This page (revision-9) was last changed on 08-Feb-2023 19:07 by Karen Parrott

This page was created on 26-Nov-2021 10:22 by kparrott

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Version Date Modified Size Author Changes ... Change note
9 08-Feb-2023 19:07 28 KB Karen Parrott to previous
8 26-Nov-2021 10:22 28 KB Meg McFarland to previous | to last
7 26-Nov-2021 10:22 28 KB khiggs to previous | to last
6 26-Nov-2021 10:22 28 KB eyeung to previous | to last
5 26-Nov-2021 10:22 28 KB eyeung to previous | to last
4 26-Nov-2021 10:22 28 KB eyeung to previous | to last
3 26-Nov-2021 10:22 27 KB eyeung to previous | to last
2 26-Nov-2021 10:22 27 KB kparrott to previous | to last
1 26-Nov-2021 10:22 27 KB kparrott to last

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CHECKS AND DEPOSITS
CHECKS AND DEPOSITS

Version management

Difference between version and

At line 5 changed one line
In Personality, the checks and deposits have been redeveloped using Windward Reports. Report templates have been prepared using Microsoft Word and .docx formatted files. These report templates make extensive use of Windward tags for accessing data and applying logic and rely heavily on Word styles and formatting for presentation. The checks and deposits are launched from Personality in the traditional way with appropriate run time parameters. At run time, the chosen data is merged with the report template to produce output in PDF form.\\
In [{$applicationname}], the checks and deposits have been redeveloped using Windward Reports. Report templates have been prepared using Microsoft Word and .docx formatted files. These report templates make extensive use of Windward tags for accessing data and applying logic and rely heavily on Word styles and formatting for presentation. The checks and deposits are launched from [{$applicationname}] in the traditional way with appropriate run time parameters. At run time, the chosen data is merged with the report template to produce output in PDF form.\\
At line 13 changed 3 lines
|UPSTUBCW-8X11.docx|One Page, Letter size (8.5" x 11") check - .25" margins (system default template)
|UPSTUBCW-8X11_CT.docx|One Page, Letter size (8.5" x 11") check - .25" margins (with Check portion at the top section of the stub page)
|UPSTUBCW-8X14.docx|One Page, Legal size (8.5" x 14") check - .625" margins for self mailers
|UPSTUBCW-8X11.docx|Letter size (8.5" x 11") check - .25" margins (system default template)
|UPSTUBCW-8X11_CT.docx|Letter size (8.5" x 11") check - .25" margins (with Check portion at the top section of the stub page)
|UPSTUBCW-8X14.docx|Legal size (8.5" x 14") check - .625" margins for self mailers
At line 17 changed 2 lines
|UPSTUBDW-8X11.docx|One Page, Letter size (8.5" x 11") check - .25" margins (system default template)
|UPSTUBDW-8X14.docx|One Page, Legal size (8.5" x 14") check - .625" margins for self mailers
|UPSTUBDW-8X11.docx|Letter size (8.5" x 11") check - .25" margins (system default template)
|UPSTUBDW-8X14.docx|Legal size (8.5" x 14") check - .625" margins for self mailers
At line 24 removed 2 lines
The size of the check/deposit slip logo is 79x79 bytes
At line 38 changed one line
Windward checks and deposits are produced in Personality via the report launch screen like all other reports. Since [UPSTUBCW] and [UPSTUBDW] are "Windward Only" functions, the Run Language defaults to "Windward Reports" and cannot be changed.\\ \\
Windward checks and deposits are produced in [{$applicationname}] via the report launch screen like all other reports. Since [UPSTUBCW] and [UPSTUBDW] are "Windward Only" functions, the Run Language defaults to "Windward Reports" and cannot be changed.\\ \\
At line 42 changed one line
#By using the default standard template provided with Personality.\\The letter sized (8.5" x 11") templates are the system defaults.
#By using the default standard template provided with [{$applicationname}].\\The letter sized (8.5" x 11") templates are the system defaults.
At line 47 changed one line
The [UPSTUBCW] and [UPSTUBDW] functions are defined within Personality on the existing [IMFN], [IMFD], [IMPM] and [IMLQ] forms.\\
The [UPSTUBCW] and [UPSTUBDW] functions are defined within [{$applicationname}] on the existing [IMFN], [IMFD], [IMPM] and [IMLQ] forms.\\
At line 63 changed one line
