Screen Catalog — Reports, Reprint & 1099s

Funding reports (funding), the reprint subsystem (reprint + chkrundw DataWindows), the 1099 screens (provider), and the withholding export.

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Funding reports (funding)

Window	Title / menu	Purpose and key inputs
w_fund_funding_status	"Funding Status Report"	Accounting report of unpaid claims per bank account: fund page balances plus deposits and payables since a start date (default last 7 days); all-groups variant DataWindows included (d_fund_funding_status, d_fund_funding_status_for_all_grps)
w_fund_negative_balance	Negative Balance report	Fund pages with fund_balance_amt < 0 (excluding funding method P), grouped by bank account with totals (d_fund_negative_balance)
w_fund_delinquent_claims_summary	Delinquent claims summary	Registered, unpaid (unpaid_flg='Y'), non-WDI register entries older than N days rolled up to the master funding group; splits outstanding totals into waiver / hold / total with counts; excludes TESTGROUPS (d_fund_delinquent_claims_summary)
w_fund_delinquent_claims_detail	Delinquent claims detail	Same population per group with claim, subscriber, payable vs paid, register date, waiver/hold flags; days-unpaid parameter (d_fund_delinquent_claims_detail)
w_fund_outstanding_checks	Outstanding checks	Uncleared, unvoided Payment/Manual checks at least N months old, with bank account and group (d_fund_outstanding_checks) — stale-check surveillance
w_fund_fund_page_listing	"Fund Page Listing Report"	Setup completeness listing of fund pages ("report for Kathy to use to know what is set up and what is not") (d_fund_fund_page_listing)
w_fund_group_transaction_history	Group transaction history	All fundtrans for a group/bank account by type and period, joining source/destination fund pages, check numbers, claim ids and incoming check-log numbers; summary variant (d_fund_group_transaction_results, _summary; criteria d_fund_group_transaction_select_criteria, types d_fund_group_transaction_trans_type)
w_fund_check_process_err_rpt	Check process error report	Register entries stuck in register_status_cd RFR/RFC/RFCCOPY after a run, with payee and TIN/SSN (d_fund_check_process_err_rpt)
w_fund_wdi_period_rpt, w_fund_wdi_period_as_modified_rpt	WDI period reports	Weekly disability income period reports, incl. short-SSN print variants (d_fund_wdi_period_rpt*, d_fund_wdi_period_as_modified_rpt)
w_clm_payments_on_waiver	Payments on waiver	Report of payments on waiver (d_rpt_payments_on_waiver)
w_burns_claim_dump, w_burns_enrollment_dump	"Burns Claims Transfer" / "Burns EnrollmentTransfer"	Create Matria claim/enrollment extract files (window comments) — vendor extracts adjacent to funding

Reprint subsystem (reprint, rendering via chkrundw)

Reprint Maintenance — reprint/w_reprint_maintenance

• Title: "Reprint Maintenance". Menu m_reprint_maintenance. Comment: "menu for the check/form letter/register reprint maintenace".
• Purpose: Search report_hist and reprint checks, EOBs, RAs, registers, manual checks and claim letters from their archived blobs.
• Search fields: report type (d_reprint_maintenance_report_types + dddw_rpt_type, % wildcards allowed), group (with child groups), run date range, check/worksheet number (W prefix = worksheet), recipient id; "Printed and Unprinted Material?" (default unprinted only), "To be mailed" vs internal payees (internal_payees), "Print Logo", "Accounting copy" and "Master Summary Only" (REGISTER only), "Register Summary on New Page", spool-to-printer vs PDF-format modes, QMCSO mode.
• Rendering by type:
  • MANUAL → d_fund_manual_check_print (signature block re-applied from bank_forms).
  • EOBCHK/EOBWRK/EOBEECOPY/EOBERCOPY → composite d_checkrun_eob (header d_checkrun_eob_hdr_*, detail by claim-type prefix of the description: d_checkrun_eob_wdi, _medreim, _depcare, _dedsupp, else _mdv; legend child).
  • RACHK/RAWRK/RACOPY → d_checkrun_ra (+ _dedsupp/_mdv detail, _hdr_copy header for copies).
  • REGISTER → address page (d_register_address_page/_landscape), master summary (d_register_summary_comp), per-group d_register_data_comp sections (activity/summary/paid/previously-reported/newly-reported); group count carried in report_hist.check_number.
  • EOBCKWKST/EOBINFO/RACKWKST/RAINFO/CHKREGISTR → legacy formats refused with "contact IS".
  • CLMLETTERS → renders whatever DataWindow report_hist.dw_object names.
• Post-print: prt_flg = 'Y' per item; archived (purged) blobs recovered from CD/file A<report_sys_key>.txt after prompting.

