2.39.01 Release Notes

Enhancements

Enhancement#

Primary Function

Enhancement Detail

ENH-663

eMOV

eMOV Account Type

R1: Any occurrence of the word “MOV” in the SPIRIT software and DFDD will be permanently replaced with “Balto”.

To accommodate the R1 requirement for this enhancement, the SPIRIT WIC system user interface controls and options within those controls were updated to replace "MOV" with "Balto" on the following screens:

• Batch Issue Resolution (Clinic)

• Batch Issue Resolution (State Office)

• Demographics (Central Administrative Site)

• Demographics (Clinic)

• Demographics (State Office)

• Demographics (Vendor)

• Display Household History (Central Administrative Site)

• Display Household History (Clinic)

• Display Household History (State Office)

• EBT Household Demographics (Clinic)

• UPC (Reference Utility)

• UPC List (Reference Utility)

The SPIRIT WIC Detailed Functional Design Document (DFDD) was updated.

For more information, see the DFDD changes and the database changes for this enhancement.

R2: Any occurrence of the term “Mail Order Vendor (MOV) benefits” in the SPIRIT software and DFDD will be permanently replaced with “Balto home delivery benefits”.

To accommodate the R2 requirement for this enhancement, the SPIRIT WIC Detailed Functional Design Document (DFDD) was updated.

For more information, see the DFDD changes for this enhancement. No SPIRIT WIC system or database changes were required.

R3: Modification to support the following Balto household account types in messages to the EBT Processor:

• All Balto account type, which sends an "I" code for Full Balto to the EBT Processor

• Formula-Only Balto account type, which sends a "P" code for Partial Balto to the EBT Processor

• The Non-Balto account type, which sends an "H" code for Normal to the EBT Processor

The Household Balto Type drop-down list box on the EBT Household Demographics screen will not be disabled once a selection is made. This drop-down list should be dynamic and enabled, with the ability for updates at any point during a participant’s benefit cycle or certification, and before or after any purchases have been made.

To accommodate the R3 requirement for this enhancement, the SPIRIT WIC system was modified to support the Balto household account types in messages to the EBT Processor:

• The account type messages created for CDP-447 in release 2.39 were updated to apply to the renamed account types.

• The update to disable the household type drop-down list box on the EBT Household Demographics screen within the Clinic application module made for CDP-447 in release 2.39 was reversed.

• The SPIRIT WIC Detailed Functional Design Document (DFDD) was updated to reverse changes made in release 2.39 to disable the household type drop-down list box on the EBT Household Demographics screen.

For more information, see the DFDD changes for this enhancement. No database changes were required.

R4: For all households that were issued an EBT card in SPIRIT prior to 2.39, the Household Balto Type drop-down list box on the EBT Household Demographics screen will default to the value of “Non-Balto”.

To accommodate the R4 requirement for this enhancement, the SPIRIT WIC system was modified to change the Household Balto Type drop-down list box on the EBT Household Demographics screen within the Clinic application module to default to "Non-Balto". Records created prior to Release 2.39 with a value of "Non-MOV" will display as "Non-Balto".

For more information, see the DFDD changes and the database changes for this enhancement.

R5: Support a new Store Type of “Home Delivery” – This would be identified on the Vendor Folder in Vendor Management and communicated through the nightly Vendor batch file process. “Home Delivery” would act in place of “MOV Vendor”; “MOV Vendor” should be removed from the Store Type drop-down menu.

To accommodate the R5 requirement for this enhancement, the SPIRIT WIC system was modified to support a vendor type "H" for home delivery.

The Authorized Vendor File was updated in Release 2.38 to include the store type during End of Day Command Line Batch Processing.

To create a "Home Delivery" store type, states must map the new vendor type to a new or existing store type on the Store Types screen within the Reference Utility application module. Then, the store type must be selected in the Store Type drop-down list box on the Demographics screen within the Vendor application module for each participating vendor.

For more information, see the DFDD changes and the database changes for this enhancement.

R6: Support a new Peer Group of “Home Delivery” – This would be identified on the Vendor Folder in Vendor Management and communicated through the night Vendor batch file process.

To accommodate the R6 requirement for this enhancement, the SPIRIT WIC system was modified to support a vendor type "H" for home delivery as described in R5 above.

To create a "Home Delivery" peer group, states must create a new, or rename an existing, peer group on the Peer Group Pricing screen within the Vendor application module. Then, the peer group must be selected in the Peer Group drop-down list box on the Demographics screen within the Vendor application module for each participating vendor.

For more information, see the DFDD changes for this enhancement. No database changes were required.

R7: The DFDD shall be updated to accurately reflect the changes that have been made as a result of this Change Request.

To accommodate the R7 requirement for this enhancement, the SPIRIT WIC Detailed Functional Design Document (DFDD) was updated.

For more information, see the DFDD changes for this enhancement. No database changes were required.

R8: Changes to the Clinic DFDD are needed as detailed below.

The EBT Household Demographics topic should be updated as follows:

• The Household Balto Type drop-down list box description in the Screen Elements section was updated as follows:

In the Household Balto Type drop-down list box, select the whether the participant receives benefits issued from a state-contracted home delivery vendor.

• The control is enabled and blank the first time a user accesses the screen. Once a selection is made and saved, the control remains enabled for future changes.

• The options in the drop-down list box are described.

• A selection is required for this control. An error message was added if no selection is made.

To accommodate the R8 requirement for this enhancement, the SPIRIT WIC Detailed Functional Design Document (DFDD) was updated.

For more information, see the DFDD changes for this enhancement. No database changes were required.

R9: States Agencies are not required to update to the new WEM if not using this new feature for account type update.

To accommodate the R9 requirement for this enhancement, the WIC EBT Middleware (WEM) is compatible with prior versions of the SPIRIT WIC system.

For states not using the Balto home delivery functionality, the Installation text box displays the default value of "EBT", and all other controls are blank on the Universal Service 2020 tab in the WEM Configuration Manager. No additional information is required for WEM to function normally with prior versions of the SPIRIT WIC system.

No SPIRIT WIC system modifications, DFDD changes, or database changes were required.

R10: Changes to the Appendix DFDD Uses Mail Order Vendor (MOV) topic (for Business Rule UsesMOV) needs to be significantly rewritten to include updates regarding technology, delivery and rebranding.

To accommodate the R10 requirement for this enhancement, the business rule topic remains unchanged. The Detailed Functional Design Document (DFDD) changes were restricted to user interface changes from "MOV" to "Balto".

No SPIRIT WIC system modifications, DFDD changes, or database changes were required.

Reported Issues

Issue#

Primary Function

Issue Detail

Issue Resolution

CDP-225

Compliance Buy Benefits

Issuing compliance buy benefits with a tri-monthly issuance frequency results in an error.

The SPIRIT WIC system compliance buy function was modified to remove the requirement for at least a thirty (30) day month. Compliance buy benefits now behave as expected when the benefit period includes February.

No DFDD Changes or Database Changes were required for this reported issue.

CDP-324

UPC / PLU records

The user group requested clarification for adding and importing UPC and PLU records.

The SPIRIT WIC Detailed Functional Design Document (DFDD) was modified based on comments from the user group in CDP-324.

For more information, see the DFDD Changes for this reported issue. No SPIRIT WIC system changes were required for this reported issue.

CDP-391

End of Day Process

The user group requested clarification on the sessionsettings.xml file.

The SPIRIT WIC Detailed Functional Design Document (DFDD) was modified based on comments from the user group in CDP-391.

For more information, see the DFDD Changes for this reported issue. No SPIRIT WIC system changes were required for this reported issue.

CDP-457

End of Month Command Line Batch Processing

End of Month batch processing fails when running CDC Pediatric File data.

The SPIRIT WIC system was modified to ensure the End of Month Command Line Batch Processing runs with no errors when creating the CDC Pediatric and CDC Pregnancy files.

For more information, see the Database Changes for this reported issue. No DFDD Changes were required.

CDP-458

Copy Income

Copying income records results in an error.

The SPIRIT WIC system was modified to ensure that all record identifiers will now be unique. This will prevent errors when copying income records, or when creating other records in the Clinic application module.

For more information, see the Database Changes for this reported issue. No DFDD Changes were required.

ENH-493

End of Month Command Line Batch Processing

MBF should use the same validation that is used for FBF infants.

The SPIRIT WIC system was modified to ensure the End of Month Command Line Batch Processing excludes mostly breastfed infants whose mothers did not receive benefits from case load counts.

For more information, see the DFDD Changes and the Database Changes for this reported issue.

