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Running Payroll "benefit" history via smartlist builder

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Posted on by karlcgray

I need to run a history of benefits posted in payroll for health insurance. This is filtered by department. The kicker is that the department is closed and literally 50 employees are now in new departments. When I run a smartlist for the benefits, these employees who were in the department at the time are not showing. I am using Smartlist builder

How do I include and "as of date" to return all people who were in that specific department as of the specific check date?

Thanks for your help!

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Human Resources and Payroll

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Andrea Melroe 3,437 on at

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RE: Running Payroll "benefit" history via smartlist builder

Hi karlcgray,

While I can’t speak to Smartlist Builder functionality, I can tell you that the information you’re looking for can be pulled from the UPR30300 table.

Here’s an example of a view you could create in SQL (which can be used to create a smart list in GP):

CREATE VIEW [dbo].[Payroll_Benefit_History]

AS

SELECT

EMPLOYID AS EMPLOYEE,

DEPRTMNT AS DEPARTMENT,

PAYROLCD AS BENEFIT,

UPRTRXAM AS BENEFIT_AMOUNT,

CHEKNMBR AS CHECK_NUMBER,

AUCTRLCD AS AUDITTRAILCODE,

CHEKDATE AS CHECK_DATE

FROM UPR30300 WHERE PYRLRTYP = 3

GO

grant select on [Payroll_Benefit_History] TO DYNGRP

This blog talks about how to create a smart list based on a view in Smartlist Designer:

Microsoft Dynamics GP SQL Views for SmartList Designer to Enhance Reporting - Microsoft Dynamics GP Community

I’m sure it’s possible to do something similar in Smartlist Builder as well. Others who use builder will likely have more advice for you there.

Hope this helps!