Maintain Bundle Claims {FPRIM-1}

This option allows the user to Maintain Mentor / Tutor Bundle Claims, generated with {FPRIM-2} or {FPRCPB-2}.

Fields in the option:

Block 1: Mentor / Tutor Bundle Claim Detail

Processing Rules for this Block:

This block will query contract information, as entered in the Personnel / Activity Information {SDSERP-1} of the Student Service Sub-system for claims that were generated with Generate Bundle Claims {FPRIM-2} or {FPRCPB-2}.
The block only allows the user to query, i.e. no updates, deletions or creation of new records are allowed.

Field	Type & Length	Description
Person Number	N9
Person Name		The Title, Initials and Surname of the personnel member will be displayed.
Primary Post Code and Description	A4 + A30	The post code and description, as in the current active Service Record of the person.
Appointed to Post	DD-MON-YYYY	The Appointment Date of the person to this Post.
Resignation from Post	DD-MON-YYYY	The date the person resigned from the post.
Secondary Post	A4	The Secondary Post for the Contract, as entered in {SDSERP-1}.
Start Date	DD-MON-YYYY	The Start Date of the Secondary Appointment.
End Date	DD-MON-YYYY	The End Date of the Secondary Appointment.
Qualification or Subject	A1	Is the contract related to a (Q)ualification or a (S)ubject.
Qualification- or Subject Code and Description	A7 + A30	The Qualification Code or Subject Code and Description, as entered in {SDSERP-1}.
Activity Code and Description	A4 + A30	The Activity, as entered in {SDSERP-1}.
Earning Code and Description	A4 + A30	The Earning Code linked to the Activity Code in Activity Codes {SDSERC-3}, which will be used as the Earning Code when claims are copied to {FPRI-2} with {FPRIM-4}.
GLA Code and Description	A4 + A8 + Descriptions	The GLA, as entered in the Secondary Appointment in {SDSERP-1}. This GLA will be used when claims are copied to {FPRI-2} with {FPRIM-4}.
Contract Number	A15	The Contract Number, as entered in the Secondary Appointment in {SDSERP-1}.
Contract Sequence	N3	The Contract Sequence of the Secondary Appointment.
Contract Year	N4	The Year, as entered for the contract in {SDSERP-1}.
Contract Block	A2	The Academic Block Code for the contract, as entered in {SDSERP-1}.
Maximum Quantity	N6.2	The Maximum Quantity for the contract, as entered in {SDSERP-1}.
Quantity Pay Rate	N3	The Rate for the contract as entered in {SDSERP-1}.
Monthly Claim		The fixed monthly amount for the contract as entered in {SDSERP-1}.
Contract Maximum		The maximum total amount that may be claimed, as entered in {SDSERP-1}.

Example:

Block 2: Mentor / Tutor Bundle Claims

This block will automatically query records for the Personnel Number and Contract, as in Block 1.
The user may authorise a claim here, before it is copied to the Individual Earnings / Deductions {FPRI-2} to be included in the Payroll Calculation.
New claim records may also be created here.

Field	Type & Length	Description
Person Number	N9
Secondary Post	A4	The Secondary Post, as in Block 1, will display here.
Sequence	N3	The Contract Sequence of the Secondary Appointment.
Qualification or Subject	A1	(Q)ualification or (S)ubject.
Qualification or Subject Code	A7	The Qualification Code or Subject Code, as in Block 1, will display here.
Activity Code	A4	The Activity Code, as in Block 1 will display here.
Pay Cycle	YYYYMM or YYYYWW	The cycle for which the Individual Earnings will be created.
Salary Level	N2	The Salary Level on which the Individual Earnings will be created.
Copy Date	DD-MON-YYYY	The date this claim was copied to {FPRI-2} with {FPRIM-4}. If the field is null (blank), the claim has not yet been copied.
Cancel Claim	A1	(Y)es or (N)o.
Engine Capacity	N5	This is not used to determine claims values, but is printed on the reports: Unauthorised Claims {FPRIMR1-2}, Partially Authorised Claims {FPRIMR1-3} and Authorised Claims to be Paid {FPRIMR1-4}.
Amount	N15.2	The amount claimed. If this field is null (blank), the amount claimed will be calculated as the product of the Quantity and the Quantity Pay Rate, as in Block 1.
Quantity	N7.2	The quantity to be used in the calculation of the amount, should the above field (Amount) be null (blank).
Authorise	A1	(Y)es or (N)o. Bundle claims may be authorised, by changing this field to (Y)es. Before a user may authorise a claim for a Service Centre, the user should be entered as an authoriser in {FPRM-25}. The program will also validate that the amount is lower than the maximum amount the person is allowed to authorise.

Example:

History of Changes

Date	System Version	By Whom	Job	Description
15-Jan-2007	v01.0.0.0	Frans	t138771	Proofread and Correct.
03-Apr-2007	v01.0.0.0	Amanda Nell	t134084	Images.
04-Sep-2008	v01.0.0.0	Magda van der Westhuizen	t152258	Update manual - Language Editing: Juliet Gillies.