Fund

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The Fund screen is used to manage a fund. It allows the user to define a new fund and view or modify information on an existing fund.

The screen can be displayed in Add mode, Edit mode, or Details mode. In Details mode, the information displayed on the screen is read-only and cannot be updated.

Add Fund screen

Edit Fund screen

Fund screen

Screen Access

To add a fund:

Display the Funds List screen > Click the Add button.

To edit a fund:

Display the Funds List screen > Select a fund in the Funds List data grid > Click the Edit button.

To view the details of a fund:

Display the Funds List screen > Select a fund in the Funds List data grid > Click the Details button.

Interface Initialization

Upon initial display of the screen, the following occurs:

In Add mode:

The title bar text is set to "Add Fund".

The Fund ID text box is disabled and blank.
The Status drop-down list box is enabled and blank.
The Fund Type drop-down list box is enabled and blank.
The Program drop-down list box is enabled and blank.
The Class drop-down list box is enabled and blank.
The Sub-class drop-down list box is enabled and blank.
The Fiscal Year Type drop-down list box is enabled and blank.
The Fund Name text box is enabled and blank.
The Contact Salutation text box is enabled and blank.
The First Name text box is enabled and blank.
The Last Name text box is enabled and blank.
The Address text box is enabled and blank.
The City text box is enabled and blank.
The ZIP masked edit box is enabled and blank.
The Telephone masked edit box is enabled and blank.
The Begin Fiscal Year drop-down list box is disabled and blank.
The State drop-down list box is enabled and displays the two-character state abbreviation of the current WIC Program.

The OK button is visible and enabled as the default.

The Cancel button is visible and enabled as the default.

In Edit mode:

The title bar text is set to "Edit Fund".

The Fund ID text box is disabled and displays the previously saved value.

All other data controls are visible, enabled, and display the previously-saved values.

The OK button is visible and enabled as the default.

The Cancel button is visible and enabled as the default.

In Details mode:

The title bar text is set to "Fund".
All data controls are disabled, read-only, and display the previously saved values.

The Close button is visible and enabled as the default.

Screen Elements

Unless otherwise stated below, all controls on the Fund screen are visible and enabled when:

The screen is displayed in Add mode.

The screen is displayed in Edit mode.

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

The screen is displayed in Details mode.

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

Fund ID text box

View the unique system-generated fund ID in the Fund ID text box.

In Add mode, this control is blank.

The control is enabled when:

The control is always disabled.

Status drop-down list box

Select the fund's status in the Status drop-down list box.

It will be filled with all the statuses in the status table sorted in alphabetic order.

Fund Name text box

Enter the fund's name in the Fund Name text box.

It defaults to blank. The text box allows the entry of alphabetic, numeric, and special characters. Special characters are limited to the following: pound (#), ampersand (&), hyphen (-), comma (,), period (.), forward slash (/), and apostrophe (').

Contact Salutation text box

Enter the salutation in the Contact Salutation text box.

For example, Mr., Mrs., Miss, Ms., Dr., and so on. The text box allows the entry of alphabetic, numeric, and special characters. Special characters are limited to the following: comma (,), period (.), hyphen (-), forward slash (/), pound sign (#), and apostrophe ('). The maximum number of characters that can be entered in the text box varies according to your state.

First Name text box

Enter the first name in the First Name text box.

The text box allows the entry of alphabetic and special characters. Numeric characters are not allowed. Special characters are limited to the following: period (.), hyphen (-), apostrophe ('), and comma (,). The maximum number of characters that can be entered in the text box is twenty (20) characters.

Last Name text box

Enter the last name in the Last Name text box.

The text box allows the entry of alphabetic and special characters. Numeric characters are not allowed. Special characters are limited to the following: period (.), hyphen (-), apostrophe ('), and comma (,). The maximum size of the text box is twenty-five (25) characters.

Address text boxes

Enter the address information in the Address text boxes.

Enter or update the primary street address information in the first address text box, and any additional address information (such as a suite number, an apartment number, etc.) in the second address text box. The text boxes allow the entry of alphabetic, numeric, and special characters. Special characters are limited to the following: period (.), comma (,), pound sign (#), hyphen (-), forward slash (/), ampersand (&), and apostrophe ('). The maximum number of characters that can be entered in each of the two address text boxes is fifty (50) characters.

City text box

Enter the name of the city in the City text box.

