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Contents of the Update Consolidation Beginning Balances Screen

Use the fields and options to configure the Update Consolidation Beginning Balances.

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

Field Description
Range Option

Select a range option for the receiving locations.

  • All: When you select this option, the Start and End fields are disabled.
  • One: When you select this option, the Start field is disabled.
  • Range: Enter a range using the Start and End fields.
  • From Beginning: When you select this setting, the Start field is disabled. You must enter an ending sending location in the End field.
  • To End: When you select this setting, the End field is disabled. You must enter a beginning sending location in the Start field.
Start

Enter, or click to select, the starting receiving location. When you select All or From Beginning in the Range Option field, this field is inactive.

End

Enter, or click to select, the ending receiving location. When you select All, One, or To End in the Range Option field, this field is inactive.

Fiscal Year Option

Field Description
Fiscal Year

Enter, or click to select, the fiscal year for which you want to run this utility.

Fiscal Year to be Updated

Costpoint automatically displays the next sequential year in this non-editable field.

Include Adjustment Periods

Select this check box to include amounts in adjustment periods.

You can use this check box if you select the Allow this default to be changed in Update process check box on the Configure Consolidation Settings screen.