Payroll Calculation - Documentation Acosys

Used By

HR, payroll, or personnel admin

Data Type

transaction

Search Keys

Code, Counter Account

When to Use This Form

When there is a Payroll Calculation activity that needs to be officially recorded in the application.
When transaction data needs to become the basis for reports, audits, and follow-up processes.
When the user needs to make sure the amounts, dates, related parties, and transaction details are saved correctly.

Before You Start

Make sure reference data such as Division, Employee Group, and Counter Account has been created and is still active.
Make sure the selected division matches the branch or business unit being processed.
Make sure the accounts used are correct because they affect the journal and financial reports.
Prepare supporting documents such as receipts, orders, proof of payment, or internal memos before entry.

Workflow

Open People & Payroll / Payroll Operations / Payroll Calculation.
Fill in the date, transaction number, division, department, or related party if those fields are available.
Complete the transaction details. Check the quantities, prices, amounts, tax, discounts, accounts, or products according to the form.
Check the amount summary and transaction status before saving.
Click Save, then read the validation message if the application rejects the data.

Key Fields

Field	Explanation for Users	Status
Division `division`	Division determines the branch or business unit that owns the transaction, stock, document numbers, and reports.	Required
Code `id`	Code identifies the data. Use a consistent pattern so it is easy to find.	Required
From Date `fromdate`	From Date determines the transaction period and affects report filters.	Required
To Date `todate`	To Date determines the transaction period and affects report filters.	Required
Employee Group `employeegroup`	Employee Group must be filled in before the data can be saved.	Required
Counter Account `accountid`	Counter Account identifies the data. Use a consistent pattern so it is easy to find.	Required
Posting Date `postingdate`	Posting Date determines the transaction period and affects report filters.	Required
Salary Per Employee `salaryperioddetail`	Salary Per Employee contains the transaction line items. Check the contents because they usually determine the total, stock, journal, or reports.	Required
Last Modified `updatetimestamp`	Last Modified is audit information filled in automatically by the application.	Optional

Details and Relations

Salary Per Employee contains the line data that needs to be checked line by line before saving.

What Happens After Saving

The transaction data is saved as the basis for reports and audits.
The line details also determine the total, status, and follow-up processes.
If the form relates to accounts, the result can affect the journal and financial reports.
If any data is not valid, the application rejects the save and shows a validation message.
After saving, the application may update derived data such as balances, statuses, or transaction summaries.

Common Problems

Data cannot be saved: check the required fields, number and date formats, and the validation message shown.
Data does not appear when searched: check the active status, user access rights, division/department filters, and the search keyword.
Total or status is wrong: re-check the line details, discounts, tax, payment, and transaction references.
Financial report is wrong: check the selected account and its account category.

Available Fields

The following list summarizes the fields available on the form. Rarely used fields are still listed so they are easy to look up during training or support.

Field	Explanation for Users	Status
Division `division`	Division determines the branch or business unit that owns the transaction, stock, document numbers, and reports.	Required
Code `id`	Code identifies the data. Use a consistent pattern so it is easy to find.	Required
Description `description`	Description is the name shown on screen, in data selections, and in reports.	Optional
From Date `fromdate`	From Date determines the transaction period and affects report filters.	Required
To Date `todate`	To Date determines the transaction period and affects report filters.	Required
Employee Group `employeegroup`	Employee Group must be filled in before the data can be saved.	Required
Counter Account `accountid`	Counter Account identifies the data. Use a consistent pattern so it is easy to find.	Required
Post This Payroll Calculation `posted`	Post This Payroll Calculation is filled in when that information is actually needed in the work process.	Optional
Posting Date `postingdate`	Posting Date determines the transaction period and affects report filters.	Required
Salary Per Employee `salaryperioddetail`	Salary Per Employee contains the transaction line items. Check the contents because they usually determine the total, stock, journal, or reports.	Required
Created By `usercreate`	Created By is audit information filled in automatically by the application.	Optional
Modified By `useredit`	Modified By is audit information filled in automatically by the application.	Optional
Last Modified `updatetimestamp`	Last Modified is audit information filled in automatically by the application.	Optional

User Checklist

Date, number, division, and related parties are correct. Transaction details, quantities, amounts, discounts, tax, and payment have been checked. The note is clear enough for audit. The user understands the effect of the transaction on reports, balances, or stock.

Menu Location

People & Payroll / Payroll Operations / Payroll Calculation
/form/salariescalc

Quick Add from the Search Field

If the icon + appears next to a search field, you can set up the payroll calculation account directly from this form without stopping the payroll setup.

Account

Available on the account field for payroll calculation or posting. If the account used by the payroll calculation does not exist in the COA yet, click + to create it, then continue the same payroll calculation setup.