ENH-625

Redemption Processing within the BatchProcessor

The COUNTFIREDEEMED and COUNTPARTICIPANTSREDEEMED are higher in the UAT version.

The SPIRIT WIC system was modified to update the Redemption Processing within the BatchProcessor to ensure food item counts are correct.

For more information, see the DFDD Changes and the Database Changes for this reported issue.

ENH-627 and ENH 630

End of Month Command Line Batch Processing

There are 2 additional records listed in all the UAT UNDUP tables and the CASELOADCOUNTENROLLMENT table.

The SPIRIT WIC system was modified to consider the certification effective date instead of certification start date for mostly breastfed infants.

For more information, see the Database Changes for this reported issue. No DFDD Changes were required.

DFDD Updates

Issue#

DFDD Location

DFDD Resolution

ENH-663

Appendix

(busrule.chm) and (apndxe.chm)

Changes to the Appendix DFDD for ENH-663 are documented below.

The Messages Matrix topic, standard warning message W0020 was updated to rename "MOV" and "Mail Order Vendor (MOV)" as "Balto" and "Balto home delivery", respectively.

The Uses Mail Order Vendor (MOV) topic was updated to reverse the following changes made in release 2.39:

• The Result column in first row within the Values Allowed table was updated to state the Household MOV Type drop-down list box on the EBT Household Demographics screen is enabled the first time a user accesses the screen. Once a selection is made and saved, the control is disabled.

• A NOTE was updated to clarify the Household MOV Type drop-down list box is enabled the first time a user accesses the EBT Household Demographics screen.

The Desktop-Based Configuration topic was updated as follows:

• Added a new Universal Service 2020 tab paragraph in the Usage section.

The WEM Configuration topic was updated as follows:

• Added rows to the EBT Hosts table relating to the new Universal Service 2020 tab on the WEM Configuration Manager.

The WEM (WIC EBT Middleware) Release History topic was updated as follows:

• Version 2.5.4.0 includes a new feature: UI 2020.1 MIS to EBT Account Type.

Central Administrative Site

(centadmn.chm)

Changes to the Central Administrative Site DFDD for ENH-663 are documented below.

The Demographic Information Data Map topic content was updated as follows:

• The "MOV Type" text and value label was renamed as "Balto Type" text and value label.

The Demographics topic was updated as follows:

• The following change made in release 2.39 was reversed:

• A NOTE was updated to clarify the Household MOV Type drop-down list box is enabled the first time a user accesses the EBT Household Demographics screen.

• Topic content was updated to rename "MOV" and "Mail Order Vendor (MOV) benefits" as "Balto" and "Balto home delivery", respectively as follows:

• The screen image was updated.

• The "MOV Type" text and value label was renamed as "Balto Type" text and value label.

• "Mail Order Vendor (MOV)" was renamed as "Balto home delivery".

The Display Household History topic was updated as follows:

• The following changes made in release 2.39 were reversed:

• The Mailing ZIP and MOV Type column descriptions in the Screen Elements section were updated to state the selection in the Household MOV Type drop-down list box on the EBT Household Demographics screen cannot be changed for the current household after Release 2.39. Therefore, new records will not be created based on an MOV Type change.

• Two NOTEs were updated to clarify the Household MOV Type drop-down list box is enabled the first time a user accesses the EBT Household Demographics screen.

• Topic content was updated to rename "MOV" and "Mail Order Vendor (MOV) benefits" as "Balto" and "Balto home delivery", respectively as follows:

• The "MOV Type" column was renamed as "Balto Type" column.

• "Mail Order Vendor (MOV)" was renamed as "Balto home delivery".

• The "Household MOV Type" drop-down list box was renamed as "Household Balto Type" drop-down list box.

Clinic

(clinic.chm)

Changes to the Clinic DFDD for ENH-663 are documented below.

The Applicant Prescreening topic was updated as follows:

• Two NOTEs were updated to rename "Mail Order Vendor (MOV) benefits" as "Balto home delivery".

The Batch Issue Resolution topic was updated as follows:

• The Issuance Type drop-down list box "MOV" option was renamed to "Balto".

• "Mail Order Vendor (MOV)" was renamed as "Balto home delivery".

The Demographic Information Data Map topic content was updated as follows:

• The "MOV Type" text and value label was renamed as "Balto Type" text and value label.

• "Mail Order Vendor (MOV)" was renamed as "Balto home delivery".

