fast formula boss
DESCRIPTION
Fast Formula development in Oracle Applications. Examples by BOSS.TRANSCRIPT
BOSS 2002 Fall OAUG BOSS Copyright 2002
More Fast Formula Examples For Advanced Benefits, PTO Accruals and
Payroll Calculations
Bill StrattonBOSS Corporation
BOSS 2002 Fall OAUG BOSS Copyright 2002
Agenda
• Introduction
• Crash Course of Fast Formulas
– Formula Types
– Database Items
– Syntax
– Indirect Results
– Payroll Tables
BOSS 2002 Fall OAUG BOSS Copyright 2002
Agenda (continued)
• Real Live Scenarios• Payroll Calculations
– Student Federal Work Study Solution • PTO Accrual
– Accrual Rate for New Hires• Advanced Benefits
– Coverage Date Rule• Fast Formula Debugging Techniques• Q&A
BOSS 2002 Fall OAUG BOSS Copyright 2002
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
– Headquarters are located in Atlanta, with additional offices in
Dallas, Pittsburgh, Raleigh, and Redwood Shores
BOSS 2002 Fall OAUG BOSS Copyright 2002
• 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
BOSS 2002 Fall OAUG BOSS Copyright 2002
Crash Course in Fast Formula
• Formula Types
– Skip Rules
– Validation
– Payroll Calculations
– Benefit Rules
– PTO Accrual Calculations
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
Crash Course in Fast Formula
• Database Items
– Variable Names for Complex Joins
– Flex Field Segments
– Balances (with Dimensions)
– Global Values
– Element Entry Input Values
BOSS 2002 Fall OAUG BOSS Copyright 2002
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
BOSS 2002 Fall OAUG BOSS Copyright 2002
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 Section
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
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 elements
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
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)
BOSS 2002 Fall OAUG BOSS Copyright 2002
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 “category”
BOSS 2002 Fall OAUG BOSS Copyright 2002
Payroll Calculation Scenario
• Step 1, Create EIT
– Use Assignment EIT
– Tracks Task, Rate and Costing
– Tracks FWS Flag
–Eligible
– Ineligible
–Excludable
–Summer
BOSS 2002 Fall OAUG BOSS Copyright 2002
•insert EIT screen prints here
BOSS 2002 Fall OAUG BOSS Copyright 2002
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
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•insert screen print of registered function
BOSS 2002 Fall OAUG BOSS Copyright 2002
Payroll Calculation Scenario
• Step 3, Create Information Element
– Used to capture dollars by FWS Flag
– Will be populated by Indirect Results
BOSS 2002 Fall OAUG BOSS Copyright 2002
•insert screen prints of an information element
BOSS 2002 Fall OAUG BOSS Copyright 2002
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
BOSS 2002 Fall OAUG BOSS Copyright 2002
•insert screen prints of Fast Formula logic
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
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
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
•insert screen print of formula results and demonstrate run results
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PTO Accrual
• Recent enhancements added Fast Formula functionality
• Three types
– Calculation
– Carryover
– Ineligibility
BOSS 2002 Fall OAUG BOSS Copyright 2002
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 balances
BOSS 2002 Fall OAUG BOSS Copyright 2002
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
BOSS 2002 Fall OAUG BOSS Copyright 2002
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)
BOSS 2002 Fall OAUG BOSS Copyright 2002
PTO Accrual Scenario
• Will use PTO Payroll Balance Calculation
• Will modify sub formula PTO Payroll Period Accrual
• Will create a table to store rates for first year hires by month
BOSS 2002 Fall OAUG BOSS Copyright 2002
•Insert screen prints of table creation
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
PTO Accrual Scenario
• Copy PTO_PAYROLL_BALANCE_CALCULATION to OAUG_PAYROLL_BALANCE_CALCULATION
• Copy PTO_PAYROLL_PERIOD_ACCRUAL to OAUG_PAYROLL_PERIOD_ACCRUAL
• Modify Formulas
• Define Plan
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
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Advanced Benefits - Eligibility
• OAB/OSB includes many opportunities to use FF
• Almost every definition screen includes a “Rule”
• Each screen uses a different Fast Formula Type
• Check FF guide for requirements
BOSS 2002 Fall OAUG BOSS Copyright 2002
Advanced Benefits - Eligibility
• In our scenario, Coverage starts on the first of the month following 30 days of service
• Exceptions for January and February
BOSS 2002 Fall OAUG BOSS Copyright 2002
•insert screen print of coverage definition screen
BOSS 2002 Fall OAUG BOSS Copyright 2002
•insert screen prints of fast formulas
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
BOSS 2002 Fall OAUG BOSS Copyright 2002
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
• All values in MESG must be character
BOSS 2002 Fall OAUG BOSS Copyright 2002
•insert screen print of Fast Formula with MESG and Return statement
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•insert screen print of Formula Results
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•insert screen print of messages
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Fast Formula Debugging Tools
• MESG does not work for OAB/OSB
• Create FF Function to post message to custom table
• Can call multiple times
BOSS 2002 Fall OAUG BOSS Copyright 2002
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
BOSS 2002 Fall OAUG BOSS Copyright 2002
Create function FF_POST_MESSAGE (FormulaName IN Varchar2,FormulaMessage IN Varchar2) Return Varchar2 ISBeginInsert into FF_POST_MESSAGE values
FormulaName,FormulaMessage,SYSDATE);Commit;Return('S');
ExceptionWhen Others thenReturn('F');
End;
BOSS 2002 Fall OAUG BOSS Copyright 2002
•insert screen print of register function
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•insert screen print of Fast Formula with function
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•insert screen print of SQL query of custom table
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Fast Formula Primer
Had Enough????
Q&ABill Stratton
BOSS Corporation