Units Usage Edit Report

Use this screen to print the transactions entered in the Enter Units Usage screen (Projects\Transactions\Units).

When should I use this screen?

Print and review the Usage Edit report before posting the usage information to the various ledgers.

Field Descriptions

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. Once 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. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.

Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.

Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use the fields in this block to limit the transactions that will be printed on the report.

Use this drop-down box to select the range option for the document numbers that you want to include on the report. The following options are available:

All - Select this option to include all available document numbers. The Start and End fields are disabled for this option.
One - Select this option to include only one document number. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of document numbers. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the document numbers from the beginning of the available document numbers to a specific document number in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the document numbers from a specific document number to the end of all the available document numbers. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.

Enter, or use Lookup to select, a starting document number for the range that you want to include on the report.

If you select "One," "Range," or "To End" in the DocumentsOption field, you must enter a document number in this field.

If you select "All" or "From Beginning" in the DocumentsOption field, this field will be inactive.

Enter, or use Lookup to select, an ending document number for the range that you want to include on the report.

If you select "All," "Range," or "From Beginning" in the DocumentsOption field, you must enter a document number in this field.

If you select "One" or "To End" in the DocumentsOption field, this field will be inactive.

Use this drop-down box to select the range option for the entry users that you want to include on the report. The following options are available:

All - Select this option to include all available entry users. The Start and End fields are disabled for this option.
One - Select this option to include only one entry user. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of entry users. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the entry users from the beginning of the available entry users to a specific entry user in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the entry users from a specific entry user to the end of all the available entry users. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.

Enter, or use Lookup to select, a starting entry user for the range that you want to include on the report.

If you select "One," "Range," or "To End," in the Entry Users Option field, you must enter a entry user in this field.

If you select "All" or "From Beginning" in the Entry Users Option field, this field will be inactive.

Enter, or use Lookup to select, an ending entry user for the range that you want to include on the report.

If you select "All," "Range," or "From Beginning" in the Entry Users Option field, you must enter a entry user in this field.

If you select "One" or "To End" in the Entry Users Option field, this field will be inactive.

This non-editable field displays "One." This is the only option for fiscal year because only one fiscal year can be printed at a time.

Enter, or use Lookup to select, the fiscal year that is associated with the transactions that you want to include on the report.

Use this drop-down box to select the range option for the invoice periods that you want to print. The following options are available:

All - Select this option to include all available periods. The Start and End fields are disabled for this option.
One - Select this option to include only one period. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of periods. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the periods from the beginning of the available periods to a specific period in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the periods from a specific period to the end of all the available periods. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.

Enter, or use Lookup to select, a starting period for the range that you want to include on the report.

If you select "One," "Range," or "To End," in the Period/Subperiod Option field, you must enter a period in this field.

If you select "All" or "From Beginning" in the Period/Subperiod Option field, this field will be inactive.

Enter, or use Lookup to select, a starting subperiod for the range that you want to include on the report.

If you select "One," "Range," or "To End," in the Period/Subperiod Option field, you must enter a subperiod in this field.

If you select "All" or "From Beginning" in the Period/Subperiod Option field, this field will be inactive.

This non-editable field displays the ending date of the subperiod entered in the Period/Subperiod Start field.

Enter, or use Lookup to select, an ending period for the range that you want to include on the report.

If you select "All," "Range," or "From Beginning" in the Period/Subperiod Option field, you must enter a period/subperiod user in this field.

If you select "One" or "To End" in the Period/Subperiod Option field, this field will be inactive.

Enter, or use Lookup to select, an ending subperiod for the range that you want to include on the report.

If you select "All," "Range," or "From Beginning" in the Period/Subperiod Option field, you must enter a subperiod in this field.