PRINT CHANGE HISTORY (cont.)

Select Record Status

Use the options in this group box to choose the record status type(s) to include in your report. You can include active records, inactive records, and/or disposals. You must select at least one checkbox in this group box.

Active Records

This checkbox is selected by default.  Select this checkbox to include active records in your print selection criteria.

If you select this checkbox and save the print parameters for this report, "Y" will be stored in the Select Active Records column in the Query table.

Inactive Records

This checkbox is unselected by default. Select this checkbox to include inactive records in your print selection criteria.

If you select this checkbox and save the print parameters for this report, "Y" will be stored in the Select Inactive Records column in the Query table.

Disposals

This checkbox is unselected by default. Select this checkbox to include disposals in your print selection criteria.

If you select this checkbox and save the print parameters for this report, "Y" will be stored in the Select Disposals column in the Query table.

Select Depr Status

Use this group box to choose the depreciation status type(s) to include in your report. You can include depreciable records or non-depreciable records. You must select at least one checkbox in this group box.

Depreciable Records

This checkbox is selected by default.  Select this checkbox to include depreciable records in your print selection criteria.

If you select this checkbox and save the print parameters for this report, "Y" will be stored in the Select Depreciable Records column in the Query table.

Non-Depreciable Records

This checkbox is unselected by default.  Select this checkbox to include non-depreciable records in your print selection criteria.

If you select this checkbox and save the print parameters for this report, "Y" will be stored in the Select Non-Depreciable Records column in the Query table.

Select Transaction Time Periods

Use the fields in this group box to select change records for the report.

The FY drop-down boxes display, in descending order, only those fiscal years already set up in the Fiscal Years screen in Costpoint General Ledger. (Fiscal years set up in the General Ledger should always match those set up in Costpoint Fixed Assets in the Maintain FA Fiscal Years screen.) Because the display in the FY drop-down boxes is a standard lookup to the FY table, you may find that you have selected a fiscal year for which historical change data does not exist or does not meet your other selection criteria. 

The Pd drop-down boxes display only those accounting periods already set up in the Accounting Periods screen in Costpoint General Ledger for the fiscal year specified in the FY drop-down box. (Accounting periods set up in Costpoint General Ledger should always match those set up in Costpoint Fixed Assets in the Maintain FA Accounting Periods screen.)  Because the display in the Pd drop-down boxes is a standard lookup to the ACCTING_PD table, you may find that you have selected a period for which historical change data does not exist or does not meet your other selection criteria.

Range Option

Use this drop-down box to select a range option. Range options include "All," "One," "Range," "From Beginning," and "To End." The default option for this field is "One."

If you save the print parameters for this report, the selected range option, as applicable, will be stored in the Query table in the Time Period Range Option column.

From

Enter the beginning desired fiscal year and period from the drop-down boxes in each field.

If you select "All" or "From Beginning" in the Range Option field, these fields will be inactive.

If you save the print parameters for this report, the selected From values will be stored in the Query table in the From Fiscal Year and From Period columns.

To

Enter the ending desired fiscal year and period from the drop-down boxes in each field.

If you select "All," "One," or "To End" in the Range Option field, these fields will be inactive.

If you save the print parameters for this report, the selected To values will be stored in the Query table in the To Fiscal Year and To Period columns.

Sort By

Use the options in this group box to determine how the system organizes the data for the report.

Asset No/Item No

This radio button is selected by default.  Select this radio button to sort the report by asset/item number.

This radio button is available only if you selected the Asset Change History radio button in the Select Data Type group box on the main screen.

If you select this radio button and save the print parameters for this report, "AI" will be stored in the Sort By column in the Query table.

Template/Rev No

This radio button is unselected by default.  Select this radio button to sort the report by template/revision number.

This radio button is available only if you selected the Template Change History radio button in the Select Data Type group box on the main screen.

If you select this radio button and save the print parameters for this report, "TR" will be stored in the Sort By column in the Query table.

Change Date

This radio button is unselected by default. Select this radio button to sort the report by change date.

If you select this checkbox and save the print parameters for this report, "CD" will be stored in the Sort By column in the Query table.

User ID

This radio button is unselected by default. Select this radio button to sort the report by user ID.

If you select this radio button and save the print parameters for this report, "UI" will be stored in the Sort By column in the Query table.

Database Column Name

This radio button is unselected by default. Select this radio button to sort the report by database column name.

If you select this radio button and save the print parameters for this report, "DC" will be stored in the Sort By column in the Query table.

User-Defined Label

This radio button is unselected by default. Select this radio button to sort the report by user-defined label.

If you select this radio button and save the print parameters for this report, "UD" will be stored in the Sort By column in the Query table.

Fiscal Year/Period

This radio button is unselected by default. Select this radio button to sort the report by fiscal year/period.

If you select this radio button and save the print parameters for this report, "FY" will be stored in the Sort By column in the Query table.

Page Break

This checkbox is unchecked by default. Select this checkbox if you want a page break in the report each time the selected sort parameter changes. For example, if you have selected to sort the data by Change Date, select the Page Break checkbox if you want the data for each change date to begin printing on a separate page

If you select this checkbox and save the print parameters for this report, "Y" will be stored in the Page Break column in the Query table.

Previous

Select this pushbutton to return to the main screen.

Cancel

Select this pushbutton to return to the main screen without saving your selections.

Hint:  You can save your sort options and selection criteria for this report with or without printing. After making your selections, select the Save button in the toolbar or go to Save in the File menu. Enter an alphanumeric identifying code and a short description to help you recognize the report parameters and select OK. Later, you can run Find or Query from this screen to access the print parameters you created, and run the same report without having to enter all the selection screen information again. Stored report parameters are especially useful if reports are to be run through Process Manager.

If you want to keep these parameters but want to run a slightly different report, you can use Clone to copy the parameters and make minor changes to the parameters without changing your saved parameters. To use Clone, go to the File menu or press [F4]. The Clone window will display on the screen. Enter the parameter ID you want to clone, or select Execute to display and select from a list of parameter IDs. When you click on the Select pushbutton, the system makes a copy of the parameters that you can edit as needed and save under another parameter ID.

Table Information

For asset change history, the system reads data from the ASSET_AUDIT_LOG (Asset Audit Log).

For template change history, the system reads data from the FA_TMPLT_AUDIT_LOG (Template Audit Log) table.

For active, inactive, and disposal status in Asset Master records, the system reads data from the ASSET (Asset) table.

For active and inactive status in Asset Template records, the system reads data from the FA_TEMPLATE (Template) table.

Lookups and drop-down boxes, as applicable, access the following tables: