Uniform School Accounting System USAS Version 6.1 Release Notes Release Date: 2006.09

Uniform School Accounting System
USAS Version 6.1 Release Notes
Release Date: 2006.09

This document contains information about changes, enhancements and problems corrected with the 2006.09 release of USAS Version 6.1.

1 Functional Enhancements and Changes

1.1 GENERAL: Programs archived

The following programs have been removed from the USAS software. Users should now be running the USAS Web software to perform these functions.

Note: The RECEDT program will remain available as a system manager only program but will not be available to end-users.

1.2 GENERAL: Update references to obsolete programs.

References to programs that were eliminated for the September 2005 release, such as PORQ, have been removed from EXPROC, VOIDCK, and USASDAT/USACON.

Also, removed references to programs that are scheduled to be eliminated for the September 2006 release from EXPROC, VOIDCK, INVEST, and USASDAT/USACON.

1.3 USACERT/AMDCERT, CERTBAL: Change handling of principle amounts.

The CERTBAL and AMDCERT programs have been modified to refer to the nonexpendable trust funds as permanent funds. Also the default value for the funds has been removed and will now accept funds other then just 008. Finally the principal amount entered for permanent funds will be subtracted for all funds entered not just 008 funds.

2 Problems Corrected

2.1 AUTOPOST/OTHER: Not allowing use of advance revenue code.

The OTHER option of AUTOPOST was not allowing the advance revenue code of 52** to be used when processing refunds. This has been corrected to allow 51** and 52** revenue codes.

2.2 USAEMS: Corrected selection by special cost center

A problem was found and corrected when running USAEMS for the ITC and selecting specific fund/scc codes for reporting. When multiple scc's were entered for the same fund number, only the records for the first scc entered for that fund were actually being included in the usaems.seq file. The selection process has been corrected so that all account records will be selected correctly.

2.3 USARPT/REQSUM: Correct spelling error in signature line.

The spelling of the word approving on the signature line of the REQSUM report has been corrected.

2.4 USASWEB/REFUND: Not allowing use of advance revenue code.

The REFUND option of USASWEB was not allowing the advance revenue code of 52** to be used. This has been corrected to allow 51** and 52** revenue codes.

3 Technical Enhancements and Changes

4 Modifications to Menu Files

5 Documentation

The documentation is maintained by the SSDT and can be found in the OECN$ROOT:[USAS.V6P1.DIST] distribution directory.

5.1 Documentation Changes

5.1.1 AMDCERT & CERTBAL


Modified the documentation in both chapters to reflect the allowance of entering principal amounts to subtract for any fund (not just the 008 fund). The wording has been changed from "nonexpendable trust fund" to "permanent funds".

5.1.2 New Fund Types


The expendable and nonexpendable trust fund types have been eliminated and AOS has added new classifications of Permanent, Private-Purpose Trust, Investment and Pension Trust Fund types. The documentation for the following chapters was modified to reflect the new fund types. These changes are just minor changes and up to the ITC if they want to reprint documentation for these minor chapter changes.

Table 1 Documentation Summary
Document File Revision Date Description
USAS_REFERENCE_MANUAL September, 2006 USAS Reference Manual
USAS_REFERENCE_MANUAL_UPDATE September, 2006 Contains Updates to the Documentation for the USAS Reference Manual
USAS_USER_GUIDE September, 2006 USAS User's Guide
USAS_USER_GUIDE_UPDATE September, 2006 Contains Updates to the Documentation for the USAS User Guide
USAS_SYSMAN_MANUAL September, 2006 USAS System Manager Manual
USAS_SYSMAN_MANUAL_UPDATE September, 2006 Contains Updates to the Documentation for the USAS System Manager Manual
USASAUD_SPEC March, 1999 System Manager Documentation for the File Structures Used by the USASAUD Program.
AR_CUST_SPECS September, 1996 System Manager Documentation describing how to write an interface between the USAS/AR system and other databases. This interface allows ARF to access customer numbers, names and addresses in non-state software files.
AUTOPOST_SPEC May, 2005 System Manager Documentation for the File Structures Used by the AUTOPOST Program.
ACCLOAD_SPEC May, 1999 System Manager Documentation for the File Structures Used by the ACCLOAD Program.
VENLOAD_SPEC December, 2002 System Manager Documentation for the Fixed File Structures Used by the USALOAD/VENLOAD Program.
CONVERSION61_SPEC September, 1998 System Manager Documentation for implementing USAS V6.1 in order to prepare the programs for the next millennium.

