Reconcile started from Summary Window
Contents
Overview
When data entry is started from the Summary window the possible Actions on the Reconciliation tab are different than when data entry is started from the Data Entry menu.
The three Actions; Add, Update and Delete; that are started from the Summary window were added in IMSMANG version 6.0. |
The big difference of these three Actions and the Actions started from the Data Entry menu is the automatic population of
- Form ID
- Item ID
- Date of information
- Reconciliation tab.
Add
Adding a Data Entry Form from a Location Summary window automatically assigns the same Location to the new Data Entry Form.
Reconciliation Tab Add Method from Location Summary window
Adding a Data Entry Form from the other Summary windows automatically assigns the same Location to the new Data Entry Form and Links the new Data Entry Form to current the Summary item.
Reconciliation Tab Add Method from other Summary window
Update
For Update the list of possible templates are filtered to only included templates for the current item type. All the other data fields in the template are also automatically populated with the Approved information.
Reconciliation Tab Update Action
Delete
For Delete the list of possible templates are also filtered to only included templates for the current item type.
Reconciliation Tab Delete Action
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