The Demographics sub-tab topic was updated as follows:

• The following change made in release 2.39 were reversed:

• A NOTE was updated to clarify the Household MOV Type drop-down list box is enabled the first time a user accesses the EBT Household Demographics screen.

• The screen images were updated.

• The "MOV Type" text and value label was renamed as "Balto Type" text and value label.

• "Mail Order Vendor (MOV)" was renamed as "Balto home delivery".

The Display Household History topic was updated as follows:

• The following changes made in release 2.39 were reversed:

• The Mailing ZIP and MOV Type column descriptions in the Screen Elements section were updated to state the selection in the Household MOV Type drop-down list box on the EBT Household Demographics screen cannot be changed for the current household after Release 2.39. Therefore, new records will not be created based on an MOV Type change.

• A NOTE was updated to clarify the Household MOV Type drop-down list box is enabled the first time a user accesses the EBT Household Demographics screen.

• Topic content was updated to rename "MOV" and "Mail Order Vendor (MOV) benefits" as "Balto" and "Balto home delivery", respectively as follows:

• The "MOV Type" column was renamed as "Balto Type" column.

• "Mail Order Vendor (MOV)" was renamed as "Balto home delivery".

• The "Household MOV Type" drop-down list box was renamed as "Household Balto Type" drop-down list box.

The EBT Household Demographics topic was updated as follows:

• The following changes made in release 2.39 were reversed:

• The Household MOV Type drop-down list box description in the Interface Initialization section was updated to state that once a selection is made and saved, the control is disabled.

• The Household MOV Type drop-down list box description in the Screen Elements section was updated as follows:

The control is enabled and blank the first time a user accesses the screen. Once a selection is made and saved, the control is disabled.

A NOTE was added to explain the selection cannot be changed for the current household. Members must be transferred to a new household to set the new MOV type.

• The Household MOV Type drop-down list box description in the Interface Initialization section was updated to state the initial selection is "Non-Balto".

• The following content was updated to rename "MOV" and "Mail Order Vendor (MOV) benefits" as "Balto" and "Balto home delivery", respectively:

• The screen image was updated.

• "Mail Order Vendor (MOV)" was renamed as "Balto home delivery".

• The "Household MOV Type" drop-down list box was renamed as "Household Balto Type" drop-down list box.

• A NOTE was added to the Household Balto Type drop-down list box linking to the 2.39.01 Release Notes for more information regarding manual changes required to use this functionality.

Reference Utility

(refutil.chm)

Changes to the Reference Utility DFDD for ENH-663 are documented below.

The Store Type topic was updated as follows:

• A NOTE was added to the Vendor Type drop-down list box to indicate the store type must be correctly mapped to the vendor type for the vendor type to be included in the Authorized Vendor File.

The Store Types topic was updated as follows:

• A NOTE was added to the Vendor Type column to indicate the store type must be correctly mapped to the vendor type for the vendor type to be included in the Authorized Vendor File.

Scheduled Job Administration

(jobadmn.chm)

Changes to the Scheduled Job Administration DFDD for ENH-663 are documented below.

The Authorized Vendor File Processing within the BatchProcessor topic was updated as follows:

• In Step 1a, added instructions for mapping vendor type to store type.

State Office

(stateofc.chm)

Changes to the State Office DFDD for ENH-663 are documented below.

The Batch Issue Resolution topic was updated as follows:

• The Issuance Type drop-down list box "MOV" option was renamed to "Balto".

• "Mail Order Vendor (MOV)" was renamed as "Balto home delivery".

The Demographic Information Data Map topic was updated as follows:

• The "MOV Type" text and value label was renamed as "Balto Type" text and value label.

The Demographics topic was updated as follows:

• The following change made in release 2.39 was reversed:

• A NOTE was updated to clarify the Household MOV Type drop-down list box is enabled the first time a user accesses the EBT Household Demographics screen.

• Topic content was updated to rename "MOV" and "Mail Order Vendor (MOV) benefits" as "Balto" and "Balto home delivery", respectively as follows:

• The screen image was updated.

• The "MOV Type" text and value label was renamed as "Balto Type" text and value label.

• "Mail Order Vendor (MOV)" was renamed as "Balto home delivery".

