Accounting a Claim (SAP Library

Accounting a Claim

Use

This procedure is used to account your employees‘ claims in preparation for payroll. An employee’s claim is considered for payroll processing only if his or her claim is accounted.

Prerequisites

You must have carried out the procedure Entering a Claim for your employee.

In Customizing for Payroll for your country, you must have assigned the claim wage types to the claim plans in the step, Payroll ® Benefits ® Assign Wage Types to Claim Plans.

Procedure

On the SAP Easy Access screen, choose Human Resources ® Personnel management ® Benefits ® Claims (Asia) ® Approval.

The Claims Processing – Main Program screen appears.

In the Period group box, select the appropriate period indicator. If you select the Other period indicator, enter the appropriate date or a range of dates.

In the Selection group box, you may select any one of the criteria or a combination of different criteria listed below:

Enter the personnel number or a range of personnel numbers of your employees for whom the claim has to be accounted or leave blank for all personnel numbers.
Enter a personnel area, or a range of personnel areas, or leave blank for all personnel areas.
Enter the personnel subarea, or a range of personnel subareas, or leave blank for all personnel subareas.
Enter the employee group, or a range of employee groups, or leave blank for all employee groups.
Enter the employee subgroup, or a range of employee subgroups, or leave blank for all employee subgroups.
Enter the payroll area, or a range of payroll areas, or leave blank for all payroll areas.

In the Additional data group box, further selection criteria are available. You may restrict your selection of employees based on the criteria below too.

Enter the benefit area, or a range of benefit areas, or leave blank for all benefit areas.
Enter the 1^st program grouping, or a range of 1 ^st program groupings, or leave blank for all 1 ^st program groupings.
Enter the 2^nd program grouping, or a range of 2 ^nd program groupings, or leave blank for all 2 ^nd program groupings.

After entering the criteria of your choice, execute the function.

The Claims Processing: Data Entry and Account Records screen appears. The list of claims already entered for the employee during the specified period is displayed.

You can also enter new claims for the employee by choosing Insert line on this screen.

Select the employee’s claim record to be accounted and choose Account Records.

The Status field is automatically set to Accounted for the claim chosen.

To account all the claims entered for an employee, choose Select all and then choose Account Records.

Result

Your employee’s claim is now considered for payroll processing. That is, a record is created or updated in the Additional Payments infotype (0015) for this employee and this is considered during a payroll run. Based on the type of claim accounted, there are two kinds of records that can be created:

If the claim is of type Bill, then a record is created with a deduction wage type for the amount displayed in the EE Amount field. This amount is deducted from the employee’s salary or wages during payroll.
If the claim is of type Receipt, then a record is created with an addition wage type for the amount displayed in the ER Amount field. This amount is added to the employee’s salary or wages during payroll.

The Claims processing Balance table (T7XASG) for the employee is updated with the year-to-date claimed amount for the claim plan and the date of the claim accounted. The number of claims accounted for the employee is also updated. This is necessary since certain claim plans have a limit for the number of claims that can be accounted in a year.