Fast Formula Boss

More Fast Formula Examples For
Advanced Benefits, PTO Accruals and

Payroll Calculations
Bill Stratton
BOSS Corporation
bill.stratton@bosscorporation.com
BOSS 2002 Fall OAUG

BOSS Copyright  2002
Agenda
• Introduction
• Crash Course of Fast Formulas
– Formula Types
– Database Items
– Syntax
– Indirect Results
– Payroll Tables
BOSS 2002 Fall OAUG

Agenda (continued)
• Real Live Scenarios
• Payroll Calculations
– Student Federal Work Study Solution
• PTO Accrual
– Accrual Rate for New Hires
• Advanced Benefits
– Coverage Date Rule
• Fast Formula Debugging Techniques
• Q&A
BOSS 2002 Fall OAUG
Who is BOSS?
• About BOSS Corporation

– BOSS is an acronym that stands for “Better Organization
Service Solutions”
– Founded in 1995 by Stephen Adams and Jim Crum
– Both Stephen and Jim were responsible for Oracle consulting

in the Southeast US for Oracle Corporation before forming
BOSS
– BOSS service lines are sharply focused on Oracle Application

implementations; Financials, HR/Payroll and Manufacturing,
technology consulting, and database administration services
– Headquarters are located in Atlanta, with additional offices in

Dallas, Pittsburgh, Raleigh, and Redwood Shores
BOSS 2002 Fall OAUG
• About BOSS Corporation
• Author of two Oracle Application books
• “Special Edition: Using Oracle Applications”
• “Special Edition: Using Oracle 11i”
– Major sponsor at OAUG conferences; National, European, and many
regional and local groups
– Eleven presentations, papers and panel involvement Fall 2001
OAUG in San Diego
– Fourteen presentations, papers and panel involvement at Spring
2002 OAUG in San Diego
– Ten presentations, papers and panel involvement at Fall 2002
OAUG in San Diego
BOSS 2002 Fall OAUG

Crash Course in Fast Formula
• Formula Types
– Skip Rules
– Validation
– Payroll Calculations
– Benefit Rules
– PTO Accrual Calculations
BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG
• Database Items
– Variable Names for Complex Joins
– Flex Field Segments
– Balances (with Dimensions)
– Global Values
– Element Entry Input Values
BOSS 2002 Fall OAUG

• Database Items Examples

– ASG_POSITION
– POS_KF_FUNCTION_CODE
– SCL_ASG_US_TIMECARD_REQUIRED
– GROSS_EARNINGS_ASG_GRE_MONTH
– LONG_TERM_DISABILITY_AMOUNT_ENTRY_VALUE
BOSS 2002 Fall OAUG

• Syntax
– Alias Section
– Default Section
– Inputs Section
– Calculation Section
–Assignment Statements
–IF/THEN/ELSE Statements
–No GOTO or Case Statements
– Return Section
BOSS 2002 Fall OAUG
BOSS 2002 Fall OAUG
BOSS 2002 Fall OAUG
BOSS 2002 Fall OAUG
BOSS 2002 Fall OAUG
BOSS 2002 Fall OAUG
• Indirect Results
– Pass Direct Result to Pay Value
– Pass Other Calculations to Other
Elements
– Make sure other elements have
higher priority
– Use Formula Results screen to
pass RETURN values to elements
BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG
• Payroll Tables
– Defined in the Application
– Use Table Structure to define table
– Use Table Value to load values
– Date-tracked and can be updated by
Function personnel
– Great place to store rates by database
item (Location, People Group)
BOSS 2002 Fall OAUG

Real Live Scenarios
• Student Federal Work Study

– Government supplies funds for
student employment
– Part of Financial Aid Package
– Student System Maintains Award
and balances
– Payroll needs to capture
“category”
BOSS 2002 Fall OAUG

Payroll Calculation Scenario
• Step 1, Create EIT

– Use Assignment EIT
– Tracks Task, Rate and Costing
– Tracks FWS Flag
–Eligible
–Ineligible
–Excludable
–Summer
BOSS 2002 Fall OAUG
•insert EIT screen prints here
BOSS 2002 Fall OAUG

• Step 2, Fast Formula Function

– Returns Rate and FWS Flag
– PL/SQL Package
– Registered with Oracle Apps
– Can be called from Fast Formula
BOSS 2002 Fall OAUG

•insert screen print of registered function
BOSS 2002 Fall OAUG

• Step 3, Create Information Element

– Used to capture dollars by FWS Flag
– Will be populated by Indirect Results
BOSS 2002 Fall OAUG

•insert screen prints of an information
element
BOSS 2002 Fall OAUG

• Step 4, Update Fast Formula

– Use function to retrieve rate and
FWS Flag
– Determine which category to place
dollars based on FWS Flag
BOSS 2002 Fall OAUG

•insert screen prints of Fast Formula logic
BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG
BOSS 2002 Fall OAUG
• Step 5, Setup Formula Results

– Send each category to proper Input
Value on Information Element
– After payroll is complete, run interface
to send records to Student System
BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG
•insert screen print of formula results and
demonstrate run results
BOSS 2002 Fall OAUG

