Payroll payment

Introduction



Overview

The Payroll Payment Window is used to do the Payment transaction for the Payroll.

Business Case

In the organization the HR team can make a payment for the Employee Payrolls, It used to Pay the Amount Based on the Pay head type also. We have a Filter options for that.

Tab



Payroll Payment



Critical Fields:

1.Amount : This field is used to give the Amount Value

2.Charge : Used to mention the Charge Name for this Document.

3.Bank Account : This field is used to select the Particular bank name for this transaction

4.Account Date : To select the Account Date

5.Document Date : To select the Document Date

6.Currency : Multiple currency support for this field, to choose which currency you need

7.Rule Type : Used to select the Rule type name for the transaction, It is a separate master window

8.Payment Type : Used to select the Payment type.   a) Contribution Payment : It is used to mention the Contribution Type based Pay heads   b) Deduction Payment : It is used to mention the Deduction Type based Pay heads   c) Employee Pay : It is used to mention the Employee Earning Type based Pay heads   d) Tax Payment : It is used to mention the Tax Related Pay heads

Critical & onetime setup fields:

1.Organization : This Field is used to select the organization

2.Payment Document Type : This Field is used to select the type of the document that you are going to process

3. Payroll : This field is used to select the Payroll Document Number from the Payroll Master

Non-Critical Fields:

Description : This Field is used to give any text or string details about the particular document

Zoom condition’s:

Payroll

Document Actions



Validations

Save:

1. System will check all mandatory fields

Delete:

1. System will delete the order and its history details

Document action-complete:

1. System will set the status as complete for the document and keep the Document ready for processing.

2. Once document action is complete, all fields are updated in read-only

Document action void/reverse correct actual:

1. Void- the system will reverse all the transaction data and change the document status to Void

Document action close:

1. the system will check whether all the activity for the document is completed and change the Document status to close.

Process



Process

1) Generate Payment Lines :

This Process is used to generate the payment lines based on the mentioned parameters like Business Partner, Department, Position, Bank, Business partner Group, Payment Rule

Video