Benefit accrual transactions (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
For all workers: Click Payroll > Inquiries > Benefit accrual transactions.
–or–
For a selected worker: Click Human resources > Common > Workers > Workers. Select a worker, click Personal information, and then click Benefit accruals. On the Benefit accruals form, click Plan transactions.
You can use the Benefit accrual balances form to view accrual plan balances and accrual transactions for workers. Transactions are created only when pay statements are submitted or when manual adjustments to plan balances are made from the Benefit accruals form. There are no transactions for pending usage, which represents the hours that are in earning statement lines that have not been included in a pay statement that has been submitted for payment.
Note
This topic describes functionality that is available only if Payroll for Microsoft Dynamics AX 2012 is installed.
Tasks that use this form
Payroll benefit accrual plan tasks
Setting up and maintaining Payroll
Controls
Tip
To filter the grid to make it easier to find the transactions that you are interested in, press CTRL+G. A filter row where you can enter filter criteria will open in the grid. For more information, see Advanced filtering and query options.
Grid headings |
Information |
---|---|
Worker |
The name of the worker whose benefit accrual plan transaction is displayed. |
Benefit accrual plan |
The benefit accrual plan that the transaction changed the balance of. If you opened this form from the Benefit accruals form, only the plan that you selected before you clicked the Plan transactions button is displayed. |
Transaction date |
The date of the selected transaction.
|
Amount carried forward |
The amount by which the transaction increased or decreased the plan carry-forward balance in the plan. |
Amount accrued |
The amount by which the transaction increased or decreased the accrual balance in the plan. |
Amount used |
The amount by which the transaction increased or decreased the usage balance in the plan. |
Source |
|
Created by |
The user ID of the person who created a manual adjustment. |
Created date |
The date when the transaction was created. |
Comment |
|
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See also
Benefit accrual balances (form)
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