5.2 Training Manuals

The training manual for BARNYARD software is available. It is located in the directory TRAINING:[BARNYARD] and is called BARNYARD_MANUAL.SDML. It also contains a AAAREADME.1ST file and a set of data files along with the manual.

A training manual for the USAS GAAP Subsystem is also available. It is located in TRAINING:[GAAP]. In addition to the manuals shown below, the directory contains a file, AAAREADME.1ST and a set of data files designed to accompany the manual.

A training manual for the Accounts Receivable Facility (ARF) is available. It is located in TRAINING:[ARF] which contains a AAAREADME.1ST file and a set of data files along with the manual.

A beginner and an advanced training manual for the USASCN program are available. Included in the Beginner USASCN manual are POSCN, REQSCN, VENSCN, and OPTSCN. The beginner manual introduces the USASCN program and includes basic features such as creating requisitions/purchase orders and adding vendors. Included in the Advanced USASCN manual are ACTSCN, REQSCN, POSCN, BRDRET and the USASEC program which is located under USASDAT. The advanced manual is for users with USASCN experience. It includes advanced features such as adding/modify/deleting accounts in ACTSCN, modifying purchase orders, combining items in requisitions and purchase orders, creating future purchase orders, posting board's share of retirement and restricting the use of certain account codes. The beginner and advanced USASCN training manuals are located in TRAINING:[USASCN] which contains a AAAREADME.1ST file and one set of data files designed to accompany both manuals.

All documentation produced for these manuals was developed with a Digital product called VAX Document. This product enables us to provide three versions of the documentation for various types of printers. The version which has an extension of .LN03 can be printed on a laser printer; while version with the extension of .PS is to be printed on a ScriptPrinter.

Table 2 Documentation Summary
Document File Revision Date Description
BARNYARD_MANUAL September, 2001 Training Manual for the BARNYARD Software.
GAAP_TRAIN September, 1998 Training Manual for the USAS GAAP Subsystem.
ARF_TRAINING_GUIDE May, 2003 Training Manual for the ARF Software.
USAS_BEGIN_MANUAL March, 2003 Uniform School Accounting System Training Guide.
USASCN_BEG_MANUAL January, 2003 Beginner Training Manual for the USASCN Software.
USASCN_ADV_MANUAL November, 2002 Advanced Training Manual for the USASCN Software.

5.3 Documentation _UPDATE Files

The users have the ability to print the updates to the documentation manuals since the previous release, without having to print the entire documentation manuals. The updates are contained in a separate file which uses the same naming convention as the normal manual with "_UPDATE" appended. The update files are available in .LN03 and .PS versions. You will find updates to both the user and system manager manuals if changes have taken place.

The update files will include *ONLY* the modified chapters of the documentation manual, a new table of contents, and an index if one exists in the documentation manual. Updated documentation is also included in the normal documentation manuals. Therefore, if you plan to print the newest version of the entire user or system manager manual, it will *NOT* be necessary to print the update file.

It should be noted that even though the purpose of the update files is to allow the users to print only the updates, there may be cases when it would be more practical to print the entire documentation manual, rather than trying to use the update file. For instance, if a new chapter is added at the very beginning of the manual, the numbering for all subsequent chapters will change as well (the size of the update file could be almost as large as the normal documentation manual). SSDT will advise you in the release notes when the changes are so numerous that we recommend that you print the entire documentation manual.

There will only be one _UPDATE file provided each release for every manual. We do not plan to distribute updates for previous releases, as we do for the release notes.

SSDT strongly advises that you print new documentation manuals before you try to utilize the _UPDATE files.

If you print a .PS version of the entire documentation manual, be sure to print the .PS version of the _UPDATE files. The _UPDATE pages will not fit into the manual properly if you try to mix the various documentation formats.

If there are no changes in the documentation manuals, no _UPDATE file will exist on the release.

6 Package Installation and Logicals

Installing USAS involves first using the OECN_INSTALL procedure to unpack the savesets into the OECN$ROOT:[USAS.V6P1.DIST]. After the distribution directories have been prepared, INSTALL_PACKAGE is used to transfer the package from the distribution directory into the user execution directory. See the VAXMGR_HANDBOOK in OECN$ROOT:[DOCUMENT.DIST] for more information about OECN_INSTALL and INSTALL_PACKAGE.

