Issue#
Application Module
Primary Function
Detail
Enhancements
ENH-348
Appendix, Central Administrative Site, Clinic, Direct Distribution, and State Office
Business Rules and Generate Reports
The system has been modified to include a new EOD_INCL_OPT_DD_RPTS business rule to control the generation of Direct Distribution reports during the End of Month process. For existing users of the SPIRIT WIC system, the value is "N" (disabled) to maintain existing functionality. For Mississippi, the value is "Y" (enabled). End of Month Processing was updated to include the generation of reports defined for the Direct Distribution module during the End of Month process based on the value of the business rule.
The system has been modified to include a new MONTHEND_INCL_OPT_DD_RPTS business rule to control the generation of Direct Distribution reports during the End of Month process. For existing users of the SPIRIT WIC system, the value is "N" (disabled) to maintain existing functionality. For Mississippi, the value is "Y" (enabled). End of Day Processing was updated to include the generation of reports defined for the Direct Distribution module during the End of Month process based on the value of the business rule.
The Food Package List Search screen in the Direct Distribution application has been modified with the following changes:
A new Reports toolbar button was added to the Food Package List Search toolbar.
A new Reports menu option was added to the Food Package List Search menu bar.
The Direct Distribution application has been modified to include a new Generate Reports screen.
The Direct Distribution application has been modified to include three new report list items in the Reports data grid on the Generate Reports screen:
Food Distribution Report - Agency
Food Distribution Report - Food Center
Food Distribution Report - State
These list items call three new report generate screens that were added to the Direct Distribution application:
Generate Food Distribution Report - Agency
Generate Food Distribution Report - Food Center
Generate Food Distribution Report - State
Six new report outputs were added to the Direct Distribution application:
Food Distribution Report - UPC Detail by Agency DD007 (Output)
Food Distribution Report - UPC Detail by Food Center DD005 (Output)
Food Distribution Report - UPC Detail by State DD009 (Output)
Food Distribution Report - UPC Summary by Agency DD008 (Output)
Food Distribution Report - UPC Summary by Food Center DD006 (Output)
Food Distribution Report - UPC Summary by State DD010 (Output)
Two new permission features were created for the Direct Distribution feature group:
Permission ID 824 "Generate Reports" controls the availability of the Generate Reports screen in the Direct Distribution application.
Permission ID 825 "Generate Agency Reports" controls the types of reports included in the Reports data grid on the Generate Reports screen in the Direct Distribution.
The State Office application has been modified to include one new report list item in the Reports data grid on the Generate Reports screen:
Food Distribution Report - State
This list item calls a new report generate screen that was added to the State Office application:
Generate Food Distribution Report - State
Two new report outputs were added to the State Office application:
Food Distribution Report - UPC Detail by State DD009 (Output)
Food Distribution Report - UPC Summary by State DD010 (Output)
On the following screens in the following application modules, the Reports data grid was changed to a Reports group box and data grid, the Reports column was renamed as Name, and the graphical icon was removed from each row in the data grid:
Generate Reports (Central Administrative Site)
Generate Reports (Clinic)
Generate Reports (State Office)
ENH-349
Appendix and Direct Distribution
Business Rules, Configure Direct Distribution, and Direct Distribution Redemption
The system has been modified to include a new DD_EnableInternalInventory business rule to enable the internal inventory management system of the Direct Distribution application. For existing users of the SPIRIT WIC system, the value is "Y" (enabled) to maintain existing functionality. For Mississippi, the value is "N" (disabled).
The system has been modified to include a new DD_EnableQuickBooks business rule to control the generation of Direct Distribution reports during the End of Month process. For existing users of the SPIRIT WIC system, the value is "Y" (enabled) to maintain existing functionality. For Mississippi, the value is "N" (disabled).
The Food Package List Search menu bar on the Food Package List Search screen in the Direct Distribution application has been modified with the following changes:
If the value of the DD_EnableInternalInventory business rule = "Y", the Manage Inventory menu option on the Inventory menu is enabled.
If the value of the DD_EnableInternalInventory business rule = "N", the Manage Inventory menu option on the Inventory menu is disabled.
The Configure Direct Distribution screen in the Direct Distribution application has been modified with the following changes:
If the value of the DD_EnableQuickBooks business rule = "Y", the controls in the Quick Books Configuration group box on the Configure Direct Distribution screen are enabled.
If the value of the DD_EnableQuickBooks business rule = "N", the controls in the Quick Books Configuration group box on the Configure Direct Distribution screen are disabled.
The processing that occurs when the Add button is clicked on the Direct Distribution Redemption screen in the Direct Distribution application has been modified with the following changes:
DD_EnableInternalInventory
If the value of the DD_EnableInternalInventory business rule = "Y" when a PLU code or UPC is typed into the UPC/PLU text box, a quantity is typed into the Quantity text box, and the Add button is clicked OR when a PLU code or UPC is scanned, processing includes the following validations against the internal inventory:
Does the PLU code or UPC exist in the internal inventory?
