True Up Not Calculated After The Quarter Is Closed And Then Extend Plan Dates (Doc ID 3038212.1)

Last updated on AUGUST 13, 2024

Applies to:

Symptoms

On : 11.13.22.10.0 version, Calculation

ACTUAL BEHAVIOR
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Earnings amount and output achieved are reflecting same value with True Up enabled (true-up calculation) for the plan component. Performance Interval is set to Quarter.
The Compensation Plan was extended after the previous quarter had been closed and the next quarter not entered.

EXPECTED BEHAVIOR
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Expect to reconcile amounts.

STEPS
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The issue can be reproduced at will with the following steps:
Compensation Manager
Run Calculation
Review earnings for the participant

Example:
Compensation Plan created 1/1/18 thru 3/31/18 <------- ONLY thru MARCH 2018 (Q3)
Plan Component has True Up enabled in Incentive Formula.
Calculate transactions thru 3/31/18
Closed the period (Q3).
Next extend the Compensation Plan and assignments thru 4/30/18 APRIL 2018 (Q4)
Run Deploy Compensation Plan process.
Enter transactions.
Run Calculation

See Earning Amount = Output Achieved which is not expected with true-up calculation.

Cause

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