(RUS) Set up calculation procedures for the payroll process
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
This topic explains how to set up calculation procedures, their sequences and counters, and calculation methods to calculate the salaries for workers. You can create calculation procedures to set up the sequences that define the rules and calculation order for the salary calculation of employees. Calculation procedures are processed separately for specific accruals and deductions.
Prerequisites
The following table shows the prerequisites that must be in place before you start.
Category |
Prerequisite |
|---|---|
Version |
Microsoft Dynamics AX 2012 R2 Payroll for Russia Feature Pack |
Country/region |
The primary address for the legal entity must be in the following countries/regions: Russia |
Related setup tasks |
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1. Set up a calculation procedure group
Use the Calculation procedure groups form to set up a group of calculation procedures. When you create a calculation procedure group, Microsoft Dynamics AX assigns a numeric identification code to the group. The calculation procedures are processed in ascending order of the procedure group numbers. You can use the group numbers to organize the dependent procedures in a hierarchy. For example, you can include the calculation procedures for basic accruals such as basic wages, vacation, and sick pay that are included in the first group. You can include the procedures that are dependent upon the accruals in the second group, procedure to calculate the income tax for private individuals in the third group, and procedures to calculate other deductions, such as fines, borrowings, or alimonies, in the final group.
To set up a calculation procedure group, follow these steps:
Click Payroll (Russia) > Setup > Calculation > Calculation procedure groups.
Click New or press CTRL+N to create a group. Microsoft Dynamics AX automatically updates the next group number in the sequence in the Group code field.
In the Description field, enter a description for the procedure group.
Click Calculation procedures to open the Calculation procedures form, where you can create or modify the procedures that are included in the group. For more information, see 2. Set up a calculation procedure.
2. Set up a calculation procedure
Use the Calculation procedures form to set up a procedure for payroll calculation. You can also group calculation procedures, and define the order of processing for them. For more information about calculation procedure groups, see 1. Set up a calculation procedure group.
Microsoft Dynamics AX categorizes each calculation procedure as a system procedure or a general procedure. System procedures are automatically created when you select the corresponding configuration keys in Microsoft Dynamics AX 2012 R2 Payroll for Russia Feature Pack. For more information, see Technical information for system administrators. The configuration keys include the following predefined system procedures:
Timesheet
Contract calculation
Employee average earnings calculation
Vacation payment calculation
Business trip calculation
Sick lists
Periodical payments
Standard deductions
Lucre
Tax calculations
Moonlighters correction
To set up a calculation procedure, follow these steps:
Click Payroll (Russia) > Setup > Calculation > Calculation procedures.
–or–
Click Payroll (Russia) > Setup > Calculation > Calculation procedure groups. Select a group, and then click Calculation procedures.
Click New or press CTRL+N to create a calculation procedure. The status of the procedure is updated to Not calculated in the Status field on the General FastTab. Depending on the calculation status of the procedure, this field is updated to Calculated. You can also change the status to Exclude manually. For more information about calculation procedure statuses, see “3. Calculate salaries using calculation procedures” in (RUS) Generate pay statements.
Nota
You can view the list of all of the calculation procedure groups, sorted by their group codes on the Calculation order FastTab.
In the Group code field, select the numeric identification code of the group for the calculation procedures. The calculation procedures from the same hierarchy are processed in the order of the identification codes of the procedures. The calculation procedures that relate to several groups are calculated sequentially based on the sequence of the numeric identification code of the groups.
In the Procedure code and Name fields, enter an identification code and a name for the calculation procedure.
On the General FastTab, select the Delete previous calculation check box to delete all of the data from previous calculations before processing the new calculation. When you calculate procedures for the second and subsequent calculation dates in a calculation period, the salary lines that were calculated on the previous calculation date are deleted, and new salary lines on the current calculation date are created.
In the Main group code field, select the main procedure to which the selected sub procedure belongs. The main calculation procedure is not calculated until all of the subordinate procedures are calculated. This helps you define the order of processing for a specific procedure.
Click Sequences to open the Sequence of calculation form, where you can set up the calculation sequence that defines the calculation order of the values for the pay types and counters. For more information about how to set up sequences for calculation procedures, see 3. Set up sequences for calculation procedures. Close the form.
Click Query to specify the calculation criteria for the procedure. Click OK.
