DV routing moving payment reason (M)

[Cathy Salino]

We’ve been using KFS since 2011, but just discovered that payments to employees (AKA KIM payees in our application) using Payment Reason M do not route to TAX, even when the parameter is set to route all Payment Reason M to TAX.  Heather dug into the code and determined that the code specifically excludes payments to employees for routing to TAX  (see below)   With the 2018 changes in the Tax Code, more moving expenses are taxable.   Just curious, is this how you would expect the routing to work in base code?    I’ve pasted text from my e-mail exchange with Heather below. 

 

It looks like the parameter is read correctly when the payee is a vendor, but the parameter is ignored when the Payee is selected from KIM> From: Cathy Salino Sent: Thursday, September 06, 2018 9:39 AM To:'Financials Support' financial...@kuali.co Subject: Question RE: Moving Expense Doc did not respect parameter Now my real question. We’ve noticed this locally on occasion. I was able to replicate in SBX.. I created DV# 8859 payable to a KIM payee using Payment Reason M, and the doc did not route to TAX. Payment Reason M is supposed to route to TAX based on a parameter: Namespace Code: KFS-FP - Financial Processing ** ** Financial Processing Component: Component: DisbursementVoucher Application ID: KFS Parameter Name: PAYMENT_REASONS_REQUIRING_TAX_REVIEW Parameter Value: D;N;P;M Parameter Constraint Code: Allowed Parameter Description: Payment reasons that require the Disbursement Voucher to be routed to the tax area. Parameter Type: Config << OLE Object: Picture (Device Independent Bitmap) >>

 

Heather Elyea (Kuali Financials) Sep 6, 07:59 MDT Cathy - Here's what I found in the code. Item #1 is what is causing your DV to skip tax routing. If the payee type is employee, the DV will not route to tax. It never gets to the point of checking the parameter you mention when the payee type is employee. If Payee Type is Employee, do not route to tax. If Payee Type is Vendor and Payee is an employee, route to tax.​ If Payee Type is Vendor and has withholding, route to tax. If Payee Type is Vendor and is foreign, route to tax. If Payee Tax Control is B or H, route to tax. If Payment Reason in DECEDENT_COMPENSATION_PAYMENT_REASONS parameter, route to tax. If Payment Reason in MOVING_PAYMENT_REASONS parameter and campus in CAMPUSES_TAXED_FOR_MOVING_REIMBURSEMENTS parameter, route to tax. If Payment Reason in PAYMENT_REASONS_REQUIRING_TAX_REVIEW parameter, route to tax. For reference, this is the method name: DisbursementVoucherDocument.isTaxReviewRequired()