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finance:utilities:extractmacm

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finance:utilities:extractmacm [2020/07/24 15:15] – emorenofinance:utilities:extractmacm [2022/10/03 20:41] (current) – emoreno
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 //**Finance > Utilities > Extract MACM**// //**Finance > Utilities > Extract MACM**//
  
-<WRAP round intro>This program 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.+<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.
  
  
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 ====Create a MACM extract:==== ====Create a MACM extract:====
  
-Under **Finance**:+VCV Under **Finance**:
  
  
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 ^Breakdown by Organization| Select to display the report by organization. By default, the field is not selected.| ^Breakdown by Organization| Select to display the report by organization. By default, the field is not selected.|
  
-Under **Fund/Yrs Available**: 
  
-VCV Select the funds to extract. If a fund/year is available, it is displayed in the left side of the page under **Fund/Yrs Available**. The right side of the page displays the funds/years selected for extract. At least one fund/year account is required to perform an extract. +VCV Under **Fund/Yrs Available**, select the checkbox next to the fund/yr(s) to be moved to the **Fund/Yrs To Extract** column. 
-  * Click the row of the desired fund/year to highlight it. + 
-  * Use the following buttons to include or exclude an entry or entries from the extract:+VCV Use the following buttons to move the selected fund/years to the right side of the page.  
 + 
  
 {{page>general:fourarrowbuttons}} {{page>general:fourarrowbuttons}}
  
  
-Once all entries have been selected for extract, click **Execute**. When the processing is complete, the General Ledger Revenue and Expense Report is displayed.+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.]]
  
-[[general:printreport|Review the report.]]+  * Click **Process** to accept and save the extract.
  
-VCV Click **Process** to accept and save the extract. A message is displayed indicating that the Finance file was created successfully. Click **OK**.+<div indent> A message is displayed indicating that the Finance file was created successfully. Click **OK**. 
 +</div>
  
-VCV Click **Cancel** to discard the extract and return to the Extract MACM page. A message is displayed indicating that the process was canceled, and no Finance file was created. Click **OK**.+  * Click **Cancel** to discard the extract and return to the Extract MACM page. 
  
-Under **Human Resources**:+<div indent> A message is displayed indicating that the process was canceled, and no Finance file was created. Click **OK**. 
 +</div>
  
-Because the data from each district 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.+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. **Note**:  If your LEA has multiple pay frequencies, all pay frequencies are extracted. Be sure to consider the appropriate beginning and ending pay dates.
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 VCV Click **Retrieve**. The list of available funds is based on the dates entered in the **Begin Date** and **End Date** fields. VCV Click **Retrieve**. The list of available funds is based on the dates entered in the **Begin Date** and **End Date** fields.
  
-Under **Fund/Yrs Available**:+VCV Under **Fund/Yrs Available**:
  
   * The list of available funds is based on the dates entered in the **Begin Date** and **End Date** fields.   * The list of available funds is based on the dates entered in the **Begin Date** and **End Date** fields.
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   * Once all entries have been selected for extract, click **Execute**.   * Once all entries have been selected for extract, click **Execute**.
  
-When the processing is complete, the MACM Salary Benefit Report is displayed.+When the processing is complete, the MACM Salary Benefit Report is displayed. [[general:printreport|Review the report.]]
  
-[[general:printreport|Review the report.]]+  * Click **Process** to accept and save the extract. 
  
-VCV Click **Process** to accept and save the extract. A message is displayed indicating that the HRS file was created. Click **OK**.+<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. 
  
-VCV Click **Cancel** to discard the extract and return to the Extract MACM page. A message is displayed indicating that the process was canceled and no HRS file was created. Click **OK**.+<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.1595603713.txt.gz · Last modified: 2020/07/24 10:15 (external edit)

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