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ORACLE APPLICATIONS
White Paper:
Balance Views
June 1998
Enabling the Information Age

Copyright © Oracle Corporation 1998
Primary Author: Lewis Thompson.
This document was prepared to assist the customer in the use of the Oracle HRMS. Its contents may not be
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Balance View Technical Reference
June 15, 1998
Introduction:
The balance views allow for simple person and assignment level balance reporting. They are logically
grouped by jurisdiction level, employee or employer, and by classifications. This functionality supplements
the current balance user exit balance reporting capability.
Balance View Sets:

There are several sets of balance views. They are grouped as follows:
Federal balances views(For FIT, Social Security, Medicare, FUTA, and EIC)
--Employee:
-- PAY_US_FED_TAXES_V
-- PAY_US_FED_EE_WAGES_V
--Employer:
--PAY_US_FED_LIABILITIES_V
--PAY_US_FED_ER_WAGES_V
State Balances(SIT, SUI, SDI, WC):

--Employee:
--PAY_US_STATE_TAXES_V
--PAY_US_STATE_EE_WAGES_V
--Employer:
--PAY_US_STATE_LIABILITIES_V
--PAY_US_STATE_ER_WAGES_V
Local Balances(County, City, School, and Head Tax):

--Employee(Only):
--PAY_US_LOCAL_TAXES_V
--PAY_US_LOCAL_EE_WAGES_V
Earnings and Deductions (All primary and hours balances related to US Earnings and Deductions):
--Employee(Only):
--PAY_US_EARNINGS_AMOUNTS_V
--PAY_US_EARNINGS_HOURS_V
--PAY_US_DEDUCTION_AMOUNTS_V
NOTE: These are the same earnings and deductions displayed on the on line Statement of Earnings.
The numeric balance values are found in the following columns:
Column Name Description
CURRENT_VAL Run level if the assignment action is the only one related to the
corresponding prepayment. If multiple runs exist for the associated
prepayment assignment action then it is the sum of the associated
runs. This is equivalent to the ‘Current’ Column on Checks, deposit
advice, and the payroll register.
RUN_VAL Value of the balance for the run
PTD_VAL Period to date value of the balance
PYDATE_VAL Check date(or Payment date) value of the balance
MONTH_VAL Month to date Value of the balance
QTD_VAL Quarter to date Value of the balance
YTD_VAL Year to date Value of the balance
NOTE: For performance reasons only select the time dimensions required for your report or form. Querying
columns that you do not intend to display will cause the views to do unnecessary work.
When joining to the views use the following columns:
Column Name Description Comments
Assignment_action_id Assignment action id of all Improve performance by joining
assignment actions of type Run, on this and Tax unit id. You must
Quick pay, Balance adjustment, join on both to take best
balance initialization, and advantage of the underlying
Reversal indexes.
Tax_Unit_Id The GRE/Legal Entity id of the Again, it is recommended that
assignment when the assignment you join on this column in
action took place. combination with
Assignment_action_id.
Action_Type Type of assignment action. R = Run, V = Reversal,
I = Initialization, B =Balance
adjustment, Q = Quick Pay
Effective_Date Effective date of the Assignment This is the effective date of the
Action balance activity
User_Reporting_Name Reporting name of balance Reporting name of the balance
Tax_Type_code Abbreviation of tax type FIT, FUTA,SS, Medicare, EIC,
SIT, SUI, SDI, WC, CITY,
COUNTY, SCHOOL.
Only applicable on tax related
views.
Balance_Category_Code Abbreviation of balance Category Taxable, Subject, withheld,
liability.
Only applicable on tax related
views.
State_Tax_Name, This is tax type concatenated with Only applicable on state and local
Local_Tax_Name jurisdiction name. views.
Jurisdiction_code Geocode of the jurisdiction of the Only applies to tax related views.
balance if state or local level If you join on jurisdiction code it
is recommended that you disable
the index by appending a NULL
to the view jurisdiction_code
column.(For Example:
SELECT <items>
FROM <tax view of interest>
WHERE jurisdicion_code||’’ =
‘36-124-9982’
AND …..
Assignment_id The ID of the associated The ID of the associated
assignment. assignment.
Example:
To get all local taxes withheld for an employee with assignment_id = 514, for all payroll actions since 01-
JAN-1998 run the following SQL:
SELECT local_tax_name,
tax_type_code,
run_val, ytd_val,
to_char(effective_date, ’DD-MON-YYYY’) PAYMENT_DATE,
action_type
FROM pay_us_local_taxes_v
WHERE assignment_id = 514
AND effective_date > to_date(’01-JAN-1998’, dd-mon-yyyy’)
’
This then would return:

