The System Tab in the Budgeting task is used to select the budgets that will be processed.
In the inactive view (single click on Navigator) this tab is inquiry only.
When the System Tab becomes active (double click on the Navigator), the Action buttons are enabled and the Status Bar displays “Ready”.
See Also:
Benefit Month: Select the benefit month for which budgeting is to be processed from those listed in the drop down list. Budgets should be processed in logical chronological order.
CASE CATEGORY: This field displays one of four Case Categories.
A single category can be selected for processing, two of the categories can be selected or all of the categories can be selected for processing. If a PA case needs an Employment First Case opened the Employment First Case required message displays.
STATUS: Each category has a related status:
Mandatory tasks not completed: budgeting cannot be processed if any Program Case within the category still has a mandatory task that has not been completed.
Duplicate Participation - budgeting cannot be processed if any person is a participant in more than one program case of the same type in this Master Case for the selected budgeting month. See How Do I: Duplicate participation rules.
Budgets ready to process - a category must have this status before budgets can be processed.
Budgets in process - Budgeting is currently running for this category of program cases.
Budgets Authorized - all budgets have been authorized for this category.
Note: The category must have a status of Budgets Ready to Process in order for budgeting to run.
PC Last Name: This column displays the last name of the Program Case Name person.
PC First Name: This column displays the first name of the Program Case Name person.
Program: This column displays the Program(s) available for the budget process.
Asst Cd: This column displays the assistance code for a TMA-G case.
PC Number: This column displays the system created Program Case identification number fo r the Program Case.
PC Status: This column displays the status of the Program Case(s).
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The Process Selected button is enabled when one or more program categories in "Budgets ready to process" status have been highlighted. Budgeting will be run for only the highlighted categories. |
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The Help button is always enabled. Help displays information about the active window and task. |
Note: As budgets begin to process a message is displayed in the status bar indicating which budgets are running.
See How Do I:
Note: A Calculation change pop-up message may appear asking if a calculation change is needed.
(09-2013)
NFO2EO1H(503)