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Contents of the Reverse Posted Vouchers Screen

Use the fields and options to configure the Reverse Posted Vouchers 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

Voucher

Use the fields in this group box to select the criteria for choosing the vouchers to reverse.

Field Description
Option

Use this drop-down list to select the range of vouchers to be included. Valid options are:

  • One: Select this option to include only one voucher and then enter that voucher in the Start field. The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of vouchers. Enter the beginning voucher for the range in the Start field and enter the ending voucher of the range in the End field.
Note: The Option drop-down list have several selections, but you can only select One and Range.
Start

Enter the starting voucher for the range that you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter the ending voucher for the range that you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Non-Contiguous Range

Select this check box to list the vouchers in non-contiguous ranges on the Voucher Number Non-Contiguous Ranges subtask.

If you select this option, the range of vouchers changes to All and the Start and End fields are disabled.

Generate

Use the fields in this block to select the current fiscal year of the vouchers you want to restore, and to select the new fiscal year, period, and subperiod to which you want to restore the vouchers.

Restore From

Field Description
Fiscal Year

Enter, or click to select, the current fiscal year of the vouchers you want to restore.

Restore To

Field Description
Fiscal Year

Enter, or click to select, the new fiscal year to which you want to restore the vouchers.

Period

Enter, or click to select, the new period to which you want to restore the vouchers.

Subpd

Enter, or click to select, the new subperiod to which you want to restore the vouchers.

End Date

This non-editable field displays the end date of the subperiod to which you want to restore the vouchers.

Options

Use the fields in this block to enter the starting voucher number that you want to reverse, to specify if you want to mark the reversing vouchers before they are approved, and process valid vouchers, even if some selected vouchers are invalid.

Reverse TO Options

Field Description
Starting Voucher

Enter the starting voucher number that you want to reverse.

Approve Vouchers

Select this check box to mark the reversing vouchers as approved so that you can post them. This check box is selected by default.

Process Valid Vouchers Even if Some Selected Vouchers are Invalid

Select this check box if you want Costpoint to continue processing vouchers even if it encounters an invalid voucher.

Allow Reversal Outside Project Period of Performance

Select this check box to allow reversal outside Project period of performance.

Note: This check box is only enabled when the Selection Range option is One.
Reverse Voucher Even if Already Reversed Select this check box to reverse an already reversed voucher. If you leave this check box clear and reverse an already reversed voucher, a warning message displays on the Reverse Posted Vouchers report and the reversing voucher will not be created.

Subtasks

Subtask Description
Voucher Number Non-Contiguous Ranges Click this link to open the Voucher Number Non-Contiguous Ranges subtask.