2714549 - Total Repayment Amount is not updated correctly after changing Installment Status to Paid

An advance is configured with Auto Recovery = Yes. When an installment status is manually changed to Paid, Total Repayment Amount is not updated correctly.

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SuccessFactors Employee Central: Advances

Since the Auto Recovery field is set to "Yes", the following will happen:

• A Recurring Deduction or One Time Deduction record gets created with effective date = first installment date. If the number of installment is 1, then One Time Deduction Record is created, else a Recurring Deduction record is created.
• Installment records are created in Manage Data > Non Recurring Payment > Advance Installments.
• Installment Amount is calculated based on Advance Amount, Number of Installments and Installment Frequency.
• Payment Date is decided based on Recovery Format and Monthly Recovery Date or Week Number and Day of Week. 
• Installment Status is always "Not Paid" by default; 
• Pending Amount is the Requested Amount + Total Interest Amount
• Recovery Status field is set as "Planned"
• Total Repayment Amount is empty;
• When the user pays for an installment (This information is not captured by the system), the admin should go to Manage Data > Non Recurring Payment > Select the user's record > Change Installment Status to 'Paid' > Calculate remaining balance and update the field Balance Remaining. 
• Once the first installment is marked as paid:
  • "Total Repayment Amount" field will display the total amount the employee needs to repay for the loan (Requested Amount + Interest Amount);
  • "Pending Amount" field is updated with the remaining balance value inputed on the details pop-up;
  • "Recovery Status" is changed to In Process;
  • Once the first instalment is set to Paid, the system will not change the information above if it is set as not paid again. 
• Once all the installments are paid, with Pending Amount 0, the "Recovery Status" is changed to Completed. 
  • After that, no changes made to the installment via UI will reflect on the Non-Recurring Record. 
  • If necessary, "Recovery Status" can be changed via import
• If the admin needs to update installment payment details for multiple users, they can import the details. Please refer to Advaces guide for more information. 

When Auto Recovery is "No", then neither deduction records are created, nor installment records are created for Non-Recurring Payment.

Balance, Remaining, Status, Payment, Non-recurring, Recurring, Manual, Auto, Recovery, Deduction , KBA , LOD-SF-EC-ADV , Advances , Problem

SAP SuccessFactors Employee Central all versions ; SAP SuccessFactors HCM Core all versions