2 Replies Latest reply: May 15, 2014 9:55 AM by MikeC _ RSS

    Unable to trap variable detail lines

    MikeC _

      I have Monarch version 7 and I am trying to build a template.  I can't trap all of the detail because there are blank fields in the first line every so often. The file contains the check information in the first seven fields and the last two fields are a breakdown of the clients who benefited from the payment.

       

      I'm new to Monarch, so if any experienced users have some suggestions it would be greatly appreciated.

       

      Here is a sample of the data, which contains four records (with four columns removed).

       

      CHECK#  CHECK DT  CHECK AMT    CLIENT  CLI AMT

      D31397  01/01/02     335.00   092655      335

      796007  01/01/02   3,290.00                  

                                    068267      382

                                    099654      797

                                    072730      475

                                    068634      604

                                    103214      476

                                    077593      230

                                    114255      900

      D31731  01/01/02   1,042.00   114980     1042

      D30307  01/01/02   2,984.00   115030     1164

                                    100846      724

                                    071547      583

                                    072356      445

       

      Note: the second and fourth records have multiple client payments.

        • Unable to trap variable detail lines
          Grant Perkins

          Mike,

           

          OK, I see the problem but I'm not sure what you want to get out of the process.

           

          If you think of the payment details (CLIENT and CLI AMT columns) as DETAIL then you can trap for those based on characters (possibly only numeric?) in the CLIENT column. Blank won't be picked but ...

           

          Then set up an Append template to get the rest of the columns to the LEFT where there is any information. Maybe a trap on the "/" in the date fields? Or something from the 4 columns not shown.

           

          You should then get a table with each record for  the CLIENT and CLI AMT fields with the other columns attached as individual fields each time.

           

          BUT

           

          If you want the CHECK# fields to be the DETAIL, it follows that the CLIENT and CLI AMT columns will need to be handled differently, making things a little more 'interesting'.

           

          You would then be looking at something along the lines of:-

           

          The 'Append' trap from above now applies as your DETAIL trap. For the columns CLIENT and CLI AMT the field needs to be positioned for the relevant column and then set it to be a multi-line field. (Right click on the Properties and go to Advanced.

           

          Set an appropriate "End Field On" value (I suggest you play with this to see what you get - it is a good learning experience in my opinion).

           

          The table should then give you a single field for each column/record combination, with multiple values. You then need to "slice and dice" the data if you want to break out the individual values for each CLIENT and CLI AMT combination.

           

          For now I will stop at that point. If you get to here let us know and tell us what else you need to achieve. We can then guide you through the rest of the process.

           

          If you are heading down this[/i] route, as a recent user I think the learning curve is best handled in 2 stages. It should be clearer that way. But we would also need to know what you require the data to look like at the end of the process - if possible. It helps to narrow the choice of options!       

           

          Grant

           

          edit - all the typos I could spot ...

           

            Originally posted by MikeC:

          I have Monarch version 7 and I am trying to build a template.  I can't trap all of the detail because there are blank fields in the first line every so often. The file contains the check information in the first seven fields and the last two fields are a breakdown of the clients who benefited from the payment.

           

          I'm new to Monarch, so if any experienced users have some suggestions it would be greatly appreciated.

           

          Here is a sample of the data, which contains four records (with four columns removed).

           

          CHECK#  CHECK DT  CHECK AMT    CLIENT  CLI AMT

          D31397  01/01/02     335.00   092655      335

          796007  01/01/02   3,290.00                  

                                        068267      382

                                        099654      797

                                        072730      475

                                        068634      604

                                        103214      476

                                        077593      230

                                        114255      900

          D31731  01/01/02   1,042.00   114980     1042

          D30307  01/01/02   2,984.00   115030     1164

                                        100846      724

                                        071547      583

                                        072356      445

           

          Note: the second and fourth records have multiple client payments. /b[/quote]

           

          [size="1"][ December 18, 2003, 01:37 PM: Message edited by: Grant Perkins ][/size]

          • Unable to trap variable detail lines
            MikeC _

            Thanks Grant,

             

            Your first suggestion worked.  I was trying to append the client info. and that didnt't work.  I didn't think to try appending the data left of the client info. 

             

            Mike