Reimbursements process

[Former Member]

Hello Gurus,

I would appreciate if some body could give me the reimbursements procedure.

I have a scenario like:

Medical Reimbursement:

Each n Every employee is entitled for different amount say employee 1 is entilted for 1500 per month

Now it will be given to reimbursed to him against medical bills(claims), which is on prorata basis n carry forwarded on monthly basis.

now i have configured medical reim in it 0015, AND I HAVE ADDED THEM IN REIMB,ALLOWN N PERKS, now what is expected to do next...

where should i enter the limit of the employee??

where should i input the bills of employee every month-IT589 OR IT 582.

Do i need to do settings under claims also???

thanks

[sikindar_a · Accepted solution]

The total amount of the remibursement which the employee is eligible will be 15000 Rs that willl be in IT0589 induvidual reimbursement !!!!!

and the Exemption amount will be thru IT0582 Exemptions thru the Subtype SMEA

and only once change whtih u have to do is Prorata basis once check whether the amount is being getting prorated thru IT 0015

and for more info on Tax Exemptions read the documetation for INCTX in PE04 Tcode you will have complete documention in that read that one you will full information

And last but not the least Welcome to SDN HCM

Edited by: Sikindar on Dec 23, 2009 1:31 PM

[Former Member · Accepted solution]

Thanks,

what i understood is:

For e.g 1500 p.m is limit then yearly amount is like 18,000.

this 18000 i need to maintain in IT 589 ...

now for e.g the employee joined in dec so his eligibility is 1500. now he submits the bills of 1200

now that 1200 i need to maintain in 582 fot this month..

the remaining 300 should be carryforwarded n next amount eligibility is 1500+300 i.e 1800. where is this cumulated amountstored???

n how is this amount reflected in payroll. is it automatic once we save it in 582 or do i need to save it in 15 manually every month....

plzzzzz help.........

n i really apologize if it is a basic question........

but i need it urgently

[sikindar_a · Accepted solution]

1500 P.M

it shd be 1250 per month

right check with ur client once again regarding this the max amount for medical reimbursement will be 15000 Rs

incase if it is 1500 P M means the total amount should have maintained in IT0589

and amount paid will be thru IT15 and exemption amount will be in IT0582 see

if employee is submitting rs 1250 than you have to exempt that amount only right you cannot exempt more than that right

[Former Member · Accepted solution]

Ok.

Thanks for ur time........

my still im not able to get the concept of reimb.

suppose it is 15000p.m n employee joins in dec then it should be 1250in dec.. coz its on prorata basis.

my client wants the limit amount to be generated on prorata basis..

u mean if i give the max limit i.e 15000 in 589..

the system will automatically calculate it on the prorata basis from the date on which empl joins??

if i maintain monthly bills in 15.. then system will automatically give the final carry forwarded amount in 582...??

i apologize if its a silly basic question but i dont have ny idea on this...

plz help n thanks again for ur time

[sikindar_a · Accepted solution]

suppose it is 15000p.m n employee joins in dec then it should be 1250in dec.. coz its on prorata basis.

my client wants the limit amount to be generated on prorata basis..

i did not get this ...................

125012 =15000 so if he joins in the company in dec he can get reimbursment for 4 monnths that is 12504 5000 Rs

and in IT0589 you will maintain 15000 Rs that is constant

and in IT0582 you will give the Exemption amount which employee has to get exempted

[Former Member · Accepted solution]

it was 15000per year....

i got it ....... now employee joins in dec.

i maintain 15000 in 589 which is constant..

now he submits the bill of 1000 rs in dec which i have to pay for dec...

now should i maintain this amount in INfotype 15 or infotype 582...

where can i see the carry forwarded amount .. i.e 500

where will this amount accumulate... so that next month limit is 500+1500= 2000 ..

plzz clarify

[sikindar_a · Accepted solution]

if the employee submits 100ors so you will be paying that amount only will get exempted right this amount will be paid thru IT0015

and the exemption is given from IT0582

This amount is month additional payment right is that fixed one like 1250 please let me know or else based on the submission of the bills do you enter the amount in IT0015 pleae let us knwo this

[Former Member · Accepted solution]

Ya,

it is based on the bill submission.

requirement is like every month the amount is paid based on the submission, for eg this month he is submitting 100 rs only then only 100 is paid n remaining 1250pm-100= 1150 is carry forwarded to next month so next month limit is 1150+1250= 2400. n again next month is paid based on submission of bill.

like this the amount is carry forwarded andaccumulated till march 31.

say march 31 the accumulated amount is 3000 and employee is submitting 2000 bill the remaining 1000 is taxable..

but if employee is submitting 4000 rs then the system should throw an error saying 3000 is the maximum limit..

every thing should me automated.. the client only wants to enter every month bill amount. rest of the things should be taken care by system

now if i enter the max limit say 15000per yr in 589.. and evry month bills in IT 0015, what should i enter in 582 n where exactly the carry forwarded amounts are stored in the system??

Hope u got my requirement.......

[sikindar_a · Accepted solution]

no this is not possible in case if u are paying thru 0015 and in this case of scenarios if u want the system shd through the error than u have to use the USER EXIT

Carry forword amount will be cumulated int he system

[Former Member · Accepted solution]

O.k thank you so much for your time..

can u explain me how do we maintain reimbursements in sap

if i got it right::

1.first we will give the maximum limit say 15000 per year in IT 589.

2.Then we will pay the amount every month through IT 15..

Now where are the carry forwaded amounts stored in th system which IT.

Are the amounts carry forwarded n accumulated in 582???

what are the reports

pc00_m40_remt

pc00_m40_remc

pc00_m40_rems

Do i need to do the claims settings or Wage type settings in 15 would alone do???

plzzzzzzz help

[sikindar_a · Accepted solution]

Maruthi

i always suggest you to use the Claims settings as it is SAP Standrad and once if u maintian this one the system will generate the record auotmatically ini IT0015

i will check this one and let u know ok

[Former Member · Accepted solution]

O.k thank you so much for your support n suggestions....

if u have any documents on reimb plzz send it to me.

that will be very very gr8full

thanku

[Former Member · Accepted solution]

Where is the carry forwarded n accumulated value stored in sap is it stored in 582?? or any other IT

[sikindar_a · Accepted solution]

here is the Procedure

in infotype 0589 you will maintain the reimburseamout say Medical 15000 Rs

and now you will Run the Report PC00_M40_REMP

This report you will give the disbursement amount to the employee and execute it

in that report if u disburse 1000 Rs the remaining balance will be shown as 14000 rs and a record is created in IT0015 automatically..............with that wage type and amt 1000rs

later in PC00_M40_REMS you will find to know how much you have paid how is the balance

go with this standrad one if u have any issues Pls let me know

[Former Member · Accepted solution]

Hi sikinder,

Thanks a ton..........

i will try it out today n let u know if any issues..

but in 589 do i need to maintain the full amount say 15000 or the prorated amount say employee joins in dec then from dec to march is 4 months so do i need to maintain 1250*4 5000.

n do i need to maintain the amount in 0582, if so, which amount like the amount which is in 0015 or 0589...

thanks again for ur help...

it was very very helpful...........

[sikindar_a · Accepted solution]

when ever u have an issue please let us know the forum is always there for u

maintain the full amount 15000

[Former Member]

Thanks a lot.......

[Former Member]

Hi,

Can we monthwise cumilations in a single report

Like april 1250

may 2500( 1250+1250) claim 1000

June 2750

like this so..........on

Can you please respond on this..

Thanks & Regards,

Sh