PIEManual

CICS: Reports and Transaction ID’s

The University of Akron

Learning Technologies Office of VP/CIO

Contact Training Services

330.972.6391 [email protected]

Version 2004.06.29

mailto:[email protected]

CICS: Reports and Transactions The University of Akron

TABLE OF CONTENTS

BACKGROUND ............................................................................................................... 4 WHAT IS PIE.................................................................................................................... 4 WHY IS PIE GOING AWAY ................................................................................................ 4

LESSON 1: LOGGING IN TO CICS ............................................................................. 5

LESSON 2: LOGGING OFF OF CICS.......................................................................... 7

LESSON 3: RUNNING REPORTS ................................................................................ 8 SUBMITTING REPORTS ..................................................................................................... 8 VIEWING REPORTS........................................................................................................... 9 NAVIGATING THROUGH THE REPORT ............................................................................. 11 PRINTING/PURGING THE REPORT ................................................................................... 12 PART A: ACCOUNTING REPORTS.................................................................................... 13 PART B: ACCOUNTS PAYABLE REPORTS........................................................................ 15 PART C: ACCOUNTS RECEIVABLE REPORTS................................................................... 16 PART D: BENEFITS REPORTS.......................................................................................... 17 PART E: BUDGET REPORTS ............................................................................................ 17 PART F: CHEMICAL STORES REPORTS............................................................................ 18 PART G: CENTRAL STORES INVENTORY REPORTS ......................................................... 19 PART H: DEGREE AUDIT REPORTS................................................................................. 20 PART I: DAILY RECEIPTS REPORTS ................................................................................ 21 PART J: ELECTRONIC SYSTEMS REPORT......................................................................... 22 PART K: FINANCIAL AID REPORTS................................................................................. 23 PART L: GL1 REPORTS .................................................................................................. 24 PART M: GRADUATE SCHOOL REPORTS......................................................................... 25 PART N: HOUSING SYSTEM REPORTS............................................................................. 26 PART O: INSTITUTIONAL ADVANCEMENT REPORTS....................................................... 27 PART P: COMPUTER CENTER INVENTORY REPORTS....................................................... 29 PART Q: JOB ACCOUNTING REPORTS............................................................................. 30 PART R: LABOR REPORTS .............................................................................................. 31 PART S: NEOUCOM TIMECARD REPORTS ................................................................... 32 PART T: PEOPLESOFT REPORTS ..................................................................................... 33 PART U: PAYROLL REPORTS .......................................................................................... 34 PART V: PROPERTY ACCOUNTING REPORTS .................................................................. 37 PART W: PURCHASING REPORTS.................................................................................... 38 PART X: RECORDS REPORTS .......................................................................................... 40 PART Y: SPEECH AND HEARING REPORTS...................................................................... 40 PART Z: TELEPHONE SERVICES REPORTS....................................................................... 41 PART AA: WORK ORDER SYSTEM REPORTS.................................................................. 42

LESSON 4: TRANSACTIONS...................................................................................... 43 PART A: ACCOUNT ATTRIBUTE TRANSACTION.............................................................. 44

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PART B: ACCOUNTS PAYABLE TRANSACTIONS.............................................................. 44 PART C: ADMISSIONS TRANSACTIONS ........................................................................... 44 PART D: ADVANCEMENT TRANSACTIONS...................................................................... 45 PART E: BENEFITS TRANSACTIONS ................................................................................ 46 PART F: CASHIER TRANSACTIONS.................................................................................. 46 PART G: CHEMICAL STORES TRANSACTIONS................................................................. 46 PART H: COMPUTER CENTER TRANSACTIONS................................................................ 46 PART I: DEGREE AUDIT TRANSACTIONS ........................................................................ 46 PART J: DEVELOPMENT TRANSACTIONS ........................................................................ 47 PART K: ELECTRONIC SYSTEMS TRANSACTIONS ........................................................... 47 PART L: FEE BILLING AND RECEIVABLES TRANSACTIONS............................................. 47 PART M: FINANCIAL AID TRANSACTIONS...................................................................... 47 PART N: GRADES TRANSACTIONS.................................................................................. 48 PART O: GUARANTEED STUDENT LOAN TRANSACTIONS ............................................... 48 PART P: JOB ACCOUNTING TRANSACTIONS ................................................................... 48 PART Q: ONLINE VIEWING OF REPORTS TRANSACTION (CA-VIEW).............................. 48 PART R: PAYROLL TRANSACTIONS ................................................................................ 49 PART S: PERSONNEL TRANSACTIONS............................................................................. 49 PART T: PHYSICAL PLANT ............................................................................................. 49 PART U: PROBLEM TRACKING TRANSACTIONS.............................................................. 50 PART V: PROPERTY ACCOUNTING TRANSACTIONS ........................................................ 50 PART W: PURCHASING TRANSACTIONS ......................................................................... 50 PART X: RC1 TRANSACTIONS........................................................................................ 51 PART Y: REGISTRATION TRANSACTIONS ....................................................................... 51 PART Z: STUDENT RECORDS TRANSACTIONS................................................................. 52 PART AA: SPEECH AND HEARING TRANSACTIONS......................................................... 52 PART AB: TELECOMMUNICATIONS TRANSACTIONS....................................................... 52

LESSON 5: MODEL 204 SUBSYSTEMS.................................................................... 53

M204 SUBSYSTEMS LISTING.......................................................................................... 54

APPENDIX A – REPORT MENUS.............................................................................. 55

ACCOUNTING REPORTS.................................................................................................. 55 ACCOUNTS PAYABLE REPORTS...................................................................................... 58 ACCOUNTS RECEIVABLE REPORTS................................................................................. 60 BENEFITS REPORTS........................................................................................................ 61 CHEMICAL STORES REPORTS ......................................................................................... 63 CENTRAL STORES INVENTORY REPORTS........................................................................ 65 DEGREE AUDIT REPORTS............................................................................................... 66 DEGREE AUDIT REPORTS............................................................................................... 67 DAILY RECEIPTS REPORTS............................................................................................. 68 ELECTRONIC SYSTEMS REPORTS.................................................................................... 69 FINANCIAL AID REPORTS............................................................................................... 71 GL1 REPORTS................................................................................................................ 73 GRADUATE SCHOOL REPORTS ....................................................................................... 74