The query that is used to retrieve the list of disbursements that drive the check and deposit processes is defined on [IMLQ] under the names IMPV_UPSTUBCW and IMPV_UPSTUBDW respectively. This list is filtered based on the parameters entered on the launch screen. The list can be viewed prior to execution by using the View Report List button on the report launch screen.
The query that is used to retrieve the list of disbursements that drive the check and deposit processes is defined on [IMLQ] under the names [IMPV_UPSTUBCW] and [IMPV_UPSTUBDW] respectively. This list is filtered based on the parameters entered on the launch screen. The list can be viewed prior to execution by using the View Report List button on the report launch screen.
At line 67 changed one line
Check/deposit runs are launched through Personality using a report launch form. At launch time, you must supply the run time parameters and identify which template to use. Check/deposit runs may also be scheduled.
Check/deposit runs are launched through [{$applicationname}] using a report launch form. At launch time, you must supply the run time parameters and identify which template to use. Check/deposit runs may also be scheduled.
At line 72 changed one line
Report run time details are supplied on the Report Options tab of the report launch form. This tab is divided into two sections - Processing Options and Report Scheduling. All of the information on this tab is standard throughout Personality; however, the Upload Template field is used specifically for Windward Reports.\\
Report run time details are supplied on the Report Options tab of the report launch form. This tab is divided into two sections - Processing Options and Report Scheduling. All of the information on this tab is standard throughout [{$applicationname}]; however, the Upload Template field is used specifically for Windward Reports.\\
At line 100 changed one line
;Earnings (default is 14 lines):The Earnings section shows all PCs that have current and/or year-to-date values that are defined in the [IPPR] Earnings element and are not in the Z_STUB_ADD_EARN element. The PCs are listed in element sequence order. Associated time PCs and rates are also shown. The associated Time PC is defined on [IPPC] for the earnings component.\\ \\It is possible that multiple lines show for the same PC with different rates. In that case, the year-to-date values are printed only once. If there are more PCs than will fit in the section, the additional PCs are accumulated and shown on the last line under Other Earnings.\\ \\You can turn off the detailed rates by turning off the flag “Detailed Pay Stub” on the [IPPR] screen.\\ \\The 'Earnings' section on the Disbursements may not be presented properly when there are more than one 'input' pay component that generates to the same 'output' earnings Pay Component. These situations can be consolidated into a single earnings line for that Pay Component by following the [UPDISB_FORCE_BALANCE|UPDISB_FORCE_BALANCE] setup.
;Earnings (default is 14 lines):The Earnings section shows all PCs that have current and/or year-to-date values that are defined in the [IPPR] Earnings element and are not in the Z_STUB_ADD_EARN element. The PCs are listed in element sequence order. Associated time PCs and rates are also shown. The associated Time PC is defined on [IPPC] for the earnings component.\\ \\It is possible that multiple lines show for the same PC with different rates. In that case, the year-to-date values are printed only once. If there are more PCs than will fit in the section, the additional PCs are accumulated and shown on the last line under Other Earnings.\\ \\You can turn off the detailed rates by turning off the flag “Detailed Pay Stub” on the [IPPR] screen.
At line 114 changed one line
;Tax Filing Information:The Tax Filing Information section shows specific employee pay rule details for Federal and State/Provincial filings. The content of this section varies depending on whether the country is CAN or USA. The country comes from the jurisdiction identified on the pay headers that make up this check / deposit. \\ \\The Tax Filing Information is based on the IPRLU/IPRLUS table as of Pay Period End Date.
