Master resolution for Tax Update 07-E 8.8

Especial Important:
1) Workaround for Error - failure during Copy Database process due to index dropped.
2) Fix for tax960fd.sqr and W2addr.sqc
3) Run DMS after w2 forms created for 2007

Tax Update 07-E, Date of Availability on Customer Connection for CommercialVersion of HCM Monday, October 29th, 2007 (Close of business 5:00 PST).The intent of this document is to describe solutions for problems orquestions related to Tax Update 07-E. This solution applies to customerson PeopleSoft Commercial, Federal, E&G, Public Sector Payroll and CampusSolution Release 8.X & 9.0. This is a living document and will be updatedas new solutions are created; please review on a regular basis.PeopleSoft Commercial Payroll Tax Update 07-F is currently tentativelytargeted for availability Monday, November 5th. This solution will beupdated if the 07-F target availability date changes.PeopleSoft GSC will not be able to provide any information until the TaxUpdate gets posted, because this information is considered confidential andsubject to change until posted.FYI, for more info please seeSOLUTION 201044165: HRMS 8.01(SP1) AND Tax Updates.Tax Update 07-B was the last tax update for Commercial version of HRMS 8.01(SP1). As of March 31, 2007 support for HRMS 8.0 SP1 Commercial version hasofficially retired. Oracle has offered a few of its Premier SupportCustomers a fee-based extension program named "North American Payroll TaxUpdate Package". This Supplemental Support will extend support so theseCustomers may download new tax updates from the Customer Connectionwebsite.For HRMS 8.01(SP1) Student Admin version, Tax Update 08-D will be the lasttax update.As you know that Student Admin version of tax updates are usually posted 2weeks after the posting of US Commercial version Tax Update._____________________________________________________________ICE Report ID Release Resolution ID Bundle IDTranslation ID1684509000 8.3 SP1 726636 81081684509000 8.8 SP1 726637 81091684509000 8.9 72663881101684509000 9.0 7266398111_____________________________________________________________PREREQUISITES:HRMS 8.3(SP1)The first Tax Update for HCM 8.30 was 01-F. As delivered "out of the box"Release 8.30 included tax updates up through Tax Update 01-E. Clients needto apply from Tax update 01-F through 06-B, as a prerequisite for this TaxUpdate 06-C.HCM 8.3(SP1) has tax update 03-B included and you need to applyfrom tax update 03-C through 07-D before applying 07-E.HRMS 8.8(SP1)The first Tax Update for HCM 8.80 was 02-F. As delivered "out of the box"Release 8.80 includes tax updates up through Tax Update 02-E. Clients needto apply from Tax update 02-F through 06-C as a prerequisite for this TaxUpdate 06-D. For HCM 8.81(SP1) tax update 03-F was included in it and Taxupdate 03-G was the first tax update and customers need to apply from 03-Gthrough 07-D before applying tax update 07-E.HCM 8.9The first Tax Update for HCM 8.9 was 04-E. As delivered "out of the box"Release 8.9 includes tax updates up through Tax Update 04-D. Customers needto apply Tax update 04-E through 07-D as a prerequisite for this Tax Update07-EHCM 9.0As delivered "out of the box" Release 9.0 includes through tax update 06-E.The first tax update for HCM 9.0 is 06-F. Customers need to start applyingfrom tax update 06-F onwards. Customers need to apply Tax update 06-Fthrough 07-D as a prerequisite for this Tax Update 07-E._____________________________________________________________DOCUMENTATION ISSUES:ISSUE #1:I have downloaded Tax Update 07E for HRMS 8.3 and found that one Cobolprogram (PSPTBUPD.CBL) is missing. On Page 19 of document"TAX07E831-notes", there are 6 programs that have been changed for this TaxUpdate. But there are only 5 programs supplied for this Tax Update.SOLUTION #1:This is a documentation error. PSPTBUPD.cbl was not redelivered for 8.3SP1.ISSUE #2Year End Processing Guide 2007Setting Up Tax Reporting Tables, Page 4IMPORTANT: You