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Set Up Totals Display

In this step, you define the appearance of the totals display in the payroll journal. Normally, no splits are taken into account in the totals display, and no employee data is printed.

Requirements

Standard Settings

The standard system contains a form that you can copy and change for your own purposes.

Activities

1. Copy the standard form or your converted form to your test client. For more information, refer to the R/3 Library under Human Resources -> HR Tools -> Form Editor -> Copy a Standard HR Form Across Clients.
2. If required, change the form background. For more information, refer to the R/3 Library under Human Resources -> HR Tools -> Form Editor -> Background.
3. If required, change the individual fields of the totals display. For more information, refer to the R/3 Library under Human Resources -> HR Tools -> Form Editor -> Editing an Individual Field.
4. If required, change the line layout. For further information, refer to the R/3 Library under Human Resources -> HR Tools -> Form Editor -> Editing a Line Layout.
5. Specify which identifiers are to be printed in a window. For more information, refer to the R/3 Library, under Human Resources -> HR Tools -> Form Editor -> Creating a Window.
All identifiers that you specify here must be included in the payroll excerpts in the cumulation identifier ****.
6. If you want to print texts or graphic elements before or after a set of information, define the group texts. For more information refer to the R/3 Library under Human Resources -> HR Tools -> Form Editor -> Create Group Text.
7. If you want to summarize the various identifiers, proceed as described in the R/3 Library under Human Resources -> HR Tools -> Form Editor -> Creating a Window.
For example, this can be necessary in the USA, if you want to pass data to the tax office.
8. If you want to summarize various identifiers, you must summarize these in a cumulation identifier. For more information, refer to the R/3 Library under Human Resources -> HR Tools -> Form Editor -> Create Cumulation Identifier Wage types from tables containing cumulated values, such as the tables CRT and TCRT may not be cumulated correctly.
9. If you want to include information in the payroll excerpts under certain conditions only, create a rule. For more information, refer to the R/3 library under Human Resources -> HR Tools -> Form Editior -> Create Rule.

Further Notes

Ensure that you observe the naming conventions for payroll journal forms. Customer forms must begin with Z or with a special character.