LOCAL_TAX_NAME TAX_TYPE_CODE RUN_VAL YTD_VAL PAYMENT_DATE A
------------------- -------------- --------- --------- --------------- -
HT-Pittsburgh HT 10 10 28-FEB-1998 R
HT-Pittsburgh HT 0 10 31-JUL-1998 R
HT-Pittsburgh HT 0 10 31-AUG-1998 R
HT-Pittsburgh HT 0 10 31-OCT-1998 R
HT-Pittsburgh HT 0 10 31-OCT-1998 R
HT-Pittsburgh HT 0 10 15-NOV-1998 R
HT-Pittsburgh HT 10 10 30-JUN-2000 R
CITY-Monroeville CITY 12.5 12.5 28-FEB-1998 R
CITY-Monroeville CITY 12.5 25 31-JUL-1998 R
CITY-Monroeville CITY 12.5 37.5 31-AUG-1998 R
CITY-Monroeville CITY 0 37.5 31-AUG-1998 R
CITY-Monroeville CITY 0 37.5 31-AUG-1998 R
CITY-Monroeville CITY 12.5 50 31-OCT-1998 R
CITY-Monroeville CITY 0 50 31-OCT-1998 R

------------------- -------------- --------- --------- --------------- -
CITY-Monroeville CITY 12.5 62.5 15-NOV-1998 R
CITY-Monroeville CITY 0 62.5 15-NOV-1998 R
CITY-Monroeville CITY 12.5 12.5 30-JUN-2000 R
SCHOOL-39-02410 SCHOOL 6.25 6.25 28-FEB-1998 R
SCHOOL-39-02410 SCHOOL 6.25 12.5 31-JUL-1998 R
SCHOOL-39-02410 SCHOOL 6.25 18.75 31-AUG-1998 R
SCHOOL-39-02410 SCHOOL 0 18.75 31-AUG-1998 R
SCHOOL-39-02410 SCHOOL 0 18.75 31-AUG-1998 R
SCHOOL-39-02410 SCHOOL 6.25 25 31-OCT-1998 R
SCHOOL-39-02410 SCHOOL 0 25 31-OCT-1998 R
SCHOOL-39-02410 SCHOOL 6.25 31.25 15-NOV-1998 R
SCHOOL-39-02410 SCHOOL 0 31.25 15-NOV-1998 R
SCHOOL-39-02410 SCHOOL 6.25 6.25 30-JUN-2000 R
A more efficient way to retrieve information would be to focus on one assignment action id and retrieve the
balances only for it using the assignment action id and the tax unit id:
SELECT local_tax_name,
tax_type_code,
run_val, ytd_val, to_char(effective_date, ’DD-MON-YYYY’) PAYMENT_DATE,
action_type
From pay_us_local_taxes_v
WHERE assignment_action_id = 39134
AND tax_unit_id = 101
This would then return:

------------------- -------------- --------- --------- --------------- -
CITY-Monroeville CITY 12.5 62.5 15-NOV-1998 R
SCHOOL-39-02410 SCHOOL 6.25 31.25 15-NOV-1998 R
Functions and Procedures that Control the Balance Views:
All session variables are set for the duration of the session only, and can be reset at anytime during the
session.
1. To obtain W2 Wages = W2 Subject = Reduced Subject instead of standard Subject wages for balance
category ‘Subject’ you must make the following procedure call before selecting from the views:
pay_us_balance_view_pkg.set_session_var(‘REPORT_TYPE’, ‘W2’);
This function converts the subject wages returned by the views to W2 Subject wages. Where:
Subject Wages = Subject to Withholdable + Subject to not Withholdable

