How to config the automatic calculation of Medical Reimbursement in SAP HR

[Former Member]

Hi Experts,

i want to do the configuration of automatic calculation of Medical Reimbursement, for example

case 1:

Period: 1st, Eligible amount : 1250, Bill Submit Amount : 5000, Pay: 1250, Balance: 3750 .

Period: 2nd, Eligible amount : 1250, Bill Submit Amount : 0, Pay: 1250, Balance: 1500 ( 3750 -1250).

case 2:

Period: 1st, Eligible amount : 1250, Bill Submit Amount : 1000, Pay: 1250, Balance: +250 {Extra carry forward to next eligible amount}.

Period: 2nd, Eligible amount : 1250 +250 , Bill Submit Amount : 0, Pay: 1250, Balance: 250.

the balance amount should add in eligible amount in case 2.... the balance amount keep on carry forward until the end march 2012.... the balance become Nil on the next financial year....

where we have to enter the bill amount given by employee (Rs.5000/1000) ?????? [Is it IT582]???

where we have to maintain the eligible amount rs.1250....???????? [Is it IT0008, IT0014 or IT0015]???

how to make the carry forward the balanced amount (rs1250+250)????? [Is it carry automatically or manually, Is it yes how to do]????

i think i make u to understand the scenario, please help me to do the configuration....

Edited by: mohantamilan on May 17, 2011 3:16 PM

[Former Member · Accepted solution]

Dear

in our company we are paying this allowance through info type 0008 and we have created exemption wage type for the same. whenever employee submit the medical bills we have to update same in to info type 582 then system will take care of exemption ok. at the end of the year some one employe is unable to submit his bill then his all amount of (medical reim,) will be taxableok. at the starting of the year we are giving exemption to all employee i.e.rs 15,000.00 for medical allowance exemption and on monthly basis medial allow will be paid to employee i think if u implemeted this system so you have no need to track any thing.

Balwant.

[Former Member · Accepted solution]

Hi Experts,

I want to do the configuration of automatic calculation of Medical Reimbursement, for example

case 1:

Period: 1st, Monthly Eligible amount : 1250, Bill Submit Amount : 5000, Pay in Regular payroll : 1250, Balance: 3750 ( 5000 -1250).

Period: 2nd, Eligible amount : 3750, Bill Submit Amount : 0, Pay in Regular payroll: 1250, Balance: 1500 ( 3750 -1250).

Period: 3rd, Eligible amount : 1500, Bill Submit Amount : 0, Pay in Regular payroll: 1250, Balance: 250 ( 1500 -1250).

case 2:

Period: 1st, Eligible amount : 1250, Bill Submit Amount : 1000, Pay in Regular payroll: 1000, Balance: +250 {Extra carry forward to next eligible amount}.

Period: 2nd, Eligible amount : 1250+250, Bill Submit Amount : 0, Pay in Regular payroll: 0, Balance: 1500.

case 3:

Period: 1st, Monthly Eligible amount : 1250, Bill Submit Amount : 0, Pay in Regular payroll : 0, Balance: 1250 (1250 - 0).

Period: 2nd, Eligible amount : 1250 + 1250 (previous balance), Bill Submit Amount : 0, Pay in Regular payroll: 0, Balance: 2500 ( 1250 + 1250).

Period: 3rd, Eligible amount : 1250 + 2500 (previous balance), Bill Submit Amount : 5000, Pay in Regular payroll: 3750, Balance: 1250 ( 5000 -3750).

period 4th: Eligible amount : 1250 + 1250 (previous balance), Bill Submit Amount : 0, Pay in Regular payroll:1250, Balance: 0 ( 1250 -1250). So here total bill amount 5000 paid sucessfully

The balance amount should add in eligible amount in all the cases... The balance amount keep on carry forward until the end march 2012... the balance become Nil on the next financial year...

The Regular payroll amount 1250 should be generated automatically in IT0015 (Earnings)

I get to know Its possible in PCR's, Anybody know how to write the PCR's for this scenario. please help me its very urgent...

[Former Member · Accepted solution]

Hi Experts,

Please help me how to write a PCR for the above scenario please....

[swapnil_takte · Accepted solution]

Hi Dear,

I can give the simple logic for the above query. Like,

Step 1: You need to create one Notional WT i.e 9000 Say Medical Allw. Eligibility / Month in IT0008.

Step 2: You need to create one more WT for re - Imbursment in IT0015.

Step 3: Now write a PCR for WT 9000 to calculate the Annual eligibility (Medical All Amt) as well as one more Rule for WT re-imbursement.

Step 4: You need to write one more PCR to calculate the balance amount per month as well as in month of March too.

Step 5: Put these PCR in your schem -- > Sub schema INAP in this put u r PCR after function P0015.

If any clarification revert back.

