the date accruals begin.
From Date Ind          AJ = Adjusted hire date
                       HI = Hire date
                       PE = Plan Entry date

PLM-AS-TO-PR           Alpha 1                                   TA20.2
Accrual Schedule to    Contains the value that indicates
Payroll                whether the accrual cycle adjusts to the
                       payroll cycle.
                       N = Do not adjust to payroll cycl
                       Y = Adjust to payroll cycle

PLM-EP-LOS-UNITS       Numeric 5                                 TA20.4
Entry Point LOS        Contains the number of units required
Units                  before an employee can transfer accrued
                       hours to eligible hours. Units are
                       determined by the value in the Entry
                       Point Length of Service Unit of Time
                       field.

PLM-EP-LOS-UOT         Alpha 1                                   TA20.4
Entry Point LOS        Contains the unit of time in which the
Unit Of Time           service requirement for transferring
                       accrued hours is measured.
                       D = Days
                       H = Hours
                       M = Months
                       S = Semimonths
                       W = Weeks

PLM-EP-LOS-DT-CD       Alpha 2                                   TA20.4
Entry Point LOS        Contains the value that indicates when
Date Code              the length of service begins.
                       AJ = Adjusted hire date
                       HI = Hire date

PLM-EP-LOS-PAY-CL      Alpha 3                                   TA20.4
Entry Point LOS Pay    Contains the pay class used to track
Class                  hours for the service requirement. This
                       is verified in the Pay Class file.

PLM-EP-ENTRY-CD        Alpha 1
Entry Point Entry      Contains the nearest entry point at
Code                   which employees can transfer accrued
                       hours to eligible hours.
                       A = After meeting LOS requirement
                       P = Prior to meeting LOS require

PLM-EP-ENTRY-DAYS      Numeric 4  (mmdd) Occurs 13 Times         TA20.4
Entry Point Entry      Contains the entry points at which
Days                   employees can transfer accrued accrued
                       hours to eligible hours.

PLM-EP-TO-PR           Alpha 1                                   TA20.4
Entry Point To         Contains the value that indicates
Payroll                whether the transfer date matches the
                       payroll cycle.
                       N = Do not adjust to Payroll cycle
                       Y = Adjust to Payroll cycle

PLM-EP-CYCLE-IND       Alpha 2                                   TA20.4
Entry Point Cycle      Contains the value that indicates how
Ind                    often accrued hours transfer to eligible
                       hours.
                       AN = Annually
                       BW = Biweekly
                       MO = Monthly
                       QT = Quarterly
                       SA = Semiannually
                       SM = Semimonthly
                       WK = Weekly

PLM-COMPLETE-FLG1      Alpha 1                                   TA20.1
Element: Complete Flag1Contains the value that indicates if
                       form TA20.1 (Plan) is complete.
                       * = TA20.1 (Plan) is complete
                       " "

PLM-COMPLETE-FLG2      Alpha 1                                   TA20.2
Element: Complete Flag2Contains the value that indicates if
                       TA20.2 (Accrual Schedule) is complete.
                       * = TA20.2 is complete
                       " "

PLM-COMPLETE-FLG3      Alpha 1                                   TA20.1  TA20.2
Element: Complete Flag3Contains the value that indicates if      TA20.4
                       the plan setup is complete.
                       If the plan's accrual hours equal
                       eligible hours, the plan is complete
                       after you complete TA20.3 (Accrual
                       Limit). If the plan's accrual hours do
                       not equal eligible hours, the plan is
                       complete after you complete TA20.5
                       (Eligibility Limit).
                       * = TA20.3 or TA20.5 is complete
                       " "

PLM-ALIMIT-CYCLE       Alpha 1                                   TA20.3
Cycle to Apply         Contains the value that indicates how
Accrual Limits         often accrual limits are applied.
                       A = Annually
                       E = Everytime
                       M = Monthly
                       Q = Quarterly
                       S = Semiannually

