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Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

  • 1.  Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-19-2019 15:30
    Edited by Wayne Schulz 12-26-2019 20:51
    Please post here if you've done a Payroll 2.20 upgrade and let us know of any issues. We have a short timeframe to do some of these payroll updates. 

    UPDATE: 

    1. Data conversion is required after the update
    2. Workstations will run "workstation sync" upon the first login
    3. Some reports that PR forms could need updating using MASCRCW



    Also, be sure to grab the hotfix for 12/31/2019 checks over withholding

    https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=102165&sliceId=1&docLink=true&languageId=&isDocLink=true&currentmsID=MS_Customer&cmd=&openedFromDocument=true&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl

    ------------------------------
    Wayne Schulz - Schulz Consulting - 860-516-8990
    ------------------------------


  • 2.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-19-2019 15:34
    I am unclear if the hotfix needs to be applied for PR 2.20.0.  It seems like it is only necessary if on PR 2.19.4.

    ------------------------------
    John Leonard
    President
    JLA Consulting
    Metairie LA
    504-835-9639
    ------------------------------



  • 3.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-19-2019 15:42
    I can't spot it in the list of what's new - https://cdn.na.sage.com/docs/en/customer/100erp/2_20/open/PayrollSRNs.pdf

    ------------------------------
    Wayne Schulz - Schulz Consulting - 860-516-8990
    ------------------------------



  • 4.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-19-2019 15:57
    https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=102165&sliceId=1&docLink=true&noCount=true&languageId=&isDocLink=true&currentmsID=MS_Customer&cmd=&openedFromDocument=true&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl



    ------------------------------
    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    "Would you tell me, please, which way I ought to go from here?"
    "That depends a good deal on where you want to get to."
    Oscar Wilde - Alice in Wonderland
    ------------------------------



  • 5.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-19-2019 16:00
    That is what I saw and that seems to say the hotfix is included in 2.20.0.  Just confusing because I do not see in the PR 2.20.0 documentation that this was fixed.

    ------------------------------
    John Leonard
    President
    JLA Consulting
    Metairie LA
    504-835-9639
    ------------------------------



  • 6.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-20-2019 08:58
    My take is that 2020 has the patch and the hot fix is only released for 2019

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------



  • 7.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-20-2019 11:44
    Loaded 2.20 last night.  Customer called this morning.  Can no longer renumber an employee by changing the department.  I recreated this in the EEC company data.  If employee number is 01-1000, try to renumber to 02-1000 and it says the employee number already exists in department 01.  Sage support says working as designed so I am on the phone walking them through how this worked in payroll 2.19.  I told the customer the workaround I found is to renumber from 01-1000 to 01-9999 (bogus #) and then back to 02-1000.​

    ------------------------------
    Steve Engmann, MBA, CMA
    Competitive Strategies, Inc.
    Appleton, WI
    920-993-1077
    ------------------------------



  • 8.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-20-2019 11:46
    Install 2.20 on a 2018 install this morning. Tax withholding calculation were same as prior payroll. Issue with 12/31/2019 dated check is resolved.

    ------------------------------
    Myron Stevenson
    Consultant
    Clearis Consulting, Inc
    Duluth, MN
    218-525-6720
    ------------------------------



  • 9.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-20-2019 13:30
    I just installed in my local v2019.  The new fields (beginning with FMED and FSOC) do not appear in the "Z" tax profiles Sage provides.  If I create a new profile, the new boxes are present, and checked.  If I create a new tax profile and copy from a "Z" profile, they appear.  I ran the Payroll Tax update, but there is no update to install.

    Existing profile doesn't have them

    Tax Status check

    I was able to successfully process a payroll in ABC company for an employee using the Z WI profile, but wondering what the effect will be in client systems if the profiles don't get updated.  Anyone else have this experience?



    ------------------------------
    Barbara Goldstein
    Sr. Consultant
    DSD Business Systems
    San Jose CA
    800.627.9032 x221
    ------------------------------



  • 10.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-20-2019 14:02
    Always run the Payroll Status Check after installing any payroll programs.  This time it's failing on tax profiles and I'm using the fix icon which per KB article.  This is fixing them so I don't know if that's related to the issue that Barbara is seeing.  I ran a cursory payroll in my local installation after installing the new programs yesterday to make sure I didn't receive errors and saw the normal taxes, but didn't verify tax calculations.

    ------------------------------
    Shari Eckersley
    ICS Support
    ------------------------------



  • 11.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-20-2019 14:18
    I missed the part about the Fix button. Thanks, fixed now.

