[BCB:5:Third-party support:ECB]
Examples of lookup formulas to use in Payroll
Payroll processing formulas sometimes require a lookup from the check record to related records. The related records are PR Check Pay, PR Check Tax, PR Check Deduct and PR Check Fringe. These records store the total amounts for each individual check item by ID. For example, the PR Check Pay record stores the specific check's total for each pay ID (for example: "REG", "OT", "DT"). The PR Check Tax record stores the specific check's total for each tax ID (for example: "FWH", "SOC", "MED_E"). These records are not related to specific time entries, they are the totals for the entire check.
The format for Lookup formulas from the check to each related record are shown in the table below.
Note: In the formula examples below, select fields from records where appropriate instead of typing the field and record names. For example, in "Lookup (Amount [PR Check Pay]...", Amount is a field you select from the PR Check Pay record. For assistance with creating formulas, refer to the "How to create a formula" attachment below or read Help topics about formulas.
Record |
Format |
Example |
PR Check Pay |
Lookup (Amount [PR Check Pay], Employee [PR Check], Period End Date [PR Check], Check Sequence [PR Check], "Pay ID") |
Lookup (Amount [PR Check Pay], Employee [PR Check], Period End Date [PR Check], Check Sequence [PR Check], "REG") |
PR Check Tax |
Lookup (Amount [PR Check Tax], Employee [PR Check], Period End Date [PR Check], Check Sequence [PR Check], Tax Level, "Tax ID")
Note: Tax Levels are: 1=Federal, 2=State, 3=Local |
Lookup (Amount [PR Check Tax], Employee [PR Check], Period End Date [PR Check], Check Sequence [PR Check], 1, "FWH") |
PR Check Deduct |
Lookup (Amount [PR Check Deduct], Employee [PR Check], Period End Date [PR Check], Check Sequence [PR Check], "Deduction ID") |
Lookup (Amount [PR Check Deduct], Employee [PR Check], Period End Date [PR Check], Check Sequence [PR Check], "DUES") |
PR Check Fringe |
Lookup (Amount [PR Check Fringe], Employee [PR Check], Period End Date [PR Check], Check Sequence [PR Check], "Fringe ID") |
Lookup (Amount [PR Check Fringe], Employee [PR Check], Period End Date [PR Check], Check Sequence [PR Check], "401K") |
DocLink: How do I create a formula in Sage 300 Construction and Real Estate? DocLink: How do I use the LOOKUP function?
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