PLM-AAPPLY-LIMIT       Alpha 1                                   TA20.3
Element: Apply Accrual Contains the value that indicates how
                       often accrual limits are checked.
                       C = Cyclical
                       R = Request

PLM-AONE-TIME-LIM      Alpha 1                                   TA199   TA20.3
Apply Accrual          Contains the value that indicates if
Limits Next Run        the system checks Accrual limits during
                       the next time accrual cycle.
                       N = No, One time limit
                       Y = Yes, limits are checked

PLM-ELIMIT-CYCLE       Alpha 1                                   TA20.5
Cycle to Apply         Contains the value that indicates how
Eligible Limits        often the system applies eligible
                       limits.
                       A = Annually
                       E = Everytime
                       M = Monthly
                       Q = Quarterly
                       S = Semiannually

PLM-EAPPLY-LIMIT       Alpha 1                                   TA20.5
Apply Eligible         Contains the value that indicates how
Limits                 the system checks eligible limits.
                       C = Cyclical
                       R = Request

PLM-EONE-TIME-LIM      Alpha 1                                   TA199   TA20.5
Apply Eligible         Contains the value that indicates if
Limits Next Run        the system checks eligible limits during
                       the next time accrual cycle.
                       N = No, One time limit
                       Y = Yes, limits are checked

PLM-WEB-AVAILABLE      Alpha 1
Element: Web Available

PLM-WEB-AVAIL-SUPV     Alpha 1
Element: Web Avail Supv

PLM-WEB-DESC           Alpha 15  (Lower Case)
Element: Web Desc

PLM-COUNTRY-CODE       Alpha 2                                   TA40.1
Element: Country Code  The country code.  Required for VAT and
                       intrastat reporting.  Must be defined in
                        IN01.1 (Country Maintenance).

PLM-PLAN-BASIS         Numeric 2                                 TA40.1
Element: Plan Basis    00 = n/a
                       01 = Hours
                       02 = Date

PLM-ACCRUAL-TYPE       Numeric 2                                 TA40.1
Element: Accrual Type  00 = n/a
                       01 = No Accrual/Vac Pay only
                       02 = Accrual-Dollars Only
                       03 = Accrual-Dollars and Hours
                       04 = Accrual-User Calc

                         PLANMASTER FILE INDEX

NAME      KEY FIELDS    DESCRIPTION / SUBSET CONDITION           USED IN

PLMSET1   COMPANY                                                BN138   BN15.1
          PLAN-NAME                                              BN215   HPLM.1
                                                                 HR11.1  HR170
                                                                 HR511   HR55.1
                                                                 HR55.2  HR55.3
                                                                 HR70.1  PA100
                                                                 PA52.4  PR130
                                                                 PR134   PR135
                                                                 PR32.2  PR35.1
                                                                 PR35.2  PR35.3
                                                                 PR35.4  PR35.5
                                                                 PR35.6  PR35.8
                                                                 PR35.9  PR36.1
                                                                 PR530   TA05.1
                                                                 TA125   TA145
                                                                 ...

PLMSET2   COMPANY       KeyChange                                PR160   PR180
          PLAN-CLASS
          PLAN-NAME

PLMSET3   COMPANY                                                TA125   TA145
          COUNTRY-CODE                                           TA195   TA196
          PLAN-NAME                                              TA199   TA20.1
                                                                 TA20.2  TA20.3
                                                                 TA20.4  TA20.5
                                                                 TA220   TA40.1

PLMSET4   COMPANY       KeyChange
          COUNTRY-CODE
          PLAN-CLASS
          PLAN-NAME

                         PLANMASTER FILE RELATIONS

ONE TO ONE RELATIONS


RELATION       RELATED
 NAME           FILE        INTEGRITY RULES / FIELD MATCH

Accrual Acount GLMASTER     Required
                            When PLM-GL-TRANS = "Y"