3. Set up sequences for calculation procedures
Use the Sequence of calculation form to set up sequences for a calculation procedure that define the order to calculate the values for the pay types and counters. You can use a particular sequence for only one calculation procedure.
To set up sequences for calculation procedures, follow these steps:
Click Payroll (Russia) > Setup > Calculation > Sequences.
–or–
Click Payroll (Russia) > Setup > Calculation > Calculation procedures. Click Sequences.
–or–
Click Payroll (Russia) > Setup > Calculation > Calculation procedure groups. Select a group, and then click Calculation procedures. Click Sequences.
In the Procedure code field, select the identification code of the calculation procedure to create the sequence for.
Nota
If you open this form from the Calculation procedures form, the identification code for the selected calculation procedure is automatically updated in this field. You cannot select any other calculation procedure.
Click New or press CTRL+N to create a sequence.
The Sequence field is automatically updated with the next number in the sequence. You can modify the sequence, if required. When you process a calculation procedure, the sequences that are related to the procedure are calculated in ascending order based on their sequence numbers.
In the Name field, enter the name of the calculation sequence.
Click Counters to open the Counter setup form, where you can set up calculation methods for the selected sequence. For more information about how to set up counters for procedures, see 4. Set up counters for calculation sequences.
Repeat steps 2 through 6 to set up additional sequences.
4. Set up counters for calculation sequences
Use the Counter setup form to set up counters for calculation sequences. Counters are structural units of a calculation method for a sequence. You can specify the pay types to use for calculations in the counters. You can enter formulas to calculate pay types in these counters. Counters are calculated according to the calculation method that you select for them. You can also specify the accounting rules that are used to post the results of the calculation. Although you can specify the pay type values manually, the values of the counters are updated while a calculation is processed. The result of the calculation is saved in the counter and is reflected in the pay type.
To set up counters for calculation sequences, follow these steps:
Click Payroll (Russia) > Setup > Calculation > Sequences. Select a sequence, and then click Counters.
–or–
Click Payroll (Russia) > Setup > Calculation > Calculation procedures. Select a calculation procedure, and then click Sequences. Select a sequence, and then click Counters.
–or–
Click Payroll (Russia) > Setup > Calculation > Calculation procedure groups. Select a group, and then click Calculation procedures. Select a calculation procedure, and then click Sequences. Select a sequence, and then click Counters.
–or–
Click Payroll (Russia) > Setup > Calculation > Counters.
Nota
When you open the form from this locator, the counter that you create is not attached to a calculation procedure and a calculation sequence. You can use these counters as values for rates of type Counter.
In the upper pane, click New or press CTRL+N to create a counter.
If you open the Counter setup form from the Sequence of calculation form, the Sequence field is automatically updated with the number of the sequence that you selected in the Sequence of calculation form. The counter is linked with a defined calculation procedure.
If you do not open the Counter setup from the Sequence of calculation form, the Sequence field is updated with 0 (zero).
In the Counter and Name fields, enter an identification code and name for the counter.
In the Pay type field, select the pay type to apply the counter to when the selected counter is used to generate a payroll transaction. You can leave this field blank to use this counter as a subroutine for another counter.
In the lower pane, click New or press CTRL+N to create a line, and then specify calculation parameters for the counter line.
Field
Description
Criteria To
Select the condition to calculate the current counter line, depending on the value of the counter that was calculated on the previous line.
Select from the following options:
=0
<>0
<0
>0
<=0
>=0
Zero
Select this check box to set the value of the current counter to zero when the counter condition that you specify in the Criteria To field is true.
Stop
Select this check box to stop the calculation of the current counter line when the counter condition that you specify in the Criteria To field is true.
Skip
Select this check box to skip the current counter line and move to the next counter line in the sequence when the counter condition that you specify in the Criteria To field is true.
Line type
Select the line type to apply the counter to. The options that you can select in the From and To fields depend on the line type that you select. Some of the line types are available for system procedures, such as days and hours from the employee working schedule and values of rates and counters. Some of the line types are specific to a general procedure and are available only for the general procedure, such as days and hours for a timesheet procedure and income and deduction values for a tax procedure.
Nota
After you select a line type and set up the values in the From and To fields, you can set up the additional criteria to calculate the values for the entities that correspond with the line type that you specify. The values that are returned for all of the entities that are specified for the corresponding line types are aggregated, and all of the future mathematical operations are calculated using this total.
