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 Date | Optional, LOV Available, DATE |
| Report M/End Date | Optional, LOV Available, DATE |
| Pay Calendar | Optional, Text |
| Sort Method | Optional, LOV Available |
| Create File | Optional, LOV available, <YES/NO> The report may be run without creating an interface file (normally for testing purposes). |
| Directory Name | Optional, 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 Name | Optional, Text Enter the name of the file that will be created in the interface directory specified. |
| Include Exception | Optional, LOV available, <YES/NO> |
| Exception Level | Mandatory, Match, Multiple selections, LOV available. This field defines the exception level (report messages) required. |
| 415 Amount Elem | Optional, LOV Available |
| 457 Amount Elem | Optional, LOV Available |
| 457 C/Up Amt Elem | Optional, LOV Available |
| 401(a) ER Amt Elem | Optional, LOV Available |
| 401(k) EE Amt Elem | Optional, LOV Available |
| 403(b) Amount Elem | Optional, LOV Available |
| 403(b) EE Amt Elem | Optional, LOV Available |
| 403(b) ER Amt Elem | Optional, LOV Available |
| 403(b) C/Up Amt Elem | Optional, LOV Available |
| Report Filters | |
|---|---|
| Person List Code | Optional, Multiple selection and LOV available This field limits the report to the specified people lists. |
| Person | Optional, Multiple selection and LOV available This field limits the report to the specified people code. |
