Balance ID has not been defined for Calendar Year. (2000,258)

Question:

Balance ID has not been defined for Calendar Year. (2000,258)When I try to create a pay calender automatically in HRMS 9.0, I'am getting an error "Balance ID not found". When I try to create a pay calender manually, after giving the Check date, am getting an error "Balance ID has not been defined for Calendar Year. (2000,258)"Any solutions? Thanks

Answer:


If you are using PeopleSoft Payroll Module, there are 2 places where you use SetID concept. One would be for Balance ID tables and other at Shift Table.

So,in Payroll for North America, there are two set control values that require the use setID functionality:

1. Company table setup: Companies that are associated with the same setID share the same rules for maintaining balances, as indicated on the Balance ID table.

2.Pay Group table setup: Pay groups that are associated with the same setID share the same shifts, as defined on the Shift table. You use Balance ID tables so that your organization stores month-to-date, quarter-to-date, and year-to-date balances that can be used for reporting purpose (For Example W-2 reporting)

When you define a Company, you can notice Default SetID is same as Company name. You can override this value with different SetID.If you are using a SetID of SHARE in your HR Module, you can provide SHARE here.

Once you define a company, go to Set Control values i.e under PeopleTools > Utilities > Administration > TableSet Control and check for ABC:

for PY_01 record groupm check the SetID.
Then for this SetID, you need to define a Balance ID table.

When you create Pay Calendars for the Company,Paygroup, the CALENDAR Process Selects Balance ID from these Tables

PS_BALANCE_ID_DEF
PS_BALANCE_ID_QTR
PS_BALANCE_ID_TBL

and makes sure that for the Company's SetControl Value's SetID, if there is a definetion. if not, you will get the error:

Balance ID has not been defined for Calendar Year. (2000,258)
So, make sure that the Balance ID is defined.