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HOUSING SYSTEM REPORTS........................................................................................... 75 INSTITUTIONAL ADVANCEMENT REPORTS ..................................................................... 77 COMPUTER CENTER INVENTORY REPORTS .................................................................... 79 JOB ACCOUNTING REPORTS ........................................................................................... 81 LABOR REPORTS ............................................................................................................ 82 NEOUCOM TIME CARD REPORTS................................................................................ 83 PEOPLESOFT REPORTS ................................................................................................... 84 PAYROLL REPORTS ........................................................................................................ 85 PROPERTY ACCOUNTING REPORTS ................................................................................ 89 PURCHASING REPORTS................................................................................................... 91 RECORDS REPORTS ........................................................................................................ 94 TELEPHONE SERVICES REPORTS .................................................................................... 95 WORK ORDER SYSTEM REPORTS ................................................................................... 96

APPENDIX B .................................................................................................................. 98

ASSIGNING THE CLEAR KEY .......................................................................................... 98

APPENDIX C – ERROR MESSAGES....................................................................... 101

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Background What is PIE PIE is a menu system that is utilized by MVS/CICS. This menu system makes it very easy for the end user to select a report or a transaction simply by entering the number of the menu item that corresponds to the report or transaction they wish to run. This eliminates the need to know the transaction id or the report id. Why is PIE going away In October 2003 there was an exorbitant price increase from IBM to continue the use of PIE. In addition, the usage of the CICS system continues to diminish. Therefore, it is not economically feasible to continue the use of the PIE menu system. The removal of PIE will not affect the reports or transactions that are currently being run – no functionality will be lost. The only difference is that the report or transaction ID must be entered since their will no longer be a menu option from which to choose.

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Lesson 1: Logging in to CICS

1. Select CICS (option 3) from the main menu.

2. A FERPA screen will appear. By logging into the system you agree to abide by

the FERPA policies and will be bound to uphold the privacy agreement. The initial screen will look similar to the following:

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3. To login – enter the following information:

Userid = CICS id Password = your password

Press ENTER.

*Note: If you need to change your password enter your existing password and enter your new password in the New Password field.

4. You will need to clear the screen. Clearing the screen is accomplished by

clicking on the clear icon from the menu bar. You may also assign a key as the clear key. If you wish to do this, please refer to Appendix B in this manual for instructions on assigning the Clear key.

Note: Assigning the Clear key is optional – you can simply use the Clear icon if you prefer.

5. You are now signed in to the system. Refer to the following sections in this manual for specific instructions on running a report or a transaction.

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Lesson 2: Logging Off of CICS Enter the following command to log off of CICS:

7

CESF Logoff

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Lesson 3: Running Reports Submitting Reports In order to run a report you must know the Report ID. A listing of all report ID’s is contained in this manual for your reference. In order to aid in finding a report, the report ID’s are arranged by system. The first column, menu number, refers to the menu number for this report that appeared under the old menu system. For example, if you knew that the report you always ran was number “2” off the Accounts Payable Report system – you can see that this is “AP1R2340 - Prev. Yr. P.O. Adjust. By Budg. Pool” with a report ID of AP1U0020. The Notes column is for any comments you may have. In addition, you can refer to Appendix A for screen shots from each of the reporting menus. This will be helpful if you are unsure of which report you ran but can remember which screen it was on. To run a report, type the following:

Where rep

To aid you in determining which ID toAlways use the blue report id when suDegree Audit Report refer to the Degrlocate the report name (Degree Audit DE1U0010. To run the report you wo TSUB DE1U0010


TSUB report id

ort ID = the id of the report

use, the report id appears in blue in this manual. bmitting the report. For example, to run the ee Audit Reports (Part G on Page 20) listing and Print) and then find the associated report id – uld type in the following:

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Viewing Reports Once you have submitted a report, it will be placed in a “queue” to run. Keep in mind that your report may not run immediately. In order to see the status of the report you will need to type the following:

SYSD JOB report ID

Where report ID = the id of the report

For example, to view report AP1U0020 you would type the following: SYSD JOB AP1U0020

NOTE: The SYSD report Id will NOT be the same as the TSUB report id for the following reports: Chemical Stores, Central Stores, and Computer Center Inventory Details can be found on the report pages for each of these specific areas.

Repeatedly press the ENTER key to refresh your screen. Once the status (STA) is PPU your report (job) is done executing and you can display the output. The following codes may appear in the Status (STA) column:

Z**/Y**= Job is executing H = Job is in hold status W = Job is waiting to execute PPU = Job is ready to print

Your screen will look similar to the following when the report is running:

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Your screen will look similar to the following once the report has run:

Note: The status of PPU identifies the job as having completed. To display your output type the following over the word JOB:

Wh

In the example above, we wouldSYSD SPLDSP J00807


SYSD SPLDSP Jnnnnn

ere Jnnnnn = the job number

type the following:

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Navigating through the Report View the output to make sure the job ran successfully. On the first page of the report you should see a “Normal End-of-Job” message. The following function keys will enable you to navigate through the report:

F7 = scroll backward F8 = scroll forward F10 = scroll left F11 = scroll right

Sample view of a report:

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Printing/Purging the Report To print the report enter the following:

Wh

Note: Be sure to erase the data fo On some occasions, it may be enprint it. If this is the case, you w(delete) the report enter the follow

Wh

You will be prompted that the job

Clear your screen by using the C


SYSD SPLRTE Jnnnnn


llowing the job number using the delete key.

ough to view the report online and there is no need to ill want to purge (delete) the report output. To purge

ing:

SYSD SPLPRG Jnnnnn


is purged from the system.

lear icon .

