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Contents of the Process Organization Changes Screen

Use the fields and options to configure the Process Organization Changes 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

Projects

Use these fields to enter the projects that are processed by the toolkit.

Field Description
Option

Use this drop-down list to select the range of projects to be included for the journal entry or the Update A/R history. Valid options are:

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

The default for this field is All.

Start

Enter, or click to select, the beginning project of the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

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

Period

Field Description
Option

This field always displays One.

Fiscal Year

Select the last fiscal year to be included in processing. Only projects that have an effective subperiod (modification was made effective as of) at or before this selected subperiod are included in the created journal entry, the update, or the A/R history.

Period

Select the last fiscal period to be included in processing. Only projects that have an effective subperiod (modification was made effective as of) at or before this selected subperiod are included in the created journal entry, the update, or the A/R history.

Subpd

Select the last subperiod to be included in processing. Only projects that have an effective subperiod (modification was made effective as of) at or before this selected subperiod are included in the created journal entry, the update, or the A/R history.

Ending Date

This non-editable field displays the selected subperiod end date.

Options

Select Process

Use this group box to select the process that you would like to run. Run both options when you have made an organizational modification to your project. After you have run each process, the application inserts a Y in the JE Processed or the A/R History Processed columns on the Org History subtask of the Manage Project User Flow screen. 

Field Description
Create Journal Entries

Select this option to create a journal entry. Create journal entries first, then post the journal entry. After posting the journal entry, use this screen to update A/R History. After you have created the journal entry, the application updates the JE Processed column on the Org History subtask of the Manage Project User Flow with a Y. You must post the journal entry after you have created it. The Compute Revenue process does not work for this project if there is an unposted journal entry on the Manage Journal Entries screen that was created by this process.

Update A/R History

Select this option to update the project history and A/R history for all projects, both to and from. Use this function only after creating and posting journal entries. You cannot have any unposted cash receipts when updating the A/R history. After you run this process, the application updates the A/R History Processed column on the Org History subtask of the Manage Project User Flow screen with a Y.

Process Closed FY

Select this check box to process closed fiscal years.

Process

Click to begin processing.