Contents of the Load Multicurrency Transaction Amounts Screen
Use the fields and options to configure the Load Multicurrency Transaction Amounts screen.
Identification
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.
| Field | Description |
|---|---|
| Parameter ID |
Enter, or click
When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults. |
| Description |
Enter, or click
|
to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.
Selection Ranges
Use this block to select the range of projects and accounting periods for which you want to load multicurrency transaction amounts.
Projects
Use this group box to limit projects for which you want to load multicurrency transaction amounts.
| Field | Description |
|---|---|
| Option |
Use this drop-down list to select the range of projects you want to include. Available options are:
The default for this field is All. |
| Start |
Enter, or click
|
| End |
Enter, or click
|
to select, the starting project for the range for which you want to load multicurrency transaction amounts. If you select
Accounting Periods
Use this group box to select the periods you would like to update.
| Field | Description |
|---|---|
| Option |
Use this drop-down list to select the range of periods you want to update. Valid selections are:
The default for this field is All. |
| Start Fiscal Year |
Enter the fiscal year for the periods you want to update. |
| Start Period |
Enter the starting period for the periods you want to update. If you select All or From Beginning in the Option field, this field is disabled. |
| Start Subp |
Enter the subperiod from which you want to begin the process. If you select All or From Beginning in the Option field, this field is disabled. |
| Ending Date |
This field displays the selected subperiod end date. |
| End Period |
Enter the ending period for the periods you want to update. If you select All, One, or To End in the Option field, this field is disabled. |
| End Subpd |
Use this field to enter the subperiod through which you want to run this process. If you select All, One, or To End in the Option field, this field is disabled. |
| Ending Date |
This field displays the selected subperiod end date. |
| Re-load existing transaction amounts |
Select this check box to update all previously populated Open Billing Detail rows with transactional currencies and amounts. |
| Process |
Click
|
to load multicurrency transaction amounts for the selected projects based on the parameters entered. When the process is complete, you can review the loaded transaction amounts on the Manage Open Billing Detail screen.