W2 Subject Wages = Subject to Withholdable + Subject to not Withholdable
- 401K Deductions - 125 Deductions - Dependent care deductions.
To view subject balances within reset the REPORT_TYPE:
pay_us_balance_view_pkg.set_session_var(‘REPORT_TYPE’, ‘DEFAULT’);
2. By default the PYDATE and MONTH columns return Null(Not Zero). To activate these columns use
the following call:
pay_us_balance_view_pkg.set_calc_all_timetypes_flag(1)
To deactivate them within the same session:
pay_us_balance_view_pkg.set_calc_all_timetypes_flag(0)
3. By default the views return Assignment level balances. To retrieve Person-level balances, make the
following call prior to selecting from the View:
pay_us_balance_view_pkg.set_view_mode(‘PER’);
To view assignment balances again within the same session call the following:
pay_us_balance_view_pkg.set_view_mode(‘ASG’);
Appendix: Descriptions of all Balance Views:
PAY_US_FED_EE_WAGES_V
Name Null? Type

------------------------------- -------- ----
ASSIGNMENT_ID NOT NULL NUMBER(9)
TAX_UNIT_ID NUMBER(15)
ASSIGNMENT_ACTION_ID NOT NULL NUMBER(15)
ACTION_STATUS NOT NULL VARCHAR2(1)
PAYROLL_ACTION_ID NOT NULL NUMBER(9)
ACTION_TYPE NOT NULL VARCHAR2(30)
EFFECTIVE_DATE NOT NULL DATE
TAX_TYPE_ID NOT NULL NUMBER(9)
EE_OR_ER_CODE NOT NULL VARCHAR2(30)
LIMIT_TAX_FLAG NOT NULL VARCHAR2(30)
TAX_DOMAIN_CODE NOT NULL VARCHAR2(30)
TAX_TYPE_CODE NOT NULL VARCHAR2(30)
BALANCE_CATEGORY_CODE NOT NULL VARCHAR2(30)
USER_REPORTING_NAME NOT NULL VARCHAR2(50)
ELEMENT_NAME NOT NULL VARCHAR2(80)
ELEMENT_TYPE_ID NOT NULL NUMBER(9)
EFFECTIVE_START_DATE NOT NULL DATE
EFFECTIVE_END_DATE NOT NULL DATE
BUSINESS_GROUP_ID NUMBER(15)
LEGISLATION_CODE VARCHAR2(30)
PROCESSING_PRIORITY NOT NULL NUMBER(9)
VIEW_MODE VARCHAR2(2000)
CALC_ALL_TIMETYPES NUMBER
CURRENT_VAL NUMBER
RUN_VAL NUMBER
PTD_VAL NUMBER
PYDATE_VAL NUMBER
MONTH_VAL NUMBER
QTD_VAL NUMBER
YTD_VAL NUMBER
PAY_US_FED_TAXES_V
Name Null? Type

------------------------------- -------- ----
CURRENT_VAL NUMBER
RUN_VAL NUMBER
PTD_VAL NUMBER
PYDATE_VAL NUMBER
MONTH_VAL NUMBER
QTD_VAL NUMBER
YTD_VAL NUMBER
PAY_US_FED_LIABILITIES_V
Name Null? Type

------------------------------- -------- ----
CURRENT_VAL NUMBER
RUN_VAL NUMBER
PTD_VAL NUMBER
PYDATE_VAL NUMBER
MONTH_VAL NUMBER
QTD_VAL NUMBER
YTD_VAL NUMBER
PAY_US_FED_ER_WAGES_V
Name Null? Type