PTO Accrual
• Recent enhancements added Fast

Formula functionality
• Three types
– Calculation
– Carryover
– Ineligibility
BOSS 2002 Fall OAUG

PTO Accrual Templates
• PTO Payroll Balance Calculation

– Same as 10.7
– One year term, starts on Jan 1
– Frequency based on payroll period
– Amounts defined on screens
– Carryover effective December 31
– Can now incorporate balances
BOSS 2002 Fall OAUG

• PTO Simple Balance Multiplier

– Accrual term one year - June 1
– Accrual frequency one month
– Accrual amounts in formula
– Carryover effective May 31
BOSS 2002 Fall OAUG

• PTO ROLLING ACCRUAL

– One year term, no fixed start date
– Accrual frequency one month
– Accrual amounts in formula
– No carryover (use it or lose it)
BOSS 2002 Fall OAUG

PTO Accrual Scenario
• Will use PTO Payroll Balance Calculation

• Will modify sub formula PTO Payroll
Period Accrual
• Will create a table to store rates for first
year hires by month
BOSS 2002 Fall OAUG

•Insert screen prints of table creation
BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG
BOSS 2002 Fall OAUG
BOSS 2002 Fall OAUG
BOSS 2002 Fall OAUG
PTO Accrual Scenario
• Copy PTO_PAYROLL_BALANCE_CALCULATION to
OAUG_PAYROLL_BALANCE_CALCULATION
• Copy PTO_PAYROLL_PERIOD_ACCRUAL to
OAUG_PAYROLL_PERIOD_ACCRUAL
• Modify Formulas
• Define Plan
BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG
BOSS 2002 Fall OAUG
BOSS 2002 Fall OAUG
BOSS 2002 Fall OAUG
Advanced Benefits - Eligibility
• OAB/OSB includes many opportunities

to use FF
• Almost every definition screen
includes a “Rule”
• Each screen uses a different Fast
Formula Type
• Check FF guide for requirements
BOSS 2002 Fall OAUG

Advanced Benefits - Eligibility
• In our scenario, Coverage starts on the

first of the month following 30 days of
service
• Exceptions for January and February
BOSS 2002 Fall OAUG

•insert screen print of coverage
definition screen
BOSS 2002 Fall OAUG

•insert screen prints of fast formulas
BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG
BOSS 2002 Fall OAUG
BOSS 2002 Fall OAUG
BOSS 2002 Fall OAUG
Fast Formula Debugging Tools
• Use MESG variable to include needed values

• Place MESG variable in RETURN statement
• Modify Formula Results
• Message will be included in Payroll Message
Report
• All values in MESG must be character
BOSS 2002 Fall OAUG

•insert screen print of Fast Formula with MESG and Return
statement
BOSS 2002 Fall OAUG

•insert screen print of Formula Results
BOSS 2002 Fall OAUG

•insert screen print of messages
BOSS 2002 Fall OAUG

• MESG does not work for OAB/OSB

• Create FF Function to post message to
custom table
• Can call multiple times
BOSS 2002 Fall OAUG

• Step 1, Create custom table

• Step 2, Create PL/SQL procedure
• Step 3, Register Function
• Step 4, Use Function in FF
BOSS 2002 Fall OAUG

Create function FF_POST_MESSAGE (
FormulaName IN Varchar2,
FormulaMessage IN Varchar2) Return Varchar2 IS
Begin
Insert into FF_POST_MESSAGE values
FormulaName,FormulaMessage,SYSDATE);
Commit;
Return('S');
Exception
When Others then
Return('F');
End;
BOSS 2002 Fall OAUG

•insert screen print of register function
BOSS 2002 Fall OAUG

•insert screen print of Fast Formula with function
BOSS 2002 Fall OAUG

•insert screen print of SQL query of custom
table
BOSS 2002 Fall OAUG

Fast Formula Primer
Had Enough????
Q&A
Bill Stratton
BOSS Corporation
bill.stratton@bosscorporation.com
BOSS 2002 Fall OAUG


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More Fast Formula Examples For

Advanced Benefits, PTO Accruals and

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

• About BOSS Corporation

– Both Stephen and Jim were responsible for Oracle consulting

– BOSS service lines are sharply focused on Oracle Application

– Headquarters are located in Atlanta, with additional offices in

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

• Database Items Examples

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

• Student Federal Work Study

BOSS 2002 Fall OAUG

• Step 1, Create EIT

BOSS 2002 Fall OAUG

• Step 2, Fast Formula Function

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

• Step 3, Create Information Element

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

• Step 4, Update Fast Formula

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

• Step 5, Setup Formula Results

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

• Recent enhancements added Fast

BOSS 2002 Fall OAUG

• PTO Payroll Balance Calculation

BOSS 2002 Fall OAUG

• PTO Simple Balance Multiplier

BOSS 2002 Fall OAUG

• PTO ROLLING ACCRUAL

BOSS 2002 Fall OAUG

• Will use PTO Payroll Balance Calculation

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

• OAB/OSB includes many opportunities

BOSS 2002 Fall OAUG

• In our scenario, Coverage starts on the

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

• Use MESG variable to include needed values

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

• MESG does not work for OAB/OSB

BOSS 2002 Fall OAUG

• Step 1, Create custom table

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

BOSS 2002 Fall OAUG

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