2.4.54  Command Codes CSPOD, CSPSP, CSSAD and CSZIP

Manual Transmittal

November 29, 2011

Purpose

(1) This transmits revised IRM 2.4.54, IDRS Terminal Input, Command Codes CSPOD, CSPSP, CSSAD and CSZIP.

Material Changes

(1) Updated organization symbols.

Effect on Other Documents

IRM 2.4.54, dated January 1, 2010, is superseded.

Audience

SB/SE and W&I.

Effective Date

(01-01-2012)


Terence V. Milholland
Chief Technology Officer

2.4.54.1  (01-01-2012)
Introduction

  1. This section provides instructions for the use of Integrated Data Retrieval System (IDRS) display station terminals at all Service Center Replacement (SCRS) locations where the command codes for Centralized Files and Scheduling System are used.

  2. These instructions provide a guide for entering or extracting data from the Centralized Files and Scheduling System.

  3. This is a general use IRM for IDRS terminal operations accessing the Centralized Files and Scheduling System at all SCRS locations.

  4. Instructions relating to when to use IDRS and what is to be accomplished by its use can be found in the appropriate procedural handbooks and Internal Revenue Manuals.

2.4.54.1.1  (01-01-2004)
Standard Validity Criteria

  1. All Command Codes used for input to IDRS have some data elements in common. Generally, these data elements are dictated by specific rules governing their validity. These standard validity checks are listed in this section. Any exceptions or unique additions to these rules will be noted under the Command Code Element Description and Validity. These validity checks are for IDRS input only and do not cover the possibility of unpostable data when attempting to post to a Master File.

2.4.54.1.1.1  (01-01-2010)
Common Error Conditions

  1. The basic error messages listed below are generated when the data element is unacceptable as entered. The data can than be corrected and re-entered. The error messages will appear in Inverse Video.

  2. Command Code

    1. Must be five alpha or numeric characters input in a recognizable format; and must be input in the first five positions on line 1 or in the first five positions after the Start Message Indicator.

    2. Error Message — ENTER RECOGNIZABLE COMMAND CODE .

  3. Entry Code

    1. Must be the two digit Entry Code in effect for the terminal operator at the time the Command Code is input. May contain any alpha character, any numeric character or any of the following special characters;+,-,/,@,or,].

    2. Error Message — ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ .

2.4.54.1.1.2  (01-01-2004)
Re-enter Codes

  1. For most command code error responses, it is necessary to key in the Entry Code prior to releasing the Command Code. The original Entry Code will be blanked out by the error routines.

2.4.54.1.1.3  (01-01-2004)
Paging Condition

  1. A paging condition exists when the data being retrieved is more than can fit on a single screen display. When a paging condition exists, the terminal displays a paging message on line 24 of each page. See the example displays below:

    Figure 2.4.54-1

    This image is too large to be displayed in the current screen. Please click the link to view the image.

  2. The paging message shows the number of the page being displayed, the total number of pages in the display, and the number of the next page. Notice that page 1 follows the last page.

  3. The cursor is automatically positioned following the page number shown after the total number of pages in display. When the ENTER key is depressed, the terminal will display this page of data. This may be either the next page, as displayed by the computer, or any page designated by overlaying a page number onto the format by key input. For example, overlay " 001" in the lower example with "002" and depress the ENTER key. The terminal will now display page 2.

  4. No Entry Code is needed to move from one page to another.

  5. Do not leave the terminal in a paging conditions. Since no Entry Code is needed for input, anyone could depress the ENTER key and have unauthorized access to the display. To remove the terminal from the paging condition, overlay an alphabetical character onto the page number following the total number of pages in display and depress the ENTER key. For example, overlay "002" in the upper example with "00Y" .

2.4.54.1.2  (01-02-2002)
IDRS Security System

  1. The IDRS Security System is designed to provide protection for both the taxpayer and the IDRS user employee. The taxpayer must be protected from unauthorized disclosure of information concerning his/her account and unauthorized changes to it. The IDRS user employee must be protected from other personnel using his/her identification to access or make changes to an account.

2.4.54.1.2.1  (01-02-2002)
Protection of Taxpayer Accounts

  1. The greatest potential for unauthorized disclosure of tax information occurs when IDRS user employees handle telephone inquiries from taxpayers. Employees should exercise special precautions to identify the taxpayer or his/her authorized representative when answering such inquiries. In responding to telephone inquiries, no tax return information may be given out unless it relates to a notice, billing, letter initiated by the IRS, or refund inquiry.

  2. When responding to telephone inquiries about a tax account, the employee handling the inquiry should, as a minimum, obtain the taxpayer's name, address and taxpayer identification number (SSN or EIN). Recipients of calls should continue to ask enough questions to satisfy themselves that they are speaking to the taxpayer. The following are types of information that might be asked the caller.

    1. Document Locator Number (DLN), date or amount on notice or other document received.

    2. Date and/or amount of refund, adjustment, payment, or return.

    3. Type of notice or other communication received.

  3. If a caller is unable to furnish enough information to establish that he/she actually is the taxpayer, the employee should request that the caller find out the information and call back. If the caller states he/she does not have the information and cannot obtain it, the employee should advise the caller that a written reply will be mailed to the taxpayer's address of record.

  4. Employees should not provide Taxpayer Identification Numbers over the telephone.

  5. Walk-in taxpayers should not be given tax return information until they have properly identified themselves.

  6. Information concerning taxpayers will not be provided to third parties without written or oral authorization from the taxpayer. For example, specific information concerning a client's bill or notice will not be provided to third parties without receipt of written or oral authorization from the taxpayer. This is true even though the third party requesting information has possession of a copy of the bill or notice in question.

  7. Written authorization from the taxpayer is not restricted to a power of attorney or to any specific form. The authorization must contain the following:

    • Taxpayer's identity: name, address, SSN/EIN or any combination thereof;

    • Identity of the person to whom the disclosure is to be made;

    • Sufficient facts to determine the nature and extent of the information or assistance requested and tax information to be disclosed; and

    • The taxpayer's signature and date.

    Taxpayer Service employees will not request returns from service centers of Federal Records Center solely for verification of the taxpayer's signature. If there is serious doubt whether the signature on the authorizations is the taxpayer's, offer to mail the information to the taxpayer's, address of record.

  8. In walk-in contacts, if the third party has possession of a copy of the bill or notice in question, the third party will still need a written authorization as described in (7) above. In the absence of such a written authorization, the third party may only be furnished general information regarding the meaning of the bill or notice. If the third party does not have possession of a bill or notice, the written authorization should contain the same information as in (7) above.

  9. Verbal consent to disclose return information to parties assisting the taxpayer in resolving a federal tax matter will be accepted. The taxpayer can verbally approve disclosures to someone accompanying the taxpayer at in-person meetings or participating in a telephone conversation between the taxpayer and IRS. Reasonable steps will be taken to confirm the identity of the taxpayer and the designee before disclosing any return information to the third party. The disclosure of return information must be limited to the information covered in the verbal consent and disclosure can only be made to third parties helping taxpayers resolve a federal tax matter.

