Contents of the Defer Unposted Transactions Screen

Use the fields and options to configure the Defer Unposted Transactions 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

Period of Origin

Use these fields to specify the fiscal year, period, and subperiod for which you originally entered the transactions.

Note: You must specify a closed period or subperiod. If the period or subperiod is not closed, you can post the transactions without using this utility to assign them to a different period or subperiod

Field	Description
Fiscal Year	Enter, or click to select, the fiscal year for which you originally entered the transactions.
Period	Enter, or click to select, the accounting period for which you originally entered the transactions.
Subperiod	Enter, or click to select, the subperiod for which you originally entered the transactions.

New Period

Use these fields to specify the currently open fiscal year, period, and subperiod to which you want to defer the transactions.

You can defer timesheet transactions to the same fiscal year or to a different fiscal year. For all other types of transactions, you can only defer transactions to a different period or subperiod in the original fiscal year.

You can defer voucher and timesheet transactions to the same period or to a different period. However, you can only defer journal entries to a different subperiod in the original period.

Field	Description
Fiscal Year	To defer timesheet transactions, enter, or click to select, the fiscal year to which you want to defer the transactions. If you select AP Vouchers, PO Vouchers, or Journal Entries in the Select By field, Costpoint displays the fiscal year from Period of Origin, and you cannot change it.
Period	To defer vouchers or timesheet transactions, enter, or click to select, the period within the fiscal year to which you want to defer the transactions. If you select Journal Entries in the Select By field, Costpoint displays the period from Period of Origin, and you cannot change it.
Subperiod	Enter, or click to select, the open subperiod within the fiscal year and period to which you want to defer the transactions.

Select By

Note: The selection you make in Select By determines which fields in New Period you can edit. See the description of New Period for more information.

Field	Description
Select By	Select the type of accounting transactions that you want to defer. The options are: AP Vouchers PO Vouchers Note: This option displays only if you are licensed for Purchasing. Journal Entries Timesheets

Range Option

Field	Description
(Range)	Use the drop-down list to define the range of transactions to defer to the fiscal year/period/subperiod specified in New Period. All: Select this option to defer all transactions of the type in Select By entered for the fiscal year/period specified in Period of Origin. The Start and End fields are disabled for this option. This is the default. One: Select this option to defer the AP voucher, PO voucher, journal entry, or timesheet you specify in the Start field. The End field is disabled for this option. Range: Select this option to defer a range of transactions of the type in Select By. Enter the beginning transaction number (or date, for timesheets) for the range in the Start field and enter the ending transaction number (or date) of the range in the End field. From Beginning: Select this option to defer a range of transactions of the type in Select By that begins with the first of all the available transaction numbers (or dates) and ends with the transaction number (or date) that you enter in the End field. The Start field is disabled for this option. To End: Select this option to defer a range of transactions of the type in Select By that begins with the transaction number (or date) that you enter in the Start field and ends with the last of all the available transaction numbers (or dates). The End field is disabled for this option.
Start/End	Enter, or click to select, the starting and/or ending transaction numbers (or dates, for timesheets) that you want to defer. Depending on your selection in Range Option, one or both of these fields may be inactive.
Noncontiguous Ranges	Select this check box if you want to use more than one range of selection values to select transactions for processing. Click the link for the subtask that corresponds to your selection in Select By to specify the non-contiguous ranges.

Defer Unposted Transactions

To defer unposted transactions, complete this screen and then click Defer Unposted Transactions on the Action menu.

To generate the Defer Unposted Transactions Error Report as part of the process, click Print/Defer Unposted Transactions on the Action menu. An error-free report is your verification that all of the transactions were deferred.

Subtasks

Subtask	Description
AP Voucher Number Non-Contiguous	Click this link to open the AP Voucher Number Non-Contiguous subtask and specify more than one range of AP voucher numbers for which you want to defer unposted transactions.
PO Voucher Number Non-Contiguous	Click this link to open the PO Voucher Number Non-Contiguous subtask and specify more than one range of PO voucher numbers for which you want to defer unposted transactions. Note: This subtask displays only if you are licensed for Purchasing.
JE Number Non-Contiguous	Click this link to open the JE Number Non-Contiguous subtask and specify more than one range of journal entry numbers for which you want to defer unposted transactions.
Timesheet Date Non-Contiguous	Click this link to open the Timesheet Date Non-Contiguous subtask and specify more than one range of timesheet dates for which you want to defer unposted transactions.