Financial Accounting Systems

Auto Reconciliation (AM18420 - Revision)

Objective of Revisions

This program accumulates dollar totals for transaction code 20 records on the detail master ledger and produces a report of Grant Year amounts for both budgeted amounts and actual expenditures categorized by their associated general ledger code. It currently runs only on the first and final end of the month runs.

The purpose of this modification is to capture a report sub-total for Grant and Contract Budget Numbers and to post this amount to the Report Totals dataset for use in the monthly reconciliation.

These transactions are processed rather infrequently, so in the majority of months there will not be anything to post.

Modifications

Accumulate a report total for all local program (1st two digits of the budget-number) 11, 20, 60-69, and 80 budget numbers.

If the end of month flag on the FAS parameter is = "1", bypass the update process, otherwise, if there is a non-zero amount accumulated after the report has been produced, open the FASDB01 database and post this amount to the report totals dataset. If no amounts are present, bypass opening of the database and go to normal end of job.

Since this is such a minor update process, it should be kept as simple and straight forward as possible.