  10. In telephone contacts, Taxpayer Service personnel are restricted to the information they may furnish third parties in the absence of written or oral authorization. Only general information regarding the meaning of a particular notice or letter may be given. Advise the third party to furnish a written authorization in order that information may be provided, or offer to call the taxpayer or mail information to the taxpayer's address of record. Otherwise, no specific information related to the taxpayer or his/her account may be given. No information from IDRS, microfilm, or tax returns may be given to the third party. Naturally, information the third party offers may be accepted. For example, cancelled check information may be accepted to initiate a payment tracer on a bill but no information relative to the balance due or nature of the assessment may be given.

  11. When a third party makes a written inquiry, no information may be furnished without written or oral authorization from the taxpayer.

  12. It should be kept in mind that relatives are third parties and the rules outlined in this Section apply to them. These rules do not apply to husband and wife when both sign a joint return. However, when a spouse has been claimed as a dependent on a return (instead of filing jointly), the dependent spouse may not be given information without written or oral authorization from the taxpayer who signed the return.

2.4.54.1.2.2  (01-02-2002)
Protection of the IDRS User Employee

  1. It is essential that only properly authorized employee have access to command codes since IDRS terminals can be used to changes taxpayers' accounts. It is equally important that each employee be protected from other personnel using his/her identification since the only record of the employee making the change will be computer generated from the entry code input by the operator. Proper use of Command Codes SINON and SINOF will provide necessary protection to the employee. However, an employee must properly safeguard both his/her password and entry code in order to obtain the benefits of the system.

2.4.54.1.2.3  (01-02-2002)
Authorized Access

  1. IDRS users are authorized to access only those accounts required to accomplish their official duties. IDRS users must not access their own or spouse's account, the account of a friend, relative or co-workers, or any account in which they have a personal or financial interest. There are Civil and criminal penalties for the unauthorized inspection or disclosure of returns and return information.

2.4.54.1.2.4  (01-01-2010)
Passwords

  1. Each IDRS user employee will be responsible for creating an IDRS password that is only known by that user. When an employee is added or re-added to IDRS, the employee will receive a temporary password from the IDRS Security Officer either by mail or telephone. The employee will enter the temporary password into the password field when signing-on to IDRS. The user will be prompted to create≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ password and to confirm the employee created password.

  2. ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡

  3. ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡

  4. A user who forgets his/her password must notify the appropriate USR who will contact the IDRS Security Officer in the Service Center to request a temporary password for the user. The IDRS Security Officer will either mail the temporary password or call the user and give him/her the temporary password.

  5. Anytime a password is compromised, or even if an employee suspects that is has been, the employee must immediately change his/her password and then notify their manager/USR about the concern. The manager/USR must report the concern to the appropriate IDRS Security Officer in the Service Center.

2.4.54.1.2.5  (01-02-2002)
SINON

  1. An employee must sign-on to IDRS before accessing or changing any account on IDRS. The SINON screen contains a brief paragraph explaining the responsibilities and disciplinary actions that may result to all authorized users who misuse the system. Any user who signs on to IDRS is acknowledging that they have read and understand the disciplinary statement. IDRS users will no longer re-enter their passwords on the SINON ACKNOWLEDGE (SNACK) screen. After signing on to IDRS, users will receive their entry code and can begin to enter command codes on the entry code screen.

  2. During SINON the user employee must ensure that the Production Training Indicator (PTI) is set appropriately. PTI are

    • P = for the production mode—no restrictions

    • T = for the training mode—no restriction

    • R = for the research mode—restricted to selected users

  3. The IDRS Security Officer in the Service Center will adjust the employee's profile for restricted PTIs when the employee needs to obtain access to only one type of account. If no changes are made to the employee's profile, the employee will contain to have access to any type of account. The restricted PTIs are:

    • I = restricted access for IMF production accounts only

    • B = restricted access for BMF production accounts only

    • A = restricted access for IMF research accounts only

    • C = restricted access to BMF research accounts only

  4. The Social Security Number and the employee's password are protected from viewing. These fields are not displayed on the screen to protect the employee's privacy and safeguard the password.

2.4.54.1.2.6  (01-02-2002)
Entry Code

  1. After the user employee has achieved a successful sign-on to IDRS the system will generate a @ character entry code for the user. The entry code has a floating position in each command code. In order to maintain maximum security, the entry code is the last item input for allcommand codes. The entry code must follow all the input for a command code and ENTER must be depressed in the first position following the entry code.

  2. The Entry Code received during SINON is the identification the system uses to generate the employee number for every action processed through the IDRS terminal. The protection of the entry code is as important as the protection of the password.

    1. An employee must not allow any other employee to use his/her entry code. Everything done on IDRS will be recorded as being done by the employee officially assigned the entry code.

    2. Employee should not record their entry codes for ready reference. If the entry code is written down it is too easy for another employee to find it and use it.

  3. An employee can be signed on to only one terminal at a time, and can have only one active entry code at a time.

    1. If a user signs off a terminal and subsequently signs on again at any terminal, he/she may input the previously assigned entry code and retain that code, if the code has not also been assigned to another employee on that terminal. If the code has been reassigned to another employee on that terminal the employee will receive the message NEW ENTRY CODE REQUIRED-SINON AGAIN .

    2. If a user is signed on a terminal, signs off, then signs on again at that terminal or at a different terminal without inputting the previously assigned entry code, he/she will be assigned a new entry code.

  4. The entry code will be used to generate the ten (10) digit employee number for all Command Codes that require it as a record element.

2.4.54.1.2.7  (01-02-2002)
SINOF

  1. Users must use CC SINOF (see Figure 2.4.54–3) whenever they are going to be away from the terminal (for example, going to lunch, break, or back to desk). Users should stay signed only when they are actively using the terminal or when they can see the terminal and anticipate using it again soon.

  2. Proper use of CC SINOF provides employees complete protection of their entry codes. IF an user does not SINOF, there is always a danger that someone else will use his/her entry code during his/her absence, and all the actions on the terminal will be recorded as being done by the original user.

  3. If a user is signed on at a terminal and signs on at another terminal, then entry code on the original terminal will automatically be deactivated.

2.4.54.1.2.8  (01-02-2002)
Security Files

  1. The security system provides identification and authorization for every terminal input. The Employee Profile Security File contains significant data required to recognize each employee authorized to use IDRS. The Terminal Profile Security File includes terminal identification to recognized each terminal in the IDRS.

2.4.54.1.2.9  (01-02-2002)
Training Capabilities

  1. In the Employee Security File there will be two profiles recorded, a production profile and a training profile. The production or training indicator in CC SINON determines which profile is used. While operating in the training mode on production accounts, no actual updating of any IDRS data can be made. All command codes will be used in exactly the same manner as when in production mode.

