Closing unprocessed service records

Use the following procedure to close service transactions that match the selected criteria. Run this job outside of the processing cycle.

Employee Absence Plan Calculation (LP140) is responsible for processing employee service. LP140 does not process records when the employee is not in an Absence Plan, or when the service is not used in a plan accrual or allotment calculation. LP199 can be used to close these records that could otherwise remain open indefinitely.

To close unprocessed service records

  1. Access Close Unprocessed Service Records (LP199).
  2. Select a Company. Optionally, you can select processing group, process level, or employee group to close unprocessed service records for.
  3. Use the following guidelines to enter field values:
    Record Dates

    Select a range of dates to select records to process.

    Object IDs

    Select a range of object IDs to select records to process.

    Object ID is used to relate commitments or posted transactions back to the originating subsystems. Each subsystem record that is updated as a commitment or posted transaction is assigned an object identifier. The object identifier is maintained in the subsystem files and in the Activity Commitments Detail and Activity Transaction files. The object identifier is a unique key used to drill back from Activity Management to the subsystems.

    Include

    Select whether or not you want to include transactions for a specific Service Class. I=Include, E=Exclude, Blank=All (default)

    Service Class

    Select a service class.

    Include

    Select whether or not to include transactions for a specific Reason Class. I=Include, E=Exclude Blank=All (default).

    Reason Class

    Select a reason class.

    Update

    Select whether or not to update the selected service transactions. 1=Report only (default), 2=Update, All 3= Service Status Update, 4= Event Status Update.

    Report Option

    Select whether to see transaction summary or transaction detail in the report. 1=Summary, 2=Detail (default).

    Sort Option

    Select the order for reporting selected service transactions. 1=Employee (default), 2=Service Code, 3=Reason Code.

  4. Add and submit the job.