EDI Viewer - AC5 Form

The AC5 Form window is used to edit and enter AC5 forms for your client codes

The Client Code: list box at the top left of the window lists all client codes you can file AC5 forms for. Picking a selection from this list box will populate the Select an AC5 list box at the top right of the window.

The Select an AC5: list box at the top right of the window lists the date prepared and production year for all AC5 forms for this client code. Picking a selection from this list box will show you that AC5 form. This allows you to see a complete audit trail of AC5 forms. The list box at the top of the window will be empty for new AC5 forms until you enter your data and save it.

Picking an AC5 from the list that is not the most recent AC5, will put that AC5 form into a Read Only status. Since there is a newer AC5, all previous AC5s cannot be edited preserving your audit trail, but still allowing you to view and print them. This rule has an exception and the exception is, if the latest AC5 is an amendment for a previous year, you can still edit the AC5 for the most recent production year. ( if your latest AC5 was an amendment for 1997 and you had a 1998 AC5 entered, both of these forms would still be editable).

   
To add a new AC5 or edit an existing AC5, do the following:
  1. Click on the AC5 toolbar button. This will take you to the AC5 window and show you the last AC5 that was entered for the first client code in the client code list box.
  2. Follow the steps below to add a new AC5 or just edit the AC5 you see on the screen. Only the last AC5 form is editable and all previous AC5s have Read Only status because they are your audit trail of what you have filed.

To add or insert a new AC5 or Custom Processing Fee Paid entry, you can do any one of the following:

  • Right-click your mouse to get a popup menu and choose add or insert.
  • Press the shortcut keys, CRTL and A (add) or CTRL and I (insert).
  • Click the edit menu at the top of the screen and then choose add or insert.

To delete an AC5 or Custom Processing Fee Paid entry, click on the AC5 form or Custom Processing Fee Paid entry and do any one of the following:

  • Right-click your mouse to get a popup menu and choose delete.
  • Press the shortcut keys, CRTL and D.
  • Click the edit menu at the top of the screen and then choose delete.

Note: You will not be able to delete an AC5 if you are in read only mode.

Business Rules:

  • When adding a new AC5, you must use a date prepared that is after the most recent date prepared in the system for this client code. All previous AC5 forms are then placed in a Read Only mode, preserving your audit trail.
    • This rule has an exception and the exception is, if the latest AC5 is an amendment for a previous year, you can still edit the AC5 for the most recent production year. (if your latest AC5 was an amendment for 1997 and you had a 1998 AC5 entered, both of these forms would still be editable).
  • To do an Amendment, select the AC5 form you want to amend from the Select an AC5 list box at the top of this window. This shows you the original AC5 you are going to amend. Next, click the right-mouse button to see the popup menu. You will now see a choice at the bottom of the menu to Add Amendment. Choosing Add Amendment makes a copy of the original AC5 for you to make your amendments on. At the top of the AC5 form you will see a field where you can enter an amendment description. This gives you an audit trail of why you made this amendment and does not show up when printing the form.
   
To enter AC5 Part 3, click on the tab Part 3. When you change tabs, your data is saved, so in this case, all data on tab AC5 - Parts 1,2 would be saved if it passed validation. Use the same method on Part 3 to add, insert, or delete rows.  
To Print an AC5 form, click the Print toolbar button or choose Print from the File menu. It does not matter which tab you are on when you print.