PRINT PENSION ACCOUNTS#
Report Processing#
The Print Pension Accounts (RXPA) screen allows you to print a detailed listing of the pension accounts. This function generates the report as an Excel spreadsheet.Report Parameters & Filters#
| Report Parameters | |
|---|---|
| Account Status Type | Optional, LOV Available. The report may be run for a particular account status, if left null the report will be run for all account statuses. |
| PN CODE One | Optional, LOV Available. The report can be limited to the PN Component identified in this field |
| PN CODE Two | Optional, LOV Available. The report can be limited to the PN Component identified in this field |
| PN CODE Three | Optional, LOV Available. The report can be limited to the PN Component identified in this field |
| PN CODE Four | Optional, LOV Available. The report can be limited to the PN Component identified in this field |
| PN CODE Five | Optional, LOV Available. The report can be limited to the PN Component identified in this field |
| PN CODE Six | Optional, LOV Available. The report can be limited to the PN Component identified in this field |
| Re-evaluate Basic Option | Optional, LOV Available. This parameter enables users the option of re-evaluating all members again if they have already been evaluated. |
| Include Recipients | Optional, LOV Available. Should the report include details on the pension recipients? |
| Recipient Category | Optional, LOV Available. This field allows you to restrict the report to the recipient category(s) identified. |
| As Of Date | Mandatory, Date, LOV Available. This field allows you to identify the date from which the information for the report will be gathered. |
| Exception Level | Mandatory, Match, Multiple Selections, LOV Available. This field defines the exception level (report messages) required. |
| Report Filters | |
|---|---|
| Pension Plan | Mandatory, Multiple Selections, LOV Available. This field identifies the pension plan(s) the report is being produced form. |
| Pension Account | Mandatory, Multiple Selections, LOV Available. You may identify the pension accounts they wish to be produced on this report. |
| Account Status Code | Mandatory, Multiple Selections, LOV Available. This field allows you to limit the report to the account status code(s) identified. |
| Department | Mandatory, Match, Multiple Selections, LOV Available. The report can be limited to the department(s) identified in this field. |
| Authorization | Mandatory, Match, Multiple Selections, LOV Available. The report can be limited to the authorization level(s) identified in this field. |
| Location | Mandatory, Match, Multiple Selections, LOV Available. The report can be limited to the location(s) identified in this field. |
| Unit | Mandatory, Match, Multiple Selections, LOV Available. The report can be limited to the unit(s) identified in this field. |
| Group | Mandatory, Match, Multiple Selections, LOV Available. The report can be limited to the group(s) identified in this field. |
| Employment Status | Mandatory, Match, Multiple Selections, LOV Available. The report can be limited to the employment status(es) identified in this field. |
Notes #
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