;Tax Filing Information:The Tax Filing Information section shows specific employee pay rule details for Federal and State/Provincial filings. The content of this section varies depending on whether the country is CAN or USA. The country comes from the jurisdiction identified on the pay headers that make up this check / deposit.
At line 116 removed one line
At line 150 changed one line
#Taken from a graphics media file stored in Personality (like the logo)\\This is set up on [IPBA] for each bank account
#Taken from a graphics media file stored in [{$applicationname}] (like the logo)\\This is set up on [IPBA] for each bank account
At line 165 changed one line
A final page is printed at the end of every check/deposit run that shows the parameters that were used during the run. It also provides the following totals - Total Forms Printed, Total Net Pay. There is a footer on the bottom of the page that show the name of the template, the template version date and the Personality release that was being used at the time of the run. This page can be suppressed by setting the functions PRINT FINAL PAGE preference to "N".
A final page is printed at the end of every check/deposit run that shows the parameters that were used during the run. It also provides the following totals - Total Forms Printed, Total Net Pay. There is a footer on the bottom of the page that show the name of the template, the template version date and the [{$applicationname}] release that was being used at the time of the run. This page can be suppressed by setting the functions PRINT FINAL PAGE preference to "N".
At line 174 changed 6 lines
#*P2K_SPPGMICR_GENERIC.sql
#Make sure that the EARNING, DEDUCTION, and BENEFIT elements are specified on [IPPR]. (In special situations where client does not want all PCs inside the IPPR defined elements to be listed on the stub, the following elements may be setup to achieve such a purpose, however, a customized stub program will be required).
#*Z_STUB_EARN_PCS - PCs to be listed in the Earnings section (these PCs must be a subset of the PCs defined in IPPR Earning element)
#*Z_STUB_TAXES_PCS - PCs to be listed in the Taxes Withheld section (these PCs must be a subset of the PCs defined in IPPR Deduction element)
#*Z_STUB_DEDN_PCS - PCs to be listed in the Other Deductions section (these PCs must be a subset of the PCs defined in IPPR Deduction element)
#*Z_STUB_BENE_PCS - PCs to be listed in the Benefits section (these PCs must be a subset of the PCs defined in IPPR Benefit element)
#*P2K_SPPGMICR_WW.sql
#Make sure that the EARNING, DEDUCTION, and BENEFIT elements are specified on [IPPR].
At line 188 changed one line
#*Pick the signature up dynamically from a graphics media file store in Personality (like the logo).\\To do this, create a "SIGNATURE" media type on [IMEC]. Add two new form items (PBA.SIGNATURE and PBA.SIGNATURE_FILE) with prompts to the [IPBA] screen BANK_INFO tab through [IMFD]. In [IPBA], upload the signature font into the new "Signature" field. Open the check RTF and replace the word "Signature" with the following tag:\\<wr:out select="/Data/PCH/PBA_ID/SIGNATURE_FILE" type="BITMAP" nickname="Signature" />\\(FUTURE - waiting for technology)
#*Pick the signature up dynamically from a graphics media file store in [{$applicationname}] (like the logo).\\To do this, create a "SIGNATURE" media type on [IMEC]. Add two new form items (PBA.SIGNATURE and PBA.SIGNATURE_FILE) with prompts to the [IPBA] screen BANK_INFO tab through [IMFD]. In [IPBA], upload the signature font into the new "Signature" field. Open the check RTF and replace the word "Signature" with the following tag:\\<wr:out select="/Data/PCH/PBA_ID/SIGNATURE_FILE" type="BITMAP" nickname="Signature" />\\(FUTURE - waiting for technology)
At line 214 changed one line
If clients insist on using totally different check / deposit formats, customized templates will have to be developed and new Java code will likely be needed. These will likely require new functions in Personality
If clients insist on using totally different check / deposit formats, customized templates will have to be developed and new Java code will likely be needed. These will likely require new functions in [{$applicationname}]
At line 228 changed one line
;What version of Personality is required?:Build 4.05.01 or later.
;What version of [{$applicationname}] is required?:Build 4.05.01 or later.
This page (revision-9) was last changed on 08-Feb-2023 19:07 by Karen ParrottTop