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

Update Analysis Report Specifications

 

To update or review the cell and extract specifications used on analysis reports, perform the following procedures.  Analysis cell specification and extract specification records can be added, changed, deleted, mass maintained and reviewed, and the records for an entire report can be deleted using this conversation.

Select Function

1.   Enter the Analysis Report Specifications report file maintenance option on the GLMENU to display the Analysis Report Cell Definition Screen (GL500S01).

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 cell specification and extract specification records.  You will use review mode to change, delete, and review cell specification and extract specification records and to delete reports.

The conversation begins with the cell definition screen displayed in enter mode if the user is authorized to enter titles.  Press the Search key (F4) to display the Analysis Report Specification File Search Screen in review mode.  (See step 5, Select Extract Specification Records for Review.)  This screen is displayed initially if the user is not authorized to enter titles.

Add Cell Specification Records

3.   To add a cell specification record, enter data in the input fields on the cell definition 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 cell specification record is added to the file, and the cell definition 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 value.  As long as you are adding cell specification records to the file, the cell definition screen continues to be displayed.

Add Extract Specification Records

4.   To add an extract specification record, first press the Extract Definition key (F8) from any valid screen.  This will display the Analysis Report Extract Definition Screen (GL500S02).

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 extract specification record is added to the file, and the extract definition 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 value.  As long as you are adding extract specification records, the extract definition screen continues to be displayed.

Select Extract Specification Records for Review

5.   To initiate review mode, press the Search key (F4) to display the search screen.  This screen is used to retrieve existing cell specification and extract specification 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 cell definition screen or extract definition 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 Extract Specification Record

6.   To change a cell specification or extract specification record, press the Search key (F4) to initiate review mode.  (See step 5, Select Extract Specification Records for Review.)  Then display the cell definition screen or extract definition 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

7.   To begin a delete transaction for a cell specification or extract specification record, press the Search key (F4) to initiate review mode.  (See step 5, Select Extract Specification Records for Review.)  Then display the cell definition screen or extract definition screen for that record in review mode.  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 cell specification or extract specification 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 Specification Records

8.   To create new specification records based on an existing set of report records, press the Mass Maintenance key (F19) from any valid screen.  This displays the Analysis Report Specification File Mass Maintenance Screen (GL500S04).

To create specifications for 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 specification records from an existing report, again enter the from 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, line, column, and sequence number fields of the records to be duplicated on the from report line.

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

To duplicate one report specification record multiple times, enter the from and to report fields, the from page, and line on the from report line, and the from and to page, line, column and sequence number on the to report line.

To duplicate a range of extract specifications for one cell, enter the from and to report fields, the from and to page, line, column and sequence on the from report line and the from and to page, line and column 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 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 Specification Records

9.   To change cell and extract specification fields for a set of report records, press the Mass Maintenance key (F19) from any valid screen.  This displays the mass maintenance screen.

Enter the report number and the to and from range parameters for the specification records to be changed.  Enter the exact field values to be changed in the from parameter fields and the new values for those fields in the to fields.

After you enter the change parameters, 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

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