  2. Trainees will be able to update a training account through real-time and then be able to recall the account to view the updated effect. Accounts may be restored to the original condition by two methods:

    1. by terminal input of CC RSTOR to restore a specific module, an entire account, or an Audit Information Management System (AIMS) record.

    2. by daily (or periodic) restoration of the entire training file.

  3. When an IDRS user is signed on in the Training Mode, the terminal will be authorized the same command codes as the user's training profile until he/she signs off.

2.4.54.1.2.10  (01-01-2010)
Security Violations

  1. ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡

    1. ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡

    2. ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡

    3. ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡

    4. ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡

  2. All security violations will be recorded in the security files by the terminal and, if possible, by employee number.

  3. A terminal will lock after ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ violations. In the event of a security lockout, the screen of the affected terminal will display the message SECURITY LOCK ON THIS TERMINAL and the terminal keyboard will lock. The operator will immediately notify his/her supervisor who will initiate action to unlock the terminal.

2.4.54.1.2.11  (01-02-2002)
Security Reminders

  1. Users should always clear the screen when the terminal operation is completed.

  2. Users should be sure to retrieve all prints if the terminal is connected to a printer. If someone leaves a print in the printer, it should be placed in classified waste if the originator cannot be determined.

  3. IDRS terminals are programmed for real-time usage and are systematically deactivated at the end of each work day. Any input at a time not during the authorized time period will be recorded as a security violation.

2.4.54.1.2.12  (01-02-2002)
RMODE

  1. Command Code RMODE authorizes an employee to use the command codes contained in his/her Training Profile in a research mode. The research mode differs from production mode in that production files are accessed but not updated. It differs from training mode in that the training files are not accessed. The research mode is to be used only by the IDRS Control Group and the CSA Staff for researching production problems that can be resolved only by accessing production data. An Audit Trail Record will be produced for all inputs made in the research mode. In order to use the research capability, an employee must have CC RMODE in his/her Training Profile, and input CC SINON with a Production/Training Indicator of R.

2.4.54.1.2.13  (01-01-2010)
Command Code SINON

  1. Figure 2.4.54-2

  2. Input Format for Original Sign-On.

    Figure 2.4.54-3
    Element Line Position Description and Validity
    1 1 1–5 SINON
    2 1 17 Production/Training Indicator (PTI)—Must be P (Production) or T (Training) or R (Research
    3 1 29–37 Employee SSN—Must be entered in prescribed SSN format (nnn-nn-nnnn)
    Hyphens will already be present on the screen
    4 2 13–38 Users last name.
    5 3 17 First Initial of Users name.
    6 4 12–23 Password—must be ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡

2.4.54.1.2.14  (01-01-2004)
Command Code SINOF

  1. Figure 2.4.54-4

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (1) Use this command code to invalidate assigned entry code.
    (2) Input format for Command Code SINOF

    Figure 2.4.54-5

    Element Line Position Description and Validity
    1 1 1–5 SINOF
      1 7–8 Entity Code

2.4.54.2  (01-01-2005)
Command Code CSPOD Overview

  1. Command Code CSPOD — Command code used for inputting information from Centralized Scheduling Change Request for Taxpayer Contact Letter Information. This command code is authorized for District Office and Service Center sites.

  2. This subsection contains instructions and exhibits for entering data from the Centralized Scheduling Change Request for Taxpayer Contact Letter information (Form 6877).

  3. Although letters will only be generated on Office Audit (Centralized Files Inventory) cases, Field-Audit (Centralized Storage Inventory) cases will need to have POD information for Field Audit (Centralized Storage Inventory) POD(s) the POD number to be entered must be 4 digits, the Aims-POD is 003 then the POD entered on the CSPOD screen would be 0030.

2.4.54.2.1  (01-01-2006)
Definitions for CSPOD

  1. CSPODA — The Command Code and Command Code Modifier used to establish appointment information on the CSP Data Base.

  2. CSPODC — The Command Code and Command Code Modifier used to update appointment information on the CSP Data Base.

  3. CSPODD — The Command Code and Command Code Modifier used to delete appointment information on the CSP Data Base.

  4. CSPODL — The Command Code and Command Code Modifier used to display appointment information on the CSP Data Base.

  5. CSPODH — The Command Code and Command Code Modifier used to display information to assist in the entry of Centralized Scheduling Change Request.

2.4.54.2.2  (01-01-2004)
Command Code CSPOD Processing

  1. The information to be entered by Command Code CSPOD is to be taken from the Form 6877. This information consist of the District Office Code, Post of Duty, Organization Code, Appointment Address, Appointment Room Number, Contact Phone Number, Appointment Clerk, Tax Law Clinic Code, Call Back Code, and Return Address. These items are entered in fixed format on screen lines 1 through 12.

2.4.54.2.3  (01-01-2004)
Terminal Responses for CSPOD

  1. Validity Checks — After all data has been entered and the XMIT key has been depressed, various validity checks are performed.

  2. Request Completed — If the input information is valid, either the requested POD information will be displayed or " REQUEST COMPLETED" is displayed on line 24.

  3. Error Responses — Generated messages are displayed in high/low intensity on line 24. All error messages are listed below. Reference numbers, when present, refer to Figure 2.4.54–6 and identify where the input instructions and validity checks are specified. When deemed necessary, a brief description of the error message is also given.

2.4.54.2.4  (01-01-2006)
Command Code CSPOD Input Format For Modifiers "A" , "C" , "D" , "L" , and "H" .

  1. Figure 2.4.54-6

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (1) CSPOD input format. This format is used to enter, change or delete order information on the CSP Data Base.
    (a) Input Display.

    Figure 2.4.54-7

    Screen Element Line Position Description
    1 1 1–5 Command Code CSPOD
    2 1 6 Command Code Modifier
    1. Must be A, C, D, or L.
    Error Message: V01 COMMAND CD MODIFIER INVALID
     
    3 1 8–19 Aims-Assignee-CD
    NOTE: For error messages AXX refer to FSP 1.05.28.03.
    1. Must be present.
    Error Message: V02 AAC REQUIRED
    2. Must be numeric.
    Error Message: V03 AAC INVALID
    3. EGC cannot be 1000, 1997, 1998 2000 or 2998.
    Error Message: V04 EGC INVALID.
     
    4 1 21–24 Post of Duty
    1. Must be entered.
    Error Message: V05 POD REQUIRED
    2. Must be numeric.
    Error Message: V06 POD INVALID
     
     
    5 2–9 VAR Appointment Information Line
    1. If the Command Code Modifier is "D" , then no Appointment Information Lines may be present.

