Copying year-end parameters

Note:  You cannot copy all company/process level parameter records to a different company because the process levels in one company may not necessarily correspond to the process levels in another company.

You can use Year-End Parameters Copy/Delete (PR127) to copy or delete PR27.1 (PRREGPARM) information. This lets you copy parameters from one year to the next, from one company to another company or another process level, or from one process level to another process level or company. You may also optionally delete ALL company/process level 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 will print. We recommend that you run this report in Report Only mode first to verify the results before running in Update. If you encounter errors, no updates are made and errors are printed to an error report. You can use the List Report Option to view existing parameters on Year-End Parameters (PR27.1) and Employee Year-End Parameters forms in the PR11.X screens.

Copy year end parameters

  1. Access Year-End Parameters Copy/Delete (PR127).
  2. Select a Company.
  3. Select a Country Code.

    This field determines the values in the Topic field.

  4. On the Existing tab, specify this information:
    Payroll Year

    Specify the payroll year for the existing company parameters you want to copy or delete.

    If you do not select a year and you are deleting Employee Year-End Parameters (PR11.1), the corresponding Employee (HR11.1) fields are updated with zeros.

    Process Level

    Specify a process level if applicable.

    Payroll Acct Nbr Group

    Select a Canadian Payroll Account Number Group or Quebec Enterprise Number Group when running PR127 for Record Type = E (Employee) and either copying or deleting the Canadian Employee Year-End Parameters (PR11.4).

    QC Enterprise Nbr Group

    Select a Quebec Enterprise Number Group or Canadian Payroll Account Number Group when running PR127 for Record Type = E (Employee) and either copying or deleting the Canadian Employee Year-End Parameters (PR11.4).

    Record Type

    Select the type of records to be copied or deleted. Employee records are defined on Year-End Parameters (PR11.1) or Canadian Employee Year-End Parameters (PR11.4).

    Entity records are defined on Year-End Parameters (PR27.1).

    Topic

    Select a topic. If you leave this field blank, all topics for the record type are copied or deleted.

    If you select Employee in the Record Type field, a topic is required. E1, E2, E5, C1, Q1, Q2, Q4, Q5, Q6, Q7, Q8, and Q9 are the valid selections.

    Field Number

    You can select up to five Field Numbers to include in the report. If you leave this field blank, all fields are processed.

    Record Selection

    Select which type of parameter records to include:

    Select 1 to include only company parameters from Year-End Parameters (PR27.1).

    Select 2 to include only process level PR27.1 parameters.

    Select 3 to include all PR27.1 parameters.

    Select 4 to include employee PR11.1 or PR11.4 parameters.

    Report Option

    Select blank (List) to create a listing report of data specified in Employee Year-End Parameters (PR11.1), USERRA Year-End Parameter (PR11.2), Canadian Employee Year-End Parameters (PR11.4), Employee Year-End PA TCD Override (PR11.5), Year-End Parameters (PR27.1), or Tax Authority Year-End Parameters (PR27.2).

    Select 1 (Copy) to copy Year-End Parameters (PR27.1) records from one year to another, from one company to another company or process level, or from one process level to another process level or company. You must complete the Copy To tab to designate where the parameters are copied.

    Note: Option 1 overwrites the data in the Copy To record based on the parameters from the existing record. If a Data Item exists in the Copy To record but does not have a Data Item to overwrite from the existing record, then the Data Item remains in the Copy To records.

    Select 2 (Delete) to delete year-end parameter records (PR27) based on the information specified in the Existing tab. If you select Delete, DO NOT complete the Copy To tab.

    Select 3 (Replace) to delete and copy the information in Copy To based on the parameters from the existing records.

    Update Option

    Select 1 (Report Only) to provide a report of PR27 parameter information that are copied or deleted based on the parameters specified. Update Option must be 1 (Report Only) for Report Option (List).

    Select 2 (Update) to perform the copy, replace or delete function in update mode.

  5. If you are copying or replacing parameters, select the Copy To tab.
  6. Specify this information:
    Note: If you are listing or deleting parameters, Do not complete the Copy To tab.
    Company

    Company number that the records are copied to.

    Payroll Year

    Specify the payroll year to which the records are copied. This is required.

    Process Level

    Specify a Process Level that the records are copied to.

    If you selected All (3) for Record Selection on the Existing tab, leave this field blank to copy all process level and company parameter records to the Copy To payroll year specified.

    Payroll Acct Nbr Group

    Select a Canadian Payroll Account Number Group or Quebec Enterprise Number Group when running PR127 for Record Type = E (Employee) and copying the Canadian Employee Year-End Parameters (PR11.4).

    QC Enterprise Nbr Group

    Select a Quebec Enterprise Number Group or Canadian Payroll Account Number Group when running PR127 for Record Type = E (Employee) and copying the Canadian Employee Year-End Parameters (PR11.4).

  7. Select the Add form function and submit the job.