Fast Formula Boss

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Fast Formula development in Oracle Applications. Examples by BOSS.

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<p>More Fast Formula Examples For Advanced Benefits, PTO Accruals and Payroll CalculationsBill Stratton BOSS Corporation bill.stratton@bosscorporation.comBOSS2002 Fall OAUGBOSS Copyright 2002</p> <p>Agenda Introduction Crash Course of Fast Formulas Formula Types Database Items Syntax Indirect Results Payroll Tables</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>Agenda (continued) Real Live Scenarios Payroll Calculations BOSS</p> <p> Student Federal Work Study Solution PTO Accrual Accrual Rate for New Hires Advanced Benefits Coverage Date Rule Fast Formula Debugging Techniques Q&amp;A2002 Fall OAUGBOSS Copyright 2002</p> <p>Who is BOSS?About BOSS Corporation BOSS is an acronym that stands for Better Organization Service Solutions Founded in 1995 by Stephen Adams and Jim Crum Both Stephen and Jim were responsible for Oracle consulting in the Southeast US for Oracle Corporation before forming BOSS BOSS service lines are sharply focused on Oracle Application implementations; Financials, HR/Payroll and Manufacturing, technology consulting, and database administration services BOSS</p> <p>Headquarters are located in Atlanta, with additional offices in Dallas, Pittsburgh, Raleigh, and Redwood Shores2002 Fall OAUGBOSS Copyright 2002</p> <p>About BOSS Corporation Author of two Oracle Application books Special Edition: Using Oracle Applications Special Edition: Using Oracle 11i Major sponsor at OAUG conferences; National, European, and many regional and local groups Eleven presentations, papers and panel involvement Fall 2001 OAUG in San Diego Fourteen presentations, papers and panel involvement at Spring 2002 OAUG in San Diego Ten presentations, papers and panel involvement at Fall 2002 OAUG in San Diego</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>Crash Course in Fast Formula Formula Types Skip Rules Validation Payroll Calculations Benefit Rules PTO Accrual Calculations</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>Crash Course in Fast Formula Database Items Variable Names for Complex Joins Flex Field Segments Balances (with Dimensions) Global Values Element Entry Input Values</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>Crash Course in Fast Formula Database Items Examples ASG_POSITION POS_KF_FUNCTION_CODE SCL_ASG_US_TIMECARD_REQUIRED GROSS_EARNINGS_ASG_GRE_MONTH LONG_TERM_DISABILITY_AMOUNT_ENTRY_VALUE</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>Crash Course in Fast Formula Syntax Alias Section Default Section Inputs Section Calculation Section Assignment Statements IF/THEN/ELSE Statements No GOTO or Case Statements Return SectionBOSS2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>Crash Course in Fast Formula Indirect Results Pass Direct Result to Pay Value Pass Other Calculations to Other Elements Make sure other elements have higher priority Use Formula Results screen to pass RETURN values to elementsBOSS2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>Crash Course in Fast Formula Payroll Tables Defined in the Application Use Table Structure to define table Use Table Value to load values Date-tracked and can be updated by Function personnel Great place to store rates by database item (Location, People Group)BOSS2002 Fall OAUGBOSS Copyright 2002</p> <p>Real Live Scenarios Student Federal Work Study Government supplies funds for student employment Part of Financial Aid Package Student System Maintains Award and balances Payroll needs to capture categoryBOSS2002 Fall OAUGBOSS Copyright 2002</p> <p>Payroll Calculation Scenario Step 1, Create EIT Use Assignment EIT Tracks Task, Rate and Costing Tracks FWS Flag Eligible Ineligible Excludable SummerBOSS2002 Fall OAUGBOSS Copyright 2002</p> <p>insert EIT screen prints here</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>Payroll Calculation Scenario Step 2, Fast Formula Function Returns Rate and FWS Flag PL/SQL Package Registered with Oracle Apps Can be called from Fast Formula</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>insert screen print of registered function</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>Payroll Calculation Scenario Step 3, Create Information Element Used to capture dollars by FWS Flag Will be populated by Indirect Results</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>insert screen prints of an informationelement</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>Payroll