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Part A: Accounting Reports Navigation: Main, AB, 7 Menu Item

Description Report ID Notes

1 PR3R3001 - Annuities By Employee Name PR3U1410

2 PR3R3002 - Annuities By Employee SSN PR3U1420

3 Financial Aid For Non Residents FA2U0A70 4 Grad Assistant Subcode Report FD2U0080 5 Taxable Graduate Remission FD2U0090 6 Non-Grad Assistant Remissions GL1U0020 7 Dictionary List GL1U0030 8 Report Description File List GL1U0040 9 M204 Transaction Activity List GL1U0060

10 Account Numbers List GL1U0070 11 Execute Easytrieve To Paper GL1U0080 12 Execute Easytrieve GL1U0085 13 Attribute Association List GL1U0130 14 Chart Of Accounts GL1U0150 15 Nine Digit Detail GL1U0170 16 Nine Digit Fund Summary GL1U0180 17 Six Digit Fund Summary GL1U0190 18 Subcode Analysis GL1U0200 19 Revenues And Expenses GL1U0230 20 Comparative Operation Summary GL1U0240 21 Unrestricted Fund Summary GL1U0250 22 Budget Statement GL1U0260 23 Bank Account Report GL1U0270 24 MTD Transaction Sheet GL1U0310 25 YTD Transaction Selection GL1U0320 26 Previous MTD Transaction Select GL1U0340 27 Balance Sheet GL1U0370 28 Account Control Audit List GL1U0390 29 Financial Statement GL1U0400

30 Budget Summary By Expenditure Function GL1U0420

31 Pell Grant Reconciliation GL1U0450

32 Generate Report W/O Carriage Control GL1U0460

33 Credit Accounts Receivable GL1U0470

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14

Menu Item


34 Medical Converge Reports GL1U0480 35 Distribution Xref GL1U0500 36 Combined Am090/Am091 GL1U0510 37 Year End Journal Summary GL1U0520 38 Medical Coverage Choice Dollars GL1U0530 39 Potential 1099 Recipients GL1U1099



Part B: Accounts Payable Reports Navigation: Main, AP, 12 Menu Item


1 AP1R1340 - Prev. Yr. P.O. Adjust. By Acct. AP1U0010

2 AP1R2340 - Prev. Yr. P.O. Adjust. By Budg.Pool AP1U0020

3 AP1R3340 - Prev. Yr. P.O. By P.O. AP1U0030

4 AP1R4340 - Prev. Yr. P.O. By Account AP1U0050

5

PU2R1300 - Purchase Orders For New Fiscal Year PU2R1495 - Payments Against Po's For Next Fiscal Year AP1U0060

6 AP1RX180 - Payments To Vendors AP1U0180

7 AP1R1185 - Checks To Selected Po's/Vendors AP1U0185

8 AP1R1380 - Equipment Rental Payments AP1U0380

9 AP1R1390 - Prev. Yr. Disb./Fiscal Yr. 19XX- 19XX AP1U0390

10 AP1R1391 - Prev. Yr. Disb./Fiscal Yr. 19XX- 19XX AP1U0391

(CHECK # SEQ.)

11 AP1R1400 - Prev. Yr. Disb./Blanket Orders AP1U0400

12 AP1R1410 - Letter Of Credit Disbursements AP1U0410

13 AP1R1450 - Transaction Hist. List Per P.O.# AP1U0450

14 AP1R1780 - Payments To Minority Vendors AP1U0780

15 AP1R1790 - 1099 Payments By Subcode AP1U0790

16 AP1R8138 - Payments Of Selected Subcodes AP1U0800

17 Labels – Print Account Number Labels AP1U0810

18 AP1R8145 – History of Payments to Vendors AP1U0820

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Part C: Accounts Receivable Reports Navigation: Main, AR, 18 Menu Item


1 Subcode Listing (FDD220) FD2U0040

2 IPP Outstanding Balances (FD2R1290) FD2U0160

3 IPP Tally By Term (FD2R1280) FD2U0170 4 Account Audit Report (FD2R1200) FD2U0210

10 Speech & Hearing Accounts (FD2P9031) FD2U0250

11 Loan Transactions From 1986 To Date For an Account (RC1R90) RC1U0010

12 Aged Receivables by FAS Account (FDR870) FD2U0130

14 Perkins/Nursing Loan Report (FA2R0001) FA2U1790

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Part D: Benefits Reports Navigation: Main, HR, 4,4 Menu Item


1 Insurance Errors BN1U0010 2 Enrollment Print BN1U0020 3 Insurance Labels BN1U0030

4 Employees W/Prior No Current Enrollment BN1U0040

5 Calendar Year LI > $50,000 BN1U0050 6 LI Reduction Memo BN1U0060

7 Retirees Inputed Inc. Of LI > $50,000 Memo BN1U0070

8 Retiree LI Update Memo BN1U0080 9 Benefit Plan Data BN1U0090

10 EFAP Register BN1U0100 11 Benefits Census BN1U0110 12 University Provided Life Insurance BN1U0120 13 Birthday/Service List BN1U0130 14 Employee List BN1U0140 15 Department List Of Employees BN1U0150 16 Long Term Disability (LTD) BN1U0160

17 Detail Medical Coverage RPTS & Files BN1U0170

18 Medical Coverage Reports BN1U0180 19 Status Change Labels BN1U0190 20 Life INS Differences BN1U0200

Part E: Budget Reports Menu Item


Unallocated Salaries List BP1U0020 Position Control Reporting PE1U3230

GL1RX474 – Account/Responsible Person XREF BP1U0030

BP1R5160 – Distribution Reference XREF BP1U0040

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Part F: Chemical Stores Reports Navigation: Main, CH, 7 Menu Item

