Local Allocation Payment Processing
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Overview of FR449
Once you have approved local allocations for payment, you must run the Process Local Allocation Payments in order to generate the checks. The process generates the checks, and the report output displays information such as the payee name, control #, request date, check amount, agency name, Event PIN, City and State, and the region. To run the report:
- From the DDI Connect main menu, double-click Connect FR
- Double-click Event & Program Management
- Double-click Local Allocations
- Double-click 449 Process Local Allocation Payments. The parameters screen will launch:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Check date | This field will default to today's date. It is the date that will be placed on the check. To modify the date, type it in mm/dd/yyyy format or click the calendar icon to select the date |
| Transaction date | This field will default to today's date. It is the date that will be used as the transaction date for the payment. To modify the date, type it in mm/dd/yyyy format or click the calendar icon to select the date |
| Checking account | If you wish to run the processing for only a particular checking account, you can do so here. Type the checking account code or click the list icon to select from a list of active checking accounts in the system |
| Combine payments | Click the drop down arrow to indicate when (if ever) payments should be combined. This field defaults to Never |
| Region include | To filter by region, enter the region code or codes, separated by commas, or click the list icon to select from a list of active regions in the system |
| Region exclude | To exclude a region or regions, enter the region code or codes, separated by commas, or click the list icon to select from a list of active regions in the system |
| Control #s | If you only wish to process one or more control numbers, you can do so here by typing the control number or numbers, separated by commas |
| Generate letters | If you wish to generate the local allocation letters along with the payments, select this box |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
| Option | Description |
|---|---|
| Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
| Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
| Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
| View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
| Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
| Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
| Print via PDF | Prints directly to your printer. |
| This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
| Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
| Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
| Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
| No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
| Extra copies | If you want extra copies of the report generated, type the number in this field |
Click Start. The system will generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report.
