USAS Coding Instructions
89 Confidential Indicator Correction
Centrally defined. The Confidential Indicator Correction (89) screen is used to filter data from the History file and update the confidential indicator for reporting purposes only. The change does not modify the confidential indicator on the History file; rather, it changes the confidential indicator value through a filtering process based on the data entered on the 89 screen and returns the filtered data to a secondary file in HX format.
Note: Security access to this screen is granted on a restricted basis.
TEXAS S089 UNIFORM STATEWIDE ACCOUNTING SYSTEM MM/DD/YY HH:MM AM
LINK TO: CONFIDENTIAL INDICATOR CORRECTION PROD
ACTION: (A=ADD, C=CHANGE, D=DELETE, N=NEXT, R=RECALL)
TYPE: SYSTEM: USAS
AGENCY: FY: CONF IND:
TRANSACTION INFO
DOCUMENT NO: DOC SFX: BATCH SEQ:
SSN/VENDOR
SSN: VENDOR NO: OLD VENDOR:
COMP OBJECT COBJ LOW: COBJ HIGH:
REQUESTOR REQ DATE:
TRANS EFF START: TRANS EFF END:
EFF START DATE: EFF END DATE: STATUS CODE:
UPDATED BY: LAST PROC DATE:
F1-HELP F3-END F4-INTERRUPT F6-PROCESS
ACTION (Required)
Enter the one-character action code.
| A | Add a new record |
|---|---|
| C | Change an existing record* |
| D | Delete an existing record*
Note: It is highly recommended that a record be deleted only if it was established in error. If an established record should no longer be used, the |
| N | Next – Recall next record |
| R | Recall |
*Note: Record must be recalled before this action can be performed.
TYPE (Control key – Required)
Enter the valid record type. For valid values, go online in USAS to the Titles Profile (D53) and enter TTYP in the TABLE ID field. Enter N (Next) in
the ACTION field to scroll through the listing.
SYSTEM (Control key – Required)
Enter the valid system. For valid values, go online in USAS to the Titles Profile (D53) and enter SYSN in the TABLE ID field. Enter N (Next) in the
ACTION field to scroll through the listing.
The default value for this field is USAS.
| If the value in the TYPE field is: | AGENCY is: |
|---|---|
| MISC | Required* |
| OBJECT | Optional |
| TRAN | Required |
| VEN | Optional |
*At least one of these Optional fields must be entered when the value in the TYPE field is MISC:
|
|
Enter the three-digit agency number of the financial agency for the related record. The agency number must be established on the Agency Profile (D02) screen, but does not have to be in active status.
For TYPE values of MISC, OBJECT and VEN, a value of ‘000’ can be entered into the AGENCY field. This applies the filter to all agency numbers, rather than to a specific agency number. A value of ‘000’ cannot be entered for a TYPE value of TRAN, as that type requires a specific agency number.
| If the value in the TYPE field is: | FY is: |
|---|---|
| MISC | Required* |
| OBJECT | Optional |
| TRAN | Required |
| VEN | Optional |
*At least one of these Optional fields must be entered when the value in the TYPE field is MISC:
|
|
Enter the two-digit fiscal year. A fiscal year (FY) is a 12 month period used to identify the accounting year and is used in GAAP-based reports. The FY for the state of Texas begins Sept. 1 and ends Aug. 31.
CONF IND (Required to add new record)
Enter the revised confidential indicator to be used for the filtered data. For valid values, go online in USAS to the Titles Profile (D53) and enter CNFD in the TABLE
ID field. Enter N (Next) in the ACTION field to scroll through the listing.
