This
section
contains
information
on
the
following
ERCS
reports.
Report
Text
#
Inventory
Reports
6.2
Time
Analysis
Reports
6.3
Monitoring
Reports
6.4
Count
Reports
6.5
Statute
Expiration
Reports
6.6
Office
Audit
Reports
6.7
Territory
Reports
6.8
AIMS
Error
Reports
6.9
These
reports
provide
current
statistical
information.
Exhibits
4.7.6–1
through
3
provide
lists
of
all
ERCS
reports
available
by
function.
See
the
specific
ERCS
User
Handbook
for
your
user
type
for
more
information
on
available
ERCS
reports
and
specifics
concerning
the
reports.
The
ERCS
User
Handbooks
are
your
best
source
for
report
information
and
availability.
The
handbooks
can
be
accessed
via
the
web
at:
http://orion.grb.ser.irs.gov/PROJECTS/EXAM/DOCS/ERCS_DOCS/exam_cvr.html.
4.7.6.2
(10-01-2003)
Inventory
Reports
This
section
covers
the
following
ERCS
inventory
reports:
This
report
is
used
to
generate
either
a
complete
inventory
listing
or
a
partial
listing
of
overage
cases.
If
run
to
generate
a
partial
listing
of
overage
cases,
the
user
may
select
the
number
of
days
to
be
used
in
determining
if
a
return
is
considered
overage.
The
Overage
Report
(IVL)/Inventory
Listing
is
generally
run
at
least
once
a
month,
usually
at
the
end
of
the
cycle.
Examples
for
use
by
groups/functions
include,
but
are
not
limited
to:
Group/Chief
—
to
determine
the
number
and
type
of
overage
returns
in
a
group.
Specific
AAC's
and/or
employees
can
be
selected.
The
reports
can
be
used
to
monitor
the
status
of
overaged
cases
at
the
group
level.
4.7.6.2.2
(10-01-2003)
Status
Report
The
Status
Report
is
generally
used
to
monitor
inventory.
It
can
be
generated
for
the
entire
group/function
or
one
employee.
It
may
also
be
used
to
obtain
a
report
of
unassigned
cases
reflecting
the
date
they
went
into
status;
i.e.,
10
(unstarted).
Examples
for
use
by
groups/functions
include,
but
are
not
limited
to:
PSP
—
to
determine
the
make
up
of
the
inventory
in
the
area.
Technical
Services
—
to
determine
the
number
of
cases
in
a
specific
Technical
Services
status.
These
reports
can
be
run
for
the
entire
Technical
Services
staff
or
for
a
specific
employee
and
can
be
sorted
by
taxpayer
name
and
date
received
in
Technical
Services.
The
Unassigned
Inventory
Report
generates
a
list
of
open
unassigned
records
for
a
selected
AAC.
The
report
can
be
used
to
reconcile
the
listed
returns
with
the
returns
on
hand.
It
is
recommended
that
this
report
be
run
several
times
per
month.
4.7.6.2.4
(07-31-2000)
Overage
Requisition
Report
The
Overage
Requisition
Report
generates
a
list
of
requisitions
which
have
not
been
fully
established
on
AIMS
within
a
user-defined
number
of
days.
This
report
should
be
generated
by
the
secretary/group
clerk
to
use
during
the
weekly
reconciliation
of
the
AIMS
reject
register.
If
a
return
is
listed
on
the
report,
the
user
should
verify
the
TIN,
MFT,
and
tax
period.
If
a
requisition
is
more
than
30
days
old,
the
request
may
be
resubmitted
on
ERCS
through
the
REQUEST
TAX
RETURN
menu.
4.7.6.2.5
(10-01-2003)
Taxpayer
Address
Report
The
Taxpayer
Address
Report
lists
names
and
addresses
of
returns
in
group/functional
AAC
status
codes.
4.7.6.2.6
(10-01-2003)
Alpha
IVL
Report
The
Alpha
IVL
Report
lists
all
returns
in
a
group/functional
AAC/status
code.
This
report
should
be
compared
to
the
AIMS
IVL
printout
to
reconcile
any
ERCS
and
AIMS
differences.
