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05 Conf Loan Management
05 Conf Loan Management
State of Qatar
HCM Private Sector Solution
Configuration Guide
(Loan Management)
Version
1.0
Version: 1.0
Date: Sep 11. 2012
Status
Completed
Date
11st. Sep. 2012
Version: 1.0
Date: Sep 11. 2012
Organization .................................................................................................................................... 4
1.1
1.1.1
Authors ............................................................................................................................ 4
1.1.2
History.............................................................................................................................. 4
1.2
1.3
Glossary ................................................................................................................................... 4
2.2
Important Notes....................................................................................................................... 5
3.2
3.3
3.3.1
3.3.2
3.3.3
3.3.4
Version: 1.0
Date: Sep 11. 2012
Organization
1.1
Document Administration
1.1.1
Authors
1.1.2
History
Date
Version
1.2
Chapter
Name
1.3
Glossary
Term
Definition
Version: 1.0
Date: Sep 11. 2012
Change/Enhancement
Agree with
Getting Started
This section contains information about Loan Management related information for Qatar solution.
The content of the document is subjected to be changed depends on needs.
2.1
Related Information
2.2
Important Notes
None.
Solution Overview
3.1
Software Component
SAP_HRCQA
Version: 1.0
Date: Sep 11. 2012
Loan Type
Following Loan Type are HCM Qatar solution standard delivered settings.
A100 (Housing Repair)
A110 (Housing Advance)
A200 (Salary Advance)
A300 (EOS Advance)
A400 (Car Loan)
A410 (Personal Loan)
3.3
3.3.1
Basic Setting
Version: 1.0
Date: Sep 11. 2012
Generally, please select 'Installment loan' in field Loan category, this kind of Loan Type will require
repayment every period. There are 3 categories for selecting:
a) Installment: the repayment total remains constant. The interest is added in every period,
but decreases when the loan continues to be repaid.
b) Annuity: The total of repayment and interest payment remains constant for this loan type.
When the loan continues to be repaid, the repayment share increases and the interest share
decreases.
c) Recurring: a certain amount is paid to the employee. The recurring advance is not repaid,
and no interest incurs. The employee only has to repay the amount when he/she leaves the
enterprise.
Version: 1.0
Date: Sep 11. 2012
If your condition is suspending repayment in Ramadan, please input '86' in field period parameters.
Otherwise, please input your payroll period parameter.
3.3.2
Version: 1.0
Date: Sep 11. 2012
You will see following repayment schedule, there is no repayment the period in Ramadan.
Version: 1.0
Date: Sep 11. 2012
Version: 1.0
Date: Sep 11. 2012
In this Customizing activity, you make settings that control the crucial aspects of company loans, such as
eligibility checking, loan amount calculation and loan allocation.
Requirements
You have defined the loan types in your company in Customizing for Payroll Qatar, under Loans ->
Master Data -> Maintain Loan Types.
You have defined the general eligibility checking rules in Customizing for Payroll Qatar, under
Benefits -> Eligibility Check -> Define Common Eligibility Checking Rules.
Activities
Number of loans
Version: 1.0
Date: Sep 11. 2012
Version: 1.0
Date: Sep 11. 2012
Version: 1.0
Date: Sep 11. 2012
'Outstanding Upper Limit' will check all loans that remain outstanding.
If you want set a default loan amount not only it's advanced payment loan type. You must implement
the BAdI: Loan Default Value Calculate (Technical name is PADQA_LOAN_DEFAULT_VALUE).
There are 2 maximums to limit loan amount. If all is filled, system determining value is the lowest value
default. Otherwise, you can configure the feature 'LNMAX'(Control Maximum Value for Loans) to change
the decision rule by running T-code 'PE03'. If the value in some Loan Grouping and Loan Type is 'H', the
system determining value is the highest value.
Version: 1.0
Date: Sep 11. 2012
IMG(SPRO)->Payroll ->Payroll Qatar (PY-QA) ->Loans ->Master Data -> Control Allocation of Loans,
Select 'Allocate Loan Groupings'.
Example: If an employee's Country Grouping is 'QA' and Personnel Area is 'QA01', his loan grouping will
be 'L100'. When he requests to get a Car Loan (A400), he will be restricted by above configuration.
3.3.4
Employees can request to get paid of a lump-sum amount ahead of the relevant payrolls, which are not run yet.
For example, instead of paying the housing allowance via the next two monthly payroll runs, paying out the
amount that equals to the allowances in two months in a lump sum.
In this Customizing activity, you specify which loan types allow the advance payment.
Requirements
You have defined the loan types in Customizing for Payroll Qatar, under Loans -> Master Data -> Maintain
Loan Types.
You have set Advance period and maximum multiple and percentage in Control Allocation of Loans, under
Activities
Version: 1.0
Date: Sep 11. 2012
IMG(SPRO)->Payroll ->Payroll Qatar (PY-QA) ->Loans ->Master Data -> Define Loan Types Requiring
Advance Payment.
If loan type is related with some advanced payment such as basic pay, housing allowance, we could use
following configuration to automatically retrieved corresponding amount from infotype or payroll.
Version: 1.0
Date: Sep 11. 2012
Now you will see 2 additional fields being display in Infotype 0045.
Version: 1.0
Date: Sep 11. 2012