Contents of the Update Pending Report Tables Screen
Use the fields and options to configure the Update Pending Report Tables 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 group box to determine the selection criteria for updating the pending charges data.
Rates Period
| Field | Description |
|---|---|
| Option |
Use this drop-down list to select the rates period. The options available are:
|
| Fiscal Year | If you select
Costpoint Period in the
Option field, this field is active. Enter, or click
 to select, the fiscal year.
|
| Period | If you select
Costpoint Period in the
Option field, this field is active. Enter, or click
to select, the period.
|
| Subpd | If you select
Costpoint Period in the
Option field, this field is active. Enter, or click
to select, the subperiod.
|
| End Date | This non-editable field displays the end date of the Fiscal Year, Period, and Subpd combination that you selected. |
Processing Options
| Field | Description |
|---|---|
| Approved Only | This checkbox applies to accounts payable vouchers and journal entries. |
Costpoint Unposted Options
| Field | Description |
|---|---|
| Purchase Orders | Select this checkbox to display pending purchase orders. |
| Purchase Order Blanket Balances | Select this checkbox to display pending blanket orders. |
| Accounts Payable | Select this checkbox to display pending AP vouchers. |
| Journal Entries | Select this checkbox to display pending journal entries. |
| Requisitions | Select this checkbox to display pending requisitions. |
| Time Sheets - Employees | Select this checkbox to display pending time sheets for employees. |
| Time Sheets - Subcontractors | Select this checkbox to display pending time sheets for subcontractors. |
| Expenses - Subcontractors | Select this checkbox to display pending expenses for subcontractors. |
Time & Expense Unposted Options
| Field | Description |
|---|---|
| Time Sheets - Employees | Select this checkbox to display pending time sheets for employees in T&E. |
| Time Sheets - Subcontractors | Select this checkbox to display pending time sheets for subcontractors in T&E. |
| Expenses - Employees | Select this checkbox to display pending expenses for employees in T&E. |
| Expenses - Subcontractors | Select this checkbox to display pending expenses for subcontractors in T&E. |