Generate EBT Household Reconciliation Report

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The Generate EBT Household Reconciliation Report screen is used to generate an EBT Household Reconciliation Report (Output) that summarizes the Electronic Benefit Transfer (EBT) activity occurring on a specific month or day, as well as the food category totals for each clinic and the entire state. The data in this report is compared to the WIC Activity File to validate the accuracy of the Electronic Benefit Transfer (EBT) system.

For detailed information about the system output generated, see EBT Household Reconciliation Report (Output).

The Generate EBT Household Reconciliation Report screen is available in the following application module:

State Office

State Office

Generate EBT Household Reconciliation Report screen

Screen Access

Screen Access

  • Display the Generate Reports screen > Double-click EBT Household Reconciliation Report.

Interface Initialization

Upon initial display of the screen, the following occurs:

  • The title bar text is set to "Generate EBT Household Reconciliation Report".

  • The Report By radio button group is visible, enabled, and contains the following controls:

  • The Date radio button is visible, enabled, and initially selected as the default.

  • The Month radio button is visible and enabled.

  • The Date calendar control is visible, enabled, and defaults to the first day of the current system month.

  • The Month drop-down list box is visible, disabled, and blank.

  • The Year masked edit box and spin control is visible, disabled, and defaults to the current system year.

  • 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 EBT Household Reconciliation Report screen are visible and enabled when:

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

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:

Date radio button

Select this radio button to include data for a specific date on the system output.

Month radio button

Select this radio button to include data for a specific month on the system output.

Date calendar control

  Select or enter the date on which the report is generated in the Date calendar control.

The control is enabled when:

An entry or a selection is required if the Date radio button is selected in the Report By radio button group. The calendar control defaults to the first day of the current system month.

Month drop-down list box

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

The drop-down list box is blank as the default. The drop-down list box contains all months from the Reference Dictionary, which are displayed as options in calendar month order. A selection is required in this control.

The control is enabled when:

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 characters. The maximum size of the control is four (4) characters. The masked edit box defaults to the current system year. Selection of the increment or decrement buttons of the spin control increases or decreases the value by one (1).

The year selected must be less than or equal to the current year. If it is not, when the OK button is clicked the system displays the E0244 standard error message.

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.

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

Report By

X

Date

X

Month

X

Year

X

Report Destination radio button group

X

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State Office