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finance:utilities:extractmacm

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finance:utilities:extractmacm [2017/08/07 16:57] – emorenofinance:utilities:extractmacm [2022/10/03 20:41] (current) – emoreno
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 <div #message></div> <div #message></div>
  
-//**Breadcrumbs > Breadcrumbs**//+//**Finance > Utilities > Extract MACM**//
  
-<WRAP round intro>Include the short page introduction here.</WRAP>+<WRAP round intro>This utility creates the quarterly Finance and Human Resources reports required by the Texas Department of Human Services for reimbursement of medical case management and Medicaid outreach activity expenses. Users can create an individual Finance or Human Resources extract or both extracts at the same time. The reports are saved in an Excel format for quarterly submittal to the Texas Department of Human Services.
  
  
-====Modify a record:====+**Note**:  At this time, all extracts have been in accordance with the Houston Consortium specifications, but can be used as a tool for any other consortium. 
 +</WRAP>
  
-++++Select a student | {{page>general:select_a_student&inline}} ++++  /*Inline folded include*/ 
  
 +====Create a MACM extract:====
  
-^ Field                                        ^ Description   ^  /*Table with two rows*/ +VCV Under **Finance**:
-^Campus ID|++|{{page>general:campus_id}}++|  /*Folded include*/ +
-^ Pass/Fail|{{page>general:pass_fail}}|      /*Include, not folded*/+
  
-Click **Save**.<WRAP box>**NOTE:</WRAP>  
  
 +^Current File ID|Displays the current file ID to which you are logged on (e.g., C).|
 +^Current Acct Periods|Type an accounting period, or click {{:images:dropdown.gif|Drop-down Arrow}} to select an accounting period (e.g., 1-12). You can either leave blank or enter up to three accounting periods from the current file ID. At least one accounting period under Current or Previous is required to perform an extract. MACM reporting does not follow the normal CYTD quarter process (e.g., the MACM first quarter would be July/August/September, the MACM second quarter would be October/November/December, etc.).|
 +^Previous File ID|Displays the previous file ID to which you are logged on (e.g., 3).|
 +^Previous Acct Periods|Type an accounting period, or click {{:images:dropdown.gif|Drop-down Arrow}} to select an accounting period (e.g., 1-12). Users can either leave blank or enter up to three accounting periods from the previous file ID. At least one accounting period under Current or Previous is required to perform an extract. MACM reporting does not follow the normal CYTD quarter process (e.g., the MACM first quarter would be July/August/September, the MACM second quarter would be October/November/December, etc.).|
 +^Breakdown by Organization| Select to display the report by organization. By default, the field is not selected.|
  
-====Other functions and features:==== 
  
-^{{:tsds:images:trash_delete.gif|}} | ++ Delete a row.|{{page>general:delete_a_row}}++|  /*Table row with text link*/ +VCV Under **Fund/Yrs Available**, select the checkbox next to the fund/yr(s) to be moved to the **Fund/Yrs To Extract** column.
  
 +VCV Use the following buttons to move the selected fund/years to the right side of the page. 
  
 +
 +
 +{{page>general:fourarrowbuttons}}
 +
 +
 +VCV Once all entries have been selected for extract, click **Execute**. 
 +
 +When the processing is complete, the General Ledger Revenue and Expense Report is displayed. [[general:printreport|Review the report.]]
 +
 +  * Click **Process** to accept and save the extract.
 +
 +<div indent> A message is displayed indicating that the Finance file was created successfully. Click **OK**.
 +</div>
 +
 +  * Click **Cancel** to discard the extract and return to the Extract MACM page. 
 +
 +<div indent> A message is displayed indicating that the process was canceled, and no Finance file was created. Click **OK**.
 +</div>
 +
 +VCV Under **Human Resources**, since each LEA's data varies to such a high degree, all MACM requirements related to staff cannot be extracted in one simple download. Job codes vary from district to district in a user-generated table; therefore, the time study participants extracted should be modified to include only those eligible to participate.
 +
 +**Note**:  If your LEA has multiple pay frequencies, all pay frequencies are extracted. Be sure to consider the appropriate beginning and ending pay dates.
 +
 +^Begin Date|Type the first pay date of the first month to start the extract. This is a required field.|
 +^End Date|Type the last pay date of the last month to end the extract. This is a required field.|
 +
 +VCV Click **Retrieve**. The list of available funds is based on the dates entered in the **Begin Date** and **End Date** fields.
 +
 +VCV Under **Fund/Yrs Available**:
 +
 +  * The list of available funds is based on the dates entered in the **Begin Date** and **End Date** fields.
 +  * Select the funds to extract as previously described.
 +  * Once all entries have been selected for extract, click **Execute**.
 +
 +When the processing is complete, the MACM Salary Benefit Report is displayed. [[general:printreport|Review the report.]]
 +
 +  * Click **Process** to accept and save the extract. 
 +
 +<div indent>A message is displayed indicating that the HRS file was created. Click **OK**.
 +</div>
 +\\
 +  * Click **Cancel** to discard the extract and return to the Extract MACM page. 
 +
 +<div indent> A message is displayed indicating that the process was canceled and no HRS file was created. Click **OK**.
 +</div>
  
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finance/utilities/extractmacm.1502125045.txt.gz · Last modified: 2017/08/07 11:57 (external edit)

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