Showing posts with label How to fetch Accrual Plan Balance. Show all posts
Showing posts with label How to fetch Accrual Plan Balance. Show all posts

Friday, February 15, 2019

GET_PLAN_BALANCE formula function in Oracle HCM Cloud

GET_PLAN_BALANCE returns the plan balance as of the last accrual balance calculation date prior to the effective date.For example: For a calendar month plan,the last accrual balance calculated was 03/31/2018 and latest accrual balance was calculated as of 04/30/2018.When the function is called with context EFFECTIVE_DATE 04/15/2018,it will fetch the net accrual balance as of 03/31/2018.

Context Required:
The function requires below context parameters to be set.


• HR_ASSIGNMENT_ID
• PERSON_ID
• EFFECTIVE_DATE
• LEGISLATIVE_DATA_GROUP

Parameters:
It requires the plan name to be passed as a parameter.

Return Type: Number

Example: l_pl_balance_number = GET_PLAN_BALANCE(l_plan_name_char)

Technical insight:
GET_PLAN_BALANCE uses accrual details table ANC_PER_ACRL_ENTRY_DTLS which is a consolidated place holder for absence entries,periodic accruals,carry over and adjustments.

SELECT SUM(NVL(VALUE,0))
FROM ANC_PER_ACRL_ENTRY_DTLS
WHERE TYPE IN ('ACRL','FLDR','COVR','ADJOTH')
PROCD_DATE <= :P_LAST_ACRL_CALC_DT (last accrual calc dateprior to the effective date passed)

Below query gives the list of accrual calculation dates for each accrual period

SELECT ACCRUAL_PERIOD
FROM ANC_PER_ACCRUAL_ENTRIES
WHERE PLAN_ID=:P_PLAN_NAME
AND WORK_TERM_ASG_ID=:P_WORK_TERMS_ID
AND ACCRUAL_PERIOD <= :P_EFFECTIVE_DATE