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Limit number of Personal Payment Method by Account Type

lian
lian Member Posts: 10 Blue Ribbon
edited Jun 16, 2020 10:06AM in HCM Cloud Service

Hi,

Is it possible to limit number of payment method by account type?

For example max of 3 Savings account or/and 3 Checking account is allowed. In total, the max number of payment method is 6.

Thanks.

Answers

  • User_B0CH3
    User_B0CH3 Member Posts: 3 Red Ribbon
    edited Jun 16, 2020 10:06AM

    Hi ,

    Please use the fast formula to restrict

    1. create a fast formula of type = Payroll User Interface Configuration

    2. search for UDT (User Defined table) called ‘PAYROLL_USER_INTERFACE_CONFIGURATION’ and then check for the row called 'Maximum Number of Personal Payment Methods' and alter the value to the fast formula name.

    3. Test as per need.

    the formula must look like this

    ***************************************************/
    INPUTS ARE USER_INTERFACE (text), LEGISLATIVE_DATA_GROUP_ID (text), EFFECTIVE_DATE (text), PAYROLL_RELATIONSHIP_ID (text), PAYMENT_TYPE_NAME (text)

    DEFAULT FOR MAX_NUM_PPMS IS ‘NO DATA’

    MAX_NUM_PPMS = ‘3’
    RETURN MAX_NUM_PPMS

    ***************************************************

    Please note:- MAX_NUM_PPMS is the one that controls how many personal payment methods are allowed in your case it is 6.

    Thanks

    Sameer RK