DB Maint.: Rolling Back a Pay Period Close

The following procedure applies to Bundle-Track versions 3.6 and above.

WARNING: Rolling Back a pay period deletes data from history tables. If you roll back beyond the range of your Keep Ticket Detail setting, that data will be lost. (Otherwise, closing again will reconstruct it.)

Requirements:

• Administrative access to IB Console
• knowledge of how to use IB Console's ISQL to ...
  • load a script (procedure)
  • execute a script/statement/command (procedure)

Procedure:
Here's how to roll back a period close:

1. Identify the Code of the Pay Group whose Period Close you want to roll back.
   • If you don't know it already, go into Bundle-Track and find it:
     1. Using the menu bar, open Setup, Options, General Setup.
        
     2. Click on the Pay Groups folder.
         
        
2. Exit Bundle-Track.
   • Instruct all Bundle-Track users to exit Bundle-Track and inform all users that the database will be down momentarily.
      
3. Get ISQL ready to run your commands.
   • If you don't know how, click here to learn, and then return.
      
4. Copy and Paste the following code into ISQL:
   

   execute procedure RollbackPayPeriod "PayGroupCode"

   
    
5. Edit that line, replacing "PayGroupCode" with the actual Code of the Pay Group you wish to roll back.
   • For example, for Pay Group "MAIN", your code should look like this:
     execute procedure RollbackPayPeriod "MAIN"  
      
6. Click the Lightning Bolt icon to execute and note the result.
   • If the code executes successfully, the results window will display
     "Pay Group 'YourPayGroupCode' rolled back"
      
   • If you get the following error message, you need to install the RollbackPayPeriod procedure and then try again:
     

     Dynamic SQL Error
     SQL error code = -204
     Procedure unknown

   • If you get a different error message, stop and contact Bundle-Track support.
      
7. If you need to roll back another period deeper into history, click the Left Arrow icon to call up your statement again, and click the Lightning Bolt icon to execute again.
   • Caution: if you roll back beyond the range of your Keep Ticket Detail setting, you will not be able to recover the History data.
      
8. Exit ISQL and IBConsole.
    
9. If the process completed successfully, tell the Bundle-Track users that they can come back in.
    
10. Go into Bundle-Track and Update Employee Averages for the Pay Group you have rolled back.
    • Menu-select Activities / Pay Administration / Update Employee Averages.
       

You may then re-execute end-of-period processing.

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