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Reconcile as New

12 bytes added, 19:02, 23 March 2015
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{{Note | To do Data Entry and/or Submit/Approve Data Entry Forms, your {{IMSMANG}} user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. ''Data Entry Form'' and ''Link''. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
<ol><li>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item you would like to assign to a Location.
[[Image:Recon tab.png|600px|center]]
<div align="center">
'' Reconciliation Tab''
</div><li>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item you would like to assign to a Location.</li>
<li>Click the [[Image:ReconItemRecIcon.png]].</li>
<li>When the Data Entry Form Reconciliation window displays, select the Reconcile as New option. Click the '''OK''' button.
[[Image:Recon options.png|500px|center]]
<div align="center">
'' Reconciliation Options''
</div><li>When the Data Entry Form Reconciliation window displays, select the Reconcile as New option. Click the '''OK''' button.</li>
<li>The ''Pick Location'' window displays.
[[Image:fig55.png|center|500px|''Pick Location Window'']]
<div align="center">
''Pick Location Window''
</div></li>
<li>Filter the item list to display the desired location. Click '''[[Filter Lists | here]]''' for help on how to filter lists. <li>Select the row for the location that you would like to assign to the item to.</li>
<li>Click the '''Assign''' button.</li>
<li>The location name displays in the Data Entry Form Editor window under Action/Object under the Reconciliation tab.
[[Image:Recon tab Assigned Location.png|600px|center]]
<div align="center">
'' Reconciliation Tab''
</div></li>The location name displays in the Data Entry Form Editor window under Action/Object under the Reconciliation tab.<li>If appropriate, '''[[Reconcile by Linking to an Existing Item Record | Link]]''' to other items.</li><li>Save, Submit or Approve the Data Entry Form.</li> </ol>
{{note| When reconciling an Education item, a new item will always be created. An Education item cannot be combined with existing Education items.}}
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