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positionmanagement:utilities:createforecastpositions

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positionmanagement:utilities:createforecastpositions [2020/08/14 15:20] – emorenopositionmanagement:utilities:createforecastpositions [2022/02/25 19:54] (current) – emoreno
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 <div #message></div> <div #message></div>
  
-//**Position Management > Utilities > PMIS > Create Forecast Positions**//+//**Position Management > Utilities > Create Forecast Positions**//
  
 <WRAP round intro>This utility allows the user to create new forecast position records based on existing position records. <WRAP round intro>This utility allows the user to create new forecast position records based on existing position records.
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 ====Create forecast positions:==== ====Create forecast positions:====
  
-Create forecast positions using the following options:+VCV Use the following options to create forecast positions:
  
 <WRAP Box>  <WRAP Box> 
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   * **Move Supplement Max Payments to Supplement Remaining Payments**   * **Move Supplement Max Payments to Supplement Remaining Payments**
    
-Click **Execute** to process the records.+VCV Click **Execute** to execute the process.
  
 <WRAP box>  <WRAP box> 
 **Notes**: **Notes**:
- +  * All positions and supplement positions are processed through the forecast conversion tables in order to create the new forecast position records with the associated distributions.   
-All positions and supplement positions are processed through the forecast conversion tables in order to create the new forecast position records with the associated distributions.   +   * If the **Recalculate** field is selected for a supplement position, and the position is not based on a regular position, the table amount for the extra duty is applied to the position record. If the **Recalculate** field is not selected, the salary amount in the supplement position is not changed.  
-  +  * The school year value for the new position records is based on the value displayed in the **Next Year** field on the District Administration > Options > PMIS District Options page. 
-If the **Recalculate** field is selected for a supplement position, and the position is not based on a regular position, the table amount for the extra duty is applied to the position record. If the **Recalculate** field is not selected, the salary amount in the supplement position is not changed.  +  * If the salary concept is different in the current and next year job tables, positions with that job are not processed.  
-  +  * A warning message is displayed if a first pay date/calendar code, or an extra duty code does not exist for a position in the forecast conversion tables; however, the forecast position record will still be created for the position. 
-The school year value for the new position records is based on the value displayed in the **Next Year** field on the District Administration > Options > PMIS District Options page. +  * A warning message is displayed if an employee has two or more regular positions that exceed 100% of the day and the LEA does not have the **Ignore % of Day** field selected on those positions. This warning does not apply to supplement positions.
-  +
-If the salary concept is different in the current and next year job tables, positions with that job are not processed. +
-  +
-A warning message is displayed if a first pay date/calendar code, or an extra duty code does not exist for a position in the forecast conversion tables; however, the forecast position record will still be created for the position.+
 </WRAP> </WRAP>
    
-Under Processing Reports, the following reports are available:+VCV Under Processing Reports, the following reports are available:
    
   * Error Listing   * Error Listing
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-Select a report:+VCV Select a report:
  
   * Select the check box next to the individual report name.   * Select the check box next to the individual report name.
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   * Click **Unselect All** to clear all selections so that no reports are selected.   * Click **Unselect All** to clear all selections so that no reports are selected.
    
-Click **Generate Reports**. The system displays the first report selected.+VCV Click **Generate Reports**. The system displays the first report selected. [[general:printreport|Review the report.]]
  
-[[general:printreport|Review the report.]] +VCV Click **Continue** to view the next report. Or, click **Return** to return to the reports selection page.
- +
-Click **Continue** to view the next report or click **Return** to return to the reports selection page.+
    
-Click **Process** to process the records. +VCV Click **Process** to proceed. You are prompted to create a [[general:pmis_backup|backup]].
- +
-[[general:pmis_backup|Create a backup.]]+
  
-Click **Cancel** to return to the Create Forecast Positions page without creating any forecast positions.+VCV Click **Cancel** to return to the Create Forecast Positions page without creating any forecast positions.
  
-{{indexmenu_n>65}}+{{indexmenu_n>70}}
  
  
positionmanagement/utilities/createforecastpositions.1597418438.txt.gz · Last modified: 2020/08/14 10:20 (external edit)

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