If the answer is no, and a QuickBooks database is configured, the validation is passed to the QuickBooks validation, described below in the DD_EnableQuickBooks section.
If the answer is no, and a QuickBooks database is not configured, a standard error message is displayed with the appropriate message.
Is the internal inventory total sufficient to meet the quantity distributed?
If the answer is no, a standard error message is displayed with the appropriate message.
If all validations against the internal inventory are successful, the quantity distributed for the food item is recorded in the FoodInstrumentItemRedeemed table in the SPIRIT WIC System database and subtracted from the internal inventory total for the food item.
If the value of the DD_EnableInternalInventory business rule = "N" when a PLU code or UPC is typed into the UPC/PLU text box, a quantity is typed into the Quantity text box, and the Add button is clicked OR when a PLU code or UPC is scanned, processing does not include validations against the internal inventory and the following occurs:
If a QuickBooks database is configured, the validation is passed to the QuickBooks inventory validation, described below in the DD_EnableQuickBooks section.
If a QuickBooks database is not configured, the quantity distributed for the food item:
Is recorded in the FoodInstrumentItemRedeemed table in the SPIRIT WIC System database, but the value for the PaidAmount column is populated with zero.
Is not subtracted from any inventory.
DD_EnableQuickBooks
If the value of the DD_EnableQuickBooks business rule = "Y" when a PLU code or UPC is typed into the UPC/PLU text box, a quantity is typed into the Quantity text box, and the Add button is clicked OR when a PLU code or UPC is scanned, processing includes the following validations against the QuickBooks inventory:
Is the connection to the QuickBooks inventory properly configured?
If the answer is no, a standard error message is displayed with the appropriate message.
Does the PLU code or UPC exist in the QuickBooks database?
If the answer is no, a standard error message is displayed with the appropriate message.
Is the QuickBooks inventory total for the food item identified by the PLU code or UPC sufficient to fulfill the quantity distributed?
If the answer is no, a standard error message is displayed with the appropriate message.
If all validations against the QuickBooks inventory are successful, the quantity distributed for the food item is recorded in the FoodInstrumentItemRedeemed table in the SPIRIT WIC System database and subtracted from the QuickBooks inventory total for the food item.
If the value of the DD_EnableQuickBooks business rule = "N" when a PLU code or UPC is typed into the UPC/PLU text box, a quantity is typed into the Quantity text box, and the Add button is clicked OR when a PLU code or UPC is scanned, processing does not include validations against the QuickBooks inventory and the following occurs:
The quantity distributed for the food item:
Is recorded in the FoodInstrumentItemRedeemed table in the SPIRIT WIC System database, but the value for the PaidAmount column is populated with zero.
Is not subtracted from any inventory.
ENH-350
Appendix, Central Administrative Site, Clinic, Direct Distribution, and State Office
Inventory Location, Food Package List Search, Direct Distribution Redemption. Benefit Details, and Food List
A permission feature was modified for the Direct Distribution feature group:
Permission ID 776 "Set Inventory Location" now controls the user's ability to change the inventory location for a workstation on the Inventory Location screen in the Direct Distribution application.
The Inventory Location screen in the Direct Distribution application has been modified with the following changes:
The screen was modified to display in two separate modes:
Edit mode
Details mode
The mode in which the screen is displayed is controlled by the new Set Inventory Location security feature added to the Direct Distribution security feature group.
When a user with the "Full" access level for the Set Inventory Location security feature invokes the screen, it is displayed in Edit mode.
When a user with the "None", "View", or "Add" access levels for the Set Inventory Location security feature invokes the screen, it is displayed in Details mode.
When the screen is invoked, the Location drop-down list box or value label will default to the location currently saved in the SPIRIT WIC system's database for the workstation.
When a Location is selected and the OK button is clicked, the selected location will be saved for the workstation in the SPIRIT WIC system's database.
The graphical icon in the title bar was changed to the Direct Distribution icon (pictured below).
The controls on the screen were realigned to make the best use of available space and to standardize the interface. These changes included the following:
The border around the inside top, bottom, left, and right edges of the screen was corrected to be twelve (12) pixels and the screen was resized accordingly.
The vertical space between controls was corrected to be seven (7) pixels.
The horizontal space between labels and their controls was corrected to be seven (7) pixels.
The horizontal space between controls without labels was corrected to be seven (7) pixels.
The Food Package List Search screen in the Direct Distribution application has been modified with the following changes:
The screen was enlarged to 1024 pixels wide by 600 pixels high to take advantage of the standard desktop resolution of 1024x768 pixels.
The graphical icon in the title bar was changed to the Direct Distribution icon (pictured below).
The title bar text was modified and set to "Location: {location name} - Food Package List Search", where {location name} equals the name of the agency selected in the Location drop-down list box on the Inventory Location screen during the login process.
The controls on the screen were realigned to make the best use of available space and to standardize the interface. These changes included the following:
The border around the inside top, bottom, left, and right edges of the screen was corrected to be twelve (12) pixels.
