Claims Carry Forward Balance Report
(HINCREMC)
Use
This function enables the process of carrying forward unclaimed balances of the reimbursement types at the end of their validity periods.
Different types of reimbursements have different validity periods. For example, a Petrol Reimbursement has a monthly validity period, and a medical reimbursement has an annual validity period. At the end of the validity period of a reimbursement type, you can choose to either carry forward the unclaimed balances, pay the remaining balances to the employee, or allow it to lapse. When you carry forward the unclaimed balances to the next validity period, the employee can claim the carried forward amount in the next period. The system disburses the unclaimed balances of the previous period before disbursing the eligibility for the current period.
To carry forward the unclaimed balance from a validity period to the next, you must execute the Claims Carry Forward Balance report (HINCREMC). You can carry forward the balances only once within a validity period.
You can carry forward monetary and non-monetary types of reimbursements.
Prerequisites
· As you can carry forward the balance amount only once within a validity period, it is advisable that you first process the Status for Claims report (HINCREMS). Ensure that the employee information in this report is correct before processing the Claims Carry Forward Balance report (HINCREMC).
· You have maintained the reimbursement wage types for your employees. For more information, refer to the IMG activity under Payroll India ® Reimbursements, Allowances and Perks ® Calculate Eligibility for RAPs.
· You have maintained the carry forward periods for the reimbursement types. The Pay Scale Grouping for Allowances and the Reimbursement Type determine the carry forward policy, the validity period, and the period type of a reimbursement. You can carry forward the unclaimed balances across multiple validity periods. For example, a reimbursement type having a monthly validity period can be carried across three months. A reimbursement type having a yearly validity period can be carried across multiple years.
For more information, refer to the IMG activity under Payroll India ® Reimbursements, Allowances and Perks ® Maintain Salary Year and Period End Treatment of RAP.
You can also maintain user defined periods for carrying forward the reimbursement balances. For more information, refer to the IMG activity under Payroll India ® Reimbursements, Allowances and Perks® User Exit: Determine Carry Foward Dates.
Features
· The system processes the carry forward balances for a reimbursement type based on the Validity Period End Date, the reimbursement type, and the settings that you have made for balances carried forward. The End Date is the last date of the validity period, and you generally carry forward the balances on this date. For example, Medical Reimbursement is valid for a financial year, and the Validity Period End Date for this reimbursement is March 31.
You also have an option to process multiple reimbursement types. This is useful when you have multiple reimbursement types with the same End Date. For example, both Conveyance Allowance and Medical Reimbursement have the financial year as their validity period. The End Date for both will be March 31, and you can process the carrying forward of these reimbursements together.
· You can execute this report for an employee or a range of employees, based on:
¡ Payroll Area
¡ Personnel numbers
Activities
...
1. To access the report from the SAP Easy Access screen, choose Human Resources ® Payroll ® Asia/Pacific ® India ® Utilities ® Reimbursements, Allowances and Perks ® Balances Carry.
2. Enter the relevant selection criteria.
3. To execute the report, choose Program ® Execute.
For the selected range of personnel numbers, the report displays information such as the different types of reimbursements claimed, the validity period of a reimbursement type, employee eligibility, and amount or units carried forward.
When you process Claims Carry Forward Balance report (HINCREMC), the system updates the table view Claims carry forward (T7INAE) with the carry forward balances of the employees. When you disburse claims in the next validity period, using the Reimbursement for Employees transaction (PC00_M40_REMP), the system processes the carried forward balances first, before processing the eligibility in the current validity period.
See also:
Period End Treatment of Reimbursements
Claims Balance Disbursement report (HINCREMT)