Regards

Swapnil

[Former Member · Accepted solution]

Hi Swapnil,

Step 1: You need to create one Notional WT i.e 9000 Say Medical Allw. Eligibility / Month in IT0008.

u mean that i have to crate a WT for Medical allowance, and declared in IT0008. But medical allowance only give when the employee submit the bill, untill the balance 1250 added in every month

for example - case 1 : Employee submit the bill for Rs 7500 on sep 2010, so april - sep available amount 1250 X 6 = 7500. sep month employee get full amount (Rs 7500).

case 2 : Employee submit the bill for Rs 5000 on sep 2010, so april - sep available amount 1250 X 6 = 7500. sep month employee get only Rs 5000 full amount. remaining 2500 will be carry forward to the next month availability.

Step 2: You need to create one more WT for re - Imbursment in IT0015.

Yes i already created the WT for reimbursement

Step 3: Now write a PCR for WT 9000 to calculate the Annual eligibility (Medical All Amt) as well as one more Rule for WT re-imbursement.

Step 4: You need to write one more PCR to calculate the balance amount per month as well as in month of March too.

Step 5: Put these PCR in your schem -- > Sub schema INAP in this put u r PCR after function P0015.

I am new for PCR please help me how to write the PCR.

Regards,

Mohan V

[Former Member · Accepted solution]

This message was moderated.

[former_member193652 · Accepted solution]

Hi Mohan,

Congratulations!!!

What you have put on SCN has received many likes!!!

Cheers,

Omid

[Former Member · Accepted solution]

Dear Sir,

Please send me the screen shots of solution.

[former_member194940 · Accepted solution]

Dear Sir,

I am new to PCR's would you be able to show me the screen shot of the above PCR's.

Thanks in anticipation.

Bhabagrahi.

[Former Member]

Dear

in our company we are paying this allowance through info type 0008 and we have created exemption wage type for the same. whenever employee submit the medical bills we have to update same in to info type 582 then system will take care of exemption ok. at the end of the year some one employe is unable to submit his bill then his all amount of (medical reim,) will be taxableok. at the starting of the year we are giving exemption to all employee i.e.rs 15,000.00 for medical allowance exemption and on monthly basis medial allow will be paid to employee i think if u implemeted this system so you have no need to track any thing.

Balwant.

[Former Member]

Dear sir,

Just you have to configure 1MD0 wage type in info type 0008 and create exemption wage type for the same in our company we are using the same ok

Balwant.

[Former Member]

Hi balwant subhedar,

Could u please explain me more on this scenario. did u write any PCR for that, that 1250 will be pay in regular if the employee submit the bill, if not then MED Reimbursement wont pay.

if the employee submit the bill 5000 on September, then 1250 will be pay on sep - 1250, oct - 1250, nov-1250 and dec-1250,

April to Aug amount will be deducted from total amount 15000, so on the September month total balance availability amount 8750 (15000 - 6250 ( 1250*5 )).

could u please help me, i want your guide please....

[Former Member]

Hi Experts,

Please Help me.... Its really urgent issues..... please help me........

[Former Member]

Hi Experts,

I want to do the configuration of automatic calculation of Medical Reimbursement, for example

case 1:

Period: 1st, Monthly Eligible amount : 1250, Bill Submit Amount : 5000, Pay in Regular payroll : 1250, Balance: 3750 ( 5000 -1250).

Period: 2nd, Eligible amount : 3750, Bill Submit Amount : 0, Pay in Regular payroll: 1250, Balance: 1500 ( 3750 -1250).

Period: 3rd, Eligible amount : 1500, Bill Submit Amount : 0, Pay in Regular payroll: 1250, Balance: 250 ( 1500 -1250).

case 2:

Period: 1st, Eligible amount : 1250, Bill Submit Amount : 1000, Pay in Regular payroll: 1000, Balance: +250 {Extra carry forward to next eligible amount}.

Period: 2nd, Eligible amount : 1250+250, Bill Submit Amount : 0, Pay in Regular payroll: 0, Balance: 1500.

The balance amount should add in eligible amount in case 2... The balance amount keep on carry forward until the end march 2012... the balance become Nil on the next financial year...

The Regular payroll amount 1250 should be generated automatically in IT0015 (Earnings)

where we have to enter the bill amount given by employee (Rs.5000/1000) ?????? Is it IT582???

where we have to maintain the eligible amount rs.1250....???????? Is it IT0008, IT0014 or IT0015???

how to make the carry forward the balanced amount (rs1250+250)????? Is it carry automatically or manually, Is it yes how to do????

I think i make u to understand the scenario, please help me to do the configuration....

[sikindar_a]

Exemption Amount will be maintained in IT0582 for medical reimbursement

Medical Reimbursement Can be maintained in any of the infotype kindly let us know how ur client is dealing it whether it is regular or irregular income

Regarding carry forword and balances please check the documentation of PC00_M40_REMC , REMP,REMS ,REMT

[Former Member]

Hi Sikindar,

client dealing in regular pay only,

[sikindar_a]

If he is dealing in regular pay than maintain the exemptions for medical reimbursement once the employee submit the bills

then wage type /414 and 3m1 will get generates in the RT and the exemption amout will be excluded from total annual gross Salary under Sec 17(2)