Use this function to execute the extracts that are setup in the Extract template function (GESHREXT).
 

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

When you open the function, select one of the extract template you have created in the Extract template function (GESHREXT).

In this screen, define the criteria according to which run is being performed and click OK. The system runs the following elements:

  • It runs the validations defined in the Validation tab in the Extract template function.
  • It runs the data extraction and creates a .csv file containing the extracted data.

Header

Fields

The following fields are present on this tab :

Extract template

Code of the extract template set in the Extract template function (GESHREXT).

  • Title (field EXRTIT)

Title of the extract template set in the Extract template function (GESHREXT).

Type of run

  • Validation only (field EXRVLYOLY)

Select this check box if you want to perform a validation run and validate the data only. No file will be created. Only error or warning messages are generated in a log file.

  • Live run (field EXRLIVIND)

Select this check box for a live run. Do not select this check box for a test run.

  • Block duplicate run (field EXRBLODUP)

Select this check box if you want to avoid accidental clearing of data from the previous run.

  • Clear previous data (field EXRCLEPRE)

Select this check box if you want to clear the data of the previous Live run.

Setup

  • File name (field EXRFILNAM)

The file name that you have defined in the Extract template function (GESHREXT) is automatically displayed in this field. You can modify it.

  • File extension (field EXRFILEXT)

The extension that you have defined in the Extract template function (GESHREXT) is automatically displayed in this field. You can modify it.

  • Fixed length (field EXRFXDLNG)

 

The print report name that you have defined in the Extract template function (GESHREXT) is automatically displayed in this field.

  • Print (field EXRPRNFLG)

Numeric fields

  • Negative sign (field EXRDEBSYM)

 

  • Positive sign (field EXRCDTSYM)

 

  • Position (field EXRSYMPOS)

 

No data message

Close

 

Tab Selection criteria

Fields

The following fields are present on this tab :

Grid

  • Title (field PARTIT)

The system displays by default the titles and the value types, according to the run perfomed. Enter or select the corresponding first and final values.

For South-African legislation, the runs to be performed and their related selection criteria are as following:

For the ITREG run (GENHREXTITR)

    • Company: Enter or select the code of the company for which the run is being performed.
    • Employee: Enter the range of the employees you want to perform the run for. If you do not specify any employee, the system extracts the data for all the employees of the company.
    • Engagement date range: Enter the range of dates.

The system creates a file containing information of the employees who have been engaged in this period of time, or employees who have been in service in this period of time. This file has to be submitted to the South African Revenue Authority, who will issue Income Tax reference numbers for new employees, and verify numbers of employees already registered with them.

For the Mid-year tax run (GENHREXTMYR) and for the Year-end tax run (GENHREXTYER)

    • Company: Enter or select the code of the company for which the run is being performed.
    • Tax year: Enter or select the applicable tax year, for example 2016.

The system creates a file containing Income Submission information for the first six months of the Tax Year (March - August) for all employees (active and terminated).

For the Termination run (GENHREXTTER)

    • Company: Enter or select the code of the company for which the run is being performed.
    • Tax year: Enter or select the applicable tax year, for example 2016.
    • Employee: Enter or select the employee you want to perform the run for.
    • Termination date: Enter the termination date or date range.

The system creates a file containing the selected terminated employees’ Annual Income Tax return, as well as the IRP5 Certificates (printouts).

For the Resubmission with existing numbers run (GENHREXTRES) and for the Resubmission with new numbers run (GENHREXTRSN)

    • Company: Enter or select the code of the company for which the run is being performed.
    • Tax year: Enter or select the applicable tax year, for example 2016.
    • Population: Enter or select a population that includes the range of employees you need to perform the run for.

For the Tax run validation (GENHREXTVAL)

  • Company: Enter or select the code of the company for which the run is being performed.
  • Tax year: Enter or select the applicable tax year, for example 2016.
  • Payroll date: Enter or select the payroll date (the last date of the tax year).

    • Value type (field PARVALTYP)

    The system displays by default the titles and the value types, according to the run perfomed. Enter or select the corresponding first and final values.

