Generate Food Distribution Report - State

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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.

Note

NOTE: Food centers must be set up as clinics to be included in the report.

For detailed information about the system outputs generated, see:

The Generate Food Distribution Report - State screen is available in the following application modules:

Direct Distribution

Direct Distribution

State Office

State Office

Generate Food Distribution Report - State screen

Note

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.

Screen Access

Screen Access

  • Display the Generate Reports screen > Double-click the Food Distribution Report - State list item in the Reports data grid.

Interface Initialization

Upon initial display of the screen, the following occurs:

  • The title bar text is set to "Generate Food Distribution Report - State".

  • The Date Range group box is visible, enabled, and presented as follows:.

  • The From calendar control is visible, enabled, and blank.

  • The To calendar control in visible, enabled, and blank.

  • The Report By radio button group is visible and enabled. The Food Center(s) radio button is initially selected as the default.

  • The Agency drop-down list box is visible, enabled, and blank.

  • The Food Center(s) list box is enabled and blank.

  • The Report Type radio button group is visible and enabled. The Detail radio button is initially selected as the default.

  • The Report Destination radio button group is visible and enabled as the default. The Display on Screen radio button is initially selected as the default.

  • The OK button is visible and enabled as the default.

  • The Cancel button is visible and enabled as the default.

Screen Elements

Unless otherwise stated below, all controls on the Generate Food Distribution Report - State screen are visible and enabled when:

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.

Date Range group box

  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.

Report Type radio button group

  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.

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 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.

Agency drop-down list box

  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:

Food Center(s) list box

  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:

This list box allows complex selection of list items:

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 as Spreadsheet radio button

Select the Save as Spreadsheet 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:

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:

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

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

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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State Office