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  E. Monthly Account Screen (MACT)

MACT

Purpose:

This screen is used to display client monthly billing/payment information for the Client Pay-In System.

Access:
 Accessed from the SFMU menu. Can also be accessed from other screens using function keys.

1. Monthly Account Screen (MACT)

You may change the prime ID at any time when viewing or scrolling through the Monthly Account (MACT) screen.

The MACT screen displays 12 monthly accounts records per screen, with the most current month showing first. To display additional monthly account records, use the appropriate function key.

You use the MACT Screen to:

Prorated Months:

If the client has funds available to make the payment, it is up to the worker or the Branch Manager to collect for a pro-rated month. To receipt payment in, you need to fill out an DHS 029. (See Page J16)

Valid ACT Commands :

By entering one of the Valid action letters (see below) under the ACT column for the appropriate month billing, you may access seven other screens from MACT, to view more detailed information for a particular payment date.

Valid Actions:


If you enter action letters other than the valid action letters provided, you will see an “Invalid Action” message. If you enter more than one valid action letter on multiple lines, the system will respond to the FIRST valid action letter you entered.

If you switch from MACT to one of the seven screens listed above, choose the appropriate function key to return to MACT. If there is no function key available, press F3 to exit and it will return you to the MACT Screen.

If you want to run a report by worker or by branch and worker, you may do so.

2. Function Keys:

F2 = MENU Returns you to the Main Menu (SFMU) Screen without a Prime ID number.

F3 = EXIT Returns you to the previous screen you were using, bringing the data along from the current screen.

F7 = BACK Allows you to view the next set of records. This key is only functional when it is shown at the bottom of the screen.

F8 = FORW Allows you to view the previous set of records. This key is only functional when it is shown at the bottom of the screen.


3. Check Monthly Billing or Payment

Procedure:

1. Type in: SFMU

2. Type in: Prime Number

3. Tab to Monthly Account

At the Monthly Account (MACT) screen, if you wish to see whether the client has paid, you need to check the column “Bill Stat.” This will show either OS (outstanding) or PD (paid).

If it shows PD, this means the client has paid the bill.

If it shows OS, check the column “Amt Paid.” This will tell you if the client did not pay the bill in full. If you know the client has paid this bill, and the “Bill Stat” is outstanding, then check the receipt screen.


4. Inquiry on a Receipt from the Monthly Account Screen

Procedure:

1. Type in: SFMU

2. Type in: Prime Number

3. Tab to Monthly Account

4. Tab to the first line under “Act”

5. To move to the next receipt,

6. To move to the previous receipts:



5. Outstanding Pay-In Report

Procedure:

This procedure allows you to call up a list of “Outstanding Pay-Ins” by Branch and by Case Worker.

1. Type in: SFMU

2. Tab to Monthly Account (MACT)

3. Back tab to Bill Stat (Example by Branch & by Branch and Worker ID to follow)


6. Examples of How to Create Outstanding Clients Report by Branch Report

Select MACT from SFMU:

(Example A)


How to Create Outstanding Clients by Branch Report

Process:

1. Select MACT from SFMU

2. Enter OS in the Bill Stat field

3. Enter the Branch Number in the BR field

Sample of Outstanding Clients by Branch Sample Report


Example of How to Create Outstanding Clients Report by Branch and Worker ID

Process:

1. Select MACT from SFMU (See Example A).

2. Enter OS in the Bill Stat field.

3. Enter the Branch Number in the BR field.

4. Enter the Worker ID in the Wkr ID field.


Outstanding Clients Report by Branch and Worker ID Sample

7. MACT ERROR MESSAGES

Error #

Error Message

Data Items

BL002

NO RECORDS FOUND FOR COMMAND ENTERED
No monthly billing payment records were found to match the selection commands entered on the screen.

BL003

ENTER A BRANCH NUMBER WITH THE WORKER ID
A branch number is required when the worker ID field is filled. Enter a valid branch code.

BR

BL005

PRIM ID CANNOT BE ENTERED WHEN BR
The branch and prime ID may not be used together. Enter either the branch or the prime,not both.

PRIME ID

BL006

BILLING FLE NOT AVALIABLE, TRY LATER.
The Monthly Payment Account file is closed. Wait until the file is opened again.

BL007

INVALID ACTION, MUST BE A, F, L, N, R S OR V
The character entered in the Act Column is invalid. Re-enter the valid character identifier listed after the Valid Actions: prompt at the bottom of the screen.

ACT

BL008

ENTER BRANCH – NOT PRIME ID – WITH
The worker ID must be used with the branch code NOT the prime ID. Clear the Prime ID field and enter a branch number when using the Worker ID to select data.

PRIM ID THE WORKER ID

BL009

CANNOT GO TO ANOTHER SCREEN IF A NEW COMMAND IS ENTERED
If a screen identifier is entered in the Act Column at the same time the selection command is changed to select different data records, the new data will display in MACT. The screen will not change to the screen selection in Act.

ACT

JF003

INVALID SCREEN IDENTIFIER IN FAST PATH
The Fast Path entered in the Fast Path field and was not found on the Fast Path file. Re-enter correct screen ID in Fast Path or enter screen ID from a clear screen.

FAST PATH

JF014

KEY PRESSED INACTIVE FOR THIS SCREEN
The function key pressed is not used on this screen.

JF015

FAST PATH FILE NOT OPEN
The Fast Path file is NOT available at this time. Try again later.

FAST PATH

JF016

UNKNOWN ERROR ON FAST PATH FILE
The Fast Path file has an error. Call the HelpDesk.

FAST PATH

JF017

NO COMMAND ENTERED. ENTER A COMMAND
No command was entered to view records or to go to another screen. Please enter valid command.

JF024

END OF RECORDS
Either F7 was pressed and there are no previous records to view on the screen or F8 was pressed and there are no more records to view on the screen.

JF025

SYS ID INVALID FOR THE FAST PATH ENTERED
The two-characters following the Fast Path entry field contains the system ID of the screen. Enter the correct system ID for the screen to uniquely identify the screen.

FAST PATH

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Phone: (503) 945-5811
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