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The Generate Food Distribution Report - State screen is used to generate a report that lists the food items distributed through the Direct Distribution application by state.
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NOTE: Food centers must be set up as clinics to be included in the report. |
For detailed information about the system outputs generated, see:
Food Distribution Report - UPC Detail by State DD009 (Output)
Food Distribution Report - UPC Summary by State DD010 (Output)
The Generate Food Distribution Report - State screen is available in the following application modules:
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Direct Distribution |
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State Office |
Generate Food Distribution Report - State screen
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NOTE: If the report is generated before the close of business for a date range that includes the current date, the report only includes data for UPCs distributed on the current date up to the time the report is generated. The results of such a report cannot be duplicated because the quantity of UPCs distributed increases throughout the business day, so a report generated minutes later could include increased distribution counts. |
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Interface InitializationUpon initial display of the screen, the following occurs:
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Unless otherwise stated below, all controls on the Generate Food Distribution Report - State screen are visible and enabled when:
The screen is active.
If one or more special conditions exist that affect a control on the Generate Food Distribution Report - State screen, the condition(s) are documented for that specific control below.
Complete the information in the Date Range group box.
This group box includes calendar controls that allow you to specify the date range for which to generate the system output. The title text of the group box is set to "Date Range". Complete the information in the following calendar controls to specify the date range the system output will cover:
From calendar control
Select or enter the starting date of the date range in this calendar control.
To calendar control
Select or enter the ending date of the date range in this calendar control.
The From date entered must be equal to or less than the To date entered. If not, a standard error message (E0047) displays when the screen is processed.
Select an option in the Report Type radio button group.
This radio button group includes controls that allow you to specify the amount of information to include in the generated report. The title text of the radio button group is set to "Report Type". A selection is required in this radio button group. The following radio buttons are included in the group:
Detail radio button
Select this radio button to generate a detailed report.
Summary radio button
Select this radio button to generate a brief summary report.
Select an option in the Report By radio button group.
This radio button group includes controls that allow you to specify criteria for which to generate 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:
Food Center(s) radio button
Select this radio button to include data for one or more specific food centers within the agency selected when you first logged in to the application on the system output.
The Food Center(s) list box is enabled when this radio button is selected.
Agency radio button
Select this radio button to include data for all food centers (or clinics) within the agency selected when you first logged in to the application on the system output.
The Food Center(s) list box is disabled when this radio button is selected.
State radio button
Select this radio button to include data for all clinics in all agencies across the state on the system output.
The Food Center(s) list box is disabled when this radio button is selected.
Select the agency to include in the generated system output in the Agency drop-down list box.
The drop-down list box contains all agencies within the state as included in the agency table of the Reference Dictionary. The options in the drop-down list box are sorted numerically in ascending order by AgencyID. The options in the drop-down list box are formatted as follows: {Agency.AgencyID + Agency.AgencyName}. The drop-down list box defaults to blank when enabled.
The control is disabled when:
The State radio button is selected.
View items in the Food Center(s) list box.
Select one or more food centers (or clinics) to include in the generated system output in this list box. Single or multiple selections are allowed. The list box is populated with the names of food center locations identified as clinic locations and associated with the current Agency.
Food center locations are stored in the InventoryLocation database table, but their names are populated from the ServiceSiteName column of the ServiceSite database table.
The control is enabled when:
The Food Center(s) radio button is selected.
The Agency radio button is selected.
This list box allows complex selection of list items:
Click to select a single item and to deselect all other selected items.
Ctrl+click to select or deselect an item without deselecting other selected items.
Shift+click to select all items between an item and a previously selected item (if no item was previously selected, the clicked item is selected).
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 as Spreadsheet radio button
Select the Save as Spreadsheet radio button to save the system output as an Excel file after it is generated.
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 (E0051) displays. 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 (E0051) displays. 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 as Spreadsheet 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.
It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.
The Generate Reports screen displays when the button is clicked.
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.
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 |
From |
X |
To |
X |
Report Type radio button group |
X |
Report By radio button group |
X |
Agency drop-down list box |
X (if enabled) |
Food Center(s) list box |
X (if enabled) |
Report Destination radio button group |
X |
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Software Version: 2.40.00