Reconcile as New: Difference between revisions

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'' Reconciliation Tab''
'' Reconciliation Tab''
</div>
</div>
<li>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.</li>
<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>Click the [[Image:ReