Performing Query Functions › DB/CR Query Specifications Panel › DB/CR Query Specifications Processing Options

DB/CR Query Specifications Processing Options

Located on the second line of the DB/CR Query Specifications Panel are two processing options:

• Summarize
• Break

These options determine the type of output report that CA PMA Chargeback generates. The Summarize and Break fields work together to display results in three different types of formats:

• Summary
• Summary-with-Breaks
• Detail
• Summary Report (Summarize=Y, Break=N)

  When you set the Summarize option to Y and the Break option to N on the DB/CR Query Specifications panel, CA PMA Chargeback returns result fields Debit Amt, Credit Amt, and Count directly on the panel.

  Debit Amt

  The total debit value for all records meeting query criteria.

  Credit Amt

  The total credit value for all records meeting query criteria.

  Count

  The number of records meeting the query criteria.

  To generate a summary report on the panel below:

  • Set the Summarize option to Y
  • Set the Break option to N

     +-- CBQCRDS -------------- DB/CR Query Specifications ------------------+
     |      Panel   Exit   Help                                              |
     | --------------------------------------------------------------------- |
     | Type information for debit/credit query. Then Execute.                |
     |                                                                       |
    > Summarize Y  Break N                      Version : PROD PROD          |
     |                                     Brk                               |
     | ORD Type . . . . .                   N                                |
     | Charge Element . .                   N                                |
     | Qualifier  . . . .                   N                                |
     | Period Number  . .       thru        N                                |
     | DIVISION . . . . .                   N                                |
     | DEPARTMENT . . . .                   N                                |
     |                                                                       |
     |   F2=Exec                                                             |
     +-----------------------------------------------------------------------+
    

  After pressing F2 (Exec), fields Debit Amt, Credit Amt, and Count appear on the DB/CR Query Specifications panel. Note the following:

  • The value within the Debit Amt and Credit Amt fields are total debit and credit amounts for those records which meet the criteria specified (see A. below).
  • The Count field specifies the number of records meeting the criteria specified.
  • Since there is no query criteria, all records of the DBCRTAB table result. In this example, the DBCRTAB table contains 21 rows (see B. below).

      USERID                     CA PMA Chargeback                MM/DD/YY HH:MM:SS
      __    Acctdefs   Cbdefs   Query   Data   Period   Options   Exit   Help
     
     +-- CBQCRDS -------------- DB/CR Query Specifications ------------------+
     |      Panel   Exit   Help                                              |
     | --------------------------------------------------------------------- |
     | Type information for debit/credit query. Then Execute.                |
     |                                                                       |
     | Summarize Y  Break N                      Version : PROD PROD         |
     |                                     Brk                               |
     | ORD Type . . . . .                   N                                |
     | Charge Element . .                   N Debit Amt :       1500.00000   | A.
     | Qualifier  . . . .                   N Credit Amt:        750.00000   |
     | Period Number  . .       thru        N Count . . :               21   | B.
     | DIVISION . . . . .                   N                                |
     | DEPARTMENT . . . .                   N                                |
     |                                                                       |
     |                                                                       |
     |                                                                       |
     |                                                                       |
     |   F2=Exec                                                             |
     +-----------------------------------------------------------------------+
      Command ===> ____________________________________________________________
      F1=Help  F3=Exit  F4=Prompt  F9=Command  F10=Action Bar  F12=Cancel  PA1=Susp
    

• Summary-with-Breaks Report (Summarize=Y, Break=Y)

  If you select both the Summarize and Break options, CA PMA Chargeback displays results in summary format on results panel (CBQCRDB). However, in contrast to a Summary report, result records are broken into groups. CA PMA Chargeback groups the records with identical values in the fields selected in the Brk column of the DB/CR Query Specifications panel. It displays the result fields Debit Amt, Credit Amt, and Count for each group, separately.

  Each row of panel CBQCRDB represents one group of records meeting the criteria specified in the DB/CR Query Specifications entry fields. The scroll bar denotes the number of groups available for viewing.