Description TSUB Report ID

Notes

1 IN1R1210 - Stock Activity Report IN3U0010 2 IN1R1220 - Stock Issue Register IN3U0020 3 IN1R1230 - Stock Receipt Register IN3U0030 4 IN1R1240 - Stock Directory Report IN3U0040 5 IN1R1250 - Stock Cross Reference IN3U0050

6 IN1R1260 - Departmental Usage Report IN3U0060

7 IN1R1270 - Stock Reorder Report IN3U0070 8 IN1R1075 - Inventory Purge Report IN3U0075 9 IN1R1280 - Usage Analysis Report IN3U0080

10

IN1R1360 - Matched Receipts IN1R2360 - Unmatched Receipts IN3U0090

11

IN1R1290 - Stock Summary Report IN1R2290 - Stock Summary Totals Report IN3U0100

12 IN1R1350 - Audit Analysis Report IN3U0130

13 IN1R1390 - Catalog Information Report IN3U0180

14 IN1R1310 - Inventory Labels IN3U0200

15 IN1R1061 - Month End Balance Reprint Rpt. IN3U0210

NOTE: For each of the above report ID’s you will use the Report ID listed when entering the TSUB command. For example, to run report IN3U0030 you would type: TSUB IN3U0030 However, you will replace the “IN3” part of the report id with “IN1” when entering the SYSD command to view the report output. For example, to view the outupt for IN3U0030 you would type: SYSD IN1U0030

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Part G: Central Stores Inventory Reports Navigation: Main, PU, 13 Menu Item

Description TSUB Report ID

Notes




10


11


12 IN1R1350 - Audit Analysis Report IN2U0130 13 IN1R1310 - Inventory Labels IN2U0200



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Part H: Degree Audit Reports Navigation: Main, DA,3 Menu Item


D1 Print Degree Audits DE1U0010 D2 Requirements Listing DE1U0020 D3 Academic Programs Listing DE1U0030 D4 Course Cross-Reference DE1U0040 D5 Requirement Cross-Reference DE1U0050 D6 Dars For New Student Orientation DE17P090 D7 Master INST REF (DARS) DE19P020 D8 Master INST REF (DEPT) DE19P02B

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Part I: Daily Receipts Reports Navigation: Main, CA, 14 Menu Item


1 YTD Detail Receipts (DR2R1180, DR2R2180) DR2U0010

2 MTD Receipts To ACCT. (DR2R1190, DR2R2190) DR2U0030

3 YTD Receipts To ACCT. (DR2R1190, DR2R2190) DR2U0050

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Part J: Electronic Systems Report Navigation: Main, ES, 7 Menu Item





10 IN1R1360 - Matched Receipts IN1U0090 IN1R2360 - Unmatched Receipts

11 IN1R1290 - Stock Summary Report IN1U0100

In1r2290 - Stock Summary Totals Report

12 In1r1350 - Audit Analysis Report IN1U0130 13 IN1R1310 - Inventory Labels IN1U0200


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Part K: Financial Aid Reports Navigation: Main, FA, 10 Menu Item


3 Students Failing All Courses FA2U1010 4 Fund Summary W/ Disbursement FA2U1350 5 Detail Fund Summary (Date Range) FA2U1360 6 Detail Fund Summary (All) FA2U1370 7 Detail Fund Summary (No Disb) FA2U1380 8 Scholarship Information List FA2U1390

21 Aud: Students With Pell Grants FA2U1710 23 12th Grade Prof Scholarships FA2U1740 24 Submit Any Easytrieve Program FA2U2000 25 Submit With Labels FA2U2005

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Part L: GL1 Reports Navigation: Main, PV Menu Item


1 Subcode Summary GL1U0490

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Part M: Graduate School Reports Navigation: Main, GR, 2 Menu Item


1 Contracts By Soc/Name FR1U0010 2 Contracts By Acad/Admn Area FR1U0020 3 Contracts By Ledger FR1U0030 4 List And Labels FR1U0040 5 Tuition And Fees Applied FR1U0050 6 Tuition And Fees Invoiced FR1U0060 7 Flagged Graduate Contracts FR1U0070 8 Graduate Assistant Survey FR1U0080

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Part N: Housing System Reports Navigation: Main, HS, 7 Menu Item


1 RH2R1090 Contracts On File RH2U1020

2 RH2R1100,RH2R2100 Active/Canc Contracts RH2U1030

3 RH2R1210,RH2R2210,RH2R3210 Room/Space Rpts RH2U1040

4 RH2R1250-RH2R4250 Statistical Reports RH2U1070

5 RH2R1260 Mailing Labels RH2U1080

6 RH2R1270 Transaction History Select RH2U1090

7 RH2R1320 Alpha Download Report RH2U1100 8 RH2R1330 Name/Address Extract RH2U1110 9 RH2R1040 Daily Statistics Report RH2U1130

10

RH2R1380,RH2R2380 Special Preference Rpts Housing, Current Registration But No Current Housing RH2U1140

11 RH2R1431 At&T Solicit For Dorm Stdnts-Tape RH2U1170

12 RH2R0001 Residents By Hall-Alphabetic RH2U1200

13 RH2R1510 Freshmen with Campus Housing Required

RH2U1210

14 RH2R1200 Lock Shop, Student Housing List

RH2U1045

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Part O: Institutional Advancement Reports Navigation: Main, IA, RP Menu Item


1 General Report DV1U0041 2 Pledge Bills DV1U0210 3 Print Current Receipts DV1U0300 4 Reprint Receipts From History DV1U0312

