Calc group migration scenarios
The behavior shown in the following scenarios is controlled by the value you specify on the CALC_GROUP_EFFECTIVE_DATING registry parameter, which determines whether calculation group migrations are processed using effective-dated logic.
See the Infor Workforce Management User and Administration Library (Multi-tenant) and select .
| Scenario | Condition | System Behavior | Result | Example |
|---|---|---|---|---|
| New calc group | Calc group does not exist in target | All records are inserted without modification | Full creation of calc group with complete history |
Source: 1900-01-01 to 3000-01-01 : Config V_SRC Target (before): none Target (after): 1900-01-01 to 3000-01-01 : Config V_SRC |
| Non-overlapping history | Source history does not overlap with target | Source history is inserted and target history is shifted or split as needed | Both source and target histories remain, with a continuous timeline |
Source: 1900-01-01 to Dec 2024 : Config V_SRC Target (before): 1900-01-01 to 3000-01-01 : Config V1 Target (after): 1900-01-01 to Dec 2024 : Config V_SRC; Dec 2024 to 3000-01-01 : Config V1 |
| Partial overlap | Source overlaps part of a target segment | Overlapping portion of target is removed and replaced by source | Target data remains outside overlap and the source applies within overlap |
Source: Nov 2024 to Dec 2024 : Config V_SRC Target (before): 1900-01-01 to Dec 2024 : Config V_TGT; Dec 2024 to 3000-01-01 : Config V1 Target (after): 1900-01-01 to Nov 2024 : Config V_TGT; Nov 2024 to Dec 2024 : Config V_SRC; Dec 2024 to 3000-01-01 : Config V1 |
| Full overlap replacement | Source matches a full target segment | Target segment is fully replaced by source | Source configuration overrides target for that period |
Source: Jan 2025 to 3000-01-01 : Config V_SRC Target (before): Jan 2025 to 3000-01-01 : Config V2 Target (after): Jan 2025 to 3000-01-01 : Config V_SRC |
| Source splits target history | Source falls within a target segment | Target segment is split into two segments and source is inserted between them | Timeline remains continuous with three segments |
Source: Mar 2025 to 3000-01-01 : Config V_SRC Target (before): 1900-01-01 to Jan 2025 : Config V1; Jan 2025 to 3000-01-01 : Config V2 Target (after): 1900-01-01 to Jan 2025 : Config V1; Jan 2025 to Mar 2025 : Config V2; Mar 2025 to 3000-01-01 : Config V_SRC |
| Multiple splits | Multiple source histories overlap multiple target segments | Multiple target segments are split and replaced where applicable | Timeline results in multiple contiguous segments across the full range |
Source: Feb 2024 to Mar 2024 : Config V_SRC1; Feb 2026 to Mar 2026 : Config V_SRC2 Target (before): 1900-01-01 to Jan 2025 : Config V_TGT1; Jan 2025 to 3000-01-01 : Config V_TGT2 Target (after): 1900-01-01 to Feb 2024 : Config V_TGT1; Feb 2024 to Mar 2024 : Config V_SRC1; Mar 2024 to Jan 2025 : Config V_TGT1; Jan 2025 to Feb 2026 : Config V_TGT2; Feb 2026 to Mar 2026 : Config V_SRC2; Mar 2026 to 3000-01-01 : Config V_TGT2 |