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Mass Maintenance Processing
Mass Maintenance Processing
To simplify the maintenance of master files, reporting files, and processing specification files, mass maintenance capabilities are provided. The mass maintenance processing provided for each file will be described below. Refer to the Screens and Input Procedures sections of this manual, before attempting any mass maintenance.
1. Account/Center Master File. Mass maintenance can be performed to add, change, delete, deactivate, or reactivate multiple master file records with one request. The Account/Center Master File Mass Maintenance Modeling Screen is used to add multiple master file records. The chart below lists the valid types of mass creation and identifies the fields required for each process. Refer to the online help text for information about the fields not listed below.
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- - - - - - - - - - - - - - - - Duplicate- - - - - - - - - - - - - -
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Location
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Record
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Account for range of centers
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Center for range of accounts
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From
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Company/location
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R/R
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R/R
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R/R
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R/R
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From account/center
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b/b
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R/O
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R/R
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R/R
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To account/center
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b/b
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b/b
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R/R
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R/R
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To
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Company/location
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R/R
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R/R
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R/R
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R/R
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Account/center
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b/b
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O/O
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O/b
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b/O
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Sequence
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A
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A
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A
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C
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where R - required
O - optional
b - blank
A - Account
C - Center
The Account/Center Master File Mass Maintenance Change Screen is used to change, delete, reactivate, or deactivate multiple records. The process performed is determined by the transaction code entered. The requested transaction is attempted for all records in the location and record range entered. Note that the account and center ranges are processed separately if they are both entered. Consider the situation where the following ranges are entered:
from account: 1000 to account: 2000
from center: 200 to center: 201
A record will be changed if the account is in the range 1000-2000 OR the center is in the range 200-201, depending on the sequence method chosen for the mass maintenance. For example, record 3000/200 will be changed if the processing is performed in center sequence.
For delete, reactivate, and deactivate requests, the from and to fields on the bottom half of the screen should not be entered. For change requests, the from and to fields should be entered for the master file fields to be changed. Only master file records that have fields with values matching at least one from field value will be changed.
2. Budget Master File. The Budget Master File Mass Maintenance Screen is used to add, change, or delete multiple records. The process performed is determined by the transaction code entered. The requested transaction is attempted for all records in the location's budget for the range entered. The maintenance code determines which budgeting calculations to perform. For delete requests, the maintenance code should not be entered.
3. Financial Statement Title File. The Financial Statement Title File Mass Maintenance Screen is used to duplicate title file records or change a report number. The screen is divided into separate parts for each maintenance type. Only one type of maintenance can be requested at a time. Three types of duplication requests can be performed: duplicate a single record (to the same or a different report), duplicate a range of records to a new report, and duplicate an entire report to a new report. The fields in the duplicate portion of the screen can be grouped by function: from report ID, to report ID, from beginning record ID, from ending record ID, and to record ID. The chart below shows the valid field entries for each type of duplicate request.
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- - - - - - - - - - - -Duplicate - - - - - - - - - - -
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Record
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Range
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Report
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From report ID
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R
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R
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R
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From beginning record ID
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R
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R
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b
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From end record ID
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b
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R
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b
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To report ID
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R
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R
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R
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To record ID
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O
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b
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b
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where R = Required
O = Optional
b = blank
The change portion of the screen is used to change the report number of an existing report. This is done by entering the report to be changed in the from fields and entering the new report number in the to fields.
In financial reporting, the highest level report has a blank report ID. The mass maintenance screen will not accept a blank report ID. To use the highest level report as a basis for duplication or as the report changed to or from, use the special *B in the group field to mean blanks for the report ID.
4. Responsibility Report Title File. The Responsibility Report Title File Mass Maintenance Screen is used to duplicate title file records or change a report number. The screen is divided into separate parts for each maintenance type. Only one type of maintenance can be requested at a time. Three types of duplication requests can be performed: duplicate a single record (to the same or a different report), duplicate a range of records to a new report, and duplicate an entire report to a new report. The fields in the duplicate portion of the screen can be grouped by function: from report ID, to report ID, from beginning report ID, from ending record ID, and to record ID. The following chart shows the valid field entries for each type of duplicate request.