    ------------------------------
    Barbara Goldstein
    Sr. Consultant
    DSD Business Systems
    San Jose CA
    800.627.9032 x221
    ------------------------------



  • 12.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-23-2019 14:09
    Last call.
    Any significant issues that should prevent someone from installing payroll 2.20 

    Also,

    1. Does it require a data conversion for each payroll company? 
    2. Any other separate steps you had to take? 

    TIA

    ------------------------------
    Wayne Schulz - Schulz Consulting - 860-516-8990
    ------------------------------



  • 13.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-23-2019 14:11
    I ran conversion using 'for all companies'​ checkbox.  Also go to Payroll Status in Utilities.  I had some error for MN and used the FIX button and not sure what it did but it fixed it.
    N

    ------------------------------
    Nancy Hanson
    Blytheco LLC
    Eagan MN
    ------------------------------



  • 14.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-23-2019 14:28
    Yes to data conversion.
    On one client I had to go into System Configuration and update the registration, but have not had to on 2 other clients.

    ------------------------------
    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Beth Bowers
    269-445-1625
    ------------------------------



  • 15.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-23-2019 14:34
    It does require a conversion for each company.  Also, I had one instance where I had to run the customizer utilities afterwards, although I cannot be positive the issue was caused by the install.

    ------------------------------
    John Leonard
    President
    JLA Consulting
    Metairie LA
    504-835-9639
    ------------------------------



  • 16.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-23-2019 14:42
    It also does a forms conversion,but I don't know what it does.

    ------------------------------
    Barbara Goldstein
    Sr. Consultant
    DSD Business Systems
    San Jose CA
    800.627.9032 x221
    ------------------------------



  • 17.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-24-2019 11:16
    Just had a client who was installed yesterday call about check formatting - it had changed back to STANDARD on his workstation for some reason.  Don't know if related.

    ------------------------------
    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Beth Bowers
    269-445-1625
    ------------------------------



  • 18.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-24-2019 16:16
    Payroll tax update has been running over 40 minutes.  Activity log and installed modules don't show tax tables have been updated.
    Should I change the file-flag, or wait until there's some sign the tax tables were installed?

    ------------------------------
    Lee Graham
    Friendly Systems, Inc.
    ------------------------------



  • 19.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-24-2019 16:24
    Finally completed the Tax Update - guess everyone's updating today.

    Lee
    --

    Friendly Systems, Inc.

    Sage 100 (Mas90/200), Sage 300 (Accpac), SageCRM
    Visit us on the web at www.friendlysystems.com
    Office:?? 678.273.4010 ext 4
    Mobile: 404.202.9065
    Fax:?????????? ??678.273.4012
    See our blog at www.friendlysystems.com/blog



    ------Original Message------

    Payroll tax update has been running over 40 minutes.  Activity log and installed modules don't show tax tables have been updated.
    Should I change the file-flag, or wait until there's some sign the tax tables were installed?

    ------------------------------
    Lee Graham
    Friendly Systems, Inc.
    ------------------------------


  • 20.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-26-2019 20:06



    @Barbara Goldstein  I didn't get the impression  ​​that the forms conversion was automatic.  I ran the mascrcw.exe utility separately AFTER the installation to change the version number for PR forms.  For at least one client, it also requires the custom office PR REPORTS be converted as well.  Customer called in a panic running her last PR for the year.......

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------



  • 21.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-26-2019 20:14
    @Jeff Schwenk I've done my own local install and one client, and both prompted for the conversion.  I don't typically run MASCRCW after product updates because I don't expect forms to change except with major upgrades - until now, anyway.

    ------------------------------
    Barbara Goldstein
    Sr. Consultant
    DSD Business Systems
    San Jose CA
    800.627.9032 x221
    ------------------------------



  • 22.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-26-2019 22:08
    A little different question on Payroll 2.20.  In the Federal Section, what does this mean?
    FMED Excess GTL Coverage Tax WH  - both employee and employer
    FSOC Excess GTL Coverage Tax WH - both employee and employer

    I'm assuming it has to do with Group Term Life Coverage but what is FMED & FSOC?
    The boxes came unchecked by default and guessing I can leave them unchecked and probably won't be used often with my clients, but would like to know what it means.

