How do I fix Checkout errors? (Recalculate)

When you run Checkout to search for errors in the database, the errors that are found are listed on the Checkout report. Some of the errors will be followed by the command Recalculate. That command refers to the Recalculate routine and it means the error in question can be fixed by running Recalculate.

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How do I fix Checkout errors? (Recalculate)
1. Run Recalculate
1. Options
  1. Correct appearance required status
  1. Correct closing dates
  1. Correct primary offenses
  1. Mark transactions as updated to General Ledger through

Run Recalculate

Run Recalculate when the Checkout report lists errors that can be fixed by running Recalculate. Recalculate will repair some, but not all, of the database errors. If you cannot fix the database error by running Recalculate, then you need to manually repair the database error.

Do this...

1. Open Connect Court Management > Cases > Recalculate.

2. Set up the Recalculate options. See the explanation for completing each field, included in this help topic.

3. Click GO (CTRL+G).

4. Run Connect Court Management > Cases > Checkout again.

Options

Correct appearance required status

Run this option when the Checkout Report lists Incorrect Appearance Required Status.

The Checkout routine compares the setting in the Appearance Required field in open cases against the Appearance Required field in transactions that have been created for the case.

Correct closing dates

Run this option when the Checkout Report includes the error for Cases with a Closing Transaction, but No Close Date.

The closing date, or close date, is the transaction date that is recorded on a transaction that closes a case. The close date should be the same as the transaction date recorded on the closing transaction. Use this option to search for discrepancies between the closing date and the closing transaction date on closed cases.

Correct primary offenses

Run this option for the Checkout error: Incorrect Primary Offenses. The Recalculate routine will copy the primary offense to the incorrect instances.

The Checkout report compares the primary offense on a transaction to the primary offense recorded on the case.

Mark transactions as updated to General Ledger through

If the transaction has been updated to the General Ledger, use this option to change the status flag on the transaction to updated.

Do you wish to change the status on the transaction to updated?

Yes, change the transaction status to updated. Click to select Mark Transactions as Updated to the General Ledger as of MM/DD/YYYY.
No, leave the transaction status as is. Click to clear Mark Transactions as Updated to the General Ledger as of MM/DD/YYYY.

What if the Checkout report includes not updated transactions and I don't want to post the transactions to the General Ledger?

For example, if Jane uses Cash Receipting to enter payments, then the payment transactions that are created in Cash Receipting may already be posted to the General Ledger through the Cash Receipting applications.

These payments are posted directly to the appropriate receivable account in the General Ledger rather than using a cash clearing account. In this instance, since the payments have already been updated using Cash Receipting there is no reason to update those same payments from Court Management to General Ledger.