Generate Year-to-date Participation and Outlays Report

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The Generate Year-to-date Participation and Outlays Report screen is available in the following application modules:

Generate Year-to-date Participation and Outlays Report screen

Screen Elements

Unless otherwise stated below, all controls on the Generate Year-to-date Participation and Outlays Report screen are visible and enabled when:

If one or more special conditions exist that affect a control on the Generate Year-to-date Participation and Outlays Report screen, the condition(s) are documented for that specific control below.

Year masked edit box and spin control

  Enter or select the year the report covers in the Year masked edit box and spin control.

The masked edit box only allows the entry of numeric digits. The maximum size of the control is four (4) digits. The masked edit box defaults to the year value of the CurrentMonthEndDt column of the ProcessControl table. Selection of the increment or decrement buttons of the spin control increases or decreases the value by one (1). The month/year entered must be less than the values used by the month-end process.

If the Month/Year entered is greater than the month/year value of the CurrentMonthEndDt column of the ProcessControl table, when the OK button is clicked the system displays the E0043 standard error message.

Month drop-down list box

  Select the month the report covers in the Month drop-down list box.

This is a read-only drop-down list box. The drop-down list box contains all months from the Reference Dictionary, which are displayed as options in calendar month order. It defaults to the month value of the CLOSEMONTHENDDT column of the PROCESSCONTROL table. A selection is required in this control.

Report By radio button group

  Select an option in the Report By radio button group.

This radio button group includes controls that allow you to filter the data displayed on the system output. The title text of the radio button group is set to "Report By". A selection is required in this radio button group. The following radio buttons are included in the group:

Clinic radio button

Select this radio button to limit the data included on the report by a specific clinic.

Agency radio button

Select this radio button to include data for all clinics within the agency currently selected in the Agency drop-down list box on the system output.

Grantee radio button

Select this radio button to limit the data included on the report by a specific grantee.

The name of this control is set by the value of a business rule. Depending on the value of the GRANTEENAME business rule, this control's label may display differently.

The control is visible and enabled when:

• When the value of the INCLUDEGRANTEES business rule equals "Y" and the system output is defined as a grantee report, the Grantee radio button is visible and enabled in the Report By radio button group. Otherwise, the Grantee radio button is not visible.

State radio button

Select this radio button to include data for all clinics in all agencies across the state on the system output.

All radio button

Select this radio button to include all data on the generated system output.

Grantee drop-down list box

  Select the grantee the system output coves in the Grantee drop-down list box.

The drop-down list box includes all grantees in the Grantee table.

The name of this control is set by the value of a business rule. Depending on the value of the GRANTEENAME business rule, this control's label may display differently.

The control is visible and enabled when:

• When the value of the INCLUDEGRANTEES business rule equals "Y" and the system output is defined as a grantee report, the Grantee drop-down list box is visible, enabled, and blank. Otherwise, the Grantee drop-down list box is not visible.

Agency drop-down list box

  Select the agency the system output covers in the Agency drop-down list box.

The drop-down list box contains all agencies within the state. The options in the drop-down list box are formatted as follows: {Agency.AgencyID + Agency.AgencyName}. The options in the drop-down list box are sorted numerically in ascending order by AgencyID. A selection is required in this drop-down list box.

When an agency is selected in this drop-down list box, the Clinic(s) list box is refreshed and displays all clinics in the ServiceSite table that belong to the selected agency.

All clinics displayed in the Clinic(s) list box are sorted in numeric order by Clinic ID and no clinic is initially selected.

Clinic drop-down list box

  Select the clinic to include in the generated system output in the Clinic drop-down list box.

The drop-down list box is filled with all clinics in the clinic table for the selected agency (by Agency and Clinic). The drop-down list box defaults to blank when enabled and is not populated with options until an agency is selected in the Agency drop-down list box.

Report Destination radio button group

  Select an option in the Report Destination radio button group.

This radio button group includes controls that allow you to specify the destination of the generated system output. The title text of the radio button group is set to "Report Destination". A selection is required in this radio button group. The following radio buttons are included in the group:

Display on Screen radio button

Select the Display on Screen radio button to display the system output on your computer's monitor after it is generated. A report printer must currently be defined for your workstation.

Send to Printer radio button

Select the Send to Printer radio button to send the system output to the report printer currently defined for your workstation after it is generated. Printers are specified on the Default Printers screen.

Save as PDF radio button

Select the Save as PDF radio button to save the system output as a PDF file after it is generated.

Save to Excel radio button

Select this radio button to save the system output as an Excel file after it is generated.

OK button

  Click the OK button to generate the system output.

It is the default button for the screen.

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

Depending on the selection in the Report Destination radio button group, one of the following occurs when the OK button is clicked:

• If the Display on Screen radio button is selected and a default printer has not been selected for the workstation, the system displays the Default Printers screen. If the user does not select a printer and clicks the Cancel button, a standard error message displays with the text, "No printer has been specified for this workstation." Upon dismissal of the standard error message, the user is returned to the Generate Reports screen. Otherwise, the system output is displayed on your computer's monitor after it is generated.

• If the Send to Printer radio button is selected and a default printer has not been selected for the workstation, the system displays the Default Printers screen. If the user does not select a printer and clicks the Cancel button, a standard error message displays with the text, "No printer has been specified for this workstation." Upon dismissal of the standard error message, the user is returned to the Generate Reports screen. Otherwise, the system output is sent to the report printer currently defined for your workstation after it is generated.

• If the Save as PDF radio button is selected, a Windows Save File As screen displays when the OK button is clicked. Select the folder and enter the file name to save the PDF file and click the OK button. When clicked, the system saves the file to the selected folder as the specified filename. Or, click the Cancel button to dismiss the Windows Save File As screen without saving the PDF file.

• If the Save to Excel radio button is selected, a Windows Save File As screen displays when the OK button is clicked. Select the folder and enter the file name to save the Excel file and click the OK button. When clicked, the system saves the file to the selected folder as the specified filename. Or, click the Cancel button to dismiss the Windows Save File As screen without saving the Excel file.

The system output is generated and the Generate Reports screen displays when the button is clicked. Some reports can take a bit of time to generate. For these reports, a progress bar displays when the button is clicked.

Cancel button

Click the Cancel button to close the screen without generating the system output.

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

The Generate Reports 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.

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Software Version: 2.40.00