AccessibilitySkip to Top NavigationSkip to Main ContentHome  |  Contact IRS  |  About IRS  |  Site Map  |  Español  |  Help  

7.14.1  Introduction

7.14.1.1  (01-31-2006)
Overview

  1. This user manual contains procedures for employees in the Employee Plans (EP) function to process the determination application on EDS from establishment to closing. The Cincinnati Submissions Processing Center (CSPC) and the EP Determination Centralized Site in Cincinnati (EP-DCSC) Office are jointly involved in the EP determination letter request centralization process.

    1. The TE/GE Deposit Unit at the CSPC performs the initial processing of the determination letter request submitted by the taxpayer.

    2. The cases files are shipped to EP-DCSC to process the determination letter application.

  2. These procedures apply to all EDS users. They provide information on options available to users and validity check required by the system.

  3. EDS is divided into seven subsystems:

    1. Data Transcription System (DTS) — EP Applications are manually entered. Transmittal sheets, mailing labels and file labels may be generated from the system. (See IRM 7.14.2, Data Entry, IRM 7.14.3, Data Transcription Subsystem and Inventory Control Subsystem Main Menu Options, and IRM 7.14.4,Letter Generation).

    2. Letter Generation System (LGS) — Additional information letters may be generated through the LGS, but final determination letter must be generated through EDS. All letters created on EDS can also be reprinted. (See IRM 7.14.4,Letter Generation).

    3. Inventory Control System (ICS) — Case assignment, status update, closing data, re-sending EDS and MPS unpostable information, and research capabilities are available from this option on EDS. (See IRM 7.14.3,Data Transcription Subsystem and Inventory Control Subsystem Main Menu Options, and IRM 7.14.5,Inventory Control System).

    4. Management Information System (MIS) — Inventory and employee reports are available. (See IRM 7.14.6,Management Information System (MIS)).

    5. Time Reporting System (TRS) — is not available at this time.

    6. File Maintenance System (FMS) — Control files are updated for operating EDS. These control files, for example, are the Employee Plans Master File and System Parameter files for DTS and LGS. Instructions for the use of these files are found in the File Maintenance Manual. This manual has been distributed to select individuals who administer EDS. See your EDS Functional Coordinator or System Administrator.

    7. Master File Pipeline System (MPS) — Receives and validates the EDS data in the service center before it transfers the data to the EPMF and Detroit Computing Center. (See IRM 7.13.6, Inventory Control Subsystem, for a complete description of MPS and correcting unpostables.)

  4. EDS is a menu-driven system. Functions can be chosen from a list of available options. The selection of a valid option will result in the display of an input screen or another submenu. At the completion of an option, the higher level menu is displayed so another option may be selected or you may exit EDS.

7.14.1.1.1  (04-15-2003)
Description of Application

  1. When a request for a determination letter is submitted by a plan sponsor, it is processed in the following manner:

    1. The applications are received by the Receipt and Control Branch, Extraction Unit.

    2. Forwarded to TE/GE Deposit Unit to process user fees into the Letter Information Network User Fee System (LINUS).

    3. Acknowledgment letters are generated from LINUS. LINUS also generates the input sheet that is attached to the front of the case file for easy establishment to EDS.

    4. The TE/GE Deposit Unit sends the application to control on the Cincinnati Submissions Processing Center’s (CSPC) Batching Unit to be controlled on the Batch/Block Tracking System (BBTS).

    5. The Batching Unit then returns the application back to the TE/GE Deposit Unit so the Remittance Processing Clerks can assemble the application in a folder and enter the application information on EDS.

    6. Once the case is established on EDS, the applications are forwarded to EP-DCSC to complete the technical processing of the determination request.

7.14.1.1.2  (04-15-2003)
Definitions

  1. The following definitions are needed for proper understanding of the screen functions.

    1. Cursor — A special symbol (usually a square block or blinking underline) displayed on the screen to indicate where the next character will appear when entering data.

