RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
Initializing Households for Navy CYMS SAP
The Navy CYMS SAP H/H Initialization program is used by Navy CYMS customers who are going
to be using the SAP GL interface. This program takes existing military status and pay grade
information and copies this information into other fields to ready the system for the SAP interface,
as follows:
Go to Utilities� System � Custom Program Loader. In the Program to Run field, enter sa0633.r.
Leave the Program Options field blank. Click OK.
• If the household Status (on the Sponsor Information screen of household maintenance) begins with M-, the
SAP Account Type field (on the Emerg/Misc Info screen) is set to MILT.
• If the household Status (on the Sponsor Information screen of household maintenance) begins with anything
other than M-, the SAP Account Type field (on the Emerg/Misc Info screen) is set to CIVL.
• The household Mil Grade (on the Sponsor Information screen of household maintenance) is copied to the
Linked Features box on the Emerg/Misc Info screen. If, for example, the Mil Grade is E1, this program will move
the E1 code to the Linked side of the Features dual selection list. If there is no E1 code, this program will look
for the same code with an A added as the first character (in this case, AE1) and move the code to the Linked
side of the Features dual selection list.
Select whether you want to set a blank household Status (on the Sponsor Information screen of
household maintenance) to MILT or CIVL and click Process.
Click Exit to return to the Main Menu.
Adding Household/Family Member
Global/Household Files
Adding a Household to Your Database
Note: You only need to enter information in those fields that are listed. Press the Tab key to
proceed through the fields that are not listed, or use your mouse to select those fields that are
listed. At any point, you may press F1 for field-level Help.
1 Click the Household Maintenance hot button.
OR
Go to Files � Activity � Household Maintenance.
OR
Go to Files � Pass � Household Maintenance.
You will proceed to the H/H Update Household Selection screen.
2 Click New Household. You will proceed to the Household Core Information screen.
3 Enter the Name, Address and Home Phone Number in the Primary Guardian fields.
4 Complete all other fields or leave their default settings. Press F1 for field-level Help as needed.
5 Click Next. You will proceed to the Household Financial Info screen. You will only proceed to this screen if you
have it linked to the household device linked to your user/menu group/workstation/defaults. If this screen is not
linked, you will proceed directly to step 9.
6 Complete all fields or leave their default settings. Press F1 for field-level Help as needed.
7 Click Next. You will proceed to the Household Emerg/Misc Info screen. You will only proceed to this screen if you
have it linked to the household device linked to your user/menu group/workstation/defaults. If this screen is not
linked, you will proceed directly to step 9.
8 Complete all other fields or leave their default settings. Press F1 for field-level Help as needed.
9 Click Members. You will proceed to the household’s Family Member Listing screen.
10 If the family member(s) has already been created, highlight the family member you want to modify and click
Change. Otherwise, click Add.
Important Note: RecTrac can automatically create the first one or two family members when a
new household is created, depending on the status of the Auto Create F/M 1 and Auto Create
F/M 2 toggles on the household device linked to your user/menu group/workstation/defaults.
11 In the Name field, enter the first name. The last name that you entered on the Household Core Information
screen will already by entered.
6/9/2008 24 Vermont Systems, Inc.