Example 3: Updating a Credit

Performing Data Functions › Debits/Credits Panels › Example 3: Updating a Credit

Example 3: Updating a Credit

The following example shows you how to update a credit amount for the EAST-COAST Division for Period 1.

Use the DB/CR Browse Criteria panel to specify the Credit entries you for which you want a list
The Debit/Credit List panel appears. Position the cursor next to the entry you want to update and press Enter
When the Budget Entry panel for the selected entry appears:
- Mode is UPD (update)
- Amount field reads: Credit Amount
Press F5 (Save)
Press F3 (Exit) to continue with the next function you want to perform

Note: While in UPD mode, do not change any Debit/Credit key(s)

Version
ORD Type
Period Number
Description
Accounting level

If you do so, the updated record overwrites the original.

     -----------------
     | Debits/Credits|
     |    Primary    |
     |>F11           |
   ----------------- |
   | DB/CR  Browse | |
   |    Criteria   |_|
   |>F2            |
 ----------------- |
 | Debit/Credit  | |
 |or Expand List |_|
 |>Enter         |
 -----------------
         |
         v
-----------------
|  Debit/Credit |
|      Entry    |
|      Panel    |
-----------------

Following the path outlined in Example 3: Updating a Credit at the Debits/Credits primary panel, indicate you want to perform a Browse by pressing F11. Next, fill in the Budget Browse Criteria panel.

 +-- CBDCRDB --- DB/CR Browse Criteria -------------+
 |      Panel  Exit  Help                           |
 | ------------------------------------------------ |
 |  Type browse criteria. Then Execute.             |
 |                                                  |
 |  Version  . . . . : PROD PROD                    |
 |                                                  |
 |  Period Number  . . 001 thru 001                 |
 |  ORD Type . . . . . ___                          |
 |  Charge Element . . ________________             |
 |  Qualifier  . . . . ________________             |
 |  DIVISION . . . . . EAST COAST______             |
 |  DEPARTMENT . . . . ________________             |
 +--------------------------------------------------+

After pressing F2 (Execute), the following Debit/Credit List panel appears. Place the cursor next to the first entry and press Enter.

  USERID                      CA PMA Chargeback               MM/DD/YY HH:MM:SS
  __    Acctdefs   Cbdefs   Query   Data   Period   Options   Exit   Help
 
 +-- CBDCRDL --------------- Debit/Credit List ----------------------------+
 |      Panel  Exit  Help                                                  |
 | ----------------------------------------------------------------------- |
 |  Select a budget entry. Then select an action.                          |
 |                                                                         |
 |  Version  . . . : PROD PROD        DIVISION . . . . : EAST COAST        |
 |  Period Number  : 001 thru 001     DEPARTMENT . . . :                   |
 |  ORD Type . . . :                                                       |
 |  Charge Element :                                                       |
 |  Qualifier  . . :                                                       |
 |                                                                         |
 |                 Amount  Description   More: - + ____  Row 0001 of 0005  |
 |                                                                         |
 |   _            5.00000  E COAST-CPU-CRED-001  CREDIT                    |
 |   _            5.00000  E COAST-DIO-CRED-001  CREDIT                    |
 |   _            5.00000  E COAST               DEBIT                     |
 |                                                                         |
 |   Enter   F7=Bkwd   F8=Fwd   F11=Expand                                 |
 +-------------------------------------------------------------------------+
  Command ===> ____________________________________________________________
  F1=Help  F3=Exit  F4=Prompt  F9=Command  F10=Action Bar  F12=Cancel  PA1=Susp

The Debit/Credit Entry panel appears and indicates you are in UPD mode. You can then make the required changes as shown on the following panel.

On this panel the Credit Amount has been changed from 5.00 to 50.00.

  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        Mode  . . . . : UPD                  |
 |                                                     &TRIANGLE.                  |
 |  ORD Type . . . . MBJ              Period Number . 001                  |
 |  Charge Element . CPU-CHARGE       CREDIT Amount .         50.00        |
 |  Qualifier  . . .                  Description . . E-COAST-CPU-CRED-001 |
 |  DIVISION . . . . EAST COAST______                                      |
 |  DEPARTMENT . . .  _______________                                      |
 |                                                                         |
 |                                                                         |
 |                                                                         |
 |                                                                         |
 |   F5=Save   F6=Delete                                                   |
 +-------------------------------------------------------------------------+
 
  Command ===>
  F1=Help  F3=Exit  F4=Prompt  F9=Command  F10=Action Bar  F12=Cancel  PA1=Susp

Once you have completed the update, press F5 (Save). Exit out by pressing F3 (Exit). You will see the result of your update on the Debit/Credit List panel.