  To generate a summary-with-breaks report and group results by ORD Type and Charge Element:

  • Set the Summarize and Break options to Y
  • Set the Brk fields for ORD Type and Charge Element to Y

     +-- CBQCRDS -------------- DB/CR Query Specifications ------------------+
     |      Panel   Exit   Help                                              |
     | --------------------------------------------------------------------- |
     | Type information for debit/credit query. Then Execute.                |
     |                                                                       |
    > Summarize Y  Break Y                      Version : PROD PROD          |
     |                                     Brk                               |
     | ORD Type . . . . .                   Y       A.                       |
     | Charge Element . .                   Y                                |
     | Qualifier  . . . .                   N                                |
     | Period Number  . .       thru        N                                |
     | DIVISION . . . . .                   N                                |
     | DEPARTMENT . . . .                   N                                |
     |                                                                       |
     |   F2=Exec                                                             |
     +-----------------------------------------------------------------------+
    

  After pressing F2 (Exec), the following results panel appears. Note the following:

  • CA PMA Chargeback summarizes and displays each unique combination of ORD Type and Charge Element separately. Four groups of records result (see A. below).
  • Values within the Debit Amt and Credit Amt fields are total debit and credit values for the records in the group (see B. below).
  • The Count field holds the number of records that make up the group (see C. below).

     +-- CBQCRDB -------------- Debit/Credit Query Results ------------------------+
     |       Panel   Exit   Help                                                   |
     | --------------------------------------------------------------------------- |
     |                                          More: + - 1     Row: 1    of 4     |
     |                                                                         A.  |
     |  Version  . . . . : PROD PROD         Debit Amt  . :        250.00000   B.  |
     |  ORD Type . . . . : MBJ               Credit Amt . :        150.00000       |
     |  Charge Element . : CPU-CHARGE        Count. . . . :                5   C.  |
     |  Qualifier  . . . :                                                         |
     |  Period Number  . :                                                         |
     |  DIVISION . . . . :                                                         |
     |  DEPARTMENT . . . :                                                         |
     |   F7=Bkwd   F8=Fwd                                                          |
     + --------------------------------------------------------------------------- +
    

• Detail Report (Summarize=N, Break=N)

  If you do not select the Summarize and Break options, a detail report of the fields within the DBCRTAB appears on panel (CBQCRDD). CA PMA Chargeback selects only those records which meet query criteria. It displays all fields of each selected record on a separate row. The scroll bar denotes the number of rows available for viewing.

  In the sample detail report below, Note the following:

  • CA PMA Chargeback displays all records of the DBCRTAB table, since there is no query criteria (see A. below).
  • CA PMA Chargeback displays all fields of each record.
  • The additional fields Debit Amt and Credit Amt hold debit and credit information for each record (see B. below).
  • The Desc field describes the information in the record (see C. below).

  USERID                     CA PMA Chargeback                MM/DD/YY HH:MM:SS
  __    Acctdefs   Cbdefs   Query   Data   Period   Options   Exit   Help
 
 +-- CBQCRDD -------------- Debit/Credit Query Results ------------------------+
 |       Panel   Exit   Help                                                   |
 | --------------------------------------------------------------------------- |
 |                                          More: + - 1     Row: 1    of 0021  |
 |                                                                         A.  |
 |  Version  . . . . : PROD PROD         Debit Amt  . :        250.00000   B.  |
 |  ORD Type . . . . : MBJ               Credit Amt . :        150.00000       |
 |  Charge Element . : CPU-CHARGE        Desc . . . . : DB/CR for Per1     C.  |
 |  Qualifier  . . . : SHIFT1                                                  |
 |  Period Number  . : 1                                                       |
 |  DIVISION . . . . : RESTON                                                  |
 |  DEPARTMENT . . . : TECHWRIT                                                |
 |                                                                             |
 |                                                                             |
 |                                                                             |
 |                                                                             |
 |   F7=Bkwd   F8=Fwd                                                          |
 +-----------------------------------------------------------------------------+
 
  Command ===> ____________________________________________________________
  F1=Help  F3=Exit  F4=Prompt  F9=Command  F10=Action Bar  F12=Cancel  PA1=Susp