WS: 08: Allow Manual Change of End Date (PTDT) for an Employee in Single Plan Entries (P08330) Without Affecting Prior Level 1 Amounts When Option Rule = 2 or 3 on Additional Plan Options (P083202) (Doc ID 2942348.1)

Last updated on APRIL 17, 2023

Applies to:

Symptoms

This enhancement request is for those situations where users change an End date (PTDT) for an Employee on Single Plan Entries (P08330) for Past Enrollments. Currently when a manual change to the End date is done in P08330 and the user re-inquires on the Employee and takes function key exit (F16) to Employee DBA Instructions (P060181) and selects Cleared Items (Y/N) = Y, all previous years (history) Level 1 amounts have been changed to the current years amounts. This causes the prior year amounts to not show what the previous amounts were.

Bug 35157124 - Chg in End Date Via P08330 Causes all Prior Yr Amts to Change to Current Yr Amt, was entered to address the issue, and it was determined to not be a Bug since the functionality of P08330 is working as designed.  Option Rules 2 and 3 have an override amount variable in P08330 which overrides the prior amounts for the DBAs on the plan. Option Rule 1 does not override these amounts. They would need to set up Option Rule 1 if they do not want to have the system override the previous amounts.

Verify Setup and Employee Information for the following:

1. From menu G08B1, option 7 - Plan Master Information (P08320) verify the Plan set up as follows.
2. From Plan Master Information take function exit F6 for Additional Plan Options - (P083202).  Verify the there is a DBA for each of the Plan Options and the Option Rule = 3 on each plan.
3. Go to HR Employee Entry (P0801) on menu G08E1, option 2 and inquire on the Employee. Verify the Benefit Group is populated.
4. Verify the Employee has prior plan terminations and has a current active plan. To review go to Single Plan Entries (P08330) on menu G08B1, option 3. Set the Past Enroll Y/N = Y in the upper right corner, Status should be * and note the dates.
5. Review the Employee DBA Instructions (P060181), taking function exit F16 from Single Plan Entries. Set the Cleared Items (Y/N) = Y. Note the Level 1 Amounts for the prior Stop Dates.

Steps to duplicate the issue:

1. From Single Plan Entries change one of the previous End dates for this Employee.
2. Review the Employee in Single Plan Entries, F16 - Employee DBA Instructions and set the Cleared Items (Y/N) = Y.
3. Note the Amounts for Level 1 have changed to be the current amount on all previous lines.

Cause

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