Storeroom Components
This page is meant to explain different sections and define various fields within Storeroom.
The header area contains radio buttons, a check box, several drop-down text boxes and browse button that generally serve to filter the items that are to be displayed in the other sections of the screen:
| Field | Description |
|---|---|
Company Set A company set is something you can create—except for the set All that is provided as a default. You define them under System > Setup > Company Sets tab.
A company set can include:
Several single companies and another company setMultiple company sets
In such cases, the company set is a superset: it includes one or more other company sets. So, if you select a superset in the Company Set drop-down list, the items area will display all companies from all sets included in the superset.
For example, Set 1 includes companies A–C, and Set 2 includes companies D–F. Set 3 is comprised of company sets 1 and 2. Therefore, if you use this drop-down list and you select the value Set3, the items list will display companies A–F. |
This drop-down text box allows you to filter the list of company codes that will be displayed in the Storeroom Summary Grid . The default value at startup is All (all companies are displayed). Company sets allow the service bureau to group individual companies by whatever criteria they choose. |
| Storeroom, Archive |
These radio buttons determine whether you work with data from the live online storeroom repository or an alternate archive location. The [...] (browse) button works in conjunction with Archive |
| Select All | Put a check in this check box to automatically put a check mark in all of the displayed company’s check boxes. |
| From, To |
These drop-down text boxes allow you to filter the individual reports listed in the four report tabs to the range of months you select. These fields work in conjunction with the Year field. |
| Year |
The storeroom repository is organized by company and year, so this filter narrows the contents of the Storeroom Summary Grid to the selected year. This field works in conjunction with the From and To fields. |
. It allows you to search for the alternate storage location, such as a CD-ROM drive.
The Summary table/grid contains rows and columns to display a storeroom document summary for each company. Most notably, it lists the number of documents in each of the four categories that correspond to the tabbed pages of reports:
The columns of the summary grid are explained below:
| Column | Description |
|---|---|
| Selection Check Box | When a check mark is displayed in this check box, the function buttons will affect the selected company. |
| Company Code | The service bureau selected code for their client company. |
| Payroll | The total number of documents assigned to the payroll report category. |
| Pay Stubs | The total number of documents assigned to the pay stubs category, also know as personal earnings statements. |
| Taxes | The total number of documents assigned to the quarterly taxes, including forms W-2, W-3, 1099M, 1099R, and 1096. |
| Other | The total number of documents that do not fall into other predefined categories. |
| Last Packaged |
The last date on which the company’s documents were assembled into a storeroom package. If this field is blank, the company’s documents have never been packaged. |
| Last Archived |
The last date on which the contents of the storeroom repository were moved to an alternate archive location. If this field is blank, the company’s documents have never been archived. |
| Password |
The case-sensitive password that will be required to decrypt the company’s storeroom package. This password will be the same for all packages made for this client for the year specified. A new password is generated every year with the first packaging of the year. |
This area contains five tabs. The information in the tabs is related to the currently selected and/or highlighted company or companies in the summary grid.
The first four tabs each list the individual documents that fall into the category indicated by the name of the tab.
The fifth tab displays the contact information for the currently highlighted company in the summary grid and allows you to edit that contact information:
Each sub-pages contains the following columns:
| Column | Description |
|---|---|
| Report Date | The date on which the corresponding report was generated. |
| Title | The name of the report and its corresponding report ID. |
| File State |
The status of the report file. Valid states include:
|
| Process ID | The identification number of the process that generated this report. |
| Validated | Indicates whether this report has been validated. |
The buttons at the bottom of the screen that initiate a particular action or function on the company or companies selected in the summary grid:
See: Storeroom Functions.