Function documentationChecks for HR_PBCDOC

 

The following checks ensure that no inconsistencies occur in the database when commitment documents are destroyed:

  • If at least one document line in table HRFPM: FPM Document Headers for Commitment (HRFPM_FPM_POS) is still being used for an employee in the documents of the payroll posting, then the data is not destroyed.

    A document can be archived or destroyed only if the validity of each financing in a financing or commitment document lies before the retroactive accounting date defined in Customizing for data destruction for the country grouping (Customizing view T77PARETROLIM).

    Otherwise, the system checks whether the use of the documents in the payroll environment (FUND, tables for payroll postings):

    • Case 1: The Archiving Posting Index (PA_PIDX) switch (POST ARCHI) is not set in table T77S0.

      This means that posting documents (such as PPDIT) are archived or destroyed exactly when the “associated” payroll results are archived or destroyed. In this case the system checks whether the commitment documents in table HRFPM: FPM Document Headers for Commitment (HRFPM_FPM_POS) are still referenced in PPDIT.

    • Case 2: The POST ARCHI switch is set.

      This means that the posting documents can be archived or destroyed even though the “associated” payroll results have not been archived or destroyed.

      In this case the system reads the entries in PCL2 as it can happen that a commitment document is not referenced in the payroll result.

    For more information, see the documentation about the archiving objects PA_PDOC and PA_PIDX:

    Archiving and Destroying Payroll Documents Using PA_PDOC (PY-XX-DT)

    Archiving and Destroying Index Files Using PA_PIDX (PY-XX-DT)

  • If the validity period of a document is within an active commitment period or within the commitment period for an initial run, the data is not destroyed.

  • If you have started a data destruction run for commitment documents in production mode, the system checks whether the related earmarked funds have the status Completed. The system automatically sets the status of earmarked funds to Completed if the status Completed has not yet been set in the commitment period. If this is not possible, then the data in the commitment document is not destroyed. For more information, see Dependencies for HR_PBCDOC.

  • To avoid creating inconsistencies when reloading, the following data cannot be reloaded:

    • Documents that have led to major consistency problems at the time of archiving

    • Documents that would lead to data collisions in the database

    • Documents with related earmarked funds that have the status Completed and whose status cannot be reset

Checks in Funds Management

Earmarked funds cannot be archived or destroyed until the related commitment documents have been destroyed. Therefore, you need to ensure that is also not possible to archive or destroy earmarked funds in Funds Management (FI-FM) while the related commitment documents are still being used. The preprocessing program Earmarked Funds: Set Archiving Indicator (Archiving) (RFMRESDF) performs this check of the archiving object Earmarked Funds(FM_FUNRES).