    Error Message: V17 APPOINTMENT INFO NOT ALLOWED WITH DELETE REQUEST
     
     
    5.1 2 1–25 Appointment Address Line 1
    1. Must be entered with Command Code Modifier "A" or " C" .
    Error Message: V07 ADDRESS LINE 1 REQUIRED
     
     
    5.2 3 1–25 Appointment Address Line 2
    1. Must be entered with Command Code Modifier "A" or " C" .
    Error Message: V08 ADDRESS LINE 2 REQUIRED
     
     
    5.3 4 1–30 Appointment Address Line 3
    1. Must be entered with Command Code Modifier "A" or " C" .
    Error Message: V09 ADDRESS LINE 3 REQUIRED
    2. The Zip Code has been expanded to 12 characters. The format is NNNNN-NNNN NNN.
     
     
    5.4 5 1–20 Appointment Room Number
    1. Must be entered with Command Code Modifier "A" or "C" .
    Error Message: V10 ROOM NUMBER REQUIRED
     
     
    5.5 6 1–25 Contact Phone Number
    1. Must be entered with Command Code Modifier "A" or "C" .
    Error Message: V11 PHONE NUMBER REQUIRED
     
     
    5.6 7 1–24 Appointment Clerk
    1. Must be entered with Command Code Modifier "A" or "C" .
    Error Message: V12 APPOINTMENT CLERK REQUIRED
     
     
    5.7 8 1 Tax Law Clinic Code
    1. Must be entered with Command Code Modifier "A" or "C" .
    Error Message: V13 TAX LAW CLINIC CD REQUIRED
    2. If entered, must be Y or N.

    Error Message V14 TAX LAW CLINIC CD INVALID
     
    5.8 9 1 Call Back Code
    1. Must be entered with Command Code Modifier "A" or "C" .
    Error Message: V15 CALL BACK CD REQUIRED
    2. If entered, must be Y or N.

    Error Message V16 CALL BACK CD INVALID
     
     
    6 10–12 VAR Return Address Information (optional)
    1. If Return Address Line 1 is blank, this area will be filled with the Appointment Address information from Elements 6.1, 6.2, and 6.3.
     
     
    6.1 10 1–25 Return Address Line 1 (optional)
    1. If entered, Command Code Modifier must be "A" or "C"
    2. If blank, will be filled with Appointment Address Line 1.
     
     
    6.2 11 1–25 Return Address Line 2 (optional)
    1. If entered, Command Code Modifier must be "A" or "C " .
    2. Must be present if Return Address Line 1 is entered.

    Error Message: V18 RETURN ADDRESS LINE 2 REQUIRED
    3. If blank, will be filled with Appointment Address Line 2.
     
    6.3 12 1–30 Return Address Line 3 (optional)
    1. If entered, Command Code Modifier must be "A" or "C " .
    2. Must be present if Return Address Line 1 is entered.

    Error Message: V19 RETURN ADDRESS LINE 3 REQUIRED
    3. The Zip Code has been expanded to 12 characters. The format is NNNNN-NNNN NNN.
    4. If blank, will be filled with Appointment Address Line 3.
     

    Error Messages References in Figure 2.4.54.6
    C15 PBC OUTSIDE OF EMPLOYEE JURISDICTION Element 3
    V01 COMMAND CD MODIFIER INVALID Element 2
    V02 AAC REQUIRED Element 3
    V03 AAC INVALID Element 3
    V04 EGC INVALID Element 3
    V05 POD REQUIRED Element 4
    V06 POD INVALID Element 4
    V07 ADDRESS LINE 1 REQUIRED Element 5.1
    V08 ADDRESS LINE 2 REQUIRED Element 5.2
    V09 ADDRESS LINE 3 REQUIRED Element 5.3
    V10 ROOM NUMBER REQUIRED Element 5.4
    V11 PHONE NUMBER REQUIRED Element 5.5
    V12 APPOINTMENT CLERK REQUIRED Element 5.6
    V13 TAX LAW CLINIC CD REQUIRED Element 5.7
    V14 TAX LAW CLINIC CD INVALID Element 5.7
    V15 CALL BACK CD REQUIRED Element 5.8
    V16 CALL BACK CD INVALID Element 5.8
    V17 APPOINTMENT INFO NOT ALLOWED WITH DELETE REQUEST Element 5
    V18 RETURN ADDRESS LINE 2 REQUIRED Element 6.2
    V19 RETURN ADDRESS LINE 3 REQUIRED Element 6.3
    X01 POD ALREADY ON FILE  
    X02 CANNOT DELETE POD INFO WITH ORDER PRESENT  
    X03 POD INFO NOT ON FILE  
    M01 DB ERR-NOTIFY CSA A problem has been detected on the data base. contact Computer Facilities.
    M02 RB ERROR-TRY LATER The data base is currently unavailable, try later.

2.4.54.2.5  (01-01-2004)
Command Code CSPOD Example With "A" Modifier.

  1. Figure 2.4.54-8

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (1) Example of the input screen to establish an appointment.

2.4.54.2.6  (01-01-2004)
Command Code CSPOD Example With "C" Modifier.

  1. Figure 2.4.54-9

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (1) Example of the input screen for correcting an appointment.

2.4.54.2.7  (01-01-2004)
Command Code CSPOD Example With "D" Modifier.

  1. Figure 2.4.54-10

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (1) Example of the input screen for deleting an appointment.

2.4.54.2.8  (01-01-2004)
Command Code CSPOD Example With "L" Modifier.

  1. Figure 2.4.54-11

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (1) Example of an input screen to display appointment information.

    Figure 2.4.54-12

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (2) Example of an output screen to display appointment information.

2.4.54.2.9  (01-01-2005)
Command Code CSPOD Example With "H" Modifier.

  1. Figure 2.4.54-13

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (1) Example of an input screen to display a help screen.

    Figure 2.4.54-14

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (2) Example of an output screen to display a help screen.

2.4.54.3  (01-01-2004)
Command Code CSPSP Overview

  1. Command Code CSPSP-Command Code used for displaying inventory information for Centralized Files and Scheduling System. This Command Code is authorized for Area Office and Service Center sites.

  2. This subsection contains instructions and exhibits for displaying PSP INVENTORY records from the CSP Data Base.

2.4.54.3.1  (01-01-2006)
Definitions for CSPSP

  1. CSPSP — The Command Code with the blank Command Code Modifier is used to display precontact and interview return totals on the CSP Data Base.

  2. CSPSPP— The Command Code and Command Code Modifier used to display priority level totals for each priority code on the CSP Data Base.

  3. CSPSPS — The Command Code and Command Code Modifier used to display interview and precontact return totals for all activity codes, CSDB POD levels, and priority code combinations on the CSP Data Base.

2.4.54.3.2  (01-01-2006)
Command Code CSPSP Processing

  1. Command Code CSPSP is used to request precontact and interview return totals on the CSP Data Base via Area Office and CSDB POD. A three page PSP Inventory Display will result. CSPSP is also used to request an Area Office summary via Area Office and a CSDB POD of space.

  2. Command Code CSPSPP is used to request priority level totals for each priority code on the CSP Data Base via Area Office and CSDB POD. A three page priority level display will result. CSPSPP is also used to request an Area Office summary via Area Office and a CSDB POD of spaces.