The text box allows the entry of alphabetic, numeric, and special characters. Special characters are limited to the following: period (.), comma (,), pound sign (#), hyphen (-), forward slash (/), ampersand (&), and apostrophe ('). The maximum number of characters that can be entered in the text box is thirty (30) characters.

State drop-down list box

Select the state abbreviation in the State drop-down list box.

All fifty (50) states plus DC (District of Columbia) display as options in the drop-down list box. The options display in alphabetical order according to the proper two-character abbreviation, are read-only, and cannot be edited. The drop-down list box is filled with all state abbreviation codes in the Reference Dictionary table where the category = "STATE".

It defaults to the implementation state.

ZIP masked edit box

Enter the five- or nine-character code for the postal zone in the ZIP masked edit box.

The masked edit box allows the entry of numeric characters only. Alphabetic and special characters are not allowed. The mask for the masked edit box is "#####-####" to allow the entry of a five-character ZIP code and a four-character ZIP code extension (if known). If the four-character extension is not entered, the extension will be populated with zeros automatically when focus is removed from the control. A partial entry is not allowed. If any part of the five-character ZIP code is entered, a complete five-character ZIP code is required. If any part of the four-character ZIP code extension is entered, a complete nine-character ZIP code is required. The maximum number of characters that can be entered in the masked edit box is nine (9) characters.

Telephone masked edit box

Enter the complete ten-character telephone number in the Telephone masked edit box.

The masked edit box allows the entry of numeric characters only. Alphabetic and special characters are not allowed. The mask for the masked edit box is "###-###-####" to allow the entry of a three-character area code and seven-character telephone number. A partial entry is not allowed. If any part of the telephone number is entered, a complete ten-character telephone number is required. The maximum number of characters that can be entered in the masked edit box is ten (10) characters.

Fund Type drop-down list box

Select the fund's type or classification in the Fund Type drop-down list box.

The Fund Type cannot be changed if journal entries exist for this fund. If it is, when the screen is processed the system displays the E0164 standard error message.

It will be filled with all the fund types in the FUNDTYPE table sorted in alphabetic order.

Program drop-down list box

Select the program with which the fund is associated in the Program drop-down list box.

It will be filled with all the programs in the PROGRAMS table sorted in alphabetic order.

Class drop-down list box

Select the fund's class in the Class drop-down list box.

It will be filled with all the classes in the CLASS table sorted in alphabetic order.

Sub-class drop-down list box

Select the fund's sub-class in the Sub-class drop-down list box.

It will be filled with all the sub-class in the SUBCLASS table sorted in alphabetic order.

Fiscal Year Type drop-down list box

Select the fund's fiscal year type in the Fiscal Year Type drop-down list box.

The Fiscal Year Type cannot be changed if journal entries exist for this fund. If it is, when the screen is processed the system displays the E0164 standard error message.

It will be filled with Federal and State sorted in alphabetical order.

Begin Fiscal Year drop-down list box

Select the month in which the fiscal year begins for funds in the Begin Fiscal Year drop-down list box.

It will be filled with all the months in the month table sorted in chronological order. It will be set to the Federal fiscal year start month if Federal is selected in Fiscal Year Type. It will be set to the State fiscal year start month if State is selected in the Fiscal Year Type drop-down list box.

OK button

Click the OK button to process the screen.

It is the default button for the screen, unless otherwise noted.

The control is visible and enabled when:

The screen is displayed in Add mode.

The screen is displayed in Edit mode.

It does not have a mnemonic. Its keyboard shortcut is the Enter key.

The Funds List displays when the button is clicked.

Cancel button

Click the Cancel button to close the screen without processing or saving data.

The control is visible and enabled when:

The screen is displayed in Add mode.

The screen is displayed in Edit mode.

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

The Funds List displays when the button is clicked.

Close button

Click the Close button to close the screen.

The control is visible and enabled when:

The screen is displayed in Details mode.

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

The Funds List 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	Required	Table	Column	Notes
Fund ID	·	·	·	·
Status	X	·	·	·
Fund Name	X	·	·	·
Contact Salutation	·	·	·	·
First Name	·	·	·	·
Last Name	·	·	·	·
Address	·	·	·	·
City	·	·	·	·
State	·	·	·	·
ZIP	·	·	·	·
Telephone	X	·	·	·
Fund Type	X	·	·	·
Program	X	·	·	·
Class	X	·	·	·
Sub-class	X	·	·	·
Fiscal Year Type	X	·	·	·
Begin Fiscal Year	·	·	·	·

Software Version: 2.40.00