From
Select the first operand for the line type, such as a counter, pay type, rate, time code, and so on.
To
Select the second operand for the line type, such as a counter, pay type, rate, time code, and so on.
Period
Select the duration for the calculation.
Select from the following options:
No
Month
Quarter
Half-year
Year
Accumulated in total
Index
Enter 0 as the index for the current period, 1 as the index for the next period, and -1 as the index for the previous period.
Specification
Select the method that is used to calculate totals for the selected period.
Select from the following options:
Period only – Add the values for the periods that are defined in the Period and Index fields.
From period – Add the values for the period from the start of the period that is defined in the Period and Index fields, including the current calculation period.
From employment – Add the values for the period from the date of hire, including the current calculation period.
Line criteria
Select the condition that is applied on the current line amount to process the operation. If the condition is not met, the operator is not processed and the current counter value remains unchanged.
Select from the following options:
=0
<>0
<0
>0
<=0
>=0
Operator
Select +, -, *, or / as the mathematical operator for the expression.
Nota
If you do not specify an operator, the value of the current line is used as a parameter for the next line.
Sequence number
The sequence number of the counter line defines the order in which to run the calculation. You can modify the sequence number for the counter line.
Nota
When you enter values in the From and Next line fields for the counter lines of line type Calculation line and Line total, the sequence number is used to determine the current counter line.
Next line
The sequence number of the next counter line to execute. If you enter a sequence number that is not available, the calculation of the counters will stop.
On the General tab, in the Maximum and Minimum fields. Enter the maximum and minimum values of the result for the line. These values define the interval of available values for the result.
In the Rounding field, select the rounding method for the value of the counter line.
In the Precision field, enter the precision with which to round off the value for the counter line.
Repeat steps 5 through 8 to create additional counter lines.
Repeat steps 2 through 8 to create additional counters.
Click Dependencies to open the Dependencies form, where you can view the list of the dependent entities for the counter.
5. Set up parameters for average earnings calculation
Use the Average earnings calculation settings form to set up parameters for the average earnings calculation method. You can use the average earnings calculation method to calculate salary accruals, such as per diem expenses, travel allowances, gifts, annual bonuses, vacations, and sick lists.
To set up parameters for the average earnings calculation, follow these steps:
Click Payroll (Russia) > Average earnings calculation > Setup > General settings.
In the From 5 to 6 days working week field, select a rate that is used as a conversion factor to convert the working week from 5 days to 6 days.
In the From 5 to 7 days working week field, select a rate that is used as a conversion factor to convert the working week from 5 days to 7 days.
In the Average days number in month field, select a rate that is used to determine the number of days in the month for average earnings calculation.
In the Salary scale field, select a rate that is used as a base salary for employees when earnings are not available for the average earnings calculation period.
In the Size of minimal wage (MROT) field, select a rate that is used to determine the minimum monthly wage for employees.
6. Set up an average earnings calculation method for all workers
Use the Average earnings calculation method form to set up the calculation methods for all of the workers in a legal entity.
To set up an average earnings calculation method for all workers, follow these steps:
Click Payroll (Russia) > Average earnings calculation > Setup > Calculation method.
Click New or press CTRL+N to create an average earnings calculation method for all of the workers.
In the Calculation method code and Name fields, enter an identification code and a name for the calculation method.
In the Number of month field, select the identification code for a rate that contains the number of months for the average earnings calculation period.
In the Working week duration field, select 5 days, 6 days, or 7 days as the duration of the work week.
In the Calculation method of short month field, select the calculation method for the days or hours that are worked, and apply it to each month within the average earnings calculation period during which the employee did not work for the full month.
Select from the following options:
Summary – The number of days or hours that are worked is calculated using resulting information about the employee days or hours that are worked for the month:The days or hours that are available to work according to the schedule - The days or hours that the employee is absent.
Calendar – The number of days or hours that are worked is calculated using the daily timesheet and calendar details:
((The days or hours according to the schedule - The days or hours that the employee is absent) / The number of calendar days in the month) * The average number of days in the month.
By coefficient – The number of days or hours that are worked is calculated using the resulting information from the number of employee days or hours that are worked for the month, the actual time that is worked considering the conversion factor that is set for the calendar of the employee, and the working week duration.