5 Reprint Corporate Match From History DV1U0313

6 Private Support By Donor Allocation DV1U0380

7 Cumulative Gift And Grant Income DV1U0381

8 Payroll Deduction Distribution Report DV1U0720

9 Profile Request IA1U0020 10 Yesterday's Audit Listing IA1U0030 11 Tracers IA1U0050 12 Today's Audit Listing IA1U0060 13 SSN Tracing Report IA1U0070 14 Label Report IA1U0080 15 Labels By Index (IC) IA1U0090 16 Tracking Report IA1U0110 17 Planned Giving Report IA1U0120 18 Birthday Report IA1U0130 19 NETO Corporate Match Report IA1U0140 20 NETO Individual Match Report IA1U0150 21 Box Seat Newsletter Labels IA1U0160 22 End-Of-Month Reports IA1U0170 23 Account Report IA1U0180 24 CBA Unpaid Pledges Report IA1U0190 25 Labels For Polymer IA1U0200 26 Akron Rubber Group IA1U0210 27 Bierce Library Newsletter IA1U0220 28 Log Payments Report IA1U0230 29 Log Control Totals IA1U0240 30 CBA Career Connection IA1U6000 24 CBA Unpaid Pledges Report IA1U0190 25 Labels For Polymer IA1U0200 26 Akron Rubber Group IA1U0210 27 Bierce Library Newsletter IA1U0220

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28 Log Payments Report IA1U0230 29 Log Control Totals IA1U0240 30 CBA Career Connection IA1U6000

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Part P: Computer Center Inventory Reports Navigation: Main, IN, 9 Menu Item

Description Report ID for TSUB

Notes




10


11


12 IN1R1350 - Audit Analysis Report IN4U0130 13 IN1R1310 - Inventory Labels IN4U0200



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Part Q: Job Accounting Reports Navigation: Main, JA, 2, 4, 5 Menu Item


1 Monthly Project Status Report JA3U0060

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Part R: Labor Reports Navigation: PH,11 Menu Item


1 Labor Activity Report PH3U0010 2 Labor Totals Report PH3U0020 3 Labor Attendance Report PH3U0050 4 Labor Overtime Report PH3U0060 5 Labor Purge Select PH3U0075

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Part S: NEOUCOM TimeCard Reports Navigation: Main, NT, 2 Menu Item


1 NEO TRF Validation Report (P0090) HR2U1010

2 NEO Update Activity List (P1050) HR2U1020

3 NEO Timecard Preliminary Edit(P0065,P0070) HR2U1030

4 NEO Timecard Final Edit (P0065,P0070) HR2U1035

5 HEI AM File Create HR1U1010 6 HEI FD File Create HR1U1020 7 HEI FF File Create HR1U1030

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Part T: PeopleSoft Reports Navigation: Main, HR, 7 Menu Item


1 Mailing Labels HR1U0010

8 Acad. Activity/Registration Comparison HR1U0100

9 Position Management Reports HR1U0600 10 Annual Fac/CP Salary Reports HR1U0610 11 Annual Fac/CP Salary To View HR1U0615 12 Annual Fac/CP Fee Remission Cost HR1U0620 13 Annual Fac/CP Salary Freeze HR1U0630 14 HEI AM File Create HR1U1010 15 HEI FD File Create HR1U1020 16 HEI FF File Create HR1U1030

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Part U: Payroll Reports Navigation: Main, HR, 2, 11 Menu Item


1 PR3R1C60 Staff Sick Leave/Vac. Liab. As Of XX/XX/XX (DISK) PR3U1010

2 Same Last Name, First Init. From Pdf Disk PR3U1020

3

PR3R1D50 Remissions W2 Data List. By Empl.Name PR3R2D50 Remissions W2 Data List. By Stdt.Name PR3R3D50 Remissions W2 Data Summary List. By Term/Year PR3U1050

4 PR3R1D80 W2 Additional Non-Cash Ben. List. PR3U1060

5

PE1R1J70 Res/Term/Ret/Dec From XX/XX/XX --XX/XX/XX And New Hires As Of XX/XX/XX PR3U1070

6

PR3R1H20 Detail List Of Regular And Cwsp Student Asst. By Race And Sex PR3R2H20 Summary Rpt. Of Reg/CWSP Student Assistants by race and sex PR3U1080

7 PR3R2H30 Student Asst./CWSP By Hourly Rate Summary Rpt. PR3U1090

8 Requested Reports PR3U1110

9

PR3R1H50 U OF A School District Codes PR3R2H50 Ohio School District Codes PR3R3H50 Ohio School District Name PR3U1120

10 PR3R1B30 Student Asst. Registration Report PR3U1130

11 LABELS Print Departmental Labels PR3U1140

12 LABELS Print Bank's Mailing Labels PR3U1150

13 LABELS Print Bank's Information Labels PR3U1160

14 Social Security Number Cross Ref-- PR3U1170

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35

Menu Item


Table GJ PR3R1I40 Current/New Social Security Number Sequence PR3R2I40 Previous/Old Soc. Security Number Sequence PR3R3I40 Name At Time Of Social Security Number Change Seq. PR3R4140 Curr. Name From Sel. System, Name At Soc. Ch. Seq.

