Pension Set Up#

The set up for the pension module consists of six different parts. They consist of components, tables, categories, plans, accounts and transactions.

• Pension Components
  • Define Pension Components (IXPC)
  • Print Pension Component (RXPC)
• Pension Tables
  • Define Pension Tables (IXPT)
  • Load Pension Tables (UXPTL)
  • Print Pension Tables (RXPT)
• Payment Categories
  • Define Pension Payments Categories (IXPCT)
• Pension Plans
  • Define Pension Plans (IXPN)
  • Define Pension Options (IXPO)
• Pension Accounts
  • Define Pension Accounts (IXPA)
  • Print Pension Accounts (RXPA)
• Maintain Pension Account Statuses (IXST)

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Pension Information#

Personality allows you to provide and maintain pension information such as pension activities, evaluations and recipients.

• Pension Information
  • Pension Activity
  • Define Pension Activities (IXAC)
  • Print Pension Activity (RXAC)
• Pension Evaluations
  • Maintain Pension Evaluations (IXPE)
  • Generate Pension Evaluations (UXPE)
  • Print Pension Evaluation (RXPE)
• Pension Recipients
  • Define Pension Recipients (IXPR)
  • Print Recipient Payments (RXPP)

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Mail Merge#

The Application may be set up for mail merge so that letters may be generated for the pension recipients.

• Using Access With Mail Merge
  • How To Set Up ODBC
  • Test The ODBC Connection
• Create An Access Database
  • Create Mail Merge
  • Adding Text And Data To The Merge Document

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Notes #

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