Accessing the Debit/Credit Entry Panel Via the Primary Panel

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Accessing the Debit/Credit Entry Panel Via the Primary Panel

If you come to this panel via F2 (Data Entry) from the Debits/Credits primary panel, the Mode display field (see A. on page Accessing the Debit/Credit Entry Panel Via the Primary Panel) indicates you are in INS (insert) mode. You can do mass entries in this mode. Note that the default display for Amount see B. on page Accessing the Debit/Credit Entry Panel Via the Primary Panel is DEBIT. To enter a credit, just type over the word DEBIT, making it CREDIT. Simply create your first entry, press F5 (Save), wait until the informational message tells you the entry is inserted, type over any fields that need to be changed for your next entry and press F5. Remember, if you are mixing debit and credit definitions in one session, to check the Amount prompt. Continue in this manner until you have completed all your entries. Note: F6 (Delete) is not valid when you are in INS (insert) mode. Therefore, if you make a mistake and the entry is inserted, you must perform the following steps to delete the entry:

 -----------------
 | Debit/Credits |
 |    Primary    |
 |>F2            |
 -----------------
         |
         v
 -----------------
 |  Debit/Credit |
 |     Entry     |
 |     Panel     |
 -----------------

Exit out to the Debits/Credits primary panel.
Press F11 (Browse) which takes you to the DB/CR Browse Criteria panel.
Enter your criteria and press F2 (Execute). This displays the Debit/Credit List panel.
Select the entry you want to delete using the Enter key.
When the Debit/Credit Entry panel appears for the selected entry you are in UPD mode. Press F6 (Delete) to delete the record.
An informational message appears telling you the record is deleted and Mode changes to EXIT.
Press any key to return to the Debit/Credit List panel where you can continue selecting other records to update or delete.

On the next page is a description of the Debit/Credit Entry panel.

  USERID                     CA PMA Chargeback                MM/DD/YY HH:MM:SS
  __    Acctdefs   Cbdefs   Query   Data   Period   Options   Exit   Help
 
 +-- CBDCRDE --------------- Debit/Credit Entry ---------------------------+
 |      Panel  Exit  Help                                                  |
 | ----------------------------------------------------------------------- |
 |  Type information and save. Or Delete.                                  |
 |                                                                         |
 |  Version  . . . : PROD PROD    A.   Mode  . . . . : UPD                 |
 |                                                                         |
 |  ORD Type . . . . MBJ              Period Number . 001                  |
 |  Charge Element . CPU-CHARGE       CREDIT Amount . B.       05.00       |
 |  Qualifier  . . .                  Description . . CPU-CHARGE CREDIT    |
 |  DIVISION . . . . AA______________                                      |
 |  DEPARTMENT . . .  _______________                                      |
 |                                                                         |
 |                                                                         |
 |                                                                         |
 |                                                                         |
 |   F5=Save   F6=Delete                                                   |
 +-------------------------------------------------------------------------+
 
  Command ===>
  F1=Help  F3=Exit  F4=Prompt  F9=Command  F10=Action Bar  F12=Cancel  PA1=Susp

The following is a description of the Debit/Credit Entry panel.

Access

The Debits/Credits Entry panel appears when one of these events occurs:

When F2 is pressed on the Debits/Credits primary panel.

You make a selection on the Debit/Credit List or Expanded List panel.

                       -----------------
                       |Expanded Debit/|
                       |  Credit List  |
----------------     ----------------- |
|Debits/Credits|     |  Debit/Credit | |
|    Primary   |     |      List     |_|
|>F2           |     |>Enter         |
----------------     -----------------
        |                    |
        ----------------------
                  |
                  v
          -----------------
          | Debits/Credits|
          |     Entry     |
          |     Panel     |
          -----------------

Input:

The Debit/Credits Entry panel contains the following input fields:

ORD Type: A three-character name of the output record identifier to which you want to apply a debit or credit.
Period Number: A three-character numeric field defining the period number for which the credit or debit amount is applicable.
Charge Element: The name of the charge element (up to 16 alphanumeric characters) you want to associate with the ORD type to further define the debit or credit category.
Debit Amount or Credit Amount: The default display is Debit when in INS (insert) mode. You can type over this field to change it to Credit.
Qualifier: The name of a conditional test specifically associated with the Charge Element, or a global test you want applied. Examples of qualifier names are: @SYSTEM, @SHIFT, and so forth.
Description: A 20-character alphanumeric field used to provide a meaningful description of the budget item. This field appears on the List and Expanded List panels to ease item selection.

The following entry fields are used to indicate the accounting levels to which you want debit/credits applied:

Note: Only defined accounting structures appear. Furthermore, these entry fields only accept the number of characters used to define the structure length on the Accounting Structure panel (see section Accounting Structure Panel). If you enter an incorrect number of characters, an informational message appears when you execute a save (F5=Save).

Division: Enter the name of a defined subaccounting structure whose debits/credits you want to Browse or Update.
Department: Enter the name of a defined subaccounting structure whose debit/credits you want to Browse or Update.

Actions

F5=Save: Depending upon mode, lets you add (INS) or update (UPD) records to the table.
F6=Delete: UPD (update) mode only: lets you delete a record from the table.