Merge Process

(click on picture for large view)

The MERGE process matches up data from your PO_Tracker table with records in your Budgets table, based on the Budget Category(s) you have specified for each record.  The process summarizes Approved PO's, Pending PO's, and Cross-Charges separately and puts those sums into the appropriate Budget line item record.

The Budget records each have twelve quarter-buckets: Last Year, Current Budget Year, and Next Year.  The PO_Tracker records each have a Year and a Quarter (plus they may have additional amounts spread into future quarters). So the MERGE process also puts the summed amounts into the correct period buckets.

One thing that can happen here is that not all PO records may get matched up with a Budget record.  This generally happens when there is a typo in the Budget Category(s) assigned to either the PO or to a Budget record.  The system lets you pop up a list of any such unmatched PO's, so you can correct them for the MERGE.

The system also checks here, before running this process, whether all in the PO_Tracker table and all in the Budgets table have their Budget Categories set (not blank).  It pops up messages if it finds any such incomplete records.

Note that you can run or re-run the MERGE process any number of times.  Each time, it simply replaces any previous totals with a completely recomputed new set of totals.  So if you need to fix any unmatched PO's, for example, then you simply re-run the MERGE to get the new correct totals in place.

The rest of the buttons on this menu are for viewing the final results of all of the PR TRACKER processes.  You can see more details about this under DASHBOARDS and EXPORTS.