------------------------------- -------- ----
CURRENT_VAL NUMBER
RUN_VAL NUMBER
PTD_VAL NUMBER
PYDATE_VAL NUMBER
MONTH_VAL NUMBER
QTD_VAL NUMBER
YTD_VAL NUMBER
PAY_US_STATE_TAXES_V
Name Null? Type

------------------------------- -------- ----
JURISDICTION_CODE VARCHAR2(11)
STATE_ABBREV NOT NULL VARCHAR2(2)
STATE_NAME NOT NULL VARCHAR2(25)
STATE_TAX_NAME VARCHAR2(33)
CURRENT_VAL NUMBER
RUN_VAL NUMBER
PTD_VAL NUMBER
PYDATE_VAL NUMBER
MONTH_VAL NUMBER
QTD_VAL NUMBER
YTD_VAL NUMBER
PAY_US_STATE_EE_WAGES_V
Name Null? Type

------------------------------- -------- ----
CURRENT_VAL NUMBER
RUN_VAL NUMBER
PTD_VAL NUMBER
PYDATE_VAL NUMBER
MONTH_VAL NUMBER
QTD_VAL NUMBER
YTD_VAL NUMBER
PAY_US_STATE_LIABILITIES_V
Name Null? Type

------------------------------- -------- ----
CURRENT_VAL NUMBER
RUN_VAL NUMBER
PTD_VAL NUMBER
PYDATE_VAL NUMBER
MONTH_VAL NUMBER
QTD_VAL NUMBER
YTD_VAL NUMBER
PAY_US_STATE_ER_WAGES_V
Name Null? Type

------------------------------- -------- ----
CURRENT_VAL NUMBER
RUN_VAL NUMBER
PTD_VAL NUMBER
PYDATE_VAL NUMBER
MONTH_VAL NUMBER
QTD_VAL NUMBER
YTD_VAL NUMBER
PAY_US_LOCAL_TAXES_V
Name Null? Type

------------------------------- -------- ----
ASSIGNMENT_ID NUMBER
TAX_UNIT_ID NUMBER
ASSIGNMENT_ACTION_ID NUMBER
ACTION_STATUS VARCHAR2(1)
PAYROLL_ACTION_ID NUMBER
ACTION_TYPE VARCHAR2(30)
EFFECTIVE_DATE DATE
TAX_TYPE_ID NUMBER
EE_OR_ER_CODE VARCHAR2(30)
LIMIT_TAX_FLAG VARCHAR2(30)
TAX_DOMAIN_CODE VARCHAR2(30)
TAX_TYPE_CODE VARCHAR2(30)
BALANCE_CATEGORY_CODE VARCHAR2(30)
USER_REPORTING_NAME VARCHAR2(50)
ELEMENT_NAME VARCHAR2(80)
ELEMENT_TYPE_ID NUMBER
EFFECTIVE_START_DATE DATE
EFFECTIVE_END_DATE DATE
BUSINESS_GROUP_ID NUMBER
PROCESSING_PRIORITY NUMBER
SCHOOL_DISTRICT_NAME CHAR(7)
SCHOOL_DISTRICT_CODE CHAR(7)
CITY_NAME VARCHAR2(25)
CITY_CODE VARCHAR2(7)
STATE_NAME CHAR(7)
STATE_ABBREV CHAR(7)
STATE_CODE VARCHAR2(7)
COUNTY_NAME VARCHAR2(20)
COUNTY_ABBREV CHAR(7)
COUNTY_CODE VARCHAR2(7)
LOCAL_TAX_NAME VARCHAR2(56)
CURRENT_VAL NUMBER
RUN_VAL NUMBER
PTD_VAL NUMBER
PYDATE_VAL NUMBER
MONTH_VAL NUMBER
QTD_VAL NUMBER
YTD_VAL NUMBER
PAY_US_LOCAL_EE_WAGES_V
Name Null? Type

