EBT Transaction History

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The EBT Transaction History screen is used to view the history of Electronic Benefit Transfer (EBT) transactions for a household.

EBT Transaction History screen

Screen Access

Display the Participant Folder screen for a client > On the Benefit Management menu, select View EBT Transaction History.

Interface Initialization

Upon initial display of the screen, the following occurs:

The title bar text is set to "EBT Transaction History".

The Household ID text and value label is visible, disabled, and initially displays the unique household identification number of the client.

The Primary Cardholder value label is visible, disabled, and initially displays the STATEWICID, first name, and last name of the individual currently designated as the primary card holder in the household as the default.

The Transaction Type radio button group is visible, enabled, and the Benefit Activity radio button selection is initially selected as the default.

The Start Date calendar control is visible, enabled, and initially displays one month prior to the current system date as the default.

The End Date calendar control is visible, enabled, and initially displays the current system date as the default.

The Search button is visible and enabled as the default.

The Transaction History data grid is visible and initially blank as the default. A search that yields results must be performed to populate the data grid.

None of the rows in the data grid are initially selected as the default.

The View Details button is visible and disabled as the default.

The Close button is visible and enabled as the default.

Screen Elements

Unless otherwise stated below, all controls on the EBT Transaction History screen are visible and disabled when:

The screen is active.

If one or more special conditions exist that affect a control on the EBT Transaction History screen, the condition(s) are documented for that specific control below.

Household ID text and value label

View the current household identification number for the household in the Household ID text and value label.

Primary Cardholder text and value label

View the participant ID (if available) and name of the primary cardholder for the household in the Primary Cardholder text and value label.

Transaction Type radio button group

Select an option in the Transaction Type radio button group.

This radio button group includes controls that allow you to filter the list of results that display in the Transaction History data grid. The title text of the radio button group is set to "Transaction Type". A selection is required in this radio button group. When a radio button is selected in this radio button group, the Transaction History data grid refreshes and displays the selected data. The following radio buttons are included in the group:

Benefit Activity radio button

Select this radio button to display only benefit activity for the household in the Transaction History data grid. Administrative transactions.

Redemption Activity radio button

Select this radio button to display only redemption activity for the household in the Transaction History data grid. Financial Transactions.

Both radio button

Select this radio button to display results for both benefit and redemption activity for the household in the Transaction History data grid.

Start Date calendar control

Select or enter the date on which the date range begins in the Start Date calendar control.

The default date displayed is the one month prior to the date displayed in the End Date calendar control. If an invalid date is entered, the system will automatically restore the date to the previously entered value.

When the date entered or selected in the Start Date calendar control is more than one month prior to the date displayed in the End Date calendar control, the date in the End Date calendar control automatically updates to be one month later than the start date specified.

End Date calendar control

Select or enter the date on which the date range ends in the End Date calendar control.

The default date displayed is the current system date. If an invalid date is entered, the system will automatically restore the date to the previously entered value.

Search button

Click the Search button to perform a search and filter the results displayed in the data grid based on the filter criteria specified.

When Search is clicked, the data grid refreshes and displays results that match the specified filter criteria.

Transaction History data grid

View the information in the Transaction History data grid.

This data grid contains each EBT transaction history record that matches the filter criteria last defined when the Search button was clicked. The data grid is initially blank. The title text of the data grid is set to "Transaction History" The data grid contains a row for each log entry that matches the specified filter criteria. The records are sorted in descending order by the Date column and cannot be resorted.

The data grid consists of the following control(s):

Date column

This column displays the date on which the record was recorded for each record displayed within the data grid.

The title of the column is set to "Date". The information displayed within the column is read-only.

Time column

This column displays the time of the record for each record displayed within the data grid.

The title of the column is set to "Time". The information displayed within the column is read-only.

Transaction Type column

This column displays the type of transaction for each record displayed within the data grid.

The title of the column is set to "Transaction Type". The information displayed within the column is read-only.

The values displayed in this column are populated from the LOG_TRAN_CODE field in a call made to the EBT Processor system. A lookup is then performed on the LOG_TRAN_CODE field returned from the EBT Processor system. Resulting from the lookup, the values in the Description column of the REFERENCEDICTIONARY table where category = "JPMTRANSACTIONTYPE" are then populated in the Transaction Type column. See the EBT Transactions Matrix for more information.

Benefit Dates column

This column displays the beginning and ending dates of the currently-established issuance cycle (the PFDTU through the LDTU; for example: 03/15/2015 – 04/14/2015) for each record displayed within the data grid.

The title of the column is set to "Benefit Dates". The information displayed within the column is read-only.

If no benefit date data exists for one or more transactions displayed within the Transaction History data grid, this column displays "Unavailable" for each transaction that contains no data.

View Details button

Click the View Details button to view detailed information for the record currently selected in the data grid.

The control is enabled when:

A record is selected in the data grid.

The EBT Transaction History Detail screen displays when the button is clicked.

Close button

Click the Close button to close the screen.

It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.

The Participant Folder screen displays when the button is clicked.

Processing

If data can be validated and saved on the screen, the following processes occur when the screen is processed:

A process to check for required controls as identified in the Data Map below is performed.
A process to check for valid entries as identified individually for each applicable control in Screen Elements above is performed.
A process to check for edits and cross edits as identified for each applicable control in Screen Elements above is performed.
If any checks or processes fail, a standard error message displays.

If no data can be validated and saved on the screen:

No cross edits are performed.
All values are considered legitimate.
No data is written to the database.

Data Map

The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.

Control Label	Control Type	Table. Column	Notes
Household ID	text and value label	HOUSEHOLD. HOUSEHOLDID	·
Primary Cardholder	text and value label	WEM	The values displayed in this column are populated from the FIRST and LAST field in a call made to the EBT Processor system.
~Transaction Type	radio button group	WEM	·
~Start Date	calendar control	·	Cannot be blank.
~End Date	calendar control	·	Cannot be blank.
Transaction History	data grid	·	·
Date	data grid column	WEM	The values displayed in this column are populated from the MESSAGE_TIMESTAMP field in a call made to the EBT Processor system.
Time	data grid column	WEM	The values displayed in this column are populated from the MESSAGE_TIMESTAMP field in a call made to the EBT Processor system.
Transaction Type	data grid column	WEM	The values displayed in this column are populated from the LOG_TRAN_CODE field in a call made to the EBT Processor system. A lookup is then performed on the LOG_TRAN_CODE field returned from the EBT Processor system. Resulting from the lookup, the values in the DESCRIPTION column of the REFERENCEDICTIONARY table where category = "JPMTRANSACTIONTYPE" are then populated in the Transaction Type column. See the EBT Transactions Matrix for more information.
Benefit Dates	data grid column	MEMBER. PFDTU MEMBER. LASTCHECKLDTU	·

~ Denotes a required control (if applicable). The process that checks for required controls does not occur on screens displayed in read-only or Details mode.

+ Denotes data written to the database when screen processing occurs (if applicable). The process that writes data to the database does not occur on screens displayed in read-only or Details mode.

Software Version: 2.40.00