    For South-African legislation, the runs to be performed and their related selection criteria are as following:

    For the ITREG run (GENHREXTITR)

      • Company: Enter or select the code of the company for which the run is being performed.
      • Employee: Enter the range of the employees you want to perform the run for. If you do not specify any employee, the system extracts the data for all the employees of the company.
      • Engagement date range: Enter the range of dates.

    The system creates a file containing information of the employees who have been engaged in this period of time, or employees who have been in service in this period of time. This file has to be submitted to the South African Revenue Authority, who will issue Income Tax reference numbers for new employees, and verify numbers of employees already registered with them.

    For the Mid-year tax run (GENHREXTMYR) and for the Year-end tax run (GENHREXTYER)

      • Company: Enter or select the code of the company for which the run is being performed.
      • Tax year: Enter or select the applicable tax year, for example 2016.

    The system creates a file containing Income Submission information for the first six months of the Tax Year (March - August) for all employees (active and terminated).

    For the Termination run (GENHREXTTER)

      • Company: Enter or select the code of the company for which the run is being performed.
      • Tax year: Enter or select the applicable tax year, for example 2016.
      • Employee: Enter or select the employee you want to perform the run for.
      • Termination date: Enter the termination date or date range.

    The system creates a file containing the selected terminated employees’ Annual Income Tax return, as well as the IRP5 Certificates (printouts).

    For the Resubmission with existing numbers run (GENHREXTRES) and for the Resubmission with new numbers run (GENHREXTRSN)

      • Company: Enter or select the code of the company for which the run is being performed.
      • Tax year: Enter or select the applicable tax year, for example 2016.
      • Population: Enter or select a population that includes the range of employees you need to perform the run for.

    For the Tax run validation (GENHREXTVAL)

  • Company: Enter or select the code of the company for which the run is being performed.
  • Tax year: Enter or select the applicable tax year, for example 2016.
  • Payroll date: Enter or select the payroll date (the last date of the tax year).

    • First value (field PARVALDEB)

    The system displays by default the titles and the value types, according to the run perfomed. Enter or select the corresponding first and final values.

    For South-African legislation, the runs to be performed and their related selection criteria are as following:

    For the ITREG run (GENHREXTITR)

      • Company: Enter or select the code of the company for which the run is being performed.
      • Employee: Enter the range of the employees you want to perform the run for. If you do not specify any employee, the system extracts the data for all the employees of the company.
      • Engagement date range: Enter the range of dates.

    The system creates a file containing information of the employees who have been engaged in this period of time, or employees who have been in service in this period of time. This file has to be submitted to the South African Revenue Authority, who will issue Income Tax reference numbers for new employees, and verify numbers of employees already registered with them.

    For the Mid-year tax run (GENHREXTMYR) and for the Year-end tax run (GENHREXTYER)

      • Company: Enter or select the code of the company for which the run is being performed.
      • Tax year: Enter or select the applicable tax year, for example 2016.

    The system creates a file containing Income Submission information for the first six months of the Tax Year (March - August) for all employees (active and terminated).

    For the Termination run (GENHREXTTER)

      • Company: Enter or select the code of the company for which the run is being performed.
      • Tax year: Enter or select the applicable tax year, for example 2016.
      • Employee: Enter or select the employee you want to perform the run for.
      • Termination date: Enter the termination date or date range.

    The system creates a file containing the selected terminated employees’ Annual Income Tax return, as well as the IRP5 Certificates (printouts).

    For the Resubmission with existing numbers run (GENHREXTRES) and for the Resubmission with new numbers run (GENHREXTRSN)

      • Company: Enter or select the code of the company for which the run is being performed.
      • Tax year: Enter or select the applicable tax year, for example 2016.
      • Population: Enter or select a population that includes the range of employees you need to perform the run for.

    For the Tax run validation (GENHREXTVAL)

  • Company: Enter or select the code of the company for which the run is being performed.
  • Tax year: Enter or select the applicable tax year, for example 2016.
  • Payroll date: Enter or select the payroll date (the last date of the tax year).

    • Final value (field PARVALFIN)

     

     

    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation