SAP Knowledge Base Article - Public

2584784 - How to correct pep postings

Symptom

Period end processing ran for a specific time account type.Unfortunately postings are not as expected due to below reasons.

  1. There was a mistake in PEP rule
  2. Balance didn't get carry forwarded as we missed creating new account before running PEP

How to correct the posted amount

Environment

  • SuccessFactors Employee Central
  • Time Off

Resolution

Accounts will get closed once you run PEP. Closed accounts will not get considered if pep is re-run.Try below steps to correct the postings

  1. Correct the PEP rule if there is any mistake
  2. Create follow up account(new account) if you have not yet created

Follow below steps  then

Step 1: Open all the closed accounts.

Get the external code of affected user's time account from administer time page.Copy the code

Navigate to admin center----->Manage time off structures----->Time account--->Search the copied time account code--->Make correction---->Change the value in closed field to "NO"--->Save

CLOSED.png

Perform imports if you have more number of user's

How to correct time account data via import

1.Navigate to admin center --->Import and export data----->Export data---->Select Time accounts---->Download the file and filter respective time accounts of the affected users

     EXPORTDATA.png

2.Download a fresh time account  import template via import and export data--->Copy the data from first file to the new file---->Enter the value FALSE in the column "closed "

 TADDimp.png

3.Import the corrected file via  admin center --->import and export data--->Import data---->Time account    

Step 2: Delete the period end processing posting

How to delete posting manually

Admin center----->Manage time off structures----->Search the time account--->Make correction---->Click delete icon next to the period end processing posting--->Save

How to delete PEP postings via import

1.Navigate to admin center --->Import and export data----->Export data---->Select Time account details---->Download the file and filter respective time account details of the affected user's

This file do not have a user field so filtering should be done based on the time account.You can use the data from the first time account import file for this .Then filter the time account details of posting type period end processing

2.Export a fresh time account details template , copy the data from first file , add the value Delimit in the column OPERATOR

PEPImp.png

3.Import the updated file via import and export data

4.You will have to delete the PEP posting of the new accounts too

Delete PEP posting on both old and new accounts(if any)

Step 3:Create a new PEP calendar and simulate 

Admin center--->Manage time off calendars---->Create new calendar of type period end processing

Simulate the calendar --->Check the simulation results
Re-run PEP if simulation results looks correct

Keywords

Period end processing pep recalculation posting Carry forward , KBA , LOD-SF-EC-TIM , Time-Off , How To

Product

SAP SuccessFactors HCM Suite all versions