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Documentation > MAC-PAC Reference Library > Financials > General Ledger > Key Concepts and Procedures > Report File Maintenance > Update Analysis Report Titles

Update Analysis Report Titles

 

 To update or review the report headings, column headings, and line descriptions used on analysis reports, perform the following procedures.  Heading, column heading, and line description records can be added, changed, deleted, mass maintained, and reviewed, and entire Analysis Reports can be deleted using this conversation. 

Select Function

1.   Enter the Analysis Report Titles report file maintenance option on the GLMENU to display the Analysis Report Heading Screen (GL520S01). 

Determine Processing Mode

2.   This conversation supports two processing modes that determine the type of updating to be performed.  You will use enter mode to add heading and line description records. You will use review mode to change, delete, and review heading, column heading, and line description records and to delete reports.

The conversation begins with the heading screen displayed in enter mode, if the user is authorized to enter titles.  Press the Search key (F4) to display the Analysis Report Title File Search Screen in review mode.  (See step 6, Select Title Records for Review.)  This screen is displayed initially if the user is not authorized to enter titles. 

Add Heading Records

3.   To add a heading record, enter data  in the input fields on the heading screen, and press the Enter key.  If any data is invalid or if the specified record already exists on the file, an error message is displayed.  If the data is valid, the heading record is added to the file, and the heading screen is redisplayed in enter mode.  The report number entered on the previous screen is redisplayed on this screen. However, you should change this field if the record you are adding requires a different field value.  As long as you are adding heading records to the file, the heading screen continues to be displayed.  You can enter either 132 characters or 198 characters for the heading depending on whether the 132- or 198-character-wide format will be printed, as defined by entries made in category 025 in the Reference File.

Add Column Heading Records

4.   To add a column heading record, first press the Column Heading key (F8), from any valid screen.  This displays the Analysis Report Column Heading Screen (GL520S02).

Enter data in the input fields on the screen, and press the Enter key.  If any data is invalid or if the specified record already exists on the file, an error message is displayed.  If the data is valid, the column heading record is added to the file, and the column heading screen is redisplayed in enter mode.  The report number and report type you entered on the previous screen are redisplayed on this screen.  However, you should change these fields if the record you are adding requires different values.  As long as you are adding column heading records to the file, the column heading screen continues to be displayed.

Add Line Description Records

5.   To add a line description record, first press the Line Description key (F9) from any valid screen.  This displays the Analysis Report line description screen (GL520S03). 

Enter data in the input fields on the screen, and press the Enter key.  If any data is invalid or if the specified record already exists on the file, an error message is displayed.  If the data is valid, the line description record is added to the file, and the line description screen is redisplayed in enter mode.  The report, page, and line numbers entered on the previous screen are redisplayed on this screen.  However, you should change these fields if the record you are adding requires different values. As long as you are adding line description records to the file, the line description screen continues to be displayed. 

Select Title Records for Review

6.   To initiate review mode, press the Search key (F4) to display the Analysis Report Title File Search Screen (GL520S04).  This screen is used to retrieve existing report heading, column heading and line description records to change, delete, or review them. 

Enter data describing the record you want to review in the input fields on the search screen, and press the Enter key.  You can enter all search screen fields or a partial record-identifying key.  The report heading, column heading or line description screen for the specified record is displayed.

If a record matching the specified data is not found, the screen for the next subsequent record on the file is displayed.  If multiple records match the specified data, the screen for the first matching record on the file is displayed.  If you enter no data on the search screen and press the Enter key, the screen for the first record on the file is displayed. 

The Previous Rec key (F5) and the Next Rec key (F6) allow you to page backward and forward through the file to retrieve a specific record for review. 

Change Title Record

7.   To change a report heading, column heading, or line description record, press the Search key (F4)  to initiate review mode.  (See step 6, Select Title Records for Review.)  Then display the report heading, column heading or line description screen for that record in review mode.  Update data in the appropriate fields on the screen, and press the Enter key.  The data is validated, and, if it is valid, the updated record replaces the existing one on the file. 

After a record is changed, the next record on the file is displayed.

Delete Records or Reports

8.   To begin a delete transaction for a report heading, column heading or line description (See step 6, Select Title Records for Review.)  Then display the report heading column heading, or line description screen for that record.  Press the Delete Record key (F14).  A confirmation message appears on the screen.  To delete the record, press F14 again.  To cancel the delete record request, press any other valid command key or the Enter key. 

To begin a delete transaction for an entire analysis report, display a report heading, column heading, or line description record used on the report, and press the Delete Report key (F13).  A confirmation message appears on the screen.  To delete the report, press F13 again.  To cancel the delete report request, press any other valid command key or the Enter key. 

After a record or report is deleted, the next record on the file is displayed.

Mass Create Report Records

9.   To create new report records based on an existing set of report records, press the Mass Maintenance key (F19) from any valid screen.  This displays the Analysis Report Title File Mass Maintenance Screen (GL520S05). 

To create a new report that will duplicate an existing report, enter only the from and to report fields.

To create a new report that contains some of the report records from an existing report, again enter the from report and to report fields.  Then enter the range of records from the report to be duplicated.  To do this, enter the from and to page and line number field of the records to be duplicated on the from report line.

To duplicate the report records from an existing report line for a new report, again enter the from report and to report fields.  Then enter only the from page and line on the from report line.  If the created records will have a different page and line number, enter the from page and line number fields on the to report line.

After you enter the creation parameters, select the submit code.  This code determines when the new records are created.  When you set the submit code to Y and press the Enter key, a job is submitted to perform the mass creation processing.  The message "Mass maintenance request submitted" is displayed on a new mass maintenance screen.  The mass change job is held for later processing.  (See the Releasing Submitted Jobs topic for more information on job scheduling.)

When you set the submit code to N and press the Enter key, mass change processing is performed interactively.  The message "Mass maintenance in progress" is displayed.  The message "Maintenance request completed" is displayed after the mass creation processing is completed.

When a large number of report records are being created interactively, the terminal from which the mass creation request is entered may not be available for an extended period of time.  Also, interactive computer resources may be unduly taxed by this processing. 

Mass Change Report Records

10.  To change the report number for a set of report records, press the Mass Maintenance key (F19) from any valid screen.  This displays the Mass Maintenance Screen (GL520S05). 

Enter the number of the report to be changed in the from report number field and the new number to be assigned in the to report number field. 

After you enter the from and to report numbers, select the submit code.  This code determines when the requested changes will be made.  When you set the submit code to Y and press the Enter key, a job is submitted to perform the mass change processing.  The message "Mass maintenance request submitted" is displayed on a new mass maintenance screen.  The mass change job is held for later processing.  (See the Releasing Submitted Jobs topic for more information on job scheduling.)

When you set the submit code to N and press the Enter key, mass change processing is performed interactively.  The message "Mass maintenance in progress" is displayed.  The message "Maintenance request completed" is displayed after the mass change processing is completed.

When a large number of report records are changed interactively, the terminal from which the mass change request is entered may not be available for an extended period of time.  Also, interactive computer resources may be unduly taxed by this processing.

End Session

11.        To end the conversation and redisplay the GLMENU, press the Exit key (F3) on any conversation screen.