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

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

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

Page References

Incoming links Outgoing links
CHECKS AND DEPOSITS
CHECKS AND DEPOSITS

Version management

Difference between version and

At line 5 changed one line
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.\\
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.\\
At line 36 changed one line
Windward checks and deposits are produced in [{$applicationname}] via the report launch screen like all other reports. Since [UPSTUBCW] and [UPSTUBDW] are "Windward Only" functions, the Run Language defaults to "Windward Reports" and cannot be changed.\\ \\
Windward checks and deposits are produced in Personality via the report launch screen like all other reports. Since [UPSTUBCW] and [UPSTUBDW] are "Windward Only" functions, the Run Language defaults to "Windward Reports" and cannot be changed.\\ \\
At line 40 changed one line
#By using the default standard template provided with [{$applicationname}].\\The letter sized (8.5" x 11") templates are the system defaults.
#By using the default standard template provided with Personality.\\The letter sized (8.5" x 11") templates are the system defaults.
At line 45 changed one line
The [UPSTUBCW] and [UPSTUBDW] functions are defined within [{$applicationname}] on the existing [IMFN], [IMFD], [IMPM] and [IMLQ] forms.\\
The [UPSTUBCW] and [UPSTUBDW] functions are defined within Personality on the existing [IMFN], [IMFD], [IMPM] and [IMLQ] forms.\\
At line 61 changed one line
The query that is used to retrieve the list of disbursements that drive the check and deposit processes is defined on [IMLQ] under the names [IMPV_UPSTUBCW] and [IMPV_UPSTUBDW] respectively. This list is filtered based on the parameters entered on the launch screen. The list can be viewed prior to execution by using the View Report List button on the report launch screen.
The query that is used to retrieve the list of disbursements that drive the check and deposit processes is defined on [IMLQ] under the names IMPV_UPSTUBCW and IMPV_UPSTUBDW respectively. This list is filtered based on the parameters entered on the launch screen. The list can be viewed prior to execution by using the View Report List button on the report launch screen.
At line 65 changed one line
Check/deposit runs are launched through [{$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.
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.
At line 70 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 [{$applicationname}]; however, the Upload Template field is used specifically for Windward Reports.\\
Report run time details are supplied on the Report Options tab of the report launch form. This tab is divided into two sections - Processing Options and Report Scheduling. All of the information on this tab is standard throughout Personality; however, the Upload Template field is used specifically for Windward Reports.\\
At line 147 changed one line
#Taken from a graphics media file stored in [{$applicationname}] (like the logo)\\This is set up on [IPBA] for each bank account
#Taken from a graphics media file stored in Personality (like the logo)\\This is set up on [IPBA] for each bank account
At line 162 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 [{$applicationname}] release that was being used at the time of the run. This page can be suppressed by setting the functions PRINT FINAL PAGE preference to "N".
A final page is printed at the end of every check/deposit run that shows the parameters that were used during the run. It also provides the following totals - Total Forms Printed, Total Net Pay. There is a footer on the bottom of the page that show the name of the template, the template version date and the Personality release that was being used at the time of the run. This page can be suppressed by setting the functions PRINT FINAL PAGE preference to "N".
At line 181 changed one line
#*Pick the signature up dynamically from a graphics media file store in [{$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)
#*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)
At line 207 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 [{$applicationname}]
If clients insist on using totally different check / deposit formats, customized templates will have to be developed and new Java code will likely be needed. These will likely require new functions in Personality
At line 221 changed one line
;What version of [{$applicationname}] is required?:Build 4.05.01 or later.
;What version of Personality is required?:Build 4.05.01 or later.
This page (revision-9) was last changed on 08-Feb-2023 19:07 by Karen ParrottTop