Transaction Info Indicators
| If the value in the TYPE field is: | DOCUMENT NO is: |
|---|---|
| MISC | Optional* |
| OBJECT | Not Allowed |
| TRAN | Required |
| VEN | Not Allowed |
*At least one of these Optional fields must be entered when the value in the TYPE field is MISC:
|
|
Enter the document number of the transaction that needs to have the confidential indicator value altered for the filtered data. Minimum length is one; maximum length is eight. Document number may be alpha or numeric.
| If the value in the TYPE field is: | DOC SFX is: |
|---|---|
| MISC | Not Allowed |
| OBJECT | Not Allowed |
| TRAN | Required |
| VEN | Not Allowed |
Enter the three-digit document suffix for the transaction that needs to have the confidential indicator value altered for the filtered data. Value must be numeric.
| If the value in the TYPE field is: | BATCH SEQ is: |
|---|---|
| MISC | Not Allowed |
| OBJECT | Not Allowed |
| TRAN | Required |
| VEN | Not Allowed |
Enter the five-digit batch sequence for the transaction that needs to have the confidential indicator value altered for the filtered data. Value must be numeric.
SSN/Vendor Indicators
| If the value in the TYPE field is: | SSN is: |
|---|---|
| MISC | Optional* |
| OBJECT | Optional |
| TRAN | Not Allowed |
| VEN | Required |
*At least one of these Optional fields must be entered when the value in the TYPE field is MISC:
|
|
Enter the nine-digit Social Security number (SSN) for the payee records that must have the confidential indicator value altered for the filtered data. Value must be numeric.
Upon data entry of a valid SSN, the corresponding vendor/payee number and old vendor/payee number display in the VENDOR NO and OLD VENDOR fields, respectively.
When altering a record for an established SSN, the value in the VENDOR NO field must be deleted before processing the change to the SSN field.
| If the value in the TYPE field is: | VENDOR NO is: |
|---|---|
| MISC | Optional* |
| OBJECT | Optional |
| TRAN | Not Allowed |
| VEN | Required |
*At least one of these Optional fields must be entered when the value in the TYPE field is MISC:
|
|
Enter the 11-digit vendor/payee number for the payee records that must have the confidential indicator value altered for the filtered data. Value must be numeric.
Upon data entry of a valid vendor/payee number, the corresponding SSN and old vendor/payee number display in the SSN and OLD VENDOR fields, respectively.
When altering a record for an established vendor number, the value in the SSN field must be deleted before processing the change to the VENDOR NO field.
NOTE: A vendor/payee number starting with a ‘2’ based on a SSN or Individual Taxpayer Identification Number (ITIN) may be entered in the VENDOR
NO field. Upon pressing F6, a new vendor/payee number starting with a ‘7’ displays in the VENDOR NO field, the vendor/payee number starting
with a ‘2’ displays in the OLD VENDOR field, and the corresponding SSN/ITIN displays in the SSN field.
OLD VENDOR (System generated)
Upon data entry of a valid value in the SSN or VENDOR NO fields, the corresponding original vendor/payee starting with a ‘2’ displays in the OLD
VENDOR field.
Comp Object Indicators
| If the value in the TYPE field is: | COBJ LOW is: |
|---|---|
| MISC | Optional* |
| OBJECT | Required |
| TRAN | Not Allowed |
| VEN | Optional |
*At least one of these Optional fields must be entered when the value in the TYPE field is MISC:
|
|
Enter the four-digit comptroller object to define the low value of the comptroller object range for the record that must have the confidential indicator value altered for the filtered data. The value entered in the COBJ LOW field must be numeric and four digits, but is not validated against the Comptroller Object (D10) Profile.
If the action is to be applied to a single comptroller object, then the low value and the high value are the same comptroller object.
| If the value in the TYPE field is: | COBJ HIGH is: |
|---|---|
| MISC | Optional* |
| OBJECT | Required |
| TRAN | Not Allowed |
| VEN | Optional |
*At least one of these Optional fields must be entered when the value in the TYPE field is MISC:
|
|
Enter the four-digit comptroller object to define the high value of the comptroller object range for the record that must have the confidential indicator value altered for the filtered data. The value entered in the COBJ HIGH field must be numeric and four digits, but is not validated against the Comptroller Object (D10) Profile.
If the action is to be applied to a single comptroller object, then the low value and the high value are the same comptroller object.
NOTE: If the COBJ HIGH field is left blank, the value in the COBJ LOW field automatically populates in the COBJ HIGH field.