Other reprint windows

Window	Purpose
reprint/w_reprint	Print queue manager over report_hist filtered by report-type list (d_reprint)
reprint/w_reprint_check_recon	Per run-date summary from report_hist: first/last check number, counts of checks, worksheets and forms per group and report type (d_reprint_check_recon) — the daily check-run reconciliation sheet
reprint/w_reprint_claim_letters	"Print Claim Letters": prints queued claim letters with mailing page and letters register (d_claims_frm_mailing_page, d_claims_frm_register over claim_letters_hist; claim-lock parameter)
reprint/w_reprint_claim_reprice_letters	Letters requesting repricing sheets (d_reprint_claim_reprice_letters)
reprint/w_claim_letters_setup	Configure claim letters (d_claim_letters_setup)
reprint/w_group_print_distribution	"Set up print and check options for groups": per-group print distribution options (group_print_distribution table, option codes GRPPRNDIST), with a custom-vs-default indicator per group (d_check_and_letter_setup, d_group_print_distribution)
reprint/w_reprint_letter_display	"Letter Display" viewer (response)
reprint/w_parameterwindow	Generic parameter prompt used by reprint/n_cst_reportobject

chkrundw DataWindow inventory (check-run outputs)

• Check + EOB composites: d_checkrun_eob, d_checkrun_eob_ee_copy, d_checkrun_eob_er_copy; headers d_checkrun_eob_hdr_generic / _ee_copy / _er_copy — the generic header prints the payee, amount in words (f_fund_money_to_word), boxed amount, check/worksheet number, and the MICR line (o<check>o t<routing>t <account>o in the Micr font), all suppressed when the number starts with W (worksheet).
• EOB detail variants: d_checkrun_eob_mdv (medical/dental/vision), _wdi, _medreim, _depcare, _dedsupp; legend d_checkrun_eob_legend_generic; supporting d_checkrun_claim_lines, d_checkrun_claim_pricing, d_checkrun_pricing_reasons (also used by clmprint/n_check_copy to regenerate EOB copies with accumulator and deductible legends).
• Remittance advice: d_checkrun_ra, d_checkrun_ra_mdv, d_checkrun_ra_dedsupp, d_checkrun_ra_hdr_generic, d_checkrun_ra_legend_generic.
• Register: d_register_payments (selection: fund_register where register_status_cd = 'RFR'; grouped fund page → group → payee; computed section headings PAID / NEWLY REPORTED / PREVIOUSLY REPORTED), d_register_activity, d_register_summary, d_register_summary_detail, d_register_summary_register, d_register_data_comp, d_register_summary_comp, d_register_address_page (+ landscape).

1099 screens (provider)

Print 1099 Forms — provider/w_1099_print

• Title: "Print 1099 Forms". Menu m_1099_print.
• Purpose: Filter, print and reprint vendor 1099 forms from print_1099s.
• Filter fields (d_1099_filter): group id, tax year, vendor TIN (9 digits), original-print date range, last-print date range, unprinted-only flag (defaults N = unprinted).
• Grid (d_1099_print_select): tax year, group (payer) with TIN/address/phone, vendor (payee) with TIN/TIN type/address, box 6 and box 7 amounts, printed flag, print dates, reason for reprint (shown in a side panel when a single printed row is selected).
• Actions: multi-select print; any selected already-printed form forces a reason prompt (provider/w_1099_reason, cancel aborts); group 501-069Z prints d_1099nec_form, others d_1099_form with overlay image 1099text.wmf; successful prints stamp printed_ind/orig_print_dt/last_print_dt (reason stored on reprints); failed prints counted and left unmarked; single update/commit at end.
• Opens: provider/w_1099_reason (reason capture, response window).

Vendor 1099 flag

Vendor maintenance (provider/w_provider_vendor_maintenance, provider/d_provider_vendor) exposes "Produce 1099?" (vendors.irs_1099_flg) plus TIN and TIN type; vendor consolidation (provider/w_provider_consolidate_vendors, also in base) copies the flag to the surviving vendor.

Withholding Reports — funding/w_withholding_reports

• Title: "Withholding Reports" (menu label "Surcharge Withholding" in homersys/m_sys_frame).
• Purpose: Produce per-state surcharge-withholding claim and census extracts.
• Field groups: search start/end dates (default: prior calendar month), multi-select state list (dddw_states) with an "NY and MA" shortcut; base-data grid d_withholding_reports_base_data (MEDICAL register entries paid in range whose service- or facility-provider address is in a selected state); per-state claims/census report status grids (d_withholding_reports_printed).
• Actions: "Print/Save Claims Report" — builds per-state fixed-width file (claim id, input date, paid date, group, claimed amount, claim type, city/state/zip) via d_withholding_reports_claims per claim/paid-date, saved under the path from code table APPPATHS/WITHHOLD named <STATE>_<Mon><YYYY>, then prints; "Print/Save Census Report" — per-state census (d_withholding_reports_census: group, SSN, names, election level, birth, city, zip) named Census<STATE>_<Mon><YYYY>.
• Rules: overwrite prompts on existing files; closing with any state report not printed/saved warns per report (closequery).