Fast Formula Changes for Court Orders, Student Loans, and Postgraduate Loans

It's recommended to update the existing template-generated elements for Court Orders, Student Loans, and Postgraduate Loans. The recommended changes will update the Auto Indirect Fast Formula to correctly return RESET_DIR_CARD_COMP_ID, ensuring proper reset handling for the calculations.

Make the recommended changes to the fast formulas for template-generated elements for a seamless integration with the new updates to Earnings and Deductions,

Steps to enable and configure

After you finish running the feature upgrade process, make the recommended changes and recompile the fast formulas. Here's how you can do this:

  1. Go to My Client Groups -> Show More -> Fast Formulas.
  2. Select the appropriate LDG for the UK. 
  3. Identify impacted Court Order, Student Loan, and Postgraduate Loan elements.
  4. Open the corresponding _INVDED_AUTO_INDIRECT fast formula. 
  5. Apply the changes mentioned below for court orders, student loans and postgraduate loans, as required.
  6. Save your changes and recompile the formula. 
  7. Validate the changes in a payroll run. 

Formula Naming Convention: <ELEMENT NAME> || '_INVDED_AUTO_INDIRECT'.
Example: Attachment of Earnings Fine_INVDED_AUTO_INDIRECT

Changes for Student Loan and Postgraduate Loan elements.

  • Add a_ret_comp_id = EMPTY_NUMBER_NUMBER after a_ret_cpe_id = EMPTY_NUMBER_NUMBER
  • Add a_ret_comp_id[i_cnt] = l_comp_id after a_ret_cpe_id[i_cnt] = i_card_id
  • Add ''RESET_DIR_CARD_COMP_ID'' = a_ret_comp_id after ''TAX_UNIT_ID'' = a_ret_tu_id
  • Replace return ''CALC_BREAKDOWN_ID'',''DEDUCTION_CARD_ID'', ''TAX_UNIT_ID''
    • with return ''CALC_BREAKDOWN_ID'',''DEDUCTION_CARD_ID'', ''TAX_UNIT_ID'',''RESET_DIR_CARD_COMP_ID''

Changes for Other Court Order Types

  • Add a_ret_comp_id = EMPTY_NUMBER_NUMBER after a_ret_cb_id = EMPTY_NUMBER_NUMBER
  • Add a_ret_comp_id[i_cnt] = l_comp_id  after a_ret_cb_id[i_cnt] = i_cb_id
  • Add ''RESET_DIR_CARD_COMP_ID'' =  a_ret_comp_id after ''TAX_UNIT_ID'' = a_ret_tu_id
  • Replace return ''CALC_BREAKDOWN_ID'',''REFERENCE_CODE'', ''TAX_UNIT_ID'' 
    • with  return ''CALC_BREAKDOWN_ID'',''REFERENCE_CODE'', ''TAX_UNIT_ID'', ''RESET_DIR_CARD_COMP_ID''