Savings Bond Information - Infotypes 0103, 0104

Trigger:

 Perform this procedure when an employee wants to purchase a savings bond.

 

Business Process Procedure Overview

 

Use this procedure to purchase savings bonds and assign owners/beneficiaries.

 

  Tips and Tricks

· Infotype 0103 Bond Purchases must be created before Infotype 0104.

Access Transaction:

 

Via Menu Path

SAP menu >> Human Resources >> Personnel Management >> Administration >> HR Master Data >> PA30 - Maintain

Via Transaction Code

PA30

 

 

 

Procedure:

 

SAP Easy Access

1. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Command

White alphanumeric box in upper left corner used to input transaction codes

R

Enter value in Command.

Example: PA30

2. Click Enter button.

Maintain HR Master Data

3. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Personnel no.

Unique employee identifier

R

Enter value in Personnel no..

Example: 1035

4. Click Enter button.

Information:  Ensure the correct personnel number was entered after clicking Enter.

Maintain HR Master Data

5. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Infotype

Unique number identifying the type of data to be displayed.

R

Enter value in Infotype.

Example: 103

6. Click Enter button.

Maintain HR Master Data

7. Click Create (F5) button.

Create Bond Purchases

8. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Start

Beginning date of the specified date range

R

Enter value in Start.

Example: 09/01/2007

9. Select E in the Bond Series list box.

Information:  Bond Series is the type of bond.  The EE or I series types are available.

10. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Bond denomination

  

R

Enter value in Bond denomination.

Example: 100

Information:  The bond denomination options include:

· 100 = $50

· 200 = $100

· 500 = $250

· 1000 = $500

           The bond denomination is reflected to the left and the amount to be paid for the denomination is on the right.  For example, for a $100 bond the cost is $50.

11. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Bond deduction amt.

Amount being deducted for the bond

R

Enter value in Bond deduction amt..

Example: 25

12. Click Enter button.

Create Bond Purchases

13. Click Owner records button.

Information:  To enter a beneficiary of the Savings Bond, click the Owner record button.

Create Bond Denominations

14. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Name

Name of the person or company to appear on the first line of the address label

R

Enter value in Name.

Example: Nancy Tsu

SSN/Tax-ID

The social security number of tax ID number

R

Enter value in SSN/Tax-ID.

Example: 122449938

15. Click Save (Ctrl+S) button.

Create Bond Denominations

16. Click Save (Ctrl+S) button.

Create Bond Purchases

17. Click Save (Ctrl+S) button.

Maintain HR Master Data

18. Click Back (F3) button.

19. The system task is complete.