Requestor Information
REQUESTOR (Optional)
Enter the name of the person who requested the record to be added.
REQ DATE (Optional)
Enter the eight-digit date the requestor submitted the request to add the record.
Date Indicators
| If the value in the TYPE field is: | TRANS EFF START is: |
|---|---|
| MISC | Required* |
| OBJECT | Required |
| TRAN | Not Allowed |
| VEN | Required |
*At least one of these Optional fields must be entered when the value in the TYPE field is MISC:
|
|
Enter the eight-digit transaction effective date to define the low value of the transaction effective date range for the record that must have the confidential indicator value altered for the filtered data.
This field is used to restrict the confidential indicator change to transactions with a specific effective date or range of effective dates.
| If the value in the TYPE field is: | TRANS EFF END is: |
|---|---|
| MISC | Optional* |
| OBJECT | Required |
| TRAN | Not Allowed |
| VEN | Required |
*At least one of these Optional fields must be entered when the value in the TYPE field is MISC:
|
|
Enter the eight-digit transaction effective date to define the high value of the transaction effective date range for the record that must have the confidential indicator value altered for the filtered data.
This field is used to restrict the confidential indicator change to transactions with a specific effective date or range of effective dates.
Leaving this field blank causes the record to have no transaction effective end date; therefore, any transaction with an effective date equal to or greater than the transaction effective start date will be included in the filtered data.
| If the value in the TYPE field is: | EFF START DATE is: |
|---|---|
| MISC | Required* |
| OBJECT | Required |
| TRAN | Optional |
| VEN | Required |
*At least one of these Optional fields must be entered when the value in the TYPE field is MISC:
|
|
Enter the eight-digit effective start date (MMDDYYYY), which identifies when the confidential indicator correction record becomes accessible for system processing. Leaving this field blank causes the record to become immediately available for system processing, and the effective start date defaults to the current EFF DATE per the System Management (97) profile.
USAS validates the effective start date against the 97 profile EFF DATE to determine if the record is valid at the time a query is submitted. If a query that meets the criteria established on the confidential indicator correction record is submitted before the effective start date, the confidential indicator will not be altered on the filtered data, even if the STATUS CODE is active.
| If the value in the TYPE field is: | EFF END DATE is: |
|---|---|
| MISC | Optional* |
| OBJECT | Required |
| TRAN | Optional |
| VEN | Required |
*At least one of these Optional fields must be entered when the value in the TYPE field is MISC:
|
|
Enter the eight-digit effective end date (MMDDYYYY), which identifies when the confidential indicator correction record is no longer accessible for system processing. Leaving this field blank causes the record to have no effective end date.
USAS validates the effective start date against the 97 profile EFF DATE to determine if the record is valid at the time a query is submitted. If a query that meets the criteria established on the confidential indicator correction record is submitted after the effective end date, the confidential
indicator will not be altered on the filtered data, even if the STATUS CODE is active.
STATUS CODE (Required)
Enter the one-character status code.
| A | Active (Default) |
|---|---|
| I | Inactive |
NOTE: Set the status to I to inactivate records no longer necessary. The status of I overrides the effective end date.
UPDATED BY (System generated)
Displays the user ID of the last person who entered or last updated the record.
LAST PROC DATE (System generated)
Displays the last process date. The system defaults to the last date (MMDDYYYY) that any modification (add or change) was made to the record.
Function Key Definitions
| F1 | (Help) Automatically links to the News/Help Table (90) screen. Transfers to the appropriate type of help depending upon the screen and activity the user is on at the time F1 is pressed. |
|---|---|
| F3 | (End) Returns the screen to the menu associated with that screen. |
| F4 | (Interrupt) Initiates or ends an active interrupt. When ending an active interrupt, F4 returns the user to the original screen showing the same information as was on the screen when the active interrupt was initiated. This does not undo the last action. |
| F6 | (Process) Submits transaction data to the edit process. If the edit process is successful, an acceptance message is produced, and the record information is stored in the system. If the edit process is not successful, an error message(s) will result. Retains current information on the screen upon completion of processing. |