15

School District Code Equal To Zeroes PR3R1I35 Final Totals PR3R2I35 SDIT Equal To Zeroes -- Dept Name Sequence PR3R3I35 SDIT Equal To Zeroes -- Employee Name Sequence LABELS Printed In Department And/Or Empl Name Sequence PR3U1180

16 PR3R0J50 List The Contents Of The SSN Del.File PR3U1190

17 PR3R0J60 List The Contents Of The SSN Chg.File PR3U1200

18

PR3R00H1-XH130 W2 Trial Balance Errors PR3R01B1-XB131 Medicare Tax W2 Trial Bal. Errors PR3R11G1-XG131 Ohio School District Income Tax W2 Trial Balance Errors PR3U1210

19 PR3R1360 non-resident aliens who may be Tax Treaty Exempt PR3U1320

20 PR3R1A90 List Of Tax Treaty File PR3U1330

21 PR3R1020 Expiring 8233 Form Notif. Letters PR3U1350

22 Labels For 10425 Recipients PR3U1360

23 PR3R1D85 Non Resident Alien - Tuition PR3U1370

24 PR3R0930 Year To Date Deduction Code List PR3U1380

25 PR3R1220 Empl. Claiming Fit Exempt Status PR3U1390

26 PR3R1570 Earning Account Activity Online PR3U1430



36

Menu Item


27 PR3R0001-P0055 Monthly Ohio New Hire Rpt PR3U1440

28 PR3R1380-P0380 Journal File Correction RPT PR3U1450

29 PR3R1750 U Of A STRS Report PR3U1460 30 PR3R1750 NEOUCOM STRS Report PR3U1470



Part V: Property Accounting Reports Navigation: Main, PC, 6 Menu Item


1 Inventory By Tag, Bldg., Dept. PC1U0010 2 Inventory By Mfg's Serial PC1U0020 3 Inventory By Property Name PC1U0030 4 Property Items Over $999.99 PC1U0040 5 Inventory By Account PC1U0050

6 Property Purchased Within Date Range PC1U0060

7 OBR Instructional Inventory PC1U0070

8 OBR Inventory With Cost Over $100,000 PC1U0080

9 OBR Computer Center Inventory PC1U0090

10 Equipment Replacement Cost Projection PC1U0100

11 Equipment Replacement Review PC1U0110 12 Table 10 Location Codes PC1U0120

13 Equip. Replacement By Tag, Bldg., Dept. PC1U0130

14 Transaction Activity Register PC1U0140 15 Easytrieve Request PC1U9010 16 Easytrieve Request To File PC1U9015 17 Easytrieve Request Using Pu1 Vendor PC1U9020 18 Easytrieve Request From Tran. File PC1U9030

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Part W: Purchasing Reports Navigation: Main, PU, 12 Menu Item


1 Activity Register PU2U0010 2 Purchase Order Register By P.O. PU2U0020 3 Purchase Order Register By Account PU2U0030 4 P.O.'S From $10,000 To $75,000 PU2U0040 5 P.O.'S Printed Within Date Range PU2U0050 6 P.O.'S Over 90 Days PU2U0060 7 P.O. Counts By Dollar Range PU2U0070 8 Minority Vendor Report (PU2 Files) PU2U0080 9 Contract Report PU2U0090

10 Invoice Amount > Ordered Amount PU2U0100 11 Open Blanket P.O.'S By Vendor PU2U0110 12 Open Blanket P.O.'S By Buyer PU2U0115 13 Open Blanket P.O.'S By Account PU2U0120 14 P.O.'S Printed List PU2U0130

15 Frequency Distribution Of Req. Proc. Time PU2U0140

16 Frequency Distribution Of Inv. Proc. Time PU2U0150

17 Count Of Invoices Not Approved PU2U0160

18 Payments Against P.O.'S For New Year PU2U0170

19 Minority Status Reports (PU2 Files) PU2U0180 20 Vendor Follow-Up Letters PU2U0210 21 International Insurance Payments PU2U0230 22 Selected Purged Data PU2U0240 23 Operator Entry Stats PU2U0250 24 Po's Over $10,000 - $75,000 PU2U0260 25 Minority Vendors Report PU2U0270 26 AP1RX180 Payments To Vendors AP1U0180

27 AP1RX180 Payments To Vendors - Ftp Files AP1U0181

28 AP1R1185 Checks To Selected Po's/Vendors AP1U0185

29 PU1R1640 Vendor Addr By Vendor# - Ftp File AP1U0190

30 AP1R1780 Payments To Minority Vendors AP1U0780

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39

Menu Item


31 AP1R8138 Payments Of Sel. Subcodes W/No PO Number AP1U0800



Part X: Records Reports Navigation: Main, SI, 9 Menu Item


G2 Transcript/Certification Activity GR2U0020 Part Y: Speech and Hearing Reports Navigation: Main, SH, 5 Menu Item


5 Director’s Report SA1U0040 6 Certification Report SA1U0170 7 Client Visits List SA1U0250 8 Therapist Hours – Speech Pathology SA1U0260 9 Therapist Hours – Audiology SA1U0265 0 Billing Report SA1U0300 1 Billing Labels SA1R0310 2 Statistical Summaries SA1U0320 3 Client Reminder Labels/Report SA1R0330 4 Supervisor Hours Report SA1U0340

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Part Z: Telephone Services Reports Navigation: Main, TS, 2 Menu Item


1

TB1R1030 Mast. File By Br, Dept, Ph Lines TB1R2030 Master File By Phone Lines TB1R3030 Mast. File By Acct Code, Ph Lines TB1R4030 Mast. File Inactive Ph Lines TB1U0010

2 TB1R9910 Monthly Local Calls/Selected Ext. TB1U0020

3 TB1R9915 Monthly Long Dist. Calls For Selected Ext. TB1U0030

4 TB1R9920 YTD Local Calls For Selected Ext. TB1U0040

5 TB1R9925 YTD Long Dist. Calls For Selected Ext. TB1U0050

6 TB1R9920 YTD Local Calls For Selected Ext. Previous Fiscal Year TB1U0060

7 TB1R9925 YTD Long Dist. Calls For Selected Ext. TB1U0070

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Part AA: Work Order System Reports Navigation: Main, PH, 12 Menu Item