                            PLM-COMPANY          -> GLM-COMPANY
                            PLM-ACR-ACCT-UNIT    -> GLM-ACCT-UNIT
                            PLM-ACR-ACCOUNT      -> GLM-ACCOUNT
                            PLM-ACR-SUB-ACCT     -> GLM-SUB-ACCOUNT

Company        PRSYSTEM     Required

                            PLM-COMPANY          -> PRS-COMPANY
                            Spaces               -> PRS-PROCESS-LEVEL

Employee Group PERSGROUP    Required
                            When PLM-GROUP-NAME != Spaces

                            PLM-COMPANY          -> PRG-COMPANY
                            PLM-GROUP-NAME       -> PRG-GROUP-NAME

Ep Los Pay Cl  PAYCLASS     Required
                            When PLM-EP-LOS-UOT = "H"

                            PLM-COMPANY          -> PCL-COMPANY
                            PLM-EP-LOS-PAY-CL    -> PCL-PAY-CLASS

Exp Account    GLMASTER     Required
                            When PLM-GL-TRANS = "Y"

                            PLM-COMPANY          -> GLM-COMPANY
                            PLM-EXP-ACCT-UNIT    -> GLM-ACCT-UNIT
                            PLM-EXP-ACCOUNT      -> GLM-ACCOUNT
                            PLM-EXP-SUB-ACCT     -> GLM-SUB-ACCOUNT

Hrs Pay Class  PAYCLASS     Required

                            PLM-COMPANY          -> PCL-COMPANY
                            PLM-HRS-PAY-CL       -> PCL-PAY-CLASS

Los Pay Class  PAYCLASS     Required
                            When PLM-LOS-UOT = "H"

                            PLM-COMPANY          -> PCL-COMPANY
                            PLM-LOS-PAY-CL       -> PCL-PAY-CLASS

Plan Class     PLANCLASS    Required
                            When PLM-PLAN-CLASS != Spaces

                            PLM-COMPANY          -> PLC-COMPANY
                            PLM-PLAN-CLASS       -> PLC-PLAN-CLASS

                         PLANMASTER FILE RELATIONS

ONE TO MANY RELATIONS


RELATION       RELATED
 NAME           FILE        INTEGRITY RULES / FIELD MATCH

Accrual Limit  ACTRLIMIT    Delete Cascades

                            PLM-COMPANY          -> ATL-COMPANY
                            PLM-PLAN-NAME        -> ATL-PLAN-NAME
                            "A"                  -> ATL-LIMIT-TYPE
                                                    ATL-THRU-LIM-CYC

Formula        TAFORMULA    Required

                            PLM-COMPANY          -> TAF-COMPANY
                                                    TAF-CALC-NAME

Pgemployee     PGEMPLOYEE

                            PLM-COMPANY          -> PGE-COMPANY
                                                    PGE-GROUP-NAME
                                                    PGE-EMPLOYEE

Pgselect       PGSELECT

                            PLM-COMPANY          -> PGS-COMPANY
                                                    PGS-GROUP-NAME
                                                    PGS-EMPLOYEE
                                                    PGS-SEQ-NBR

Plan Employees EMTAMASTR    Delete Restricted

                            PLM-COMPANY          -> ETM-COMPANY
                            PLM-PLAN-NAME        -> ETM-PLAN-NAME
                                                    ETM-EMPLOYEE

Schedule       ACCRSCHED    Delete Cascades

                            PLM-COMPANY          -> ACS-COMPANY
                            PLM-PLAN-NAME        -> ACS-PLAN-NAME
                                                    ACS-THRU-CYCLE

Transfer Limit ACTRLIMIT    Delete Cascades

                            PLM-COMPANY          -> ATL-COMPANY
                            PLM-PLAN-NAME        -> ATL-PLAN-NAME
                            "E"                  -> ATL-LIMIT-TYPE
                                                    ATL-THRU-LIM-CYC