e-Filing Incoming Process: Sample Scenario 

Purpose

A generalised scenario for the e-Filing Incoming process is outlined under Process Flow. This process documentation gives you an overview of the various stages of the Incoming process and shows you where the different e-Filing functions fit into this process.

 

Process Flow

1. You call report RPUEFI_START_POLL to begin the e-Filing for Great Britain Incoming process.

This report initiates the polling of your secure mailbox located on the Government Gateway and the retrieval of selected forms (any or all of the following): P6, P9, P6B, SL1 and SL2, online.

You execute this report using a report tree, or you can schedule it to run regularly as a batch program.

The progress and status of each of the steps within the polling process can be checked, monitored and controlled using the Business-to-Authority Manager (B2A Manager: transaction PB2A). Once report RPUEFI_START_POLL has been started, it creates entries in the B2A Manager.

2. Maintain your selection criteria and execute report RPUEFI_START_POLL.

An output screen is generated. The screen displays your selected application area, sub-application area and PAYE scheme. The process ID for this particular polling process is also shown here.

The output screen also incorporates a status bar. A green status bar indicates that the current polling process has been completed without errors. However, if there are errors within the current process, the status bar is displayed in red and contains specific error status information.

3. As required, correct all errors as indicated in the red status bar.

Use the B2A Manager Log to display more details on the errors reported for the current polling process.

4. Go directly to the Update Manager from the output screen by selecting the Update Manager pushbutton.
5. Using the Update Manager, you examine the information contained in the incoming records retrieved from the Government Gateway. Using these incoming records, you either:
6. • Update the infotypes in question using the functions available in the Worklist Area, or
   • Confirm a record has ended in error using the Set Errors To Processed option in the Worklist Errors area.

A record ending in error can be further displayed in reporting, but cannot be processed further.

The infotypes updated during Incoming processing are Tax Data GB (0065) and Court Orders/Student Loans (0070).

A Ready for Update message is issued to all records that have been successfully matched to an employee and are ready to be updated to the relevant infotype.

A Successful Update message is issued to records where the updating process has been completed successfully and the record has been updated to an infotype record.

 

Result

At the conclusion of the e-Filing Incoming process, you have:

• Successfully updated all employee Tax Data GB (0065) and Court Orders/Student Loans (0070) records according to the data retrieved from your secure mailbox on the Government Gateway.
• Permanently stored to the database table T5GEF01 (with status Processed) all incoming records that have ended in error, and which cannot be processed further.