Performing Data Functions › Debits/Credits Panels › Example 1: Creating a Credit

Example 1: Creating a Credit

From the Debit/Credits primary panel, select F2 (Create). The Debit/Credit Entry panel appears.

The following panel shows you how to create a Credit for the East Coast Division.

We want to enter:

• A credit of $5.00
• For ORD Type MBJ
• For CPU-CHARGE charge elements
• For periods 001 through 003
• With a record description of E-COAST-CPU-CRED-001
• For Division: East Coast

Note: Remember, when this panel first displays, the CREDIT/DEBIT Amount field displays as DEBIT, the default. Therefore, the first thing we should do is type over the field to make it read 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  . . . . : INS                  |
 |                                                                         |
 |  ORD Type . . . . MBJ              Period Number . 001                  |
 |  Charge Element . CPU-CHARGE       credit Amount .          5.00        |
 |  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

After completing the entry:

• Press F5 (Save)
• Wait until the informational message tells you the record is inserted
• Change the Period Number to 002
• Revise the Description to E-COAST-CPU-CRED-002
• Press F5 (Save)

You continue in this manner: entering and saving data, until you have entered your amounts for all three periods. If you have no further entries to create, exit out using F3 (Exit).