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How To Use Function GET - PLAN - BALANCE in Payroll Fast Formula

This document provides instructions for using the GET_PLAN_BALANCE function in Oracle Fusion Global Payroll Cloud Service payroll formulas to retrieve accrual balances. It describes creating a Payroll Access to HR formula called GET_PLAN_BALANCE that takes in an HR assignment ID, accrual plan name, and effective date as parameters and returns the accrual balance. It then shows how to call this formula from a Payroll Calculator formula to retrieve and log an employee's accrual balance.

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692 views4 pages

How To Use Function GET - PLAN - BALANCE in Payroll Fast Formula

This document provides instructions for using the GET_PLAN_BALANCE function in Oracle Fusion Global Payroll Cloud Service payroll formulas to retrieve accrual balances. It describes creating a Payroll Access to HR formula called GET_PLAN_BALANCE that takes in an HR assignment ID, accrual plan name, and effective date as parameters and returns the accrual balance. It then shows how to call this formula from a Payroll Calculator formula to retrieve and log an employee's accrual balance.

Uploaded by

bittu007tarale
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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APPLIES TO:

Oracle Fusion Global Payroll Cloud Service - Version 11.1.11.1.0 and later
Information in this document applies to any platform.

GOAL

How to use function GET_PLAN_BALANCE in Payroll Fast Formula?

SOLUTION

Using GET_PLAN_BALANCE function in payroll formula

This document will show customer how to use GET_PLAN_BALANCE function in


payroll formulas:

Step 1: Go to Manage Fast Formula page, and Create new formula give
information as blew screen shot:

Formula name ‘GET_PLAN_BALANCE’


Type = ‘Payroll Access to HR’

Step 2: Customer can post below text into formula text. It is mainly for call
‘GET_PLAN_BALANCE’ function. Any other requirement you can add by yourself.
Step 3: Make sure you compile successful.

So far we already create Payroll Access to HR type formula ‘GET_PLAN_BALANCE’, it


can return Accrual Balance, but it needs 3 parameters: hr_assignment_id, accrual
plan name, and effective date.

Step 4: Update Oracle Payroll type formula to call ‘GET_PLAN_BALANCE’. For


example, I need call from Payroll Calculator formula. Then I need add below formula
code into payroll Calculator formula:

l_hr_assignment_id = 0
IF ( ENTRY_LEVEL = 'AP') THEN
(
l_hr_assignment_id = TERM_HR_TERM_ID

)
ELSE IF ( ENTRY_LEVEL = 'PA') THEN
(
l_hr_assignment_id = ASG_HR_ASG_ID

l_effective_date= GET_CONTEXT(EFFECTIVE_DATE,'0001/01/01 00:00:00'


(DATE)) /* If you want to get accrual balance base on another date, you can change
the effective date*/

l_plan_name ='ABS_BAT_PLAN' /* your accrual plan name, please correct the plan
name*/

call_formula('GET_PLAN_BALANCE',
l_hr_assignment_id > 'hr_assign_id' ,
l_plan_name > 'p_plan_name' ,
l_effective_date > 'p_effective_date' ,
accrual_bal < 'out_accrual_units' default 0)

l_log = PAY_INTERNAL_LOG_WRITE('[ABA_BAT_PROC_ACCRUAL_CALCULATOR] -
Accrual Unit Balance : '|| to_char(accrual_bal))
Step 5: Make sure you compile successful. Then run payroll check whether you
can get correct accrual balance.

/*******************************************************************************

* *

* FORMULA NAME: GET_PLAN_BALANCE *

* *

* FORMULA TYPE: Payroll Access to HR *

* *

* DESCRIPTION: This formula will return the Accrual Unit from Absence *

* Accrual Balance *

* *

* *

* *

********************************************************************************/

Inputs are

hr_assign_id ,

p_plan_name (text),

p_effective_date (date)

l_log = PAY_INTERNAL_LOG_WRITE('[GET_PLAN_BALANCE] Inside Formula GET_PLAN_BALANCE ')


l_hr_assignment_id = hr_assign_id

l_log = PAY_INTERNAL_LOG_WRITE('[GET_PLAN_BALANCE] HR_ASSIGNMENT_ID : '||


TO_CHAR(l_hr_assignment_id))

CHANGE_CONTEXTS (HR_ASSIGNMENT_ID = l_hr_assignment_id, EFFECTIVE_DATE=


p_effective_date)

l_accrual_units = 0

/*Accrual Plan name as input Parameter*/

l_accrual_units = GET_PLAN_BALANCE(p_plan_name)

l_log = PAY_INTERNAL_LOG_WRITE('[GET_PLAN_BALANCE] ACCRUAL UNITS '||


TO_CHAR(l_accrual_units))

out_accrual_units = l_accrual_units

return out_accrual_units

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