Performing Data Functions › Debits/Credits Panels › Example 4: Updating a Debit (Changing a Debit to a Credit)

Example 4: Updating a Debit (Changing a Debit to a Credit)

To update a debit, follow the same procedure used for updating a credit. However, in this example we are changing a debit EAST-COAST Division for Period 1 to a credit.

• You must use the DB/CR Browse Criteria panel to specify the Credit entries for which you want a listing
• The Debit/Credit List panel appears. Position the cursor next to the entry you want to update and press Enter
• When the Debit/Credit Entry panel for the selected entry appears:
  • Mode is UPD (update)
  • Amount field reads: Debit 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    |
-----------------

Caution While this action is possible, from an accounting viewpoint it is not recommended.

Following the path outlined in Example 4: Updating a Debit (Changing a Debit to a Credit) at the Debits/Credits primary panel, indicate you want to perform a Browse by pressing F11. Next, fill in the DB/CR Browse Criteria panel as shown below.

 +-- 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  |
 |                                                                         |
 |   _            50.0000  E COAST-CPU-DEB-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 now make the required changes as shown on the following panel.

On the panel below, we have typed over the Debit Amount to make it a CREDIT.

  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                  |
 |                                                                         |
 |  ORD Type . . . . MBJ              Period Number . 001                  |
 |  Charge Element . CPU-CHARGE       credit Amount .         50.00        |
 |  Qualifier  . . .                  Description . . E COAST              |
 |  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 see the result of your update on the Debit/Credit List panel.

 +-- 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  |
 |                                                                         |
 |   _            50.0000  E COAST-CPU-CRED-001  CREDIT                    |
 |   _            5.00000  E COAST-DIO-CRED-001  CREDIT                    |
 |   _            5.00000  E COAST               CREDIT                    |
 |                                                                         |
 |   Enter   F7=Bkwd   F8=Fwd   F11=Expand                                 |
 +-------------------------------------------------------------------------+