More Fast Formula Examples For Advanced Benefits, PTO Accruals and Payroll Calculations

Bill Stratton BOSS Corporation bill.stratton@bosscorporation.com

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Agenda
Introduction Crash Course of Fast Formulas
Formula Types Database Items Syntax Indirect Results Payroll Tables

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Agenda (continued)
Real Live Scenarios Payroll Calculations
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Student Federal Work Study Solution PTO Accrual Accrual Rate for New Hires Advanced Benefits Coverage Date Rule Fast Formula Debugging Techniques Q&A
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Who is BOSS?

About BOSS Corporation BOSS is an acronym that stands for Better Organization Service Solutions Founded in 1995 by Stephen Adams and Jim Crum Both Stephen and Jim were responsible for Oracle consulting in the Southeast US for Oracle Corporation before forming BOSS BOSS service lines are sharply focused on Oracle Application implementations; Financials, HR/Payroll and Manufacturing, technology consulting, and database administration services
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Headquarters are located in Atlanta, with additional offices in Dallas, Pittsburgh, Raleigh, and Redwood Shores
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About BOSS Corporation Author of two Oracle Application books Special Edition: Using Oracle Applications Special Edition: Using Oracle 11i Major sponsor at OAUG conferences; National, European, and many regional and local groups Eleven presentations, papers and panel involvement Fall 2001 OAUG in San Diego Fourteen presentations, papers and panel involvement at Spring 2002 OAUG in San Diego Ten presentations, papers and panel involvement at Fall 2002 OAUG in San Diego

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Crash Course in Fast Formula

Formula Types
Skip Rules Validation Payroll Calculations Benefit Rules PTO Accrual Calculations

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Crash Course in Fast Formula

Database Items
Variable Names for Complex Joins Flex Field Segments Balances (with Dimensions) Global Values Element Entry Input Values

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Crash Course in Fast Formula

Database Items Examples
ASG_POSITION POS_KF_FUNCTION_CODE SCL_ASG_US_TIMECARD_REQUIRED GROSS_EARNINGS_ASG_GRE_MONTH LONG_TERM_DISABILITY_AMOUNT_ENTRY_VALUE

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Crash Course in Fast Formula

Syntax
Alias Section Default Section Inputs Section Calculation Section Assignment Statements IF/THEN/ELSE Statements No GOTO or Case Statements Return Section
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Crash Course in Fast Formula

Indirect Results
Pass Direct Result to Pay Value Pass Other Calculations to Other Elements Make sure other elements have higher priority Use Formula Results screen to pass RETURN values to elements
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Crash Course in Fast Formula

Payroll Tables
Defined in the Application Use Table Structure to define table Use Table Value to load values Date-tracked and can be updated by Function personnel Great place to store rates by database item (Location, People Group)
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Real Live Scenarios

Student Federal Work Study
Government supplies funds for student employment Part of Financial Aid Package Student System Maintains Award and balances Payroll needs to capture category
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Payroll Calculation Scenario

Step 1, Create EIT
Use Assignment EIT Tracks Task, Rate and Costing Tracks FWS Flag Eligible Ineligible Excludable Summer
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insert EIT screen prints here

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Payroll Calculation Scenario

Step 2, Fast Formula Function
Returns Rate and FWS Flag PL/SQL Package Registered with Oracle Apps Can be called from Fast Formula

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insert screen print of registered function

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Payroll Calculation Scenario

Step 3, Create Information Element
Used to capture dollars by FWS Flag Will be populated by Indirect Results

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insert screen prints of an information

element

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Payroll Calculation Scenario

Step 4, Update Fast Formula
Use function to retrieve rate and FWS Flag Determine which category to place dollars based on FWS Flag

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insert screen prints of Fast Formula logic

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Payroll Calculation Scenario

Step 5, Setup Formula Results
Send each category to proper Input Value on Information Element After payroll is complete, run interface to send records to Student System

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insert screen print of formula results and

demonstrate run results

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PTO Accrual
Recent enhancements added Fast
Formula functionality

Three types
Calculation Carryover Ineligibility

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PTO Accrual Templates

PTO Payroll Balance Calculation
Same as 10.7 One year term, starts on Jan 1 Frequency based on payroll period Amounts defined on screens Carryover effective December 31 Can now incorporate balances
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PTO Accrual Templates

PTO Simple Balance Multiplier
Accrual term one year - June 1 Accrual frequency one month Accrual amounts in formula Carryover effective May 31

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PTO Accrual Templates

PTO ROLLING ACCRUAL
One year term, no fixed start date Accrual frequency one month Accrual amounts in formula No carryover (use it or lose it)

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PTO Accrual Scenario

Will use PTO Payroll Balance Calculation Will modify sub formula PTO Payroll
Period Accrual

Will create a table to store rates for first

year hires by month

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Insert screen prints of table creation

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PTO Accrual Scenario

Copy PTO_PAYROLL_BALANCE_CALCULATION to
OAUG_PAYROLL_BALANCE_CALCULATION

Copy PTO_PAYROLL_PERIOD_ACCRUAL to
OAUG_PAYROLL_PERIOD_ACCRUAL

Modify Formulas Define Plan

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Advanced Benefits - Eligibility

OAB/OSB includes many opportunities
to use FF

Almost every definition screen

includes a Rule

Each screen uses a different Fast

Formula Type

Check FF guide for requirements

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Advanced Benefits - Eligibility

In our scenario, Coverage starts on the
first of the month following 30 days of service

Exceptions for January and February

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definition screen

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Fast Formula Debugging Tools

Use MESG variable to include needed values Place MESG variable in RETURN statement Modify Formula Results Message will be included in Payroll Message Report

All values in MESG must be character

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insert screen print of Fast Formula with MESG and Return

statement

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insert screen print of Formula Results

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insert screen print of messages

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Fast Formula Debugging Tools

MESG does not work for OAB/OSB Create FF Function to post message to
custom table

Can call multiple times

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Fast Formula Debugging Tools

Step 1, Create custom table Step 2, Create PL/SQL procedure Step 3, Register Function Step 4, Use Function in FF

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Create function FF_POST_MESSAGE ( FormulaName IN Varchar2, FormulaMessage IN Varchar2) Return Varchar2 IS Begin Insert into FF_POST_MESSAGE values FormulaName,FormulaMessage,SYSDATE); Commit; Return('S'); Exception When Others then Return('F'); End;

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insert screen print of register function

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insert screen print of Fast Formula with function

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insert screen print of SQL query of custom

table

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Fast Formula Primer

Had Enough????
Q&A
Bill Stratton BOSS Corporation bill.stratton@bosscorporation.com
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2002 Fall OAUG
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