MSR Data File Maintenance Prompts

You cannot create a new a summary page.  The necessary information is created during the Build Monthly Work File routine.  However, you can use this maintenance to edit the summary page information.  

In addition, to maintain data integrity you can not delete the Build Monthly Work file summary page.  

Report Selection

To specify magnetic report criteria to edit, click the number in the drop-down list or simply type the number in the field.

Report Preparer

Enter the name of the person preparing the monthly work file.  (up to 30 characters)

Telephone No.

Enter the employer's telephone number.  (up to 14 characters)

GF Employer Contribution Percent

Enter the value for the participating employer contributions percent. (3.2 numeric)

Tip:  This field only pertains to the non-consolidated summary page.

Payments in Contract Year

Enter the number of payroll payments in the teacher contract year.  (3.0 numeric)

Tip:  This field pertains only to the non-consolidated summary page.

Days Worked in Contract Year No.

Enter the number of days worked in the Contract Year.  (6.0 numeric)

Tip:  This field only pertains to the non-consolidated summary page.

Covered Employees Previous Report No.

Enter the number of covered employees included in the previous build.  (3.0 numeric)

Tip:  This field only pertains to the non-consolidated summary page.

Employees Added This Report

Enter the number of covered employees added this month.  (3.0 numeric)

Tip:  This field only pertains to the non-consolidated summary page.

Employees Separated Last Month

Enter the number of covered employees separated last month.  (3.0 numeric)

Tip:  This field only pertains to the non-consolidated summary page.

Employees Separated This Month No.

Enter the number of covered employees separated this month.  (3.0 numeric)

Tip:  This field only pertains to the non-consolidated summary page.

Adjustment Invoice #:  1 - 3

Enter up to three invoice numbers for adjustments applied due to adjustment invoices.  (up to 10 characters)

Adjustment Amount:  1 - 3

Enter up to three invoice amounts for adjustments applied due to adjustment invoices.  (3.2 numeric)

PLD Employer Contribution Percent

Enter the value for the participating district employer contributions percent (to be multiplied by the gross wages). (3.2 numeric)

Tip:  This field only pertains to the non-consolidated summary page.

Participating Local Employer Contribution Amount

Enter the amount of the participating local employer contribution.  (6.2 numeric)

Tip:  This field only pertains to the non-consolidated summary page.

Consolidated Plan

To include the consolidated plan summary page, check the box.

To omit the non-consolidated summary page, leave this box unchecked.

Update Employee Fringe

To specify updating of the retirement fringe, check the box or leave it unchecked.

Tip:  For this option to be active, the following Company Control Options must be set:

• Create Automatic Invoices/Checks must be 1 - Single Post or 2 - Dual Post at the Payroll 1 tab.

• Auto Fringe Active must be Yeds at the Payroll II tab.

• Update Employee Fringes During Post must be Yes at the Payroll II tab.
  
  If any of these options are not set accordingly, the Update Retirement Fringe option is dimmed.

To run the build and include the summary page, click Continue.

Keyboard shortcut:  [ALT + o]

To delete summary page prompt values for the currently displayed report selection, click Delete.

Keyboard shortcut:  [ALT + e]