  3. Command Code CSPSPS is used to request a summary of interview and precontact return totals for all activity codes for each CSDB POD level within the specified CSDB-POD-1ST-3-DIGITS on the CSP Data base via Area Office and CSDB-POD-1ST-3-DIGITS. A three page POD summary display will result.

2.4.54.3.3  (01-01-2004)
Terminal Responses for CSPSP

  1. Validity Checks — After all data has been entered and the ENTER key has been depressed, various validity checks are performed.

  2. Request Completed — If the input information is valid, the requested information will be displayed on the screen.

  3. Error Responses — Generated messages are displayed in high/low intensity on line 24. All error messages are listed below. Reference numbers, when present, refer to Figure 2.4.54.3–1 and identify where the input instructions and validity checks are specified. When deemed necessary, a brief description of the error message is also given.

2.4.54.3.4  (01-01-2004)
Command Code CSPSP Input Format For Modifiers Blank, " P" and "S" .

  1. Figure 2.4.54-15

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (1) Request using PBC and POD.
    (a) Input Display.

    Figure 2.4.54-16

    Screen
    Element

    Line

    Position

    Description
    1 1 1–5 Command Code CSPSP
    2 1 6 Command Code Modifier
    1. Must be blank, P or S.

    Error Message: V01 COMMAND CD MODIFIER INVALID
    3 1 8–10 Primary Business Code Group
    1. Must be entered.

    Error Message: V02 PBC REQUIRED
    2. Must be numeric.

    Error Message: V03 PBC INVALID
    3. Must match the site using CSPVALPBC.

    Error Message: C15 PBC OUTSIDE OF EMPLOYEE JURISDICTION
    4 1 12–15 CSDB-POD
    1. Must be entered unless PBC summary requested with Command Code Modifier blank or "P" .
    Error Message: V06 POD REQUIRED
    2. Must be numeric.
    Error Message: V07 POD INVALID
    3. Must be 4 digits if Command Code Modifier is blank or P, must be first digit of CSDB-POD if Command Code Modifier is "S" .
    4. Must be blank if PBC summary requested with Command Code Modifier blank or "P" .

    Error Messages Reference Figure 2.4.54–13
    V01 COMMAND CODE MODIFIER INVALID Element 2
    V02 PBC REQUIRED Element 3
    V03 PBC INVALID Element 3
    V06 POD REQUIRED Element 4
    V07 POD INVALID Element 4
    C15 PBC OUTSIDE OF EMPLOYEE JURISDICTION Element 3
    X01 PSP INVENTORY INFO NOT ON FILE  
    M01 DATA BASE ERROR — NOTIFY CSA A problem has been detected on the data base — contact Computer Facilities
    M02 ROLLBACK EXCEPTION — TRY LATER The data base is currently unavailable — try later

2.4.54.3.5  (01-01-2006)
Command Code CSPSP Example With Blank Modifier.

  1. Figure 2.4.54-17

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (1) Example of an input screen to display precontact and interview return totals. This is a three level page display.

    Figure 2.4.54-18

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (2) Example of an output screen displaying precontact and interview return totals. Page 1 of 3.

    Figure 2.4.54-19

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (3) Example of an output screen displaying precontact and interview return totals. Page 2 of 3.

    Figure 2.4.54-20

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (4) This is an example of page 3 of a three page screen displaying precontact and interview return totals.

2.4.54.3.6  (01-01-2006)
Command Code CSPSP Example With "P" Modifier.

  1. Figure 2.4.54-21

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (1) Example of an input screen to display priority level totals for each priority code. This is a three page display.

    Figure 2.4.54-22

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (2) Example of an output screen to display priority level totals for each priority code. Page 1 of 3.

    Figure 2.4.54-23

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (3) Example of an output screen to display priority level totals for each priority code. Page 2 of 3.

    Figure 2.4.54-24

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (4) Example of an output screen to display priority level totals for each priority code. Page 3 of 3.

2.4.54.3.7  (01-01-2006)
Command Code CSPSP Example With "S" Modifier.

  1. Figure 2.4.54-25

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (1) Example of a request to display a summary of interview and precontact return totals for all activity codes for each POD level within the specified AIMS Area Office. this is a three page display.

    Figure 2.4.54-26

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (2) Example of an output screen displaying a summary of interview and precontact return totals for all activity codes for each POD level within the specified AIMS Area Office. Page 1 of 3.

    Figure 2.4.54-27

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (3) Output screen summary. Page 2 of 3.

    Figure 2.4.54-28

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (4) This is page three of the three page output screen summary.

2.4.54.4  (01-01-2004)
Command Code CSSAD Overview

  1. Command Code CSSAD-Command Code used for inputting information from Centralized Scheduling Delete Request (form 6835) and Centralized Files and Scheduling Survey Request (Form 6836). This Command Code is authorized for Service Center use only.

  2. This subsection contains instructions and exhibits for entering data from the Centralized Files and Scheduling Delete Request (form 6835) and the Centralized Files and Scheduling Survey Request (form (6836).

2.4.54.4.1  (01-01-2004)
Definitions for CSSAD

  1. CSSADS — The Command Code and Command Code Modifier used to establish survey records on the CSP Data Base.

  2. CSSADD— The Command Code and Command Code Modifier used to establish delete records on the CSP Data Base.

  3. CSSADH — The Command Code and Command Code Modifier used to display information to assist in the entry of the Centralized Files and Scheduling Request (Form 6835) and the Centralized Files and Scheduling Survey Request (Form 6836).

2.4.54.4.2  (01-01-2004)
Command Code CSSAD Processing

  1. The information to be entered by Command Code CSSAD is to taken from Form 6835, which consists of delete items, or from Form 6836, which consists of survey items. These items are entered using a variable format and may be entered anywhere on screen lines 2 through 23.

  2. Delete information must be entered in the format a,nnnnnnnnnv,nn,nnnn,nnnn,nnn,v-v? where field 1 (action code), field 2 (TIN with file source), and field 4 (tax period) are required, and field 3 (AIMS status code), field 5 (employee group code), field 6 (CSDB Primary Business Code), and field 7 (requestor name) are optional.

  3. Survey information must be entered in the format a,nnn,nnnn,nnn,nnnn? where field 1 (action code), filed 2 (CSDB Primary Business Code), and field 3 (CSDB post of duty), field 4 (CSDB activity code), and field 5 (tax period). Action Code, Primary Business Code, and Tax Period are required. The CSDB Post of Duty and CSDB Activity Code are optional.

  4. The following rules apply to the entry of survey and delete items:

    1. Each field (except the last field) is separated by a breaker (,).

    2. Each item is ended by a delimiter (?).

    3. If a field is not present and there is a subsequent field, a breaker should be entered for the missing field to denote its place.

