How To Fix 5D816 - Retroactive change of organizational assignment (-> PF1)

SAP Error Message - Details

• Message type: E = Error

• Message class: 5D - Error Messages for German Infotype Module Pools

• Message number: 816

• Message text: Retroactive change of organizational assignment (-> PF1)

What causes this issue?

You have executed a retroactive change of organizational assignment
over the fiscal year change. The output month of the employment tax
certificate (feature DSTLB) has changed for this employee.

System Response

With the determination of the critical month in retroactive accounting
in the previous year and the construction of annual employment
certificate, the output month of initial assignment for this employee
is further considered.
The initial output month was saved with the corresponding certificate
year for this employee in table T5D2M.

How to fix this error?

The system issues an error message and will not allow you to continue with this transaction until the error is resolved.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message 5D816 - Retroactive change of organizational assignment (-> PF1) ?

  The SAP error message 5D816 indicates a retroactive change of organizational assignment, which typically occurs when there is an attempt to change an employee's organizational assignment in a way that affects past payroll periods. This can happen in various scenarios, such as when an employee's position, department, or other organizational details are modified retroactively.
  Cause:
  The error is usually triggered by one of the following reasons:
  
  Retroactive Changes: An attempt to change an employee's organizational assignment for a period that has already been processed in payroll.
  Data Inconsistency: There may be inconsistencies in the employee's master data or infotype records that prevent the system from processing the change.
  Authorization Issues: The user may not have the necessary authorizations to make changes to historical data.
  
  Solution:
  To resolve the error, consider the following steps:
  
  
  Check the Change Date: Ensure that the date of the change is not set to a period that has already been processed in payroll. If it is, you may need to adjust the change date to a future date or handle the changes in a different way.
  
  
  Review Infotypes: Check the relevant infotypes (e.g., Infotype 0001 for Organizational Assignment) to ensure that the data is consistent and correct. Look for any gaps or overlaps in the data that might cause issues.
  
  
  Use Retroactive Accounting: If a retroactive change is necessary, you may need to run a retroactive payroll calculation to ensure that all changes are reflected in the payroll results. This may involve using transaction codes like PC00_MXX_CALC (where MXX is your country-specific payroll driver).
  
  
  Consult with HR/Payroll Team: If you are unsure about the changes or the implications of retroactive changes, consult with your HR or payroll team for guidance.
  
  
  Authorization Check: Ensure that you have the necessary authorizations to make changes to the employee's organizational assignment. If not, contact your system administrator.
  
  
  SAP Notes: Check for any relevant SAP Notes that may address this specific error or provide additional guidance on handling retroactive changes.
  
  
  Related Information:
  
  Transaction Codes: Familiarize yourself with relevant transaction codes such as PA30 (Maintain HR Master Data) and PA20 (Display HR Master Data) to review and manage employee records.
  Documentation: Refer to SAP documentation or help files for detailed information on handling organizational assignments and payroll processing.
  Testing: If changes are made, consider testing in a development or quality assurance environment before applying changes in the production system.
  
  By following these steps, you should be able to address the error message 5D816 and manage organizational assignments effectively within SAP.