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Contents of the Post Unit Usage Screen

Use the fields and options to configure the Post Unit Usage 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

Use this block to limit the unit usage documents that are posted.

Documents

Use the options in this group box to select the usage documents to be posted.

Field Description
Range Option

Use this drop-down list to select the range option of documents to be posted. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

From

Enter, or click to select, the starting document for the range you want to include. If you select All or From Beginning in the Range Option field, this field is inactive.

To

Enter, or click to select, the ending document for the range you want to include. If you select All, One, or To End in the Range Option field, this field is inactive.

Entry Users

Use the options in this group box to select the entry user IDs to be posted.

Field Description
Range Option

Select the range of entry user IDs you want for posting units. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

From

Enter, or click to select, the starting entry user ID of the range you want to include. If you select All or From Beginning in the Range Option field, this field is inactive.

To

Enter, or click to select, the ending entry user ID of the range you want to include. If you select All, One, or To End in the Range Option field, this field is inactive.

Fiscal Year/Period

Field Description
From Fiscal Year

Enter the fiscal year for the documents you want to print.

From Period

Enter the period for the documents you want to print.

Subperiods

Use the options in this group box to select the fiscal year, period, and subperiod that you would like to post.

Field Description
Range Option

Select the range of accounting periods and subperiods you want for printing usage documents. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

From Subperiod

If you have selected One, Range, or To End in the Range Option field, enter the accounting subperiod with which you want to start.

To Subperiod

If you have selected Range or From Beginning in the Range Option field, enter the accounting subperiod with which you want to end. The period end date displays in the field to the right.

Print Unit Usage

Click to print the Unit Usage Journal without posting. You can print the journal as often as necessary and review it before posting.

Print/Post

Click the arrow to the right of and select Print/Post Unit Usage to print the journal and post the usage records. The report generated by this process contains a unique sequencing number. Costpoint queues the posting/committed transactions and processes them one at a time.