    4. The delimiter should be entered after the last field which is present.

    5. There may be any number of spaces between the delimiter of one item and the first character of the next item.

2.4.54.4.3  (01-01-2004)
Terminal Responses for CSSAD

  1. Validity Checks — After all data has been entered and the ENTER key has been depressed, various validity checks are performed.

  2. Request Completed — If the input information is valid, either the requested survey or delete item will be displayed or "REQUEST COMPLETED" is displayed on line 24.

  3. Error Responses — Generated messages are displayed in high/low intensity on line 24. All error messages are listed below. Reference numbers, when present, refer to Figure 2.4.54.4–1 and identify where the input instructions and validity checks are specified. When deemed necessary, a brief description of the error message is also given.

2.4.54.4.4  (01-01-2007)
Command Code CSSAD Input Format For Modifiers "D" , "H" and "S" .

  1. Figure 2.4.54-29

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (1) CSSAD input format. This format is used to enter, change or delete survey and delete information on the CSP Data Base.
    (a) Input Display.

    Figure 2.4.54-30

    Screen
    Element

    Line

    Position

    Description
    1 1 1–5 Command Code CSSAD
    2 1 6 Command Code Modifier
    1. Must be D, H or S.

    Error Message: V01 COMMAND CD MODIFIER INVALID
    2. Delete items or Survey items must not be present if the Command Code Modifier is H.

    Error Message: C04 SURVEY/DELETE INFO NOT ALLOWED WITH HELP REQUEST
    3. Delete items must not be present if the Command Code Modifier is "D" .

    Error Message: C05 DELETE ITEM REQUIRED
    4. Survey items must be present if the Command Code Modifier is S.

    Error Message: C01 SURVEY ITEM REQUIRED
    3.1 Var Var Delete Requests
    1. Delete items must be entered in the following format:
    ABCDEFG
    a,nnnnnnnnnv,nn,nnnnnn,nnnn,nnn,v-v?
    A is the action code
    B is the TIN with file source
    C is the AIMS status code
    D is the tax period
    E is the Employee Group Code
    F is the Primary Business Code
    G is the requestor's name
    2. There must not be less than 3 or more than 7 fields entered.

    Error Message: S01 INVALID NUM OF FIELDS ENTERED
    3. Must not be entered more than once.

    Error Message: C06 DELETE ITEM DUPLICATED
    4. Must not be more than 14 delete items present.

    Error Message: S02 TOO MANY DELETED ITEMS ENTERED
    5. Must not have delete items present with action codes A, C, or D as well as with action code L.

    Error Message: C02 CANNOT MIX DISPLAY AND UPDATE ACTIONS
    6. Must have AIMS status code, employee group code, primary business code, and requestor's name present with action codes A or C.

    Error Message: V13 STATUS, EGC, PBC AND RQSTR REQUIRED WITH A OR C
    7. Must not have AIMS status code, employee group code, primary business code, or requestor's name present with action code D.

    Error Message: V14 STATUS, EGC, PBC, AND RQSTR NOT ALLOWED WITH D
    8. Action Code
    a. Must be entered.

    Error Message: S02 ACTION CD REQUIRED
    b. Must be A, C, D, or L.
    A is used to establish a delete request.
    C is used to change a delete request.
    D is used to delete a delete request.
    L is used to list or display a delete request.

    Error Message: V02 ACTION CD INVALID
    c. Must be 1 character.

    Error Message: S03 ACTION CD WRONG LENGTH
    9. TIN with File Source
    a. Must be entered.

    Error Message: S10 TIN REQUIRED
    b. TIN must be numeric and File Source must be either * or blank.
    Error Message: V09 TIN INVALID
    c. Must be 10 characters.

    Error Message: S11 TIN WRONG LENGTH
    10. AIMS Status Code
    a. Must be 2 characters.

    Error Message: S12 STATUS CD WRONG LENGTH
    b. Must be numeric.

    Error Message: V10 STATUS CD INVALID
    11. Tax Period
    a. Must be entered.

    Error Message: S13 TAX PERIOD REQUIRED
    b. Must be 6 characters.

    Error Message: S08 TAX PERIOD WRONG LENGTH
    c. Must be YYYYMM date.

    Error Message: V07 TAX PERIOD INVALID
    12. Employee Group Code (EGC)
    a. Must be 4 characters.

    Error Message: S14 EGC WRONG LENGTH
    b. Must be numeric.

    Error Message: V11 EGC INVALID
    c. Must be valid for Area Office.

    Error Message: V08 EGC NOT VALID FOR AREA OFFICE
    13. Primary Business Code (PBC)
    a. Must be entered.

    Error Message: S04 PBC REQUIRED
    b. Must be 3 characters.

    Error Message: S05 PBC WRONG LENGTH
    c. Must be numeric.

    Error Message: V03 PBC INVALID
    d. Area Office Code of terminal must be 00.

    Error Message: V04 PBC OUT OF AREA
    e. Must match the site using CSPVALPBC.

    Error Message: C15 PBC OUTSIDE OF EMPLOYEE JURISDICTION
    14. Requestor's Name
    a. Must not exceed 20 characters.

    Error Message: S15 REQUESTOR NAME WRONG LENGTH
    b. Must be any combination of A-Z, 0–9, &,-, and blank.

    Error Message: V12 REQUESTOR NAME INVALID
    3.2 Var Var Survey Requests
    1. Survey Items must be entered in the following format:
    A B C D E
    a,nnn,nnnn,nnn,nnnnnn?
    A is the action code
    B is the primary business code
    C is the post of duty
    D is the activity code
    E is the tax period
    2. There must not be less than 3 fields or more than 5 fields entered.

    Error Message: S01 INVALID NUM OF FIELDS ENTERED
    3. Must not be entered more than once.

    Error Message: C03 SURVEY ITEM DUPLICATED
    4. Must not be more than 7 survey items present.

    Error Message: S09 TOO MANY SURVEY ITEMS ENTERED
    5. Must not have survey items present with action codes A or D as well as with action code L.

    Error Message: C02 CANNOT MIX DISPLAY AND UPDATE ACTIONS
    6. Action Code
    a. Must be entered.

    Error Message: S02 ACTION CD REQUIRED
    b. Must be A or D.
    A is used to establish a survey request.
    D is used to delete a survey request.

    Error Message: V02 ACTION CD INVALID
    c. Must be 1 character.

    Error Message: S03 ACTION CD WRONG LENGTH
    7. Primary Business Code (PBC)
    a, Must be 3 characters.

    Error Message: S05 PBC WRONG LENGTH
    b. Must be numeric.

    Error Message: V03 PBC INVALID
    c. Area Office Code of terminal must be 00.

    Error Message: V04 PBC OUT OF AREA
    d. Must match the site using CSPVALPBC.

    Error Message: C15 PBC OUTSIDE OF EMPLOYEE JURISDICTION
    8. Post of Duty (Optional)
    a. If entered, Must be 4 characters.

    Error Message: S06 POD WRONG LENGTH
    b. Must be numeric.

