From the Structure sub-menu on the left, select Purpose Class.
The JU2AK Purpose Class List screen will be displayed.
Purpose:
To read and display all Purpose Class records.
Definition:
Purpose Class defines combinations of purpose class type and financial stakeholder type which are used to group monies and/or accounts for a particular use.
Navigation:
This screen is called from the menu to maintain the Purpose Class or from the Accounting / Retrieval Rules Details in order to select a valid Purpose Class from the list.
COMMENTS: An authorized "super-user" is responsible for defining / updating the valid combinations of purpose class and stakeholder type at a global level.
Screen Pushbutton Functions
|
Select |
Passes the record selected on the list back to the calling procedure. |
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New |
Flows to Purpose Class Detail dialog box to add a record to the list and refresh list on return. |
|
Open |
Opens the Purpose Class Detail dialog box with the selected information. Allows the updating of Discontinue Date only. Refresh list on return. |
|
Close |
Closes screen. |
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Previous |
Displays previous list screen. Enabled if rows exist prior to the current screen. |
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Next |
Displays next list screen. Enabled if rows exist after the current screen. |
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Close Qualified by Code |
Closes the screen displayed. |
Notes:
- Once an instance of PURPOSE CLASS has been created it may not be deleted, but only discontinued. Discontinuance prevents future allocation for use of the instance while preserving existing usage (this means that discontinuing a PURPOSE CLASS prevents it from being assigned in further accounting rules. However, if it is already assigned in any accounting rules it will continue to be used.
- Menu actions are available to authorized users only
- This activity is performed by an authorized "super user".
Purpose:
To facilitate the creation, update and display of a Purpose Class record. The screen displays the attribute values for an Accounting Activity to be created or one selected from the list.
Navigation:
Called from the JU2AK Purpose Class List screen to Insert/Update/Delete records on the PURPOSE CLASS table in the database.
Screen Field Definitions
|
Financial Stakeholder Type |
Identifies a Financial Stakeholder. Possible Values: Scheme, Member Mandatory, Permitted Value. Default: <None> |
|
Purpose Class Type |
Defines combinations of purpose class type and financial stakeholder type which are used to group monies and/or accounts for a particular use. Possible Values: Allocation, Benefit, Employer, Expense, Fee, General, MBR Allocation, Member. Operational, Reserve, Reserve Fee, Reserve Risk, Risk, Stabilisation, Tax, Unallocated, Validation. Mandatory, Permitted Value. Default: <None> |
|
Effective Date |
The date from which a particular Purpose Class may be used for this Group/Category. Mandatory Date, Length: 8, Default = <none> |
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Discontinue Date |
The date on which further additional use of the Purpose Class ceases to be permitted (i.e. this Purpose Class may not be used in any new accounting rules). Note: The Purpose Class will not be deleted, but its further use will merely be discontinued, while existing use will continue to be honoured. Optional: Basic Date, Length: 8, , Default = <spaces> |
Screen Pushbutton Functions
|
OK |
Saves the entered information to the Purpose Class table on the database subject to validation and displays a refreshed list on the Purpose Class List screen for a Create or Update. This pushbutton remains disabled until all mandatory fields on the screen are populated. |
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Cancel |
Ignores any values entered on this screen and returns to the previous screen without refreshing the list. |
Validation Checks
|
Create |
An identical Purpose Class (Purpose & Financial Stakeholder Type) must not already exist with Discontinue Date greater than or equal to the Effective Date being input or with Discontinue Date = Null. |
|
Update |
Discontinue date cannot be less than current date (may be future dated). Discontinue date cannot be less than Effective date. If Discontinue date has a value > current date, then the discontinue date may be changed to a value less than its existing value (may not be changed to value greater than its existing value or to null/zero) (This is to prevent overlapping active instances). |
Notes:
Screen Fields
- Only the Discontinue Date field is enabled when this screen is opened for a Purpose Class.