1. Choose Human Resources ® Personnel Management ® Benefits ® Retirement Plans ® Data Transfer: Inbound.
2. Specify the number of the IDoc that you want to process.

Only IDocs that have not been fully processed (IDocs with the statuses 62, 52, and 51) are listed in the possible entries for the IDoc number field. However, it is possible to enter a successfully processed IDoc with the status 53 in order to reprocess it.

3. You can restrict processing of received data to a subset of employees in the Selection area.
4. If you are processing data for a subset of employees for whom data is contained in the IDoc, set the Status "posted" indicator if you want the IDoc status to be set to Posted if no errors occur.

The system automatically recognizes whether all employees for whom data is contained in the IDoc are processed without error and sets the appropriate status. However, it cannot recognize whether all employees have been processed without error if data is processed in multiple stages (for separate subsets of employees). You therefore need to set this indicator if you want the system to register that processing is complete.



Before setting this indicator, you must be absolutely certain that no data is outstanding for any employee, otherwise the status Posted could be inappropriate and misleading.



If you have already processed all employees for whom data is contained in the IDoc but are repeating processing for employees that had errors in the first run, you indicate that you want the IDoc status to be set to Posted if no further errors occur.

5. Choose .

The IDoc is processed and service data and/or projected benefits calculated by the TPA are stored on Retirement Plan Valuation Results infotype (0565). You may need to repeat processing if any errors occurred.