JD Edwards Human Capital Management: Fixing YTD Gross Pay and PDBA Amounts
In this article, we’ll explore the dynamics of JD Edwards Human Capital Management for assessing and fixing gross pay and PDBA amounts.
JD Edwards Human Capital Management: The Use Case
This issue sounds like a mysterious one, but it could very well happen due to a manual mistake or system issue. For Smartbridge, it happened on a recent project when our client chose to upgrade from JD Edwards EnterpriseOne Tools Release 9.0 to 9.2.
During the project, the data selection for the custom versions of Payroll Driver (R07250) messed up when we promoted it to Tools Release 9.2. The final update, which was the last step in the payroll cycle, selected the records multiple times and processed them repeatedly. When we reviewed the logs, we identified the primary key issues, but did not suspect the data selection itself to be the driver of the problem. After two weeks, we finally realized that data selection was in fact causing the root issue.
Correcting the PDBA Issue
The gross YTD (year to date) amounts and PDBA (payments, deductions, benefits and accruals) amounts were incorrect for the first two pay periods in Tools Release 9.2, and continued for subsequent periods thereafter.
The Gross YTD amount gets updated each time by the final update, so altogether, the totals were updated incorrectly. However, this didn’t occur for each member of the company, which made the problem that much more challenging.
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Ultimately, fixing the PDBA amount issue was “less tense” compared to the rest of the challenges. There is a standard UBE (Universal Batch Engine) that will re-post DBAs to the payroll month if the amount in the Summary History Table (F06146) doesn’t correspond to the detail information in the DBA History (F0719). For each employee, the re-post calculates monthly totals for each DBA type, and posts the amounts to the PDBA Summary History. In retrospect, it summarizes by check date.
Correcting the YTD Issue
In this JD Edwards Human Capital Management use case, updating the YTD amounts presented the biggest challenge. There is no popular out-of-the-box process to reference, and the table that consisted of the YTD amount had limited fields. The check control number is the only field we could use to join the other tables.
To solve the problem, we had to build multiple SQL scripts and update the amounts by doing the following:
Extract the data into the temporary table (BASE) for all pay periods in 2019 by joining Pay Check History Tax Ledger (F06166) and Stub Information History table (F07186) on the check control number.
The stub information table consists of various records for each employee and pay period based on the selections, deductions, etc. We needed to filter the records in F07186 to get only the “Gross Wages”.
Join the temporary table (BASE) with two temporary tables (BASE B, BASE C). BASE B had only the first row, which consisted of the base total, and BASE C had the remaining records (>row 1).
Sum up the stub current amount (Y8SCUR) and extract the data into another temporary table (FINAL). Each pay period then had only one record with the running totals. Grouping was done at this point as well.
Build the updated SQL and update (F07816.Y8YTDG) with the amounts (total of Y8SCUR) from the second temporary table (FINAL).
Note: Back up should be done before updating the data.
A Client Challenge Solved
After implementing some out-of-the-box thinking with JD Edwards Human Capital Management, we were able to solve our clients YTD gross pay and PDBA issue. Our client has not experienced any issues following their upgrade to Tools Release 9.2!
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