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Cash Balance History Page Does Not Separate Records by Function Result (Doc ID 2323749.1)

Last updated on JUNE 07, 2023

Applies to:

PeopleSoft Enterprise HCM Pension Administration - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.


When there are multiple Cash Balance Function Results, if View All is used to see all of them on one page, all of the employee’s Cash Balance records display under the first Function Result rather than being split and displaying under the appropriate Function Result Name; nothing displays under any additional Function Results. If each Function Result is viewed individually, the employee's Cash Balance records for all of the Function Results display under each Function Result.

1. Create multiple Cash Balance Function Results (Navigation: Set Up HCM > Product Related > Pension > Pension Plan Implementation > Function Result).
2. Add the Function Results to the Plan Implementation (Navigation: Set Up HCM > Product Related > Pension > Pension Plan Implementation > Plan Implementation).
3. Run Periodic Processing for Cash Balances (Navigation: Pension > Periodic Processes > Request Process).
4. Check the Cash Balance History page of the Review Plan History component (Navigation: Pension > Pension Information > Review Plan History).




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