1 PH4R1210 Work Order Activity Report PH4U0010

2 PH4R1220 Work Order Status Report PH4U0020 3 PH4R1230 Work Orders By Shop PH4U0030 4 PH4R1240 Work Order Scheduler PH4U0040 5 PH4R1250 Job Status Report PH4U0050 6 PH4R1255 Job List (Detail) PH4U0055 7 PH4R1260 Costs By Building PH4U0060 8 PH4R1270 Charge-Back Report PH4U0070

9 PH4R1290 Charge-Back Report By Shop PH4U0075

10 PH4R1075 Work Order Purge Select PH4U0080

11 PH4R1291 Non Charge-Back Report By Shop PH4U0085

12 AP1R1370 Accts Payable - Disburs. Activity PH4U0090

13 PH4R1300 Physical Plant Shop Cost Per Acct PH4U0100

14 PH4R1330 Standing Work Orders PH4U0110

15 PH4R1320 Closed Work Orders By Shop PH4U0120

16 PH4R1370 Closed Work Orders By Shop Including Purged W/O PH4U0130

17 PH4R1325 Closed Work Orders By Shop with Select on Type PH4U0140

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Lesson 4: Transactions Previously, in the CICS environment, you would select a menu option in order to view a screen(s) of data. For example, you could select the menu option for “Student Records Inquiry – Enhanced” to view student record information. This menu option actually ran a transaction ID behind the scenes. However, with the removal of the PIE menu, it will now be necessary to enter the transaction ID directly since no menu option will be available. A list of all transaction ID’s is contained in this manual for your reference. In order to aid in finding a transaction, the transaction ID’s are arranged by system. The first column, description, refers to the menu description for this transaction that appeared under the old menu system. For example, if you knew that the transaction you always ran was “Student Records Inquiry - Enhanced” - you can see that this is transaction ID SQI0. Unlike the report menu items, the menu items for the transactions vary from user to user. For example, one individual may have run the Student Records Inquiry transaction from one menu option while another user had an entirely different menu and therefore, had different menu navigation. For this reason, menu item numbers do not appear for the transaction list – there are too many different menu combinations for each transaction to list. Note that some transactions require additional information be entered after the transaction ID. An additional column titled “Criteria” identifies these transactions. If you are running one of these transactions, make sure that you include the additional criteria. To run a transaction, type the following:

Trans ID

Where Trans ID = the transaction ID

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Part A: Account Attribute Transaction

Description Transaction ID

Notes

Account Attributes Inquiry AAI0 Part B: Accounts Payable Transactions


Notes

AP Update APC0 AP Inquiry API1 Part C: Admissions Transactions


Notes

Conditional Admissions - Admission Criteria Update ADU7

Conditional Admissions -Admission Criteria Inquiry ADI8

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Part D: Advancement Transactions


Add’l Criteria

Notes

Locate Patron IAU0 Patron No

(IA1)

Index and Constituency IAUA Patron No

(IA1)

Patron Biographical IAUB Patron No

(IA1)

Additional Name IAUC Patron No

(IA1)

Name and Address IAUD Patron No

(IA1)

Additional Phone Number IAUE Patron No

(IA1)

Major Degree Year IAUF Patron No

(IA1)

Other Degree IAUG Patron No

(IA1)

Comment IAUH Patron No

(IA1)

Corporate Biographical IAUI Patron No

(IA1)

Patron to Patron Relationship IAUJ

Patron No (IA1)

Patron to Address Relationship IAUK

Patron No (IA1)

Tracking IAI1 Patron No

(IA1)

Extract all Data IAI4 Patron No

(IA1)

Research Extract - Pledge and Gift IAI7

Patron No (IA1)

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Part E: Benefits Transactions


Notes

Employee Data Entry PPUJ Employee Beneficiary Data Entry PPUK Part F: Cashier Transactions


Notes

Daily Receipts Inquiry DRI0 Daily Receipts Update DRC0 Part G: Chemical Stores Transactions


Notes

Inventory Inquiry II03 Inventory Update IN03 Part H: Computer Center Transactions


Notes

Stock Forms Inquiry II04 Pin Fed Forms Inquiry II05 Equipment Inquiry II06 Stock Forms Update IN04 Pin Fed Forms Update IN05 Equipment Update IN06 Part I: Degree Audit Transactions


Notes

Reporting System DMNI

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Part J: Development Transactions


Notes

Development Inquiry DVI0 Part K: Electronic Systems Transactions


Notes

Inventory Inquiry II07 Inventory Update IN07 Part L: Fee Billing and Receivables Transactions


Notes

Fee Billing and Receivables Update FDC0 Fee Billing and Receivables Inquiry FDI0 IPP/Loans Hold Update FDH2 Part M: Financial Aid Transactions


Notes

FA Inquiry FACA FA Data Inquiry and Update FADA

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Part N: Grades Transactions


Add’l Criteria

Notes

Grades Update GMC0 Grades Inquiry - Enter YYT for 1 term GMI0

YYT

Degree Awarded Inquiry GMI9 Transcript - Frequently Used Address Inquiry GMI2

Transcripts - Official Copy GMI1

Transcript/Certification Request Activity GMI5

Transcripts - Advisor Copy GMI6

Transcript - Frequently Used Address Update GMU2

Part O: Guaranteed Student Loan Transactions


Notes

Guaranteed Student Loan Inquiries LA1I Part P: Job Accounting Transactions


Notes

Time Reporting JAC1 Requisition Maintenance JAU1 Requisition Inquiry J20I Part Q: Online Viewing of Reports Transaction (CA-View)


Notes

Online Viewing (CA-View) VW1

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Part R: Payroll Transactions


Notes

Payroll: Payroll Master File Inquiry PDI0 Payroll: Payroll Master File Changes PDC0 Payroll: Payroll Master File Add PDU0 Part S: Personnel Transactions


