Handy Scripts for Retirement Plan Checkbox

Many a user has been disappointed at year end to print their W-2s, and even maybe send them out, before noticing that the pesky little retirement plan checkbox wasn't marked (Cards-Payroll-Tax Information).  I was just migrating some payroll data for a client, and used the following scripts to update the checkbox for all employees that have a 401k deduction assigned (even if the amount is zero).  As always, make a backup and run these in a test environment to ensure that they work for your purposes:

--identify employees who have a 401k deduction
select UPR00300.EMPLOYID, UPR00300.W2BFPPLN, UPR00500.DEDUCTON

from UPR00300 inner join UPR00500 on upr00300.EMPLOYID=upr00500.EMPLOYID
where (UPR00500.DEDUCTON='insert 401k deduction code' or UPR00500.DEDUCTON='insert another 401k deduction code')
--update employees who have a 401k deduction so that the Retirement Plan checkbox is marked in Cards-Payroll-Tax Information
update UPR00300 set UPR00300.W2BFPPLN=1
from UPR00300 inner join UPR00500 on UPR00300.EMPLOYID=UPR00500.EMPLOYID
where (UPR00500.DEDUCTON='insert 401k deduction code' or UPR00500.DEDUCTON='insert another 401k deduction code')

Have fun!

Christina Phillips is a Microsoft Certified Trainer and Dynamics GP Certified Professional. She is a supervising consultant with BKD Technologies, providing training, support, and project management services to new and existing Microsoft Dynamics customers. This blog represents her views only, not those of her employer.