    Error Message: V05 POD INVALID
    9. Activity Code (Optional)
    a. If entered, Must be 3 characters.

    Error Message: S07 ACTIVITY CD WRONG LENGTH
    b. Must be 270–281 or 670–671.

    Error Message: V06 ACTIVITY CD INVALID
    11. Tax Period
    a. Must be entered.

    Error Message: S13 TAX PERIOD REQUIRED
    b. Must be 6 characters.

    Error Message: S08 TAX PERIOD WRONG LENGTH
    c. Must be YYYYMM date.

    Error Message: V07 TAX PERIOD INVALID

    Error Messages Reference Figure 2.4.54–28
    C01 SURVEY ITEM REQUIRED Element 2
    C02 CANNOT MIX DISPLAY AND UPDATE ACTIONS Element 3.1,3.2
    C03 SURVEY ITEM DUPLICATE Element 3.1,3.2
    C04 SURVEY/DELETE INFO NOT ALLOWED WITH HELP REQUEST Element 2
    C05 DELETE ITEM REQUIRED Element 3.2
    C06 DELETE ITEM DUPLICATED Element 3.1
    C15 PBC OUTSIDE OF EMPLOYEE JURISDICTION Element 3.2
    M01 AREA OFFICE TERMINAL NOT ALLOWED  
    M02 DB ERROR NOTIFY CSA  
    M03 ROLLBACK EXCEPTION — TRY LATER  
    S01 INVALID NUM OF FIELDS ENTERED Element 3.1, 3.2
    S02 ACTION CD REQUIRED Element 3.1, 3.2
    S03 ACTION CD WRONG LENGTH Element 3.1, 3.2
    S04 PBC REQUIRED Element 3.2
    S05 PBC WRONG LENGTH Element 3.1, 3.2
    S06 POD WRONG LENGTH Element 3.2
    S07 ACTIVITY CD WRONG LENGTH Element 3.1, 3.2
    S08 TAX PERIOD WRONG LENGTH Element 3.1, 3.2
    S09 TOO MANY SURVEY ITEMS ENTERED Element 3.2
    S10 TIN REQUIRED Element 3.1
    S11 TIN WRONG LENGTH Element 3.1
    S12 STATUS CD WRONG LENGTH Element 3.1
    S13TAX PERIOD REQUIRED Element 3.1, 3.2
    S14 EGC WRONG LENGTH Element 3.1
    S15 REQUESTOR NAME WRONG LENGTH Element 3.1
    S16 TOO MANY DELETE ITEMS ENTERED Element 3.1
    S17 POD REQUIRED Element 3.2
    S18 ACTIVITY CD REQUIRED Element 3.2
    V01 COMMAND CD MODIFIER INVALID Element 2
    V02 ACTION CD INVALID Element 3
    V03 PBC INVALID Element 3.1, 3.2
    V04 PBC OUT OF SERVICE CENTER Element 3.1, 3.2
    V05 POD INVALID Element 3.2
    V06 ACTIVITY CD INVALID Element 3.2
    V07 TAX PERIOD INVALID Element 3.1, 3.2
    V08 EGC NOT VALID FOR AREA OFFICE Element 3.1
    V09 TIN INVALID Element 3.1
    V10 STATUS CD INVALID Element 3.1
    V11 EGC INVALID Element 3.1
    V12 REQUESTOR NAME INVALID Element 3.1
    V13 STATUS, EGC, PBC AND RQSTR REQUIRED WITH A OR C Element 3.1
    V14 STATUS, EGC, PBC AND RQSTR NOT ALLOWED WITH D Element 3.1
    X01 SURVEY INFO ALREADY ON FILE  
    X02 SURVEY INFO NOT ON FILE  
    X03 DELETE INFO ALREADY ON FILE  
    X04 DELETE INFO NOT ON FILE  
    X05 DATA BASE NOT INITIALIZED  
    X06 CONTROL RECORD NOT FOUND  

2.4.54.4.5  (01-01-2004)
Command Code CSSAD Example With "S" Modifier.

  1. Figure 2.4.54-31

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (1) Example of the input screen to establish a survey request.

    Figure 2.4.54-32

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (2) Example of an input screen to display a survey request.

    Figure 2.4.54-33

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (3) Example of an output screen to display a survey request.

    Figure 2.4.54-34

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (4) Example of the input screen to delete a survey request.

2.4.54.4.6  (01-01-2004)
Command Code CSSAD Example With "D" Modifier.

  1. Figure 2.4.54-35

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (1) Example of an input screen to establish a delete request.

    Figure 2.4.54-36

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (2) Example of an input screen to change a delete request.

    Figure 2.4.54-37

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (3) Example of an input screen to delete a delete request.

    Figure 2.4.54-38

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (4) Example of an output screen to display a delete request.

    Figure 2.4.54-39

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (5) Example of an output screen to display a delete request.

2.4.54.4.7  (01-01-2004)
Command Code CSSAD Example With "H" Modifier.

  1. Figure 2.4.54-40

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (1) Example of an input screen to display a help screen.

    Figure 2.4.54-41

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (2) Example of an output screen to display a help screen.

2.4.54.5  (01-01-2004)
Command Code CSZIP Overview

  1. Command Code CSZIP—Command code used for inputting information from Centralized Scheduling Zip Code Update Information (Form 6876). This command code is authorized for Primary Business Code Group and Service Center sites.

  2. This subsection contains instructions and exhibits for entering data from the Centralized Scheduling Zip Code Information Form (Form 6876).

2.4.54.5.1  (01-01-2004)
Definitions for CSZIP

  1. CSZIP—The Command Code with the blank Command Code Modifier is used to establish, update, delete, or list zip records on the CSP Data Base.

  2. CSZIPH—The Command Code and Command Code modifier used to display information to assist in the entry of the Centralized Scheduling ZIP Code Information (Form 6876).

2.4.54.5.2  (01-01-2004)
Command Code CSZIP Processing

  1. The information to be entered by Command Code CSZIP is to be taken from Form 6876, which consists of two parts. The first part is the Command Code Modifier and POD information, which consists of the Primary Business Code Group and Post of Duty. This information is entered in fixed positions on screen line 1. The second part is the ZIP item. These items are entered using a variable format and may be entered anywhere on screen lines 2 through 23.

  2. ZIP information for line numbers 2 through 23 must be entered in the format a,nnnnn,n,n? where field 1 (action code) and field 2 (ZIP code) are required, and field 3 (scheduling indicator) and field 4 (call in site code) are optional.

  3. The following rules apply to the entry of ZIP items:

    1. Each field (except the last field) is separated by a breaker(,).

    2. Each item is ended by a delimiter(?).

    3. If a field is not present and there is a subsequent field, a breaker should be entered for the missing field to denote its place.

