Difference between revisions of "Reconcile as New"

Revision as of 10:35, 5 February 2014

To create a new item record:

1. From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
2. Click the .
3. When the Data Entry Form Reconciliation window displays, select the Reconcile as New option. Click the OK button.

The Pick Location window displays.

4. Filter the item list to display the desired location. Click the row for the location that you would like to assign to the item record.
5. Click the Assign button.

The location name displays in the Data Entry Form Editor window under Action/Object under the Reconciliation tab.

6. Click the Save button on the Data Entry Form Editor window.

The Information window displays confirming the Data Entry Form was saved.

7. Click the Close button.

When reconciling an Education item record, a new record will always be created. An Education item record cannot be combined with existing Education item records.