Notes

Data Record Inquiry PPI0 Biographical and Benefits Add PPA0 Biographical and Benefits Change PPC0 Biographical and Benefits Inquiry PPI1 Employee Positions Inquiry PPI2 Employee Positions Update PPU0 Positions Control Update PPU3 Positions Control Inquiry PPI3 Summer and Part-time Faculty Appointments PPU6

Academic Activity Update PPU5 Employee Benefits Enrollment Data Entry PPUI

Part T: Physical Plant


Notes

Inventory Inquiry II01 Inventory Update IN01 Labor System Update PH3I Work Order Cost System Inquiry PH4I Work Order Cost System Update PH3C Space Reporting Subsystem PH4C

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Part U: Problem Tracking Transactions


Notes

Open a Ticket MMU3 Add a Service Request MMU4 Update Open Service Request MMU7 Query Ticket MMU8 Change WATS MMU9 Query Service Request MMUB Query Service Request (Enhanced) MMUC Open/Add (Enhanced) MMUD Part V: Property Accounting Transactions


Notes

Property Card Add/Update PCU1 Equipment Replacement Update PCU2 Property Accounting Inquiry PCI3 Part W: Purchasing Transactions


Notes

Inventory Inquiry II02 Inventory Update IN02 Vendor Inquiry VNI1 Vendor Update VN01 PO/Req Update PUC1 Subcode Update PUC5 Receiving Update PUC2 Invoice Update PUC3 Invoice Authorization PUC4 Purchasing Inquiry PUIQ

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Part X: RC1 Transactions


Notes

RC1 Loans Inquiry RCI0 RC1 Maintenance Transaction Update RCU1

Part Y: Registration Transactions


Notes

Registration - Student: Fee Schedule Inquiry (First 9 pages) RGI1

Registration - Student: Pre-requisites Inquiry PRI0

Registration - Student: Fee Schedule Inquiry (Next 2 pages) RGI6

Registration - Courses: Course Section Master Inquiry (short) QCI0

Registration - Courses: Course Section Master Inquiry (Long) QCI1

Registration - Courses: Course Master Inquiry MCI0

Registration - Courses: Course Conversion File Inquiry RGI5

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Part Z: Student Records Transactions


Notes

Student Records Inquiry (Enhanced) SQI0 Degrees Awarded Update DAC0 Student Master Add SMA0 Student Master Update SMC0 Student Master Update (Page 1) SMC1 Student Master Update (Page 2) SMC2 Student Master Update (Page 3) SMC3 Student Master Update (Page 4) SMC4 Student Master Update (Page 5) SMC5 Student Master Inquiry SMI0 Academic Certification Letter Print ACI1 Social Security Number Change ARC1 Social Security Number Override ARC2 Part AA: Speech and Hearing Transactions


Notes

Supervisor Update SAU1 Clinician Update SAU2 Client Update SAU3 Visitation Update SAU4 Client List Report SAR7 Supervisor List Report SAR8 Clinician List Report SAR9 New Client List Report SARA Part AB: Telecommunications Transactions


Notes

Lines Master Update TB1U

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Lesson 5: Model 204 Subsystems Certain transactions, such as University Tables, are Model 204 subsystems. These subsystems require a slightly different command in order to run. A list of all Model 204 subsystems is included in this manual for your reference. Note that for these items, the subsystem replaces the transaction ID. Type the following to run a Model 204 transaction:

DB40 XXXXXXX

Where XXXXXXX = subsystem name

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M204 Subsystems Listing

Description Subsystem Financial Accounting Update and Inquiry GL2ACCT University Tables LS2TABLES 1099's File Update AP21099 Housing System Update RH3HOUSE Space Reporting Subsystem SP2SPACE Parking System Update PK2PARK Budget Planning BP1PLAN

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Appendix A – Report Menus Each of the following pages shows the report menu and the column that is highlighted by the black box around it is the report ID. Accounting Reports

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CICS: Reports and Transactions The University of Akron CICS: Reports and Transactions The University of Akron

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Accounts Payable Reports

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Accounts Receivable Reports

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Benefits Reports

Page 61



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Chemical Stores Reports

Page 63



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Central Stores Inventory Reports

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Degree Audit Reports

DE1U0010 DE1U0020 DE1U0030 DE1U0040 DE1U0050 DE17P090 DE19P020 DE19P02B

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Daily Receipts Reports

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Electronic Systems Reports

Page 69



Page 70


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Financial Aid Reports

Page 71



Page 72


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GL1 Reports

Page 73



Graduate School Reports

Page 74



Housing System Reports

Page 75



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Institutional Advancement Reports

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Computer Center Inventory Reports

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Job Accounting Reports

Page 81



Labor Reports

Page 82



NEOUCOM Time Card Reports

Page 83



PeopleSoft Reports

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Payroll Reports

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Property Accounting Reports

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Purchasing Reports

Page 91



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Records Reports

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Telephone Services Reports

Page 95



Work Order System Reports

Page 96



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Appendix B Assigning the Clear Key Follow these steps to assign the Clear key:

1. From the menu bar select Options – Keyboard Mapping

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2. Select Action Keys from the Function Group drop down list.

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3. Click and drag the Clear button to the whichever key you want to assign it. For example to assign the Clear key to PF12, click and drag the Clear button to PF12 located at the top of the screen.

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Appendix C – Error Messages Error: DHCCE3532 Your password is invalid. Please retype. Solution: Re-type your password. If you continue to have problems contact the security administrator at [email protected]

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Error: DFHAC2001 date time CICS Transaction ‘tranid’ is not recognized. Check that the transaction name is correct. Solution: Enter a valid transaction id. Refer to the transaction and report id’s in this manual for a listing of valid codes.

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Error: DFHAC2033 date time CICS You are not authorized to use transaction tranid. Check that the transaction name is correct. Solution: Verify the transaction code you are using is correct. If you are using the correct code, contact the security administrator at [email protected] to request security access for this transaction/report.

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PIEManual

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