Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Expand the Expense menu.
  2. Expand the Per Diem Setup menu.
  3. Click Deduction Rule
  4. Click the Add button.
  5. In the Effective Date field, enter a date from which this deduction will be effective.
  6. (V8.3 and higher) To assign the deduction rule to a specific Operating Unit, select a specific Operation Unit, otherwise leave the field as ALL
  7. (V8.3 and higher) To assign the deduction rule to a specific Department, select a specific Department, otherwise leave the field as ALL
  8. (V8.3 and higher) To assign the deduction rule to a specific Location, select a specific Location, otherwise leave the field as ALL
  9. If the deduction will apply to only one country, enter the country. Otherwise, leave this field as All 
  10. If the deduction will apply only within one state in the selected country, enter the state. Otherwise, leave this field as All
  11. If the deduction will apply only within one city in the selected country/state combination, enter the city. Otherwise, leave this field as All 
  12. In the ID field, select the expense type for which this deduction will apply. (See ID Field Definition table below)
  13. In the Value Type field:
    • Select % of original rate for 1/2 day if the deduction is a percentage of money off the 1/2 day per diem rate.
      • "Rule Based" option is selected in the ID field and specifies the deduction rule set in the "Deduction Rule" table should be based on the percentage of full daily rate
    • Select % of original rate for 1/4 day if the deduction is a percentage of money off the 1/4 day per diem rate.
      • "Rule Based" option is selected in the ID field and specifies the deduction rule set in the "Deduction Rule" table should be based on the percentage of full daily rate
    • Select % of original rate for 3/4 day if the deduction is a percentage of money off the 3/4 day per diem rate.
      • "Rule Based" option is selected in the ID field and specifies the deduction rule set in the "Deduction Rule" table should be based on the percentage of full daily rate
    • Select % of original rate for full day if the deduction is a percentage of money off the full day per diem rate.
      • "Rule Based" option is selected in the ID field and specifies the deduction rule set in the "Deduction Rule" table should be based on the percentage of full daily rate
    • Select Absolute Value specified with a currency if the deduction is a specific amount of money.
      • If "Rule Based" option is selected in the ID field this option specifies if the deduction rule set in the "Deduction Rule" table should be based on the absolute value instead of percentage.
    • Select Absolute Value specified with a currency for 1/2 day if the deduction is a specific amount of money for the 1/2 day 
      • If "Rule Based" option is selected in the ID field this option specifies if the deduction rule set in the "Deduction Rule" table should be based on the absolute value instead of percentage.
    • Select Absolute Value specified with a currency for 1/4 day if the deduction is a specific amount of money for the 1/4 day
      • If "Rule Based" option is selected in the ID field this option specifies if the deduction rule set in the "Deduction Rule" table should be based on the absolute value instead of percentage.
    • Select Absolute Value specified with a currency for 3/4 day if the deduction is a specific amount of money for the 3/4 day
      • If "Rule Based" option is selected in the ID field this option specifies if the deduction rule set in the "Deduction Rule" table should be based on the absolute value instead of percentage.
    • Select Absolute Value specified with a currency for full day if the deduction is a specific amount of money for the full day
      • If "Rule Based" option is selected in the ID field this option specifies if the deduction rule set in the "Deduction Rule" table should be based on the absolute value instead of percentage.
    • Select Percentage from Adjusted Per Diem Rate if the deduction is a percentage of the per diem rate after any other deductions have been applied (ex: Allowance Rule).
      •  If "Rule Based" option is selected in the ID field then this option specifies if the deduction rule set in the "Deduction Rule" table should be based on the percentage of the adjusted daily rate (so in case where 1st/last day 75% deduction is applied, the additional deduction will apply to the 75% of the daily rate)
    • Select Percentage of Per Diem Rate. (Note: Currency is N/A if the deduction is a percentage of the per diem rate.)
      • If "Rule Based" option is selected in the ID field, then this option specifies if the deduction rule set in the "Deduction Rule" table should be based on the percentage of full daily rate
  14. In the Breakout Flag Field:
    • Select Yes, apply to adjusted per diem rate - System looks at the "Deduction Fixed Rate" table and applies adjusted deduction based on the adjusted daily rate.
    • Select Yes, apply to original per diem rate - System looks at the "Deduction Fixed Rate" table and applies full deduction based on the fill per diem rate.
    • Select No - System ignores the "Deduction Fixed Rate" and reads the deduction percentage/value set in the "Deduction Rule" table

...