Contents of the View Contributions Screen

Use the fields and options to configure the View Contributions screen.

Selection Criteria

Use this group box to select the parameters pertaining to the records you want to review. You can select records for review based on the types of transactions, the employee whose record was changed, the user who made the modifications, and/or the date of any modifications. After you make your selections, click to fill the table window with the records you selected.

Transaction Type

Use this group box to select which type of transactions to display in the retrieved records table.

Field	Description
Add	Select this check box to include Add transactions (new records and new lines).
Delete	Select this check box to include Delete transactions (deleted records and deleted lines).
Update	Select this check box to include Update transactions (where changes were made to existing records).

Identification

Use the fields this group box to select which employee's records to include in your review. You can also elect to review only the modifications made by a single system user.

Field	Description
Employee	Enter, or click to select, the employee ID for the employee whose records you wish to include in the record selection process. This is an optional field; if this field is left blank, Costpoint includes all employees in the search.
User	Enter, or click to select, the user ID (Costpoint login ID) for the user who is responsible for the modifications you wish to include in the record selection process. This is an optional field; if this field is left blank, Costpoint includes records regardless of who made the modifications.
Date Modified	Enter, or click to select, the date of the transaction modifications to include in the displayed output. This is an optional field; if this field is left blank, the application includes records regardless of when the modifications were made. The system format for date is MM/DD/YYYY.

Inquiry Details

Field	Description
Transaction Type	The transaction type field displays the if the record has been added, deleted, updated or not changed.
Transaction Source	The transaction source field displays the application where the update to the audit record originated.
Modified By (User)	This non-editable field displays the user ID (Costpoint login ID) for the user who made the modifications shown in this transaction.
Date Modified	This non-editable field displays the date on which the modification took place for this transaction.
Employee	This non-editable field displays the employee ID for the employee whose record was modified.
Employee Name	This non-editable field displays the name that corresponds to the employee ID related to this transaction.
Contribution	This non-editable field displays the contribution code for this transaction.
Method	This non-editable field displays the method used for the related contribution. The valid methods are: FIXAMT GRSHRF GRSHRP NO DED PCTANN PCTDED PCTGRS PCTREG REGHRF REGHRP
Rate	This non-editable field displays the percentage or amount for the method chosen in this transaction.
Limit	This non-editable field displays the calendar-year limit amount for this contribution. No amount listed indicates an unlimited amount.
Start Date	This non-editable field displays the start date for the related contribution in this transaction.
Through Date	This non-editable field displays the date through which the related contribution must be used.