Client Master worksheet

Client Master

Replacement Precursor: SDP1

The server data proc peo_server_data_clientmaster accepts the ProjectID parameter and returns the following Pricing Batch form.

Field	From
BatchOverride	PB.Override
BatchContractType_Decode	PB.ContractType
BatchPricingMethod_Decode	PB.PricingMethod - Decoded
BatchContractType_Code	PB.AdminPercentage - Decoded
BatchPricingMethod_Code	PB.PricingMethod
BatchAdminPercentage	PB.AdminPercentage
BatchPerCheckFee	PB.PerCheckFee
BatchPerHeadFee	PB.PerHeadFee
BatchFirstCheckSupplement	PB.FirstCheckSupplement

Client Service Case

Replacement Precursor: SDP1

The server data proc peo_server_data_clientmaster accepts the ProjectID parameter and fkEmployeeID from the case form returns the following Client Master and Employment forms.

Field	From
WorkflowGroup	CM.WorkflowGroup
ClientNumber	CM.ClientNumber
ClientStatus	CM.Status
ContractType	CM.ContractType
PayFrequency	CM.PayFrequency
LegalEntity	CM.LegalEntityName - decoded
ProcessingCenter	CM.ProcessingCenter
SalesRegion	CM.SalesRegion
EmploymentStatus	Employment - Status for employee attached to case
SutaState	Employment - SUTA State for employee attached to case
EmploymentType	Employment - Type for employee attached to the case
JobCode	Employment - Job Code for employee attached to case
CompCode	Employment - Comp Code for employee attached to case

Project Milestone

Replacement Precursor: SDP1

The server data proc peo_server_data_clientmaster accepts the ProjectID parameter and returns the following info primarily from the Client Master and Payroll Information forms.

Field	From
Status	CM.Status
ClientNumber	CM.ClientNumber
ContractType	CM.ContractType
PayPeriodBegin	PINFO.PayPeriodBegin
PayPeriodEnd	PINFO.PayPeriodEnd
FirstCheckDate	PINFO.FirstCheckDate
DBA	Org.DBA
ImplementationSpecialistID	CT.ImplementationSpecialist - ID
ImplementationSpecialist	CT.ImplementationSpecialist - Name