- - - - - - - - - - - - - - - - Duplicate - - - - - - - - - - - -
Record Range Report
From report ID R R R
From beginning record ID R R b
From end record ID b R b
To report ID R R R
To record ID O b b
where R = Required
O = Optional
b = blank
The change portion of the screen is used to change field values on a range of records. The fields in the change portion of the screen can be grouped by function: change report ID, change beginning record ID, change ending record ID, and change from/to values. The chart below shows the valid field entries for the valid change requests listed.
---------------- Change ---------------
Report Range
Change report ID R R
Change beginning record ID b R
Change end record ID b R
Change from/to values A A
where R = Required
A = At least one from/to combination
b = blank
5. Analysis Report Title File. The Analysis Report Title File Mass Maintenance Screen is used to duplicate title file records or change a report number. The screen is divided into separate parts for each maintenance type. Only one type of maintenance can be requested at a time. Three types of duplication requests can be performed: duplicate a single record (to the same or a different report), duplicate a range of records to a new report, and duplicate an entire report to a new report. The fields in the duplicate portion of the screen can be grouped by function: from report ID, to report ID, from beginning record ID, from ending record ID, and to record ID. The following chart shows the valid field entries for each type of duplicate request.
- - - - - - - - - - - - - Duplicate - - - - - - - - - - - -
Record Range Report
From report ID R R R
From beginning record ID R R b
From end record ID b R b
To report ID R R R
To record ID O b b
where R = Required
O = Optional
b = blank
The change portion of the screen is used to change the report number of an existing report. This is done by entering the old report number in the from fields and the new report number in the to fields.
6. Analysis Report Specification File. The Analysis Report Specification File Mass Maintenance Screen is used to duplicate title file records or change a report number. The screen is divided into separate parts for each maintenance type. Only one type of maintenance can be requested at a time. Four types of duplication requests can be performed: duplicate a single record to the same report or a new report, duplicate a single cell to multiple cells, duplicate a range of records to a new report, and duplicate an entire report to a new report. The fields in the duplicate portion of the screen can be grouped by function: from report ID, to report ID, from beginning record ID, from ending record ID, and to beginning record ID. The following chart shows the valid field entries for each type of duplicate request.
- - - - - - - - - - - - - - - - - Duplicate - - - - - - - - - - - - - - - - -
Record Single cell Range of Report
to range of record to
cells another
report
From report ID R R R R
From beginning record ID R R R b
From end record ID b R b
To report ID R R R R
To beginning report ID O R b b
To end record ID b R b b
where R = Required
O = Optional
b = blank
The change portion of the screen is used to change field values on a range of records. The fields in the change portion of the screen can be grouped by function: change report ID, change beginning record ID, change ending record ID and change from/to values. The following chart shows the valid field entries for the valid change requests listed.
-------------- Change ----------------
Report Range
Change report ID R R
Change beginning record ID b R
Change end record ID b R
Change from/to values A A
where R = Required
A = At least one from/to combination
b = blank
7. Allocation Specification File. The Allocation Specification File Mass Maintenance Screen is used to duplicate title file records or change a report number. The screen is divided into separate parts for each maintenance type. Only one type of maintenance can be requested at a time. Three types of duplication requests can be performed: duplicate a single record (to the same or a different report), duplicate a range of records to a new allocation, and duplicate an entire allocation to a new allocation. The fields in the duplicate portion of the screen can be grouped by function: from allocation ID, to allocation ID, from beginning record ID, from ending record ID, and to record ID. The chart below shows the valid field entries for each type of duplicate request.
- - - - - - - - - - - - -- - Duplicate - - - - - - - - - - - - - -
Record Range Allocation
From allocation ID R R R
From beginning record ID R R b
From end record ID b R b
To allocation ID R R R
To record ID O b b
where R = Required
O = Optional
b = blank
The change portion of the screen is used to change field values of a range of records. The fields in the change portion of the screen can be grouped by function: change report ID, change beginning record ID, change ending record ID, and change from/to values. The following chart shows the valid field entries for the valid change requests listed.
----------------------- Change --------------------
Report Range
Change report ID R R
Change beginning record ID b R
Change end record ID b R
Change from/to values A A
where R = Required
A = At least one from/to combination
b = blank