Identifying Previously Purchased Service
This topic provides an overview of previously purchased services and discusses how to identify leave periods for which service has already been purchased.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
PA_SP_UPGRADE |
Identify periods for which service was previously purchased and the amount of service purchased for that period. |
If an employee purchased service before your PeopleSoft Pension Administration 9.2 implementation, you can enter that information into the system so that the pension system accounts for that previous service purchase when it:
Identifies leave periods that are eligible for service purchase.
Calculates the amount of service that is available for purchase.
Entering this data is optional. But if you do not supply this data, there is a risk that a duplicate service purchase will be allowed.
Use the Upgrade Existing Purchases page (PA_SP_UPGRADE) to identify periods for which service was previously purchased and the amount of service purchased for that period.
Navigation:
This example illustrates the Upgrade Existing Purchases page.
When you access the page, you identify the employee and the pension plan for which you are identifying an existing service purchase.
Service Purchases
Field or Control |
Description |
|---|---|
Employee Account and Description |
Enter the employee account function result for the previously purchased service. The system displays the account description. |
Service Account and Description |
Enter the service function result for the previously purchased service. The system displays the service description. |
Begin Date and End Date |
Enter the begin and end dates of the period for which service was purchased. If you create a service purchase transaction for the employee, the begin date and end date of the transaction are compared to the dates entered here to see if the employee has already purchased service for this period. |
Units and Amount Purchased |
Enter the amount of service purchased. Select Months or Years in the Units field, then enter the number of months or years in the Amount Purchased field. If you create a service purchase transaction for the employee for the specified begin and end dates, the amount of service available for purchase is adjusted based on the amount already purchased. |