DB/CR Browse Criteria Panel

Performing Data Functions › Debits/Credits Panels › DB/CR Browse Criteria Panel

DB/CR Browse Criteria Panel

You use this panel to specify the Debit and Credit entries you want to view or update.

Note:

You can leave all entry fields blank and press F2 (Execute) to viewall currently defined debit and credit entries.
Only defined accounting structure names appear on the panel (see 1. below).

The next panel shows that two accounting levels have been defined by the CA PMA Chargeback Administrator: Division and Department.

  USERID                     CA PMA Chargeback                MM/DD/YY HH:MM:SS
  __    Acctdefs   Cbdefs   Query   Data   Period   Options   Exit   Help
 
 +-- CBDCRDB --- DB/CR Browse Criteria -------------+
 |      Panel  Exit  Help                           |
 | ------------------------------------------------ |
 |  Type browse criteria. Then Execute.             |
 |                                                  |
 |  Version  . . . . : PROD PROD                    |
 |                                                  |
 |  Period Number  . . ___ thru ___                 |
 |  ORD Type . . . . . ___                          |
 |  Charge Element . . ________________             |
 |  Qualifier  . . . . ________________             |
 |  DIVISION . . . . . ________________    1.       |
 |  DEPARTMENT . . . . ________________             |
 |                                                  |
 |                                                  |
 |                                                  |
 |                                                  |
 |   F2=Exec                                        |
 +--------------------------------------------------+
  Command ===>
  F1=Help  F3=Exit  F4=Prompt  F9=Command  F10=Action Bar  F12=Cancel  PA1=Susp

Next is a description of the DB/CR Browse Criteria panel.

Access

The DB/CR Browse Criteria panel appears when one of these events occurs:

You press F11 on the Debits/Credits Primary panel shown in Debits/Credits Primary Panel.

You return from the Debits/Credits List panel shown in Debit/Credit List Panel.


----------------
|Debits/Credits|----------
|    Primary   |         |
|>F11          |         v
----------------  -----------------
                  | DB/CR  Browse |
                  |    Criteria   |
                  |      Panel    |
                  -----------------
----------------         ▲
| Debit/Credit |         |
|     List     |_________|
|>F3           |
----------------

Input

The following DB/CR Browse Criteria panel fields are available for input:

Period Number thru

Two, three-character numeric fields used to enter the range for which you want to view or update Debits/Credits. Use the first entry field to enter the start of the range and the second entry field to define the end of the range. Entering data in these fields in the following manner provides you with the results listed below:

Both entry fields blank: a list of all debit and credit entries meeting the rest of the criteria specified
First entry field blank: a list of all debit and credit entries up to and including the ending period entered meeting the rest of the criteria specified
Second entry field blank: a list of all debit and credit entries starting with the period specified

ORD Type

The three-character name of the output record identifier for which you want to define a debit or credit.

Charge Element

The name of the charge element (up to 16 alphanumeric characters) associated with the ORD type used to define the debit/credit category.

Qualifier

The name of a conditional test specifically associated with the Charge Element. Examples of qualifier names are: @SYSTEM, @SHIFT, and so forth.

The following entry fields are used to indicate the accounting levels you want the debits and credits applied to:

Note: Only defined accounting structures appear. Furthermore, these entry fields only accept the number of characters that was used to define the structure length on the Accounting Structure panel (section Accounting Structure Panel). If you enter an incorrect number of characters, an informational message appears when you press F2=Exec.

This example uses the following accounting structures:

Division: Enter the name of a defined accounting entity whose debits and credits you want to Browse or Update.
Department: Enter the name of a defined accounting entity whose debits and credits you want to Browse or Update.

Actions

F2=Exec: Executes the search for items meeting the criteria you specified and takes you to the Debit/Credit List panel (shown in Debit/Credit List Panel).