Prior to executing INSTALL_PACKAGE it is necessary to define several system logicals required by the package. The table below lists the logicals which should be defined prior to executing INSTALL_PACKAGE for USAS:

Table 3 System Logicals
Logical Description
OECN$BUD_61 Shared directory. Contains executables and files shared by all USAS
OECN$CDD_BUD_61 CDD path name (optional, see next section)
OECN$MENU$FILES 1 Location for menu files
OECN$HELP 1 Location of VMS help libraries


1Also used by other packages

Note

USAS also requires components from the OECN and CSSR packages. These packages should be installed prior to installation of this package.

6.1 Installing CDD/DTR Definitions

The USAS distribution contains optional CDD and DTR definitions that are acceptable for use with DTR, 20/20 and other products that are integrated with DEC CDD/Repository. Data names for COBOL are provided in the record definitions. The CDD definitions are optional and are not necessary to successfully install and utilize the base USAS package. However, there are a few "supported" DTR reports. If you wish to be able to use these reports, you must install the CDD definitions.

The INSTALL_PACKAGE procedure in OECN$UTL will load the CDD definitions into the CDD when either the "CDD" or "FULL" option is used to install USAS. INSTALL_PACKAGE is the only supported method for installation of CDD definitions for USAS Version 6.1.

The USAS CDD definitions for USAS Version 6.1 will be loaded into the CDD path referenced by the OECN$CDD_BUD_61 logical. This logical must be defined prior to executing INSTALL_PACKAGE and should be defined as a system logical. SSDT recommends that the USAS definitions be placed in a separate CDD directory from other CDD definitions. This increases the efficiency of the CDD, allows the USAS definitions to be treated as a 'database' from 20/20, and simplifies security maintenance. For example:


$ DEFINE/SYSTEM OECN$CDD_BUD_61 CDD$TOP.OECN.USAS61 

After defining the OECN$CDD_BUD logical, the INSTALL_PACKAGE may be executed. Below is sample run of the CDD installation:


$ 
$ @OECN$UTL:INSTALL_PACKAGE CDD OECN$ROOT:[USAS.V6P1.DIST]
 
OECN INSTALL_PACKAGE (V1.1-010) Copyright © 1991, Ohio Dept of Ed, IMS 
 
%OECNINS-I-BEGIN, Begin CDD installation for USAS Version 6.1 on NWOCA0:: 
at 14-MAR-1994 15:09:36.41 
%OECNINS-I-CDD, Loading CDD definitions to CDD$TOP.OECN.USAS61 
 
OECN INSTALL_CDD (V1.0-001) Copyright © 1994, Ohio Dept of Ed, IMS 
 
%OECNINS-I-START, Starting CDD install for USAS Version 6.1 
%OECNINS-I-RECORD, Processing record OECN$CDD_BUD.PERMANENT_4502_REC 
    . 
    . 
    . 
 

7 UDMS Dictionary Implementation

USAS contains a dictionary for use with the UDMS Report Writer product. The dictionary will be installed automatically when OECN$UTL:INSTALL_PACKAGE is executed with either the FULL or UDMS option. If a version of the dictionary has already been installed, INSTALL_PACKAGE will merge the updated version into the local copy. Thus, reports and additional views developed locally will be preserved.

USAS also contains a sharable image which is used by UDMS. The sharable image provides 3GL functions which are used in calculated fields by the UDMS dictionary. To make this image available to UDMS, you must define the following logical during system startup:


 
    $ DEFINE/SYSTEM OECN$USAS_SHR OECN$BUD:USASSHR.EXE 
 

8 Implementation of this Release

Please implement this release as soon as possible. It is difficult for the SSDT to provide assistance to your problems if you are not utilizing the current version of the software supplied.

Please refer to the documentation files contained on the release tape to obtain a history of the modifications the software has gone through. The release documentation files are named in the format of "RELyymm.DOC" where yymm is the release date.

Should you experience any problems, or have any questions, concerning the OpenVMS/Alpha version of the USAS Version 6.1 software please feel free to contact SSDT for assistance using one of the following options:

Visit the OECN Public Forum at http://forums.oecn.k12.oh.us/forums/oecn/
DAS restricted Forum at http://forums.oecn.k12.oh.us/forums/das/
SSDT Home Page at http://ssdt.oecn.k12.oh.us/

End of Documentation for USAS Version 6.1 Release: 2006.09