------------------------------- -------- ----
ASSIGNMENT_ID NUMBER
TAX_UNIT_ID NUMBER
ASSIGNMENT_ACTION_ID NUMBER
ACTION_STATUS VARCHAR2(1)
PAYROLL_ACTION_ID NUMBER
ACTION_TYPE VARCHAR2(30)
EFFECTIVE_DATE DATE
TAX_TYPE_ID NUMBER
EE_OR_ER_CODE VARCHAR2(30)
LIMIT_TAX_FLAG VARCHAR2(30)
TAX_DOMAIN_CODE VARCHAR2(30)
TAX_TYPE_CODE VARCHAR2(30)
BALANCE_CATEGORY_CODE VARCHAR2(30)
USER_REPORTING_NAME VARCHAR2(50)
ELEMENT_NAME VARCHAR2(80)
ELEMENT_TYPE_ID NUMBER
EFFECTIVE_START_DATE DATE
EFFECTIVE_END_DATE DATE
BUSINESS_GROUP_ID NUMBER
PROCESSING_PRIORITY NUMBER
SCHOOL_DISTRICT_NAME CHAR(7)
SCHOOL_DISTRICT_CODE CHAR(7)
CITY_NAME VARCHAR2(25)
CITY_CODE VARCHAR2(7)
STATE_NAME CHAR(7)
STATE_ABBREV CHAR(7)
STATE_CODE VARCHAR2(7)
COUNTY_NAME VARCHAR2(20)
COUNTY_ABBREV CHAR(7)
COUNTY_CODE VARCHAR2(7)
LOCAL_TAX_NAME VARCHAR2(56)
CURRENT_VAL NUMBER
RUN_VAL NUMBER
PTD_VAL NUMBER
PYDATE_VAL NUMBER
MONTH_VAL NUMBER
QTD_VAL NUMBER
YTD_VAL NUMBER
PAY_US_EARNINGS_AMOUNTS_V
Name Null? Type

------------------------------- -------- ----
CLASSIFICATION_NAME NOT NULL VARCHAR2(80)
REPORTING_NAME VARCHAR2(30)
REPORTING_NAME_ALT VARCHAR2(80)
BALANCE_NAME NOT NULL VARCHAR2(80)
BALANCE_TYPE_ID NOT NULL NUMBER(9)
BALANCE_UOM NOT NULL VARCHAR2(30)
CURRENT_VAL NUMBER
RUN_VAL NUMBER
PYDATE_VAL NUMBER
MONTH_VAL NUMBER
QTD_VAL NUMBER
YTD_VAL NUMBER
PAY_US_EARNINGS_HOURS_V
Name Null? Type

------------------------------- -------- ----
CURRENT_VAL NUMBER
RUN_VAL NUMBER
PYDATE_VAL NUMBER
MONTH_VAL NUMBER
QTD_VAL NUMBER
YTD_VAL NUMBER
PAY_US_DEDUCTIONS_V
Name Null? Type

------------------------------- -------- ----
ELEMENT_INFORMATION10 VARCHAR2(150)
CURRENT_VAL NUMBER
RUN_VAL NUMBER
PYDATE_VAL NUMBER
MONTH_VAL NUMBER
QTD_VAL NUMBER
YTD_VAL NUMBER

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ORACLE APPLICATIONS

Enabling the Information Age

Primary Author: Lewis Thompson.

Balance View Sets:

State Balances(SIT, SUI, SDI, WC):

Local Balances(County, City, School, and Head Tax):

This then would return:

LOCAL_TAX_NAME TAX_TYPE_CODE RUN_VAL YTD_VAL PAYMENT_DATE A

This would then return:

LOCAL_TAX_NAME TAX_TYPE_CODE RUN_VAL YTD_VAL PAYMENT_DATE A

Functions and Procedures that Control the Balance Views:

Subject Wages = Subject to Withholdable + Subject to not Withholdable

To view subject balances within reset the REPORT_TYPE:

To deactivate them within the same session:

Name Null? Type

Name Null? Type

Name Null? Type

Name Null? Type

Name Null? Type

Name Null? Type

Name Null? Type

Name Null? Type

Name Null? Type

Name Null? Type

Name Null? Type

Name Null? Type

Name Null? Type

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