Table of Contents
The Bend Oregon Discount Process is a custom program that allows you to process and report on discounts/subsidies paid toward Activity enrollments. The program offers Journal Only and Process and Journal options. The byproduct report outputs to a .pdf
From the bottom of the screen….
Click Process to run the Bend Oregon Discount program. The process runs on the AppServer. The Notification Center will alert you when the process completes.
Click Last Settings to restore the selection criteria to the last settings you used.
Click Close to exit the program and return to the previous screen.
OR
ARBendORDiscount_Tab1
Sections (ARBendORDiscount_Section_DataGrid)
The Activity Section DataGrid displays all Activity Section Codes in your database based on the DataGrid filters being used and your Permissions.
Highlight/select individual Activity Section Codes, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use Activity Section Range option.
THEN
Input the range of Activity Section Codes you wish to include.
Make selections in the DataGrid or use an Activity Section Range or Both. Leaving the DataGrid blank and the Use Range option de-selected will result in NO ACTIVITY SECTION CODES being selected.
Click here for a full description of RecTrac DataGrids.
DeleteUse Section Range (ARBendORDiscount_ComboKey_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of Activity Sections.
THEN
Enter the range of Activity Section Codes.
OR
Leave this option de-selected to skip the Activity Section Code Range check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
- If there is NOT a DataGrid for this program - In instances where you do NOT have a DataGrid a selection here is NOT required. Leaving this option de-selected skips this filter and results in ALL Codes being included.
Section Status (ARBendORDiscount_RecordStatus_ComboBox)
Click the Combo Box icon to select the Section Status(es) which you wish to include in this process. Only those Activity Section Codes with a Status matching your selection(s) will be included.
Leave this field at its default value, (0) Selected to skip the Status check.
DeleteBegin Activity Section (ARBendORDiscount_ComboKey_Begin)
This field is applicable only if you opt to Use Activity Range.
Click the Picklist icon to select the Beginning and Ending Activity Codes for their respective fields. Activity Codes within the range entered will be included in the process.
DeleteEnd Activity Section (ARBendORDiscount_ComboKey_End)
This field is applicable only if you opt to Use Activity Range.
Click the Picklist icon to select the Beginning and Ending Activity Codes for their respective fields. Activity Codes within the range entered will be included in the process.
DeleteActivity Section WildCard (ARBendORDiscount_ComboKey_Equals)
This field is applicable for use with the Use Activity Section Range option.
Click the Picklist icon to select a single Section if desired to use as a base for your Wildcard selection.
OR
Enter a Wildcard value if desired
THEN
Expand the Drop-down list to select a Wildcard Option. Depending on your selection wildcard asterisks/periods may be required.
WildCard Option (ARBendORDiscount_ComboKey_Equals_Option)
Select your Wildcard Option for this process:
- Equals - The process will return a list of all records that equal the value entered. This must be an exact match. For Example: If this was a list of Family Members, entering 'Grace Somersby' would find 'Grace Somersby' because it is an exact match, but it would NOT find 'Grace J. Somersby' because it is not an exact match.
Note: When running Reports you can use a comma-delimited list (with no spaces) in the corresponding Wildcard field when your Wildcard Option is Equals. This applies to Reports only. For Example: Entering "48116 5851 88003" in a Zip Code Wildcard field on a Report and using the Equals Option would yield results from those three separate Zip Codes.
- Begins - The process will return a list of all records that begin with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'Gr' would find all members whose name begins with 'Gr' such as Grace Somersby but it would NOT find Ginny Weasley because her name begins with 'Gi.'
- Ends - The process will return a list of all records that end with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'by' would find all members whose name ends with 'by ' such as Grace Somersby but it would NOT find Sam McGee because his name ends with 'ee.'
- Matches - The process will return a list of all records where a value match can be found. Wildcarding and asterisks/periods must be used. For Example: If this was a list of Family Members entering '*om*' (asterisks must be included) would find Grace Somersby and Tom Sawyer because "om" appears in both names but it would NOT find Felicity Lemon because "om" does not appear anywhere in her name.
Note: See also: RecTrac Wildcarding.
Section End Date From (ARBendORDiscount_IncludeDateRange_Begin)
Expand the Drop-down list and select your Begin/End Section End Date options for this process.
THEN
Take appropriate action in the right-hand column to specify the actual section ending date you wish to select. Sections with a final meeting date (i.e. an End Date") within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteSection End Date To (ARBendORDiscount_IncludeDateRange_End)
Expand the Drop-down list and select your Begin/End Section End Date options for this process.
THEN
Take appropriate action in the right-hand column to specify the actual section ending date you wish to select. Sections with a final meeting date (i.e. an End Date") within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteProgram Coordinator(s) (ARBendORDiscount_CoordinatorCode-All)
Click the Combo Box icon to select a list of Program Coordinators, if desired. Multiple selection is allowed. You output will be filtered to Activities to which the Program Coordinator(s) you select is(are) linked.
Leave this field at its default setting, (0) Selected to skip the Program Coordinator check.
Note: Program Coordinators are NOT linked to individual Sections but rather they are linked to the Activity itself in Activity Update • Program Coordinators tab.
Processing Option (ARBendORDiscount_ReportONLYOption)
Expand the Drop-down list to determine your Process Option.
- Journal Only - Print a journal of all selected records without processing. This is a good first run" option as it will let you see which records will be included when you opt to Process.
- Process and Journal - Process the discounts and print a journal showing the results.
Pay Code (ARBendORDiscount_PayCode)
Expand the Drop-down list to select the Pay Code by which you wish to filter this process.
Pay Codes are maintained in Payment Code Management.
DeleteInclude Types (ARBendORDiscount_IncludeTypes)
Click the Combo Box icon to select the Discount Type(s) you wish to include in your process.
- Scholarship - Scholarship discounts.
- Employee - Employee discounts.
Leave this field at its default setting, (0) Selected to skip the discount check.
Note: These options are hard-coded in the program and not pulled from System Codes.
Processing Date (ARBendORDiscount_ProcessingDate)
Expand the Drop-down list and select your Processing Date.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
Delete