Addresses For Employees with A Retirement Status Change

The report below is an example of matching the Active Current Status (AC) file and the Transaction (TR) file.  It identifies the name and address of current employees with a 505  (Retirement Status) transaction effective on a specific date.  The hold file generated from the match (PERMLRG) is then 'dumped' into another hold file (PERMRPT) and formatted for downloading to Excel for use with a mail merge document.  Refer to the comment lines in the report below for additional information.       

 

-* THE LINES BELOW EXECUTE THE STANDARD DEFINES FOR AC & TR

EX AC

EX TR

-* THE LINES BELOW GATHER ADDRESS DATA FOR CURRENT EMPLOYEES

-* FROM THE AC FILE

MATCH FILE AC

PRINT AC:FRSTNAME AC:LASTNAME AC:STREET AC:CTYST AC:ZIP

BY AC:SSA AS 'SSA'

RUN

-* THE LINES BELOW IDENTIFY ALL EMPLOYEES WITH A 505 TRANS

-* FROM THE TR FILE  

FILE TR

PRINT TR:WNAME

BY TR:SSA AS 'SSA'

IF TR:TRANCODE EQ 505

IF TR:EFFDATE EQ 10/01/2003

AFTER MATCH HOLD AS 'PERMLRG' OLD-AND-NEW

END

-* THE LINES BELOW CREATE A COMMA DELIMITED (LOTUS FORMAT)

-* FILE FROM THE MATCHED DATA  

TABLE FILE PERMLRG

PRINT *

ON TABLE HOLD AS 'PERMRPT' FORMAT LOTUS

END​


Last Updated: March 1, 2024