Microsoft Dynamics GP 2018 HUGE request from customers, option to roll down items from Payroll Setup to inactive records

Hello again and Happy Holidays!  We have some great new features with Payroll in Microsoft Dynamics GP 2018.  This is the second one I will be telling you about this week.  We now have the option to Roll Down changes for Active or All employees. 

Option to Roll Down Payroll Setup Options to Inactive Records

There may be instances where you want to make a change in the Payroll setup options, and you want to choose if you update all records, or just inactive records.

This is common request around deductions and benefits when you make your annual roll down of rate increases you want to update ALL records even inactive records.

Roll Down Option for Active Employees Only

Under Pay Code Setup window: Go to HR & Payroll, then under Setup click Payroll, the feature will work with Pay Code, Deduction or Benefit.  In the example below, we click on Pay Code and use the Salary Pay Code, updated the Pay Rate and Click Save.  You will now see the options to roll down the changes for Active Records, All Records, or None.  If you choose Active Records, the inactive employees will not be included in these changes.  This was a HUGE feature request from users that has been added to GP2018.

 When you roll down the pay codes for example, based on rates are not updates.  Also, if an employee overtime pay type pay code is inactive and you choose to update all records the Inactive overtime pay code types will not get updated.  Rarely do we roll down pay code rates to inactive, but it can happen.

You can also use this script to update the records in mass if you want, change to how your codes are setup, just an example option and back-ups are recommended.

update a set a.PAYRTAMT = (b.PAYRTAMT * .5)
from upr00400 a
inner join
(select EMPLOYID, PAYRCORD, PAYRTAMT from upr00400 where PAYRCORD = 'HOUR') b
on a.EMPLOYID = b.EMPLOYID
where a.PAYRCORD = 'OVER'

Here is also a sample script to update Based on rates

update a set a.BSDONRTE=b.PAYRTAMT from UPR00400 a inner join UPR00400 b on
a.EMPLOYID = b.EMPLOYID
where
a.PAYRCORD = 'OVER'
and b.PAYRCORD = 'HOUR'

Be sure to check back to the https://community.dynamics.com/gp/b/dynamicsgp/archive/2017/10/25/microsoft-dynamics-gp-2018-new-feature-blog-series-schedule page to review posted blog articles and upcoming blog posts to help you prepare for all the great New Features in Microsoft Dynamics GP 2018.  Happy Upgrading in 2018!