    Thanks
    Nancy

    ------------------------------
    Nancy Hanson
    Blytheco LLC
    Eagan MN
    ------------------------------



  • 23.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-26-2019 23:31
    FMED and FSOC Federal Medicare and Federal Social Security.  The imputed value of excess group term life over 50 K must be reported on the 941 and W2 and is subject to FICA and Medicare.

    ------------------------------
    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    "Would you tell me, please, which way I ought to go from here?"
    "That depends a good deal on where you want to get to."
    Oscar Wilde - Alice in Wonderland
    ------------------------------



  • 24.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-27-2019 09:52
    Odd.  I haven't had any ask for that yet.

    ------------------------------
    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Beth Bowers
    269-445-1625
    ------------------------------



  • 25.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-27-2019 14:42
    PR 2020, ran the period close for client.  The balance did not reset for employer contributions even though the field was flagged to do so.  Had to run the apply utility for the reset.



    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------



  • 26.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-27-2019 14:46
    Just had my second where I had to Accept the License agreement again (2019)

    ------------------------------
    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Beth Bowers
    269-445-1625
    ------------------------------



  • 27.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-30-2019 10:04
    Client wants to know where they can look to see what the 2020 limits are (FICA, Medicare, SUI, etc) are.  I am not seeing anything.  Am I looking in the wrong spot??

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------



  • 28.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-30-2019 10:13
    Snarky Answer here:  Look to the sky (into the clouds) or google. 
    I don't think you'll find it in Sage if that's what you're asking.
    SS Base is $137,700



    ------------------------------
    Nancy Hanson
    Blytheco LLC
    Eagan MN
    ------------------------------



  • 29.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-30-2019 10:25
    Payroll 2.x - They are not in Sage 100. They are in the tax calculation engine hosted by Sage.

    ------------------------------
    Myron Stevenson
    Consultant
    Clearis Consulting, Inc
    Duluth, MN
    218-525-6720
    ------------------------------



  • 30.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-30-2019 10:57
    The Payroll Tax Update report for 12/12/19 contains the new rates and limits.  It's a huge report for that day so this information is almost at the end (p. 363) of my report.

    ------------------------------
    Shari Eckersley
    ICS Support
    ------------------------------



  • 31.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 12-30-2019 13:36
    Hmmmm, @Shari Eckersley will take a look there.  if this is the only spot, I am not feeling the love.......​​

    Thanks

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------



  • 32.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-03-2020 15:04
    Perpetual History purged.  Several clients are surprised when all of the perpetual history that used to be saved forever is now purged based upon the "Years to Retain Payroll History" in Payroll Options.  The year end close in PR ran for 2 days for one client with 20 years of payroll history that got purged off.  We have found that year end close can take up to 30 seconds per employee when payroll history is being purged.  Closing is not quick like it used to be.

    ------------------------------
    Steve Engmann, MBA, CMA
    Competitive Strategies, Inc.
    Appleton, WI
    920-993-1077
    ------------------------------



  • 33.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-03-2020 15:07
    Retirement Plan Box 13.  Several PR 2.20 clients, including our own system, where 1-2 employees with 401k contributions in 2019 have the Retirement Plan box in Employee Maintenance grayed out and unchecked.  It cannot be changed.  We have an open case with Sage and a call back set for Monday.  Appears only to be a problem with 2.20

    ------------------------------
    Steve Engmann, MBA, CMA
    Competitive Strategies, Inc.
    Appleton, WI
    920-993-1077
    ------------------------------



  • 34.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-03-2020 15:42

    We have a large client who converted to 2.20, and many of the Retirement Plan boxes are not checked when they should be.  We could import into that box if only we knew the filename to import into.   Does anyone know what file that Retirement Plan Box is in so we can do that import? 

     

    Sue Bennett | President

    P. 503 620 3484 | F. 503 620 2765

    12559 SW 69th Ave | Portland, OR  97223

    sue@benpor.com   www.benpor.com
    Bennett/Porter Blogs | facebook | twitter

    image001.png@01D58B13.891A0140

     

     

     

     



    ------Original Message------

    Retirement Plan Box 13.  Several PR 2.20 clients, including our own system, where 1-2 employees with 401k contributions in 2019 have the Retirement Plan box in Employee Maintenance grayed out and unchecked.  It cannot be changed.  We have an open case with Sage and a call back set for Monday.  Appears only to be a problem with 2.20

    ------------------------------
    Steve Engmann, MBA, CMA
    Competitive Strategies, Inc.
    Appleton, WI
    920-993-1077
    ------------------------------


  • 35.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-03-2020 15:58
    The field itself is in PR_Employee. ​

    ------------------------------
    Nancy Hanson
    Blytheco LLC
    Eagan MN
    ------------------------------



  • 36.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-03-2020 16:05

    Nancy – do you know the name of the field?  It's not "retirement" nor "pension"...

     

    Sue Bennett | President

    P. 503 620 3484 | F. 503 620 2765

    12559 SW 69th Ave | Portland, OR  97223

    sue@benpor.com   www.benpor.com
    Bennett/Porter Blogs | facebook | twitter

    image001.png@01D58B13.891A0140

     

     

     

     



    ------Original Message------

    The field itself is in PR_Employee. ​

    ------------------------------
    Nancy Hanson
    Blytheco LLC
    Eagan MN
    ------------------------------


  • 37.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-03-2020 16:07


    @Sue Bennett  @Nancy Hanson hit it square on the head.  PR_Employee.M4T.  A quick trick I use to track the table down is to make a change to the that field, save and exit.  Then drill down via explorer to the folder in question and sort by date.  The table should appear at the top or very close to it.  Saves a lot of time instead of looking through the file specs.​​​​

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------



  • 38.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-03-2020 16:08

    Thank you both!

     

    Sue Bennett | President

    P. 503 620 3484 | F. 503 620 2765

    12559 SW 69th Ave | Portland, OR  97223

    sue@benpor.com   www.benpor.com
    Bennett/Porter Blogs | facebook | twitter

    image001.png@01D58B13.891A0140

     

     

     

     



    ------Original Message------



    @Sue Bennett  @Nancy Hanson hit it square on the head.  PR_Employee.M4T.  A quick trick I use to track the table down is to make a change to the that field, save and exit.  Then drill down via explorer to the folder in question and sort by date.  The table should appear at the top or very close to it.  Saves a lot of time instead of looking through the file specs.​​​​

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------


  • 39.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-03-2020 16:55

    Note to self:  Don't try to use VI to find the Retirement Plan box in the PR_EMPLOYEE.MT4 file.  VI skips that file.  Doing what @Jeff Schwenk says works. And the file is named...yes, it's true...Retirement Plan.

     

    Sue Bennett | President

    P. 503 620 3484 | F. 503 620 2765

    12559 SW 69th Ave | Portland, OR  97223

    sue@benpor.com   www.benpor.com
    Bennett/Porter Blogs | facebook | twitter

    image001.png@01D58B13.891A0140

     

     

     

     



    ------Original Message------



    @Sue Bennett  @Nancy Hanson hit it square on the head.  PR_Employee.M4T.  A quick trick I use to track the table down is to make a change to the that field, save and exit.  Then drill down via explorer to the folder in question and sort by date.  The table should appear at the top or very close to it.  Saves a lot of time instead of looking through the file specs.​​​​

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------


  • 40.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-07-2020 09:07
    Anyone have any more information on the 

    FMED Excess GTL Coverage Tax WH - both employee and employer
    FSOC Excess GTL Coverage Tax WH - both employee and employer

    that @Nancy Hanson and @Doug Higgs commented on above?  Leaving them unchecked for now but not knowing remains a concern.
    ​​

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------



  • 41.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-07-2020 09:17
    @Jeff Schwenk  I am not a practicing CPA so this advice is "as-is" and needs to be verified by your end user CPA or some other definitive source:  I do not believe these boxes need to be checked unless the employer provides group term life insurance to employees.  My understanding is that the imputed value of term insurance amounts over $50K is subject to FICA and Medicare. 

    I am not sure where in Sage 100 the imputed value is entered or calculated.  Further, I am not sure how the imputed value is calculated.  It sure would be nice if Sage had some detailed documentation on this issue.​

    ------------------------------
    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    "Would you tell me, please, which way I ought to go from here?"
    "That depends a good deal on where you want to get to."
    Oscar Wilde - Alice in Wonderland
    ------------------------------



  • 42.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-07-2020 09:29
    Thanks.  My gut feeling is that you will then need to set up a separate tax group for GTL and assign it an earnings code for the GTL when used,

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------



  • 43.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-07-2020 09:38
    We are seeing this issue at some clients as well, including a big one with about 950 employees.....  Any updates from Sage?

    ------------------------------
    Bernie Lehman
    Lehman Wesley & Associates
    ------------------------------



  • 44.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-07-2020 09:48
    Per our consultant that talked with Sage yesterday.  Sage stated this is a known problem but they can't figure out a pattern or reason.  Sage is working on it but typically sees it only impacting 1-2 employees per company.  We are supposed to let them know if we figure out a pattern.

