SAP ABAP IMG Activity HR_PBS_01_WB_EZ_002 (Assign Model for Non-Recurring Payment of Grouping)
Hierarchy
☛ SAP_HRCDE (Software Component) Sub component SAP_HRCDE of SAP_HR
   ⤷ PY-DE-PS-VA (Application Component) Pension Administration
     ⤷ P01PBSVAVG_IMG (Package) HR PAdm: Public Sector Pensions Act (IMG)
IMG Activity
ID HR_PBS_01_WB_EZ_002 Assign Model for Non-Recurring Payment of Grouping  
Transaction Code S_L7D_24001928   (empty) 
Created on 20081219    
Customizing Attributes HR_PBS_01_VG_2_2   Pension Calculation (Optional Activity / Non-Critical) 
Customizing Activity HR_PBS_01_WB_EZ_002   Assign Model for Non-Recurring Payment of Grouping 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name HR_PBS_01_WB_EZ_002    

Use

In this IMG activity, you assign the model VERS_EZ for the non-recurring payment and the customer-specific Statement Wage Type and Manual Wage Type (instead of the model wage types) to your Grouping Spec/NrP (for example, VERS_EMPF_BUND_LAND).

Here, you use the validity period and the checkboxes for the months on the detail screen of the maintenance dialog to control the month in which the non-recurring payment is to be calculated and paid out.

Requirements

Standard settings

The non-recurring payment for pension recipients is calculated within the pension calculation by calling the special and non-recurring payment assembly with the filter value VAEZ. This call is generally, but not exclusively, made for pension recipients in the federation.

In addition to extending the pension calculation, you can use Customizing for the special and non-recurring payment assembly, which is necessary for calculating a non-recurring payment in January 2009 in accordance with the requirements of the federation.

The section below contains a description of the model VERS_EZ, which is available as a model for calculating a non-recurring payment in January 2009 in accordance with the requirements of the federation. If necessary, you can adjust the calculation in the Implementation Guide under by choosing Payroll: Germany -> Industries -> Public Sector -> Special and Non-Recurring Payments.

Description of calculation for non-recurring payment pension

As already mentioned, a special and non-recurring payment assembly is used to calculate a non-recurring payment and is therefore implemented using entitlement conditions, calculation modules, and reduction variants.

All of the modules required for this calculation are available in the function group HRPBSDEVAVG_EZ.

Entitlement conditions

  • The system uses the entitlement condition VERS_ANSPR_VERS (Pension Recipient Entitled to Pension Payments) to check whether there is an entitlement to pension payments (the status of Employment infotype 0000 is active or inactive). The fact that the call already takes place within the pension calculation ensures that it concerns a pension recipient.
  • The system can use the entitlement condition VERS_KEINE_MAN (No Manual Pension (Adjust Manual and Automatic)) to generally exclude a non-recurring payment in the case of a manual pension while the entitlement condition VERS_KEINE_MAN_01 (No Manual Pension (Adjust Manual Only)) excludes the calculation only for the manual pension with special calculation 01 (Man. Pension, No Adjustment). If special calculation 02 (Man. Pension, Auto. Adjustment) is applied to a manual pension, it is calculated in accordance with Section §72 paragraph 2 of the German Public Sector Pensions Act (BeamtVG).

You can choose between these two entitlement conditions when assigning a model to the entitlement conditions.

Calculation module

The calculation module VERS_EZ (Non-Recurring Payment Pension (Sample Federation)) determines the basic amount for the non-recurring payment. Here, you distinguish between a manual pension (only cases with special rule 02, see above) and an automatic pension. In the case of a manual pension, the non-recurring payment is determined in accordance with the type of pension in the table V_T5DPBS07 (Special and Non-Recurring Payments: Constants):

VERS_EZMH    Half-orphan    16.00 Euro
VERS_EZMU     Holder    135.00 Euro
VERS_EZMV     Orphan    27.00 Euro
VERS_EZMW     Widow/widower    81.00 Euro

In this case, the payments are not reduced further (see below).

In the case of the automatic pension, the aforementioned table is also used to determine the basic amount for the non-recurring payment:

VERS_EZGB    Basic Amount for Non-Recurring Payment    225.00 Euro

The following reduction variants are then used to reduce this amount accordingly.

Reduction variants

Separate reduction modules are used to consider the relevant pension percentage, the proportional percentages for surviving dependents, and numerator/denominator reductions. Two reduction variants are provided here, each of which can be assigned to the calculation module as an alternative:

VERS_EZ    Reduction of Pension %, Surviv. Dependents W/o Numer./Denom.

VERS_EZ_Z_N    Reduction of Pension %, Surviv. Dependents and Numer./Denom.

The only difference between these two variants is the use of the numerator/denominator reduction in one variant, but not in another variant.

The following modules are available for the actual reduction (which can be called by the aforementioned variants):

VERS_RGVH    Reduction of Pension: Relevant Pension Percentage

The relevant pension percentage depends on the minimum pension:

Minimum Position-Independent Pension and Industrial Accident or War Disability Pension:     75%
Minimum Position-Independent Pension: Other Reasons:    65%
Minimum Position-Dependent Pension and Ind. Accident:    66 2/3%
Minimum Position-Dependent Pension: Other Reasons:     35%

If there is no minimum pension, the pension percentage used for the pension calculation is considered here.

VERS_HINTER    Reduction of Pension: Surviving Dependents

In the case of a minimum service-independent pension, a proportional percentage of 60% is considered for widows. Otherwise, the relevant leading surviving dependent percentage is used.

VERS_Z_N    Reduction of Pension: Numerator/Denominator for Pension

If there is a numerator/denominator reduction, the non-recurring payment amount that has already been reduced using the previous modules is reduced accordingly. Essentially, the minimum pension for widows is not reduced. (If a reduction occurs in the pension calculation for widows, this amount is increased to the minimum pension again. Consequently, there is no reduction.)

Wage type for non-recurring payment pension

The model wage type OVEZ (Non-Recurring Payment Pension) is used to pay out the non-recurring payment.

Use for other countries

Due to the modular layout of the modules, you can also use these modules in other countries as a model for calculating non-recurring payments in pensions. Here, you only have to assign the calculation model VERS_EZ to the relevant Spec/NrP grouping. You also have to adjust the amounts and times in the constants used and assign them to the Spec/NrP grouping.

Activities

To assign your own wage types to the models, proceed as follows:

  1. In the Grouping Spec/NrP field, use the input help (F4) to select the grouping you require for the special and non-recurring payment in the pension calculation (for example, VERS_EMPF_BUND_LAND).
  2. Select the row that contains the model VERS_EZ and choose Details.
  3. In the Processing group box (Statement Wage Type and Manual Wage Type input fields), replace the model wage types with your relevant customer wage type for a non-recurring payment.
  4. Specify the validity period and select the month in which the non-recurring payment is to be paid out.
  5. Choose Save and Back.

Business Attributes
ASAP Roadmap ID 204   Establish Functions and Processes 
Mandatory / Optional 2   Optional activity 
Critical / Non-Critical 2   Non-critical 
Country-Dependency I   Valid for countries specified 
Maintenance Objects
Maintenance object type C   Customizing Object 
Assigned objects
Customizing Object Object Type Transaction Code Sub-object Do not Summarize Skip Subset Dialog Box Description for multiple selections
V_T5DPBS0A V - View SM30  
History
Last changed by/on SAP  20081219 
SAP Release Created in