2440812 - Defaulting Payment Information using Business Rules - SAP SuccessFactors Employee Central

• Business need is to default Payment Information values, but this is not achievable using UI rules or via an onInit business rule on the Payment Information Object
• How to create rule on Payment Information Object which defaults values in Payment Information records?
• How to create rule on Payment Information Object which defaults values in Payment Information records during Add New Employee?

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

SAP SuccessFactors Employee Central - Payment Information

1. A UI rule has been created to default Payment Information values such as below:

1. This rule is then set to trigger via onInit on the Payment Information UI:

However, the UI rule does not default Payment Information values via Add or Edit as desired. Nor does a business rule that is configured to do similar which is set on onInit on Payment Information Object.

We cannot set values/default values in Payment Information values using UI rules (Manage Configuration UI rules) on the Payment Information UI or using an onInit business rule on Payment Information Object.

To default fields based on jobCountry value follow below steps to create a rule to be added on Payment Information Object Definition.

In this example the business need is to default - 

1. Pay Type = Main Payment Method
2. Payment Method = Bank Transfer
3. Currency = USD
4. Bank Country = Job Country

To do this the business rule needs to use base Object Payment Information as it allows a rule to be created that will be able check if the fields are null before defaulting the value. This rule is then set to trigger on the jobCountry field that is maintained on the Payment Information Object. This field is chosen due to the fact that you need Job Information to be able to maintain Payment Information in Employee Central.

Assigning Business Rules to the Payment Information Object

1. Go to Admin Center  Configure Object Definitions.
2. Under Search, select Object Definition.
3. In the second dropdown menu, enter Payment Information.
4. Select Take Action and choose Make Correction.
5. Go to details of the jobCountry field and under Rules add the rule setMainBank_PaymentInfo so that the rule is applied onChange of this field.

Correct Rule Configuration:

1. Go to Admin Center  Configure Business Rules, and choose + (Create New Rule).

   You can also call up the Create Rule screen in Configure Object Definitions when you edit an object definition.

2. Expand Metadata Framework scenario and select the option Rules for Metadata of MDF Objects.
3. Base Object: Payment Information 
4. Purpose: Evaluate

Important Notes:

1. If the rules' THEN conditions contain any reference to Bank Country or Job Country the rule cannot be set as always true
2. Prior to 1811 the rule could contain an elaboration of the IF Statement to "Select Payment Information.Details where Pay Type is equal to Null" - this can no longer be included as it will result in the null check in IF Statement being ignored which will cause data loss during editing existing records or inserting new records. Please compare the above rule image to the below:
3. The rules cannot be always true. It must have an if statement

The rule now defaults the values when the Pay Type, Payment Method, Currency and Bank Country fields are empty.

Notes:

1. To default Payment Information values during Add New Hire Wizard a separate rule (example below) is needed and it to be set on 'Initialise Rules' on Payment Information Details Object
2. This rule cannot be "Always True"
3. Bank Country value cannot be set to be equal to Job Country value at this stage as this would lead to undesired behavior when editing existing users Payment Information data.

FAQ - Additional Information

Q) Where can I get information on this from the Guide?

A) Guide: Payment Information

     Chapter: Assigning Business Rules to the Payment Information Object

     Chapter: Assigning Business Rules to Payment Information Detail Object

     Chapter: Settings of the Configuration UI

     Chapter: Replicating Payment Information in Employee Central Payroll

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