Example 5: Deleting a Debit or a Credit Entry

Performing Data Functions › Debits/Credits Panels › Example 5: Deleting a Debit or a Credit Entry

Example 5: Deleting a Debit or a Credit Entry

Assume that you have created a Debit or a Credit entry while in INS (insert) mode, successfully inserted it into the table and then realized you made a mistake and must delete the record.

For example, you incorrectly entered a Debit/Credit key

Version
ORD Type
Period Number
Description
Accounting level

and rather than do an update which overwrites the original record; you want to delete the incorrect record and then create a new one.

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

You must:

Exit out to the Debits/Credits primary panel using F3 (Exit).
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 the 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.

Following the path outlined in Example 5: Deleting a Debit or a Credit Entry at the Debits/Credits primary panel, indicate you want to perform a Browse by pressing F11. 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 third 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 0002 of 0005  |
 |                                                                         |
 |   _            5.00000  E COAST-DIO-CRED-001  CREDIT                    |
 |   _            5.00000  E COAST               DEBIT                     |
 |   _            1.00000  E COAST-DIO-CRED-001  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, shown on the next page, appears and indicates you are in UPD (update) mode.

To delete the record shown below, simply press F6 (Delete).

  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 . DISK-IO_________ DEBIT  Amount .          1.00        |
 |  Qualifier  . . .                  Description . . E COAST-DIO-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

Note: You receive a message informing you the record was successfully deleted. The Mode field now indicates you are in EXIT mode.

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. Then select an action. | | | | Version . . . : PROD PROD Mode . . . . : EXIT | | &TRIANGLE. |

You exit out by pressing any key.

Note: As you exit out, you should verify that the entry was deleted from the Debit/Credit List panel. That is, the total number of rows reflected on the scroll bar is decreased by one (as shown on the next panel).

The following Debit/Credit List panel no longer displays the E COAST-DIO-CRED-001 DEBIT entry which we deleted.

  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 0002 of 0004  |
 |                                                                         |
 |   _            5.00000  E COAST-CPU-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