must complete this manual step before proceeding to useChange Assistant to apply the DataMover scripts upd726638_02.dms deliveredwith Tax Update 07-E.Enter the Tax Form Identification W-2 and the Effective Date of 01/01/2006on the Tax Form Definition search page and select Search. Add a new row inthe table that duplicates all of the 2006 entries by selecting the Add (+)button in the Effective Date Group Box. Change the Effective Date for thisnewly inserted row to 01/01/2007. Save this new entry. Then follow thissame procedure for Tax Form Identifications W-2c, W-2AS, W-2cAS, W-2GU,W-2cGU, W-2PR, W-2cPR, W-2VI, and W-2cVI. Save these new entries.SOLUTION #2Correction on DATE: The Effective Date should be 01/01/2006 instead of01/01/2005.ISSUE #3In Tax Update 07-E release notes documentation, Page 4 it showsSteps 2 10 are for ALL PeopleSoft Payroll UsersBut there are only 8 steps.SOLUTION #3Yes, it is documentation typo and there should be only 8 steps and not 10steps._____________________________________________________________APPLICATION UPGRADE ISSUES:ISSUE #1Customer applied Tax updated - 07E - applied into demo. No issue -Getting Unique constraint error while copying from Demo to Dev. Copyproject - Illegal uncommitted SQL cursor detected. Closing down all windowsand reboot.=== Error Message ========Records Application Upgrade Copy started: 2007-10-29-15.42.06SQL error. Stmt #: 3371 Error Position: 0 Return: 805 - ORA-00001: uniqueconstraint (SYSADM.PS_PSKEYDEFN) violatedINSERT INTO PSKEYDEFN (RECNAME, INDEXID, KEYPOSN, FIELDNAME, ASCDESC)VALUES (:1,:2,:3,:4,:5)System Error : RecordsError - failure during Copy Database process.SOLUTION 201054508; EPY: When Applying 07-E getting error 805 - ORA-00001:(SYSADM.PS_PSKEYDEFN)SOLUTION #1PeopleSoft was unable to replicate this issue using PT8.48.The following tests that were ran:Copied Tax Update 07-E project from file to an DEMO database : No error.Copied Tax Update 07-E project from an DEMO database to DEV database: Noerror.Ran Alter Tables/Create Indexes for record TAXFORM_ERN after applying TaxUpdate 07-E project: PS0TAXFORM_ERN index dropped successfully.Prior to 07-E, record TAXFORM_ERN had 2 indexes, i.e. Key and Index 0.Applied software update using Change Assistant: No error.Record TAXFORM_ERN had 2 system-generated indexes,i.e. Key index and 0 index, prior to Tax Update 07-E. After 07-E andAlter/Create Index of record TAXFORM_ERN, it should have only one index,i.e. the Key index.WORK AROUND:The error in the tax 07-E migration is caused by the change done to fieldBOX in table PS_TAXFORM_ERN. The tax update removed the Alternate SearchKey attribute on this filed. The migration is trying to add duplicateindexes, when it should delete an index. The index is a PeopleSoftapplication index, not a database index.1) Unchecking the alternate search key check box in the record fieldproperties of the Box Field on the TAXFORM_ERN table in the Target systembefore migrating the project seemed to work.2) This problem seems to occur when the action "copyprop" is flagged for"Upgrade" and an index is being deleted. Turn off the "Upgrade" flag for"copyprop" for TAXFORM_ERN and the project should copy successfully. Andthen turn the action flag back on for "copyprop" and it should then becopied without error since the index definition was removed from the targetbased on the field changes to the record whichwere migrated to the target in the first pass.3) Try dropping the index on PSKEYDEFN then copy the project. Recreate the2 indexes on the table, The unique index PS_PSKEYDEFN should blow up onthe recreate, if there are any duplicates.We noticed the following after the update. Before tax update tableSYSADM.PS_TAXFORM_ERN has two indexes. After the update the indexSYSADM.PS0TAXFORM_ERN was dropped.CREATE UNIQUE INDEX SYSADM.PS_TAXFORM_ERN ON SYSADM.PS_TAXFORM_ERN(TAXFORM_ID, EFFDT, BOX, ERNCD) ;CREATE INDEX SYSADM.PS0TAXFORM_ERN ON SYSADM.PS_TAXFORM_ERN(BOX, TAXFORM_ID, EFFDT, ERNCD) ;KEYWORDS: 