How To Fix 5Z223 - Pension equalization payment for pension holder is not taken into account

SAP Error Message - Details

• Message type: E = Error

• Message class: 5Z - IS-HR/PSG Public Sector Payroll - Germany

• Message number: 223

• Message text: Pension equalization payment for pension holder is not taken into account

What causes this issue?

You have entered a key in the 'Spec. calculation ID' field. This key
flags the pension payments as manually calculated. This means that some
data from the Pension infotype for the pension holder is not evaluated.
If this is the case, a value is stored in the 'Pension adjustment'
field for the pension holder. This is not evaluated if the pension
holder is a surviving dependent.

How to fix this error?

If the pension for all surviving dependents (widows and widowers) has
been calculated manually, you can delimit the Pension infotype for the
pension holder for the acceptance date of the surviving dependents and
prolong the infotype without entering a value in the 'Pension
adjustment' field.
However, if at least one of the surviving dependents' pensions is
calculated automatically, whereby a pension adjustment amount must also
be taken into account, the percentage rate for the pension adjustment
remains stored for the pension holder.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message 5Z223 - Pension equalization payment for pension holder is not taken into account ?

  The SAP error message 5Z223, which states "Pension equalization payment for pension holder is not taken into account," typically arises in the context of pension calculations and payroll processing within the SAP system. This error indicates that the system has not recognized or processed a pension equalization payment for a specific pension holder, which can lead to discrepancies in pension calculations.
  Causes:
  
  Missing Configuration: The pension equalization payment may not be properly configured in the system. This could include missing entries in the relevant tables or incorrect settings in the payroll schema.
  Data Entry Errors: There may be errors in the data entered for the pension holder, such as incorrect amounts, dates, or other relevant information.
  Inconsistent Master Data: The master data for the employee or pension holder may be incomplete or inconsistent, leading to the system not recognizing the pension equalization payment.
  Program Logic Issues: There could be issues in the custom logic or enhancements that affect how pension equalization payments are processed.
  
  Solutions:
  
  Check Configuration: Review the configuration settings related to pension equalization payments in the SAP system. Ensure that all necessary parameters are correctly set up.
  Verify Data Entry: Double-check the data entered for the pension holder. Ensure that all relevant fields are filled out correctly and that the amounts are accurate.
  Review Master Data: Ensure that the master data for the employee or pension holder is complete and consistent. This includes checking for any missing or incorrect information.
  Debugging: If the issue persists, consider debugging the payroll program to identify where the logic is failing. This may require the assistance of an SAP technical consultant.
  Consult Documentation: Refer to SAP documentation or notes related to pension processing and equalization payments for any specific guidance or updates that may address the issue.
  Contact SAP Support: If the problem cannot be resolved internally, consider reaching out to SAP support for assistance. They may have additional insights or patches available.
  
  Related Information:
  
  SAP Notes: Check for any relevant SAP Notes that may address this specific error message or provide updates to the pension processing functionality.
  Pension Processing Documentation: Review the documentation related to pension processing in SAP, which may provide insights into how equalization payments should be handled.
  User Forums: Engage with SAP user communities or forums where similar issues may have been discussed, and solutions shared.
  
  By following these steps, you should be able to identify the cause of the error and implement a solution to ensure that pension equalization payments are correctly accounted for in the SAP system.