Field Descriptions

Table Information

 

Units Usage History Report

What can I do in this screen?

Use this screen to print the Units Usage History Report. This report gathers all posted units usage entries from the Units Usage History tables. You can print this report by document number, project, fiscal year, period, and subperiod.

When should I use this screen?

Print this report after posting the Units Usage Entry Journal.

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.

Parameter ID *

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.

Description *

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

Selection Ranges

Use the fields in this block to select the units transactions that display on the report.  You can limit by document number, project, and period.

Documents *

Option

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:

Start

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 Documents Option  field, you must enter a document number in this field.

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

End

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.

Projects *

Option

Use this drop-down box to select the range of projects that you want to include on the report.  The following options are available:

Start

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

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

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

End

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

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

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

Fiscal Year *

Option

This non-editable field always displays "One," because you can print this report for only one fiscal year at a time.

Start

Enter, or use Lookup to select, a fiscal year for the report.

Period/Subperiod *

Option

Use this drop-down box to select the range of periods that you want to include on the report.  The following options are available:

Period (Start)

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 number in this field.

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

Subpd (Start)

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 number in this field.

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

Ending Date (Start)

This non-editable field displays the ending date of the subperiod entered in the Subpd Start field.

Period (End)

Enter, or use Lookup to select, an ending period number 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 number in this field.

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

Subpd (End)

Enter, or use Lookup to select, an ending subperiod number 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 number in this field.

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

Ending Date (End)

This non-editable field displays the subperiod ending date of the subperiod entered in the Subpd End field.

Sort By

Use the drop-down box in this group box to select the sorting order you would like on your report.

1st Sort *

Use this drop-down box to select the sorting order for the report.  The options are "Project" or "Document."

* A red asterisk denotes a required field.

Table Information

This report retrieves information from the following tables:

UNITS_USAGE_LN_HS (Units Usage Line History)

UNITS_USAGE_HS (Unit Usage History)

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