The border around the inside edges of the group box was corrected to be ten (10) pixels.
The vertical space between controls was corrected to be seven (7) pixels.
The horizontal space between labels and their controls was corrected to be seven (7) pixels.
The horizontal space between controls without labels was corrected to be seven (7) pixels.
The horizontal space between controls with labels was corrected to be a minimum of fourteen (14) pixels between the first control and the second control's label.
The following changes were made to the Food Package List Search data grid:
A new Authorized Representative column was added. This column displays the full name of the authorized representative for each record displayed within the data grid.
A new Alternate Representative/Proxy 1 column was added. This column displays the full name of the first alternate representative for each record displayed within the data grid.
A new Alternate Representative/Proxy 2 column was added. This column displays the full name of the second alternate representative for each record displayed within the data grid.
The FoodInstrumentItemRedeemed database table was modified to support multiple food centers by the addition of an InventoryLocationID column. This column stores the inventory location identification number of the food center at which each food instrument item was redeemed.
The Direct Distribution Redemption screen in the Direct Distribution application has been modified with the following changes:
The screen was modified to support and maintain the history for multiple food centers. The processing that occurs when the Check Out button is clicked was modified to save the inventory location the user currently is logged into as part of the redemption record. The inventory location is saved to the new InventoryLocationID column of the FoodInstrumentItemRedeemed database table.
The Food List data grid has been modified with the following changes:
The column names and data for the Issued, Redeemed, and Remaining columns were right aligned.
The column widths for the Issued, Redeemed, and Remaining columns were changed to be identical in width and no wider than necessary to display the longest possible value or header label (i.e., approximately fifty-eight (58) pixels wide).
The Direct Distribution View History screen in the Direct Distribution application has been modified with the following changes:
The screen was enlarged to 1024 pixels wide by 600 pixels high to take advantage of the standard desktop resolution of 1024x768 pixels.
The graphical icon in the title bar was changed to the Direct Distribution icon (pictured below).
The controls on the screen were realigned to make the best use of available space and to standardize the interface. These changes included the following:
The border around the inside top, bottom, left, and right edges of the screen was corrected to be twelve (12) pixels.
The border around the inside edges of the group box was corrected to be ten (10) pixels.
The vertical space between controls was corrected to be seven (7) pixels.
The horizontal space between labels and their controls was corrected to be seven (7) pixels.
The horizontal space between controls without labels was corrected to be seven (7) pixels.
The horizontal space between controls with labels was corrected to be a minimum of fourteen (14) pixels between the first control and the second control's label.
The Participant Name text and value label was renamed as Name in the Participant group box to meet the standard that controls within a group box do not repeat the name of the group box.
The following changes were made to the Redeemed Food Items data grid:
Within the data grid, the column headers and data were aligned as follows:
Data was left aligned if the column was a variable width text value.
Data was right aligned if the column was a variable width numeric value.
Data was center aligned if the column was a fixed width value of any kind.
The Dist. Date column was renamed Distribution Date.
The Issued Qty column was renamed Issued Quantity.
The Prev. Dist. Qty column was renamed Previous Distribution Quantity.
The Dist. Qty column was renamed Distribution Quantity.
The Available Qty column was renamed Available Quantity.
A new Inventory Location column was added. This column displays the name of the inventory location at which the food item was distributed for each record displayed within the data grid.
A new User ID column was added. This column displays the user ID of the user who distributed the food item for each record displayed within the data grid.
The system has been modified to update the following screens in the following application modules:
Benefit Details (Central Administrative Site)
Benefit Details (Clinic)
Benefit Details (State Office)
These screens have been modified with the following changes:
The controls on the screen were realigned to make the best use of available space and to standardize the interface. These changes included the following:
The border around the inside top, bottom, left, and right edges of the screen was corrected to be twelve (12) pixels and the screen was resized accordingly.
The vertical space between controls was corrected to be seven (7) pixels.
The vertical space between groups of controls (i.e., Issued Date, Voided Date, and Reported Lost/Stolen Date text and value labels) was corrected to be thirty-five (35) pixels.
The horizontal space between columns of controls was corrected to be thirty-five (35) pixels.
The horizontal space between labels and their controls was corrected to be seven (7) pixels.
The horizontal space between controls without labels was corrected to be seven (7) pixels.
A new Display Food List button was added to the bottom left of the screen. The button is visible and enabled when the delivery system type for the food instrument is "Direct Distribution". A new Food List screen displays when the button is clicked.
A new Food List screen was added to the following application modules:
Food List (Central Administrative Site)
Food List (Clinic)
Food List (State Office)
The Food List Receipt (Output) in the Direct Distribution application has been modified with the following changes:
When the report is called by clicking the Check Out button on the Direct Distribution Redemption screen, the report was split into two separate pages. The first page displays the redeemed benefits, and the second page displays the non-redeemed benefits.
When the report is called by clicking the Print Food List button on the Direct Distribution Redemption screen, the report only displays the redeemed benefits.