    4. The delimiter should be entered after the last field which is present.

    5. There may be any number of spaces between the delimiter of one item and the first character of the next item.

2.4.54.5.3  (01-01-2004)
Terminal Response for CSZIP

  1. Validity Checks—After all data has been entered and the XMIT key has been depressed, various validity checks are performed.

  2. Request Completed—If the input information is valid, either the requested ZIP information will be displayed, or "REQUEST COMPLETED " is displayed on line 24.

  3. Error Responses—Generated messages are displayed in high/low intensity on line 24. All error messages are listed below. Reference numbers, when present, refer to Figure 2.4.54.5–1 and identify where the input instructions and validity checks are specified. When deemed necessary, a brief description of the error message is also given.

  4. CSZIP input format. This format is used to enter, change or delete ZIP information on the CSP Data Base.

2.4.54.5.4  (01-01-2005)
Command Code CSZIP Input Format For Modifiers Blank And " H" .

  1. Figure 2.4.54-42

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (1) CSZIP input format. This format is used to enter, change or delete zip information on the CSP Data Base.
    (a) Input Display.

    Figure 2.4.54-43

    Screen Element Line Position Description
    1 1 1–5 Command Code CSZIP
    2 1 6 Command Code Modifier
    1. Must be blank or H.
    2. PBC and POD must not be present if the Command Code Modifier is " H" .
    Error Message: V06 ZIP INFO NOT ALLOWED WITH HELP REQUEST
    3. If Command Code Modifier is blank, then ZIP-ITEM must be present.
    Error Message: C01 ZIP ITEM REQUIRED
    3 1 8–10 Primary Business Code Group
    1. Must be entered.
    Error Message: V02 PBC REQUIRED
    2. Must be Numeric.
    Error Message: V03 PBC INVALID
    3. Must match the site.
    Error Message: C15 PBC OUTSIDE OF EMPLOYEE JURISDICTION
    4 1 12–14 Post of Duty
    1. Must be entered. Error Message: V04 POD REQUIRED
    2. Must be numeric. Error Message: V05 POD INVALID
    5 VAR VAR ZIP items
    1. if the Command Code Modifier is H, then no ZIP items may be present.
    Error Message: C04ZIP INFO NOT ALLOWED WITH HELP REQUEST
    2. Each ZIP item must be entered in the following format:
    A B C D
    a,nnnnn,n,n?
    5 VAR VAR ZIP Items (continued)
    A is the action code
    B is the ZIP code
    C is the early schedule code
    D is the call in site code.
    3. There must not be less than 2 or more than 4 fields entered.
    Error Message: V07 INVALID NUM OF FIELDS ENTERED
    4. There must be not more than 20 ZIP items present.
    Error Message: V16 TOO MANY ZIP ITEMS ENTERED
    5. For each ZIP-ITEM, if action code = A, then a matching ZIP rec must not be found in ZIP file.
    Error Message: X01 ZIP INFO ALREADY ON FILE
    6. For each ZIP-ITEM, if action code = C or D, then a matching ZIP rec must be found in ZIP file.
    Error Message: X02 ZIP INFO NOT ON FILE
    5.1 VAR VAR Action Code
    1. Must be present.
    Error Message: V08 ACTION CD REQUIRED
    2. Must be A,C,D, or L.
    Error Message: V09 ACTION CD INVALID
    3. If action code is A or C, then early schedule code and call in site must be present.
    Error Message: V14 SCHEDULE IND AND CALL SITE REQUIRED WITH A OR C
    4. If action code is D, then early schedule code and call in site must not be present.
    Error Message; V15 SCHEDULE IND AND CALL SITE NOT ALLOWED WITH D
    5. There cannot be ZIP-ITEMS present with Action Code A,C,or D as well as with Action Code L.
    Error Message: C02 CANNOT MIX DISPLAY AND UPDATE ACTIONS
    5.2 VAR VAR ZIP Code
    1. Must be present.
    Error Message: V10 ZIP CD REQUIRED
    2. Must be 5 numeric characters.
    Error Message: V11 ZIP CD INVALID
    3. The ZIP code of a ZIP-ITEM matches the ZIP code of any other ZIP-ITEM.
    Error Message: C03 ZIP CD DUPLICATED
    5.3 VAR VAR Early Schedule Code
    1. If present, must be 1.
    Error Message: V12 SCHEDULE IND INVALID
    5.4 VAR VAR Call in Site Code
    1. If present, must be 0–6.
    Error Message: V13 CALL SITE INVALID

    Error Message Reference Figure 2.4.54–41
    C01 ZIP ITEM REQUIRED Element 2
    C02 CANNOT MIX DISPLAY AND UPDATE ACTIONS Element 5.1
    C03 ZIP CD DUPLICATED Element 5.2
    C04 ZIP INFO NOT ALLOWED WITH HELP REQUEST Element 5
    C15 PBC OUTSIDE OF EMPLOYEE JURISDICTION Element 3
    M01 DB ERR-NOTIFY CSA A problem has been detected on the data base-contact Computer Facilities.
    M02 RB EXCEPTION-TRY LATER The data base is currently unavailable-try later.
    V02 PBC REQUIRED Element 3
    V03PBC INVALID Element 3
    V04POD REQUIRED Element 4
    V05 POD INVALID Element 4
    V06 ZIP INFO NOT ALLOWED WITH HELP REQUEST Element 2
    V07 INVALID NUM OF FIELDS ENTERED Element 5
    V08 ACTION CD REQUIRED Element 5.1
    V09 ACTION CD INVALID Element 5.1
    V10 ZIP CD REQUIRED Element 5.2
    V11 ZIP CD INVALID Element 5.2
    V12 SCHEDULE IND INVALID Element 5.3
    V13 CALL SITE INVALID Element 5.4
    V14 SCHEDULE IND AND CALL SITE REQUIRED WITH A OR C Element 5.1
    V15 SCHEDULE IND AND CALL SITE NOT ALLOWED WITH D Element 5.1
    V16 TOO MANY ZIP ITEMS ENTERED Element 5
    X01 ZIP INFO ALREADY ON FILE Element 5
    X02 ZIP INFO NOT ON FILE Element 5

2.4.54.5.5  (01-01-2004)
Command Code CSZIP Examples With Blank Modifier.

  1. Figure 2.4.54-44

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (1) Example of the input screen to establish a ZIP record.

    Figure 2.4.54-45

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (2) Example of the input screen for correcting a ZIP record.

    Figure 2.4.54-46

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (3) Example of the input screen for deleting a ZIP record.

    Figure 2.4.54-47

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (4) Example of a request to display a ZIP record.

    Figure 2.4.54-48

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (5) Example of an output screen to display a ZIP record.

2.4.54.5.6  (01-01-2004)
Command Code CSZIP Examples With "H" Modifier.

  1. Figure 2.4.54-49

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (1) Example of an input screen to display a help screen.

    Figure 2.4.54-50

    This image is too large to be displayed in the current screen. Please click the link to view the image.

    (2) Example of an output screen to display a help screen.


More Internal Revenue Manual