Calculation Scenario Step 4, Update Fast Formula Use function to retrieve rate and FWS Flag Determine which category to place dollars based on FWS Flag</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>insert screen prints of Fast Formula logic</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>Payroll Calculation Scenario Step 5, Setup Formula Results Send each category to proper Input Value on Information Element After payroll is complete, run interface to send records to Student System</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>insert screen print of formula results anddemonstrate run results</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>PTO Accrual Recent enhancements added FastFormula functionality</p> <p> Three types Calculation Carryover Ineligibility</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>PTO Accrual Templates PTO Payroll Balance Calculation Same as 10.7 One year term, starts on Jan 1 Frequency based on payroll period Amounts defined on screens Carryover effective December 31 Can now incorporate balancesBOSS2002 Fall OAUGBOSS Copyright 2002</p> <p>PTO Accrual Templates PTO Simple Balance Multiplier Accrual term one year - June 1 Accrual frequency one month Accrual amounts in formula Carryover effective May 31</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>PTO Accrual Templates PTO ROLLING ACCRUAL One year term, no fixed start date Accrual frequency one month Accrual amounts in formula No carryover (use it or lose it)</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>PTO Accrual Scenario Will use PTO Payroll Balance Calculation Will modify sub formula PTO PayrollPeriod Accrual</p> <p> Will create a table to store rates for firstyear hires by month</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>Insert screen prints of table creation</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>PTO Accrual Scenario Copy PTO_PAYROLL_BALANCE_CALCULATION toOAUG_PAYROLL_BALANCE_CALCULATION</p> <p> Copy PTO_PAYROLL_PERIOD_ACCRUAL toOAUG_PAYROLL_PERIOD_ACCRUAL</p> <p> Modify Formulas Define PlanBOSS2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>Advanced Benefits - Eligibility OAB/OSB includes many opportunitiesto use FF</p> <p> Almost every definition screenincludes a Rule</p> <p> Each screen uses a different FastFormula Type</p> <p> Check FF guide for requirementsBOSS2002 Fall OAUGBOSS Copyright 2002</p> <p>Advanced Benefits - Eligibility In our scenario, Coverage starts on thefirst of the month following 30 days of service</p> <p> Exceptions for January and February</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>insert screen print of coveragedefinition screen</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>insert screen prints of fast formulas</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>Fast Formula Debugging Tools Use MESG variable to include needed values Place MESG variable in RETURN statement Modify Formula Results Message will be included in Payroll Message Report</p> <p> All values in MESG must be character</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>insert screen print of Fast Formula with MESG and Returnstatement</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>insert screen print of Formula Results</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>insert screen print of messages</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>Fast Formula Debugging Tools MESG does not work for OAB/OSB Create FF Function to post message tocustom table</p> <p> Can call multiple times</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>Fast Formula Debugging Tools Step 1, Create custom table Step 2, Create PL/SQL procedure Step 3, Register Function Step 4, Use Function in FF</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>Create function FF_POST_MESSAGE ( FormulaName IN Varchar2, FormulaMessage IN Varchar2) Return Varchar2 IS Begin Insert into FF_POST_MESSAGE values FormulaName,FormulaMessage,SYSDATE); Commit; Return('S'); Exception When Others then Return('F'); End;</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>insert screen print of register function</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>insert screen print of Fast Formula with function</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>insert screen print of SQL query of customtable</p> <p>BOSS</p> <p>2002 Fall OAUGBOSS Copyright 2002</p> <p>Fast Formula Primer</p> <p>Had Enough????Q&amp;ABill Stratton BOSS Corporation bill.stratton@bosscorporation.comBOSS2002 Fall OAUGBOSS Copyright 2002</p>