ORS-PSERS - Setup - Purchase Agreements
Use the MI ORS-PSERS - Reference Tables - Purchase Agreements page to enter new Purchase Agreement or Payroll Authorization information for an employee. You can create only one record per employee and agreement number.
On the MI ORS-PSERS (Public School Employees Retirement) page, select Reference Tables, then Purchase Agreements.
To add a record, select Add Record. Refer to the Field descriptions, enter valid information, and select Save.
To edit a record, select the ellipsis in the Actions column and then select Edit. Update the information and select Save.
To delete a record, select the ellipsis in the Actions column, select Delete, and then select Yes.
Field descriptions
The following table describes the fields on the Agreement Information form of the MI ORS-PSERS - Reference Tables - Purchase Agreements page.
Field | Description | Data source and Valid values |
|---|---|---|
Employee Number | The employee number. Select the lookup icon to search for and select an employee number. This field is view-only. | The field value is retrieved from the Employee Number field on the Employee Information page. |
Social Security | The employee's Social Security number. | The field value is retrieved from the Social Security field on the Employee Information page. |
Last Name | The employee's last name. This field is view-only and cannot be updated after saving the record. | The field value is retrieved from the Last Name field on the Employee Information page. |
First Name | The employee's first name. This field is view-only and cannot be updated after saving the record. | The field value is retrieved from the First Name field on the Employee Information page. |
Status | Used for the selection of records on the diskette file. A newly added record defaults to N, and you cannot change it. You can update the field later. It is automatically updated for records sent in a file. | Valid values:
|
TDP Code | The employee’s Tax Deferred Payments (TDP) code for this purchase agreement or payroll authorization. | Not applicable |
Agreement Number | The employee’s TDP agreement number from the payroll authorization record associated with the TDP deduction code. | Not applicable |
Invoice Number | The employee’s TDP invoice number from the payroll authorization record associated with the TDP deduction code. | Not applicable |
Agreement Date | The employee’s TDP agreement date. | Not applicable |
Cross Reference Agreement Number | This field is no longer used. | Not applicable |
Billing Amount | The employee’s TDP billing amount. | Not applicable |
Service Credit Years Available | The number of service credit years available. | Not applicable |
Service Credit Purchased | The number of service credits purchased. | Not applicable |
Cost of Service Credit Purchased | This field is no longer used. | Not applicable |
Scheduled Deduction Amount | The scheduled deduction amount. Since a preliminary disk must be sent to the state for payroll authorization, this field defaults to 0.00. | The field value is retrieved from the Deduction Amount/Rate field on the Employee Deductions page. This field value overrides the Deduction Amount/Rate field value on the Employee Deductions page. |
Reportable Gross Wages | This field is no longer used. | Not applicable |
Frequency of Pay | The employee’s pay frequency. | The field value is retrieved from the Pay Frequency field on the Payroll tab of the Employee Information page. This field value overrides the Pay Frequency field value on the Payroll tab of the Employee Information page. |
Billing Due Date | The billing due date. | Not applicable |
Report
On the MI ORS-PSERS - Reference Tables - Purchase Agreements page, select Report.
Select the Status.
Select Create, then Yes.
Save the file, then select OK.
The default file name is TDA.<Entity Number>.txt.