web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Canadian payroll repor...
Microsoft Dynamics GP (Archived)

Canadian payroll report - Paycode summary

(0) ShareShare
ReportReport
Posted on by Bill Campbell 12

Situation 
We have modified one of the User Defined reports in Canadian payroll to display, employee ID, Paycode (income only), Current Units, Current Dollars as well as YTD and LTD Unts and Dollars.

It presents the way the client wants - shows each employee and the data, summary by employee and at the end of the report a total for each of the columns.

Request
We would like to now take that same report, data, and get a summary by Paycode, where we show the same details, Current - YTD - LTD Units and Dollars.  If it is necessary to run this as a second report that would be the next best thing as the best solution would be at the end of the current report to summarize by Paycode.

Any Suggestions?

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Isaac Olson Profile Picture
    Isaac Olson on at

    Hi Bill,

    It would be very difficult to troubleshoot this through a forum, but at the bottom of the report you could potentially list out each of your income codes with labels, then create a calculated field for each to sum up each of those codes from the report above it.  Or you could attempt to look at the Pay Code Report from the Detail Range Reports in Report Writer and try to use some of the logic from that report to put it into this one, as this report already groups everything by paycode, and spits out a subtotal for each.

    I hope this Helps!

    Isaac Olson

    Sr Support Engineer

    Microsoft Dynamics GP

  • Suggested answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,058 Moderator on at

    Hey Bill,

    I came across your post because I'm currently looking into similar data to create a report for our Finance guys and my Payroll master...

    Table CPY10160 holds all the cumulative data by month, Quarter and YTD.. So, an easy way to present all the various paycodes data is to retrieve the whole taable into an Excel report and create out of this a Pivot Table (or Power Pivot), in which you can drill down.

    However, I got stumped about the columns _LTD (Units & Dollars) in this table as I'm trying to figure out what the hell this has to do in a YTD table..

    I'm counting over 7000 records, mostly for long gone employees in the company !!! With only my active employees, I have less than 2500 records.. which means this table gets filled with junk that is not relevant at all .. After all, it's called "CDN Payroll Employee Paycode YTD"..

    I'd love to have someone from Microsoft providing an explanation why former 'inactive' employees still get entered in some YTD tables (this is no the only one in the CPY series)..

    Since there is a total lack of technical documentation (read SDK) for the Canadian Payroll module, we're just trying to guess the relation between some tables.. and their purpose.

    Have you figured out how to present your data as a summary report ?

    EDIT PS: just catched the LTD definition : LifeTime-To-Date... which means all salary earned since employed by the company. It could make sense in some reports used internally in GP.. for me I'm just going to filter 'inactive' employees out of my report (i.e. YTD has to be > 0).

  • Suggested answer
    Bill Campbell Profile Picture
    Bill Campbell 12 on at

    Beat, we did not pursue this report as we ended up doing something in Smartlist and dumping to Excel and worked from there - so as you suggested today, we did a year ago.

    On your case of the Inactive - why filter on YTD > 0 when you could also use Employee Active - not sure if is called Status or Active - but there is a field that corresponds to the flag on the employee card.

    Filtering for YTD > 0 will be sure to only report those employees' that have earnings in the current year.

    Love / Hate Canadian Payroll - so little support outside the forum and as you said, so little Technical development - can not really get into RW as there is so little to go by.

    Stuck with it for now - we have clients leaving the product and going to ADP and others as they are not getting the reporting and support that they want -still liking and loving GP but need better Canadian Payroll

  • Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,058 Moderator on at

    Thank you Bill,

    I resort to the 'inactive' field only when I don't have another options.. in my case the YTD > 0 does the job. The inactive field has the inherent issue of hiding also temporary absent employees on STD or LTD (short Term or Long Term disabilities), which in some cases in not suitable.

    We do use ADP for our US office, but only our PR master is familiar with it, and I don't have access to the data for consolidated reports.. which is kind of painful to create global reports. I'm sure ADP has some flow process that would allow to import the PR data (into GP thru SmartConnect for example).

    Yes, CPR is a love/hate relationship, totally agree... Need to talk seriously to the Dev Team.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
mtabor Profile Picture

mtabor 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans