RPFRS

FLORIDA RETIREMENT REPORT#

Processing Information#

The output for this report is an Excel spreadsheet.

Setup#

A benefit plan must be setup with:
PLAN TYPE=FRS
Components = BC0360, BC0361, BC0363 & BC0368

Report Parameters & Filters#

Report Parameters
As of DateOptional, LOV Available, DATE
Report M/End DateOptional, LOV Available, DATE
Pay CalendarOptional, Text
Sort MethodOptional, LOV Available
Create FileOptional, LOV available, <YES/NO>
The report may be run without creating an interface file (normally for testing purposes).
Directory NameOptional, Text
Must be a directory on the server for which the current user (as signed onto the client’s network) has write capability. For example, the entry ‘C:\TEMP’ accesses the ‘TEMP’ directory on the server, not the local directory for the computer terminal being used.
File NameOptional, Text
Enter the name of the file that will be created in the interface directory specified.
Include ExceptionOptional, LOV available, <YES/NO>
Exception LevelMandatory, Match, Multiple selections, LOV available.
This field defines the exception level (report messages) required.
415 Amount ElemOptional, LOV Available
457 Amount ElemOptional, LOV Available
457 C/Up Amt ElemOptional, LOV Available
401(a) ER Amt ElemOptional, LOV Available
401(k) EE Amt ElemOptional, LOV Available
403(b) Amount ElemOptional, LOV Available
403(b) EE Amt ElemOptional, LOV Available
403(b) ER Amt ElemOptional, LOV Available
403(b) C/Up Amt ElemOptional, LOV Available

Report Filters
Person List CodeOptional, Multiple selection and LOV available
This field limits the report to the specified people lists.
PersonOptional, Multiple selection and LOV available
This field limits the report to the specified people code.

Notes #

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