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Process documentationRetroactive Reimbursement Carry-Forward Locate this document in the navigation structure

 

You use this process to carry forward an employee's eligible retroactive reimbursement to the current period. The reimbursement can be amount or a number.

Prerequisites

  • You have activated the BAdI in Customizing for Payroll India under   Reimbursements, Allowances and Perks   Claims   Implementation: Retrospective Change of Eligibility  .

  • You have modified the employee’s reimbursement eligibility records for the previous periods in the Individual Reimbursements (0589) infotype.

Process

  1. Run the HR-IN: Status for Claims (HINCREMS) report to list the retroactive eligibility records.

    Note: You must select the Retroactive Change checkbox on the selection screen.

  2. On the output screen, select the lines marked as C/F Balance in the Validity Info column, and choose the ELIG pushbutton on the tool bar. The system then only displays the retroactive records on the subsequent screen.

  3. Select the retroactive records and save in your local disk.

  4. Run the HR-IN: Claims Balance Upload Program (HINUUPCF) report to upload the retroactive records to the system.

Result

The system updates the Claims Carry Forward (T7INAE) table with the retroactive amount or number for the selected employees. The retroactive reimbursement is then available for the employees.