Contents of the Reverse Posted Vouchers Screen
Use the fields and options to configure the Reverse Posted Vouchers screen.
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
Voucher
Use the fields in this group box to select the criteria for choosing the vouchers to reverse.
Field | Description |
---|---|
Option |
Use this drop-down list to select the range of vouchers to be included. Valid options are:
Note: The
Option drop-down list have several selections, but you can only select
One and
Range.
|
Start |
Enter the starting voucher for the range that you want to include. If you select All or From Beginning in the Option field, this field is inactive. |
End |
Enter the ending voucher for the range that you want to include. If you select All, One, or To End in the Option field, this field is inactive. |
Non-Contiguous Range |
Select this check box to list the vouchers in non-contiguous ranges on the Voucher Number Non-Contiguous Ranges subtask. If you select this option, the range of vouchers changes to All and the Start and End fields are disabled. |
Generate
Use the fields in this block to select the current fiscal year of the vouchers you want to restore, and to select the new fiscal year, period, and subperiod to which you want to restore the vouchers.
Restore From
Field | Description |
---|---|
Fiscal Year |
Enter, or click to select, the current fiscal year of the vouchers you want to restore. |
Restore To
Field | Description |
---|---|
Fiscal Year |
Enter, or click to select, the new fiscal year to which you want to restore the vouchers. |
Period |
Enter, or click to select, the new period to which you want to restore the vouchers. |
Subpd |
Enter, or click to select, the new subperiod to which you want to restore the vouchers. |
End Date |
This non-editable field displays the end date of the subperiod to which you want to restore the vouchers. |
Options
Use the fields in this block to enter the starting voucher number that you want to reverse, to specify if you want to mark the reversing vouchers before they are approved, and process valid vouchers, even if some selected vouchers are invalid.
Reverse TO Options
Field | Description |
---|---|
Starting Voucher |
Enter the starting voucher number that you want to reverse. |
Approve Vouchers |
Select this check box to mark the reversing vouchers as approved so that you can post them. This check box is selected by default. |
Process Valid Vouchers Even if Some Selected Vouchers are Invalid |
Select this check box if you want Costpoint to continue processing vouchers even if it encounters an invalid voucher. |
Allow Reversal Outside Project Period of Performance |
Select this check box to allow reversal outside Project period of performance. Note: This check box is only enabled when the
Selection Range option is
One.
|
Subtasks
Subtask | Description |
---|---|
Voucher Number Non-Contiguous Ranges | Click this link to open the Voucher Number Non-Contiguous Ranges subtask. |