Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Create General Ledger Report Tables Screen

Use the fields and options to configure the Create General Ledger 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 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.

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 description of up to 30 alphanumeric characters.

Selection Ranges

Accounting Period

Field Description
Option

Use this drop-down list to select the range of periods to update. Valid options are:

  • All: Select this option to include all periods for the selected fiscal year. The Start: Period and End: Period fields are disabled for this option. This is the default.
  • One: Select this option to include only one period and then enter the fiscal year and period in the Start fields. The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of periods. Enter the fiscal year and beginning period for the range in the Start fields and enter the ending period of the range in the End field.
  • From Beginning: Select this option to include a range of periods that begins with the first of all the available periods for the fiscal year you specify and ends with the period that you enter in the End field. The Start: Period field is disabled for this option.
  • To End: Select this option to include a range of periods that begins with the period that you enter in the Start: Period field and ends with the last of all the available periods for the fiscal year. The End field is disabled for this option.

    Be sure that you run the process for all periods for which you plan to generate financial statements.

Start: Fiscal Year, Period End: Period

Enter, or click to select, the fiscal year and the starting and/or ending periods for the range of periods from that year for which you want to run the process. One or both of the Period fields may be disabled, depending on your selection in Option. Be sure that you run the process for all periods for which you plan to generate financial statements.

Budget Revision

Field Description
Start

Select the budget revision that contains the budget information with which you want to update the report table.

Create General Ledger Report Tables

To start the process, enter the options you want and then click Create General Ledger Report Tables on the Action menu.