    2. Field/Item — A group of continuous characters on the screen.

    3. Input Field — A field in which data can be entered. Sometimes called an UNPROTECTED field.

    4. Display Field — A field in which data cannot be entered, but is displayed for information. Also called a PROTECTED field.

    5. Menu — A screen from several options can be selected.

    6. Transaction — In DTS, the related data entered for one application form.

7.14.1.2  (04-15-2003)
Screen Fields

  1. EDS screen contains four types of input fields:

    1. Alphanumeric — Allows entry of all characters on the keyboard. Lowercase characters (a–z) when entered on a screen, are added to the database in uppercase except where noted.

    2. Numeric — Allows entry of only digits 0 through 9. Leading zeros can normally be omitted except where noted.

    3. Alphabetic — Allows entry of only letters A–Z and blank spaces.

    4. Decimal — Allows entry of only digits 0 through 9. Leading zeros and zeros trailing a decimal point can be omitted.

7.14.1.3  (01-31-2006)
Keyboard Functions

  1. The following describes the effect of pressing various keys in EDS.

    Note:

    The effects are not necessarily the same when using different software.

    1. Left Arrow — Moves the cursor to the beginning of the current field. If the cursor is already at the beginning, the cursor is moved to the beginning of the preceding field.

    2. Right Arrow — Moves the cursor one position to the right. If the cursor is already at the last position of the current field, the cursor is moved to the beginning of the next field.

    3. Up Arrow — Moves the cursor to the first input field of the line immediately above.

    4. Down Arrow — Positions the cursor at the first input field following the current line.

    5. Backspace — Moves the cursor one position to the left.

    6. Home — Positions the cursor at the first input field on the screen.

    7. Tab — Moves the cursor to the next field.

    8. Return/Enter — Same as Tab, above.

    9. Del/Delete — Erases all characters on the current field from the cursor to the end of the field and replaces them with underlines.

    10. Esc/Escape — Turns off the insert mode of the F9 key. See F9, below.

    11. F1 — Execute key. Indicates completion of input for the current screen.

    12. F2 through F6 — Function varies depending on the EDS option in use. Use will be indicated by the system itself. Most common uses are:

      F2 Next Page
      F3 Previous Page
      F6 Help

    13. F7 — Redraw key. Redraws the current screen on the terminal to clear system messages, mail messages, or transmission problems displayed in the middle of a screen.

    14. F8 — Delete key. Deletes a character at the current cursor position.

    15. F9 — Insert key. This key may only be used on alpha or alphanumeric fields. Subsequent characters entered will be inserted before the cursor. To turn off the insert mode, press the Esc key. The insert mode is automatically turned off at the end of a field.

    16. F10 — Cancel/Exit key. In DTS the F10 key will cause all data entered for the current transaction to be deleted. All other times the F10 key exits a screen and returns to the previous menu.

    17. F11 — Print key. Prints the information displayed on the screen. The system will prompt for the printer number/method (1–9, s, t or n) to print the screen image.

7.14.1.4  (04-15-2003)
Screen Operation

  1. In a typical session, the following steps occur:

    1. The System displays a screen.

    2. The user enters the responses to the screen prompts in the input fields.

    3. The arrow and other keys can be used to skip over fields.

    4. The same keys should be used when an input field is not completely filled, so that the cursor is positioned in the next input field.

    5. The F1 key (or other key if so indicated) is depressed when all required data fields have been entered.

    6. The system will display "WAIT" at the bottom right corner of the screen to indicate that it is processing the data entered and that no key should be hit until the "WAIT" sign is turned off.

    7. The system performs edit and consistency checks to ensure that the data entered is correct.

    8. If an error is detected, the terminal will beep, an error message is displayed (some messages may be in reverse video) on the last line of the screen, and the cursor is positioned at the field in error. Enter the correct data and depress the F1 key.

    9. Repeat the above error correction procedure until all errors have been corrected. The next screen, if any, will then be displayed.


More Internal Revenue Manual