SCT Banner Human Resources / Release Guide / 7.0

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Section 21 Miscellaneous Enhancements - FunctionalEncumbrance RecastingTwo processes are affected by the recast enhancement, the Budget MaintenanceProcess (NBPBUDM) and the Expenditures Finance Extract (PHPFEXP). Bothprocesses contain new logic that will execute the recast methodology when twoconditions are present:1. When the (new) indicator Encumbrance Recasting Indicator, located onPosition Control Installation Rules (NTRINST), is enabled, and2. An employee's Encumbrance Method, as established on PTRECLS andassociated with their job assignment, is System Calculated.Human Resources/Position Control Release 7.0 January 2005266 Release Guide Confidential
Section 21 Miscellaneous Enhancements - FunctionalEncumbrance RecastingChanged NBPBUDM ProcessThe NBPBUDM process has two new parameters to run the Recast process. Theseitems only affect encumbrance recast calculations and are not referenced in anyother budget process:1. Chart of Accounts Code - The COA that is to be computed for EncumbranceRecast purposes. The process can perform calculations for only one COAduring a single run. So, if the site were processing multiple charts, the processhas to be run multiple times.2. Recast Date - A day within the active fiscal year for which encumbrances will becomputed and compared to the current job encumbrance. This date can be apay period end, a specific day within a month, a future date or past date. Theprogram will calculate the amount required to fund the job from the RecastDate to the Job End Date (or the end of the fiscal year if the job End Date isnull.) The difference between the current job encumbrance and the recastcalculation will be posted to the employee's Job Labor Distribution Historyrecord for the affected FOAPAL.When the process is executed, the Encumbrance Recasting Indicator setting onNTRINST determines if employees using the System Calculated EncumbranceMethod will be processed through the recast logic. If the indicator is enabled, theseemployees will be selected for recast calculations and the process will require aChart of Accounts and Recast Date as processing parameters. If these parameters aremissing and encumbrances are being processed, the process will end and issue anerror message.The process then determines the value of each job assignment that qualifies by usingthe Recast Date as the starting point in the calculation and the Fiscal Year End Dateas the end point (or the End Date of the job within the fiscal year.) The Fiscal YearEnd Date is determined from the Recast Chart of Accounts, submitted as aparameter, and the process locates the Active Fiscal Year on the Fiscal Year Form(NBAFISC). Once the dates have been established, the process will calculate theencumbrance based upon the workdays and where the Recast Date falls in the FY.This process can be run every pay period, once a month, or daily, based upon thefinancial posting needs of the site.The calculation will determine the point-in-time encumbrance and compare thenumber with the current encumbrance amount, as stored on the Job LaborDistribution History record. There may be one or more of these records for the jobbased upon the Job Labor Distributions. The difference is then computed andinserted as adjustments to these records.If the Fringe Chargeback method is being used, fringe encumbrances will also becomputed and posted as part of this process, along with salary encumbrances.January 2005 Human Resources/Position Control Release 7.0Confidential Release Guide 267
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Release GuideHuman Resources/Positi
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Table of ContentsChanged Forms . .
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Table of ContentsSection 12 CA-MIS
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Table of ContentsSection 21 Miscell
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Table of ContentsSection 24 Problem
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IntroductionIntroductionThis Releas
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IntroductionOSHA Reporting Enhancem
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Section 1 New Banner Online HelpInt
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Section 2 New User Interface-Functi
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Section 3 Employee API - Functional
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Section 4 Employee API - TechnicalO
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Section 5 Banner Support for Salary
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Section 7 Support for 1099-R Change
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Appendix A Example of Annual Salary
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Appendix A Example of Annual Salary
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Appendix B Example - Setting Up VBS
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Appendix C Using the Common Person
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