Title
Savings Bonds Distribution Report

Purpose
This report displays Savings Bonds purchases as interpreted frompayroll records. If an employee is enrolled in a savings bonds purchaseprogram, periodic payroll deductions can accumulate up to the pointwhere a bond or a number of bonds can be purchased. This accumulationof funds is then transfered to make the required purchases from theFederal Reserve Bank. Payroll results reflect this activity, and thisreport collects data from payroll at the end-of-period date. Displayedare also the bond owners and beneficiaries.

Prerequisites
To be enrolled in a Savings Bonds purchase plan, an employee must haveinfotypes 103 and 104 maintained in Master Data. These infotypes storethe kinds of bonds, their value, and for whom they should be purchased.This report requires an evaluation period over which it is desired tocollct the bonds purchase activity. All information is then collectedfrom payroll results whose period end dates fall within the evaluationperiod time interval. The evaluation can be performed for a particularemployee or a set of them described in the selection screen.

Features

Selection
To execute this report:
,,1. Select an evaluation period. For accuracy, it is recommended thatthe user chooses evaluation periods consistent with payroll begin andend dates
,,2. Specify the personnel numbers corresponding to employees forwhich we want to collect bond pourchase activity.
,,3. Make an output view option: Tree or Grid views are supported.
,,4. Execute.

Output
The Tree view has a hierarchycal structure that follows the orderEmployee Name / Bond Owner Name / Date of Purchase. Total amounts forbonds purchases are collected in a Totals column where thecorresponding hierarchycal total is displayed in the correspoding cell.That is, Totals displayed in a cell corresponding to an Employee Nameare total bond purchases of any kind for this particular employee overthe evaluation period. Totals in a Bond Owner Name cell represent thetotal number of bonds of any kind bought for this bond owner over theevaluation period. Totals in a Date of Purchase cell correspond tospecific bond purchases of a particular kind.
The Grid view is a list that has no hierarchycal structure and iscreated faster for large numbers of employees to be displayed. Thislist contain specific bond purchases for each row. The tree hierarchycan still be built on this display and the corresponding totalsdisplayed on the Tree view can still be achieved by selecting with aclick of the mouse the header of the three first columns while holdingthe "Shift" key, and then click on the subtotals button. These threecolumns correspond to Employee Name, Bond Owner Name, and Date ofPurchase respectively.