In the Calculation type field, select By days or By hours to calculate average daily or hourly earnings.
Nota
If you select Calendar in the Calculation method of short month field, you must select By days In this field.
On the General tab, specify numerical parameters, time parameters, and bonus parameters for the calculation method.
Field
Description
Calculation method of full month
Select the average earnings calculation method for the days or hours that are worked, and apply it to each month within the average earnings calculation period that the employee worked for the entire month.
Select from the following options:
According to calendar – The number of days or hours that are worked in the calculation period according to the working schedule.
Average value – The average number of days or hours in a month.
Base of calculation
Select the identification code for the average earnings calculation base. The base includes pay types that are used in the average earnings calculation.
Average earnings base
Select the identification code for the average earnings calculation base. The base includes pay types that are used in the average earnings calculation.
Nota
The average earnings base is applied for the average earnings calculation instead of the Base of calculation when there are no accruals available for previous calculation periods that are included in the base of calculation.
Step-up ratio
Select the rate that contains the ratio to index the average earnings during the calculation period.
According to schedule
Select a time group that defines the work time according to the schedule.
Actually worked
Select a time group that defines the time that was actually worked.
Nota
This field is available only if you select By coefficient in the Calculation method of short month field.
Absences from work
Select a time group that defines an acceptable reason for an absence from work.
Nota
This field is available only if you select Summary or Calendar in the Calculation method of short month field.
On average
Select a time group that defines the time during which the accruals that are entered in the Average earnings base field were made.
Bonus base
Select a calculation base that includes pay types that correspond with awards that are made for the period from the material incentives fund.
Criteria of bonus accounting
Select the criteria to specify the bonus accounting rules in the average earnings calculation.
Select from the following options:
Maximum – The applicable number of bonuses that are for the maximum amount are used for the calculation.
Minimum – The applicable number of bonuses that are for the minimum amount are used for the calculation.
First – The applicable number of bonuses that are accrued first are used for the calculation
Last – The applicable number of bonuses that are accrued last are used for calculation.
Nota
If the number of bonuses for a single reason exceeds the number that is allowed for the average earnings calculation, a single bonus is selected for the period, depending on the selected criteria. One twelfth of the bonus for the year prior to the event is included in each month that is entered in the average earnings calculation.
Proportional calculation
Select this check box to indicate that bonuses are included in the average earnings calculation in proportion to the days or hours worked.
7. Set up an average earnings calculation method for a single worker
Use the Employee average earnings calculation method form to set up an average earnings calculation method for a single worker. This calculation method is used for a worker instead of the method that has the same identification code that is configured for all workers.
To set up an average earnings calculation method for a single worker, follow these steps:
Click Payroll (Russia) > Average earnings calculation > Setup > Employee setup.
Click New or press CTRL+N to create an average earnings calculation method for a worker.
In the Calculation method code field, select the identification code for the calculation method that you created for all workers. The name of the calculation method is updated in the Name field.
Nota
The details of the selected calculation method are updated in the corresponding fields on the Overview and General tabs.
In the Employee field, select the identification code of the employee to set up the calculation method for. Make sure that you select an employee for whom you have defined a working schedule. The name of the employee is updated in the Employee name field.
All the fields are updated with the values for the selected average earnings calculation method that you set up. You can modify the values in the fields, if required. For more information, see 6. Set up an average earnings calculation method for all workers.
Next step
You have finished setting up the calculation procedures for the payroll process. Continue to set up additional parameters for the payroll process. For more information, see the following topics:
(RUS) Set up payments, journals, and deductions for the payroll process
(RUS) Set up vacations, business trips, and incentives for the payroll process
After you complete all of the setup tasks for the payroll process, continue to calculate payments for workers. For more information, see the following topics:
(RUS) Register and calculate compensation for vacations and business trips
(RUS) Configure standard deductions calculation
Technical information for system administrators
If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.
Category |
Prerequisite |
|---|---|
Configuration keys |
Click System administration > Setup > Licensing > License configuration. Select the CIS Payroll and CIS Staff administration configuration keys. |
Security roles and duties |
To set up calculation procedures for the payroll process, you must be a member of a security role that includes the following duties.
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Security roles and privileges |
To set up calculation procedures for the payroll process, you must be a member of a security role that includes the following privileges.
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