The Maintain Year End
Parameters action lets you copy parameters from one year to the next,
and from one legal entity to another legal entity. You can also delete all parameters or
copy them to another year. A report shows the year end parameters that are copied or
deleted. If existing records are replaced, the replaced values and descriptions are
printed to the report. If you encounter errors, no updates are made and the errors are
printed to an error report.
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Select
or
Select
or
Select
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Click Maintain Year End Parameters.
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Specify this information:
- Report Option
- Select a report option. These options are available:
- Copy-- Only values populated in the Payroll
Year and Legal Entity
fields are copied over to the Payroll
Year and Legal Entity
fields indicated in the Copy To section. Fields to be copied
in the Tax Authority Configurable Fields and Year End
Configurable Fields sections are based on the items
selected.
- Delete-- This option prevents the Payroll
Year and Legal Entity
fields from being populated. All fields that are within a
section are deleted unless certain fields are
specified.
- Replace-- The Payroll Year or
Legal Entity field must be
specified for this report option. All fields are copied from
the originating Payroll Year or
Legal Entity field.
- Payroll Year
- Specify the payroll year for the existing year end
parameters you want to copy or replace.
- Record Selection
- Choose whether to select all legal entities or a single
legal entity.
- Topic
- If you are copying, deleting or replacing parameters in Tax
Authority Configurable Fields or Year End Configurable Fields, you
can select a specific section or select specific fields within the
section that you want to copy, delete, or replace.
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If you are copying or replacing parameters, use the Copy To or Replace section
to specify these fields:
- Payroll Year
- Specify the payroll year to copy or replace
- Legal Entity
- Specify the legal entity to copy or replace.
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Click Submit.
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Repeat these steps to run the Maintain Year End
Parameters action in each location that it appears.