Executive Orders scenario
- Determining the maximum deduction percentage
Path: Employees
Before adding deduction for the executive order, on the employee card, Salary tab, set the maximum deduction percentage that can be deducted from an employee in the Max Deduction Percentage field.
- Create a Deduction Recipient Card
Path: Person Vendors To be able to deduct an executive order in favor of another person, it is necessary to create a person vendor card with a posting group that is different from the employee posting group.
- Adding a deduction for employee
Path: Employee Journal
In a pre-configured base for calculations based on executive orders, payroll elements 4001 – 4007 can be used. Separate elements for sick leave can be used if a separate financial account is used for sick leave posting. In this case it is necessary to distribute the deduction between all possible bases (deductions from salary and sick leave separately). Deduction is added through the Employee Journal. For one executive order, you can ddd several lines with different payroll elements of base calculation. For example, for a percentage executive order, you need to add lines with elements 4001, 4002, 4004, 4005, 4006, 4007. When adding lines in the journal, you need to pay attention to filling out the fields:
| Field | Description |
|---|---|
| Period Code | Starting from what period the deduction will be added. |
| Start Date | Deduction validity start date. |
| End Date | Deduction validity end date (can be left blank). |
| Payment Percentage | Deduction percentage for elements used for percentage deductions. |
| Amount | Deduction amount for elements using amount deduction for calculation. |
| Q-ty | Value 1 for cash transfer value calculation elements. |
| Vendor Deduction | Code of the person vendor in favor of whom the deduction will be made. |
| Element Priority | The value must be specified if the employee has several execution orders with the same payroll elements. This value determines the order in which lines with the same element are added into the payroll document. A numeric value is specified starting from 1 (highest priority). When adding a line to a payroll document, lines with one element will be added in order, starting with the highest priority. Accordingly, lines with the highest priority will “choose” their base within the limits of the constraint first of all. |
| External Document No | Number of the external document used in the Execution Order Report. |
| External Document Date | Date of the external document used in the Execution Order Report. |
| External Document Issued | The name of the executive service body that issued the document, used in the Execution Order Report. |
| External Document Description | Description of the document used in the Execution Order Report. |
After adding the line to the journal, it must be posted.
- Employee Deduction Calculation
Path: Payroll Documents
When adding a payroll document, lines with deductions will be added. After posting a payroll document, the amount of payment to the employee will be reduced by the amount of deductions. For a person vendor in whose favor the deduction is made, a debt will be formed.
- Execution Order Payment
Path: Salary Payment Journal
Payment for a person in whose favor the deduction was made can be added to the journal manually or using the Suggest Vendor Payments function. Fill in the payment selection parameters, the main ones of which are: Date of last payment, Number (of vendor). After running the report, a payment will be created for which the Tax Code field will be filled in. After the line is posted, this transaction will appear in the Personal Income Transactions table.