07E, 07-E, PS_TAXFORM_ERN, PSKEYDEFNEPY: Tax Update 07-E Master Solution for 8.X & 9.0 HCM - COM, E&G, PUB, CS& FED Details: SOLUTION 201049812: EPY 07E - Tax Update 07-E Master Solutionfor 8.X & 9.0 HCM ---Commercial, Public Sector, Campus Solution, FederalAND E & G (FAQ).SPECIFIC TO: Enterprise, North American Payroll, Release { 8.3(SP1), 8.8(SP1), 8.9 & 9.0}._____________________________________________________________TABLE ADDITIONS/UPDATES ISSUES:NONE Reported_____________________________________________________________COBOL & DMS ISSUES:PLEASE, when you apply tax updates do GLOBAL recompile of ALL the COBOLprograms & reload ALL your stored statements.Solution 200730878: Why run STOREPT, STOREPAY, STOREBAS, STOREHR, STOREPYI,etc.Solution 43949: Why recompile ALL the COBOL?NONE Reported_____________________________________________________________SQR ISSUES:ISSUE #1Tax960fd.sqr that was delivered as part of 07-E is failing with followingerror: (SQR 4713) Cannot open the #INCLUDE file: 'W2addr.sqc' (2): No such file or directoryThis is happening because of the uppercase letter in 'W2addr.sqc' used inthe sqr include statement, and will affect environments where filenames arecase sensitive, e.g.: UNIX. The file w2addr.sqc was delivered with 07E.This affects all releases.SOLUTION #1Incident created to address this: 1713032000 - Tax update 07-Etax960fd.sqr erroring out on include of W2addr.sqc The workaround, is tocorrect the typo and change the W2addr.sqc reference in the INCLUDEstatement to all lowercase: w2addr.sqcISSUE #2Issue with TAX960FD.SQR using new w2addr.sqc.Getting error: (SQR 5528) DB2 SQL OPEN/EXECUTE error -301 in cursor 43:SQL0301N The value of input host variable or parameter number "" cannot beused because of its data type. SQLSTATE=42895Cursor #43: SQL = SELECT YE.ADDRESS1, YE.ADDRESS2 FROM PS_YE_DATA YE,PS_W2_COMPANY W2C WHERE W2C.W2_REPORTING_CO = ? AND W2C.CALENDAR_YEAR = ? AND YE.COMPANY = W2C.COMPANY AND YE.EMPLID = ? AND YE.CALENDAR_YEAR = W2C.CALENDAR_YEAR AND YE.SEQUENCE_NUMBER =1Compiles = 2Executes = 0Rows = 0SOLUTION #2We have created a priority 2 "production effected" ICE Report ID 1719071000for addressing this issue and the fix will be delivered soon along with TaxUpdate 07-F.WORK AROUND:With in your w2addr.sqc for this procedure Get-W2-AddressAND W2C.CALENDAR_YEAR = $W2.Balance_YearAND W2C.CALENDAR_YEAR = 2007 <------Replace $W2.Balance_Year with2007_____________________________________________________________Previous Tax update Master Resolutions in Year 2007SOLUTION 201028179: EPY 8.x: Tax Update 07-A Master Solution for 8.X HCM -COM, E&G, PUB, CS & FEDSOLUTION 201038689: EPY 07B - Tax Update 07-B Master Solution for 8.X & 9.0HCMSOLUTION 201041376: EPY 07C - Tax Update 07-C Master Solution for 8.X & 9.0HCMSOLUTION 201048574 : EPY 07D - Tax Update 07-D Master Solution for 8.X &9.0 HCM____________________________________________________________RELATED RESOURCES:Solution 14138 Tax Update Procedures: How To Apply Tax Updates(Master Resolution)Solution 303939: What are the different ". DMS" files deliveredwith tax updates, and what do we doSolution 41450 All About Stored StatementsSolution 698826 Invalid or missing PeopleCode program then givesname of (component).Solution 200742195: Tax Updates for HRMS 8.3 after service pack 1Solution 200740082: Master FAQ document for HRMS 8.3 Service Pack 1.Solution 705695: PeopleTools release required for product patchesSolution 707920: Messages Catalog entries listed in fix or taxupdate projects do not get copiedSolution 201001870: EPY: 8.9 MP1 Delta Documentation Payroll for NorthAmericaSolution 201033943; EHCM: HCM 9.0 & Tax Updates?Solution 201030656; EHCM: What are the Upgrade paths to HCM 9.0?Solution 699259: Outcome of Tax Update Survey - What will beincluded in Tax Updates?You can find Tax Update Schedule info on Customer Connectionhttp://www.peoplesoft.com/corp/en/support/roadmap/taxSchedule.asp?prod=All