The Display Household History topic was updated as follows:

• The following changes made in release 2.39 were reversed:

• The Mailing ZIP and MOV Type column descriptions in the Screen Elements section were updated to state the selection in the Household MOV Type drop-down list box on the EBT Household Demographics screen cannot be changed for the current household after Release 2.39. Therefore, new records will not be created based on an MOV Type change.

• Two NOTEs were updated to clarify the Household MOV Type drop-down list box is enabled the first time a user accesses the EBT Household Demographics screen.

• Topic content was updated to rename "MOV" and "Mail Order Vendor (MOV) benefits" as "Balto" and "Balto home delivery", respectively as follows:

• The "MOV Type" column was renamed as "Balto Type" column.

• "Mail Order Vendor (MOV)" was renamed as "Balto home delivery".

• The "Household MOV Type" drop-down list box was renamed as "Household Balto Type" drop-down list box.

Vendor

(vendor.chm)

Changes to the Vendor DFDD for ENH-663 are documented below.

The Page2 (Demographics) topic was updated as follows:

• A NOTE was added to the Store Type drop-down list box to indicate the store type must be correctly mapped to the vendor type for the vendor type to be included in the Authorized Vendor File.

CDP-324

Reference Utility

(refutil.chm)

Changes to the Reference Utility DFDD for CDP-324 are documented below.

The UPC topic was updated as follows:

• The Short Description text box control was updated to indicate the number and type of characters allowed.

• The UPC Length masked edit box control was updated to provide an example of PLU number length and clarification that a numeric value must be entered.

The National UPC File topic, UPC Detail Record (D4) section, Notes column was updated as follows:

• The following rows were updated to state leading zeros are not required for Excel import.

Record Sequence Number

UPC/PLU

Category Code

Subcategory Code

Package Size

Benefit Quantity

Price Type

• The following rows were updated to clarify text vs. Excel format requirements:

Package Size

Benefit Quantity

Item Price

Card Acceptor Identification Code

Date Effective

Date End

Short Product Description

APL Types

APL Types Description

• The following rows were updated as requested by the customer:

UPC/PLU - Added PLU requirements and indicator.

Item Description - Added statement that the field is overwritten when importing an Excel file.

Unit of Measure - Clarified value requirements and added link for more information.

Benefit Unit - Clarified value requirements.

Price Type - Clarified where value is saved.

UPC/PLU Data Length - Clarified where value is saved.

• The Record Sequence Number row starting value was updated to "000002", which was discovered during development review.

• The Item Description row was updated to change "Produce" to "Product" and clarify type and number of characters allowed.

• The UPC/PLU Data Length row was updated to state PLU values include the check digit.

The National UPC File topic, UPC Detail Record (D6) section, Unit of Measure row, Notes column was updated to clarify how to identify valid values.

CDP-391

Scheduled Job Administration

(jobadmn.chm)

Changes to the Scheduled Job Administration DFDD for CDP-391 are documented below.

The End of Day Process topic was updated as follows:

• Added a statement to verity the SMTP Server and Sender E-mail Address values are valid as S1 and S2 respectively in the sessionsettings.xml file.

This change applies to the existing End of Day Process (non-End of Day Command Line Batch Processing version) only.

ENH-493

Scheduled Job Administration

(jobadmn.chm)

Changes to the Scheduled Job Administration DFDD for ENH-493 are documented below.

The Run End of Month Command Line Batch Processing topic, SPIRIT Database Processing section, Step 2 and SPIRIT .NET Processing section, Step 2 were updated to state the InsertInfantsMostlyBF stored procedure excludes infants whose mothers did not receive benefits from the CASELOADCOUNT and CASELOADCOUNTENROLLMENT tables.

ENH-625

Scheduled Job Administration

(jobadmn.chm)

Changes to the Scheduled Job Administration DFDD for ENH-625 are documented below.

The Redemption Processing within the BatchProcessor topic, SPIRIT Database Processing section, Step 4 and SPIRIT .NET Processing section, Step 3.e.iv. were updated to state the InsertFIItemRedeemed stored procedure updates the value of the PAIDDATE column within the FOODINSTRUMENT table only when it is "NULL".

As part of the review for this story, the details in the SPIRIT Database Processing section, Step 4 were updated to more accurately describe the processes within the stored procedure.

DFDD

(wicdfdd.chm)

For this release, the title bar of the Detailed Functional Design Document (DFDD) was updated to reflect build version "2.39.01". Additionally, the footer was also updated to reflect software version "2.39.01".