Difference between revisions of "Reconcile as New"

From IMSMA Wiki
Jump to: navigation, search
Line 16: Line 16:
 
<li>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.</li>
 
<li>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.</li>
 
<li>Click the '''Assign''' button.</li>
 
<li>Click the '''Assign''' button.</li>
 +
[[Image:Recon tab Assigned Location.png|600px|center]]
 +
<div align="center">
 +
'' Reconciliation Tab''
 +
</div>
 
:The location name displays in the Data Entry Form Editor window under Action/Object under the Reconciliation tab.
 
:The location name displays in the Data Entry Form Editor window under Action/Object under the Reconciliation tab.
<li>Click the '''Save''' button on the Data Entry Form Editor window.</li>
 
:<p>The Information window displays confirming the Data Entry Form was saved.</p>
 
<li>Click the '''Close''' button.</li>
 
 
</ol>
 
</ol>
  

Revision as of 01:03, 2 March 2015

Note.jpg This page ONLY applies when the Data Entry Form has been created via the Data Entry menu or the Add Data Entry Forms button.
    Recon tab.png

    Reconciliation Tab

  1. From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to assign to a Location.
  2. Click the ReconItemRecIcon.png.
  3. Recon options.png

    Reconciliation Options

  4. When the Data Entry Form Reconciliation window displays, select the Reconcile as New option. Click the OK button.
  5. The Pick Location window displays.
  6. 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.
  7. Click the Assign button.
  8. Recon tab Assigned Location.png

    Reconciliation Tab

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