Use the fields and options to configure the Print Pending Journal Entries Report 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.
|
Entry Date
| Field | Description |
|---|
| Option
|
Use this drop-down list to select the range of entry dates to include on the report. Valid options are:
- All: Select this option to include all entry dates. The
Start and
End fields are disabled for this option. This is the default.
- One: Select this option to include only one entry date and then enter that entry date in the
Start field. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of entry dates. Enter the beginning entry date for the range in the
Start field and enter the ending entry date of the range in the
End field.
- From Beginning: Select this option to include a range of entry dates that begins with the first of all the available entry dates and ends with the entry date that you enter in the
End field. The
Start field is disabled for this option.
- To End: Select this option to include a range of entry dates that begins with the entry date that you enter in the
Start field and ends with the last of all the available entry dates. The
End field is disabled for this option.
|
| Start/End
|
Enter the starting and/or ending entry date for the range of entry dates to be included on the report. Depending on your selection in
Option, one or both of these fields may be inactive.
|
Entry User
Use these fields to specify the users whose journal entries you want to include on the report. Costpoint stores the user ID when the journal entry is created.
| Field | Description |
|---|
| Option
|
Use this drop-down list to select the range of user IDs for which you want include journal entries on the report. Valid options are:
- All: Select this option to include all user IDs. The
Start and
End fields are disabled for this option. This is the default.
- One: Select this option to include only one user ID and then enter that user ID in the
Start field. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of user IDs. Enter the beginning user ID for the range in the
Start field and enter the ending user ID of the range in the
End field.
- From Beginning: Select this option to include a range of user IDs that begins with the first of all the available user IDs and ends with the user ID that you enter in the
End field. The
Start field is disabled for this option.
- To End: Select this option to include a range of user IDs that begins with the user ID that you enter in the
Start field and ends with the last of all the available user IDs. The
End field is disabled for this option.
|
| Start/End
|
Enter, or click
 to select, the starting and/or ending user IDs for the range of user IDs for which you want to include journal entries on the report. Depending on your selection in
Option, one or both of these fields may be inactive.
|
Journal Entries
| Field | Description |
|---|
| Option
|
Use this drop-down list to select the range of journal entries to include on the report. Valid options are:
- All: Select this option to include all journal entries. The
Start and
End fields are disabled for this option. This is the default.
- One: Select this option to include only one journal entry and then enter that journal entry in the
Start field. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of journal entries. Enter the beginning journal entry for the range in the
Start field and enter the ending journal entry of the range in the
End field.
- From Beginning: Select this option to include a range of journal entries that begins with the first of all the available journal entries and ends with the journal entry that you enter in the
End field. The
Start field is disabled for this option.
- To End: Select this option to include a range of journal entries that begins with the journal entry that you enter in the
Start field and ends with the last of all the available journal entries. The
End field is disabled for this option.
|
| Start/End
|
Enter, or click
to select, the starting and/or ending journal entry for the range of journal entries to be included on the report. Depending on your selection in
Option, one or both of these fields may be inactive.
|
JE Type
| Field | Description |
|---|
| Option
|
Use this drop-down list to select the range of journal entry types to include on the report. Valid options are:
- All: Select this option to include all journal entry types. The
Start and
End fields are disabled for this option. This is the default.
- One: Select this option to include only one journal entry type and then enter that journal entry type in the
Start field. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of journal entry types. Enter the beginning journal entry type for the range in the
Start field and enter the ending journal entry type of the range in the
End field.
- From Beginning: Select this option to include a range of journal entry types that begins with the first of all the available journal entry types and ends with the journal entry type that you enter in the
End field. The
Start field is disabled for this option.
- To End: Select this option to include a range of journal entry types that begins with the journal entry type that you enter in the
Start field and ends with the last of all the available journal entry types. The
End field is disabled for this option.
|
| Start/End
|
Enter, or click
to select, the starting and/or ending journal entry type for the range of journal entry types to be included on the report. Depending on your selection in
Option, one or both of these fields may be inactive.
|
Trans Currency
| Field | Description |
|---|
| Option
|
Use this drop-down list to select the range of journal entry transaction currencies to include on the report. Valid options are:
- All: Select this option to include all transaction currencies. The
Start and
End fields are disabled for this option. This is the default.
- One: Select this option to include only one transaction currency and then enter that transaction currency in the
Start field. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of transaction currencies. Enter the beginning transaction currency for the range in the
Start field and enter the ending transaction currency of the range in the
End field.
- From Beginning: Select this option to include a range of transaction currencies that begins with the first of all the available transaction currencies and ends with the transaction currency that you enter in the
End field. The
Start field is disabled for this option.
- To End: Select this option to include a range of transaction currencies that begins with the transaction currency that you enter in the
Start field and ends with the last of all the available transaction currencies. The
End field is disabled for this option.
|
| Start/End
|
Enter, or click
to select, the starting and/or ending transaction currency for the range of transaction currencies to be included on the report. Depending on your selection in
Option, one or both of these fields may be inactive.
|
Sort By
| Field | Description |
|---|
| 1st Sort, Page Break /2nd Sort, Page Break
|
Select the first and second sorting criteria for the report. If you want a page break between changes in a criterion's value, select the
Page Break option for that criterion. You have these sorting options:
- Journal Entries: Sort by journal entry number
- JE Type: Sort by journal entry type
- Entry User: Sort by the user ID of the employee who entered the journal entry data
- Entry Date: Sort by journal entry date
- Trans Currency: Sort by journal entry transaction currency
|
Generate the Pending Journal Entry Report
To generate the Pending Journal Entry Report, enter the report options you want and then click
Print Default Report on the Action menu.