    ------------------------------
    Steve Engmann, MBA, CMA
    Competitive Strategies, Inc.
    Appleton, WI
    920-993-1077
    ------------------------------



  • 45.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-09-2020 09:06
    I just reviewed the data from the large client and they have 169 employees where this is happening.  They can fix the check box in employee maintenance but the W-2 form is incorrect in Aatrix.  There is bad data in the PR_EmployeeHistory being used by Aatrix and it's easy to get an export of employees in 2019 that had a Pension Plan Amount but the flag is set to N - but I can't import the corrections back to that file because it's not listed in VI - WTH???

    ------------------------------
    Bernie Lehman
    Lehman Wesley & Associates
    ------------------------------



  • 46.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-09-2020 11:41

    Bernie – It's there.  We've had to import into that field multiple times.  The table is PR_Employee, and the file is Retirement Plan – which is almost all the way at the bottom of the listed files.  (Hint:  You cannot type an "R" and hope to fine it – that doesn't work.)

     

    Sue Bennett | President

    P. 503 620 3484 | F. 503 620 2765

    12559 SW 69th Ave | Portland, OR  97223

    sue@benpor.com   www.benpor.com
    Bennett/Porter Blogs | facebook | twitter

    image001.png@01D58B13.891A0140

     

     

     

     



    ------Original Message------

    I just reviewed the data from the large client and they have 169 employees where this is happening.  They can fix the check box in employee maintenance but the W-2 form is incorrect in Aatrix.  There is bad data in the PR_EmployeeHistory being used by Aatrix and it's easy to get an export of employees in 2019 that had a Pension Plan Amount but the flag is set to N - but I can't import the corrections back to that file because it's not listed in VI - WTH???

    ------------------------------
    Bernie Lehman
    Lehman Wesley & Associates
    ------------------------------


  • 47.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-09-2020 16:10
    Hi Sue-
    I was able to find the Retirement Plan field in the PR_Employee file and we also determined that when the first payroll of 2020 is run the box gets checked if the employee has a pension deduction.  That alleviates the need to manually re-check the box for 2020.  However, the issue I have is the Pension Plan flag in PR_EmployeeHistory is wrong on some employees and that screws up Aatrix.  I'm trying to import to the PR_EmployeeHistory file to correct the data for the 2019 records and it's not listed as an importable file in VI. I can export from the file so it'e easy to get the records that are incorrect but I can't fix them.

    Several clients have just fixed the check box in Aatrix but some clients want it fixed.  I'm still stumped....

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    Bernie Lehman
    Lehman Wesley & Associates
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  • 48.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-09-2020 16:57
    Sounds like a data dictionary hack is in store

    @Alnoor Cassim, @David Speck II, @Jim Woodhead  ​​​​​​, others??

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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  • 49.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-09-2020 17:08
    I'm not as well versed in PR2.0 yet but a brief look at the table gives me the impression that PR_Employee and PR_EmployeeHistory is meant to operate similar to SO_SalesOrderHeader and SO_SalesOrderHistoryHeader or SY_User and SY_UserHistory.
    So if that is the case, does importing into PR_Employee to fix the problem records not update PR_EmployeeHistory?
    Disclaimer, i have not tested importing into PR_EmployeeHistory but you can attempt the following to allow the table to be selected to import into.
    If you really, really, really, want to attempt to import into PR_EmployeeHistory, you can use File > Run > SYZCON > DD > ENTER.
    Select or type in PR_EmployeeHistory then click the Custom Info button.
    Uncheck the "Exclude From VI Import" checkbox, click the Accept button, then click the Update File button.

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    David Speck II
    Tennessee Software Solutions
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  • 50.  RE: Payroll 2.20 Experience: Please post here so we know if it's "safe" to install

    Posted 01-09-2020 19:52
    Back to conversion and tax profile "fixes".  Client has multiple companies and two tax profiles (one used in some companies, the other in the other companies).  After install, I ran the PR Status check.  It only reported errors in one profile.  I fixed it.  Wondered why it didn't catch the other profile.  Ran the utility again and it reported errors with the other profile, which I then "fixed".  Odd, for the only other client that has multiple profiles, it reported errors with both when I ran the utility.  Anyone else seen this behavior?

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    Barbara Goldstein
    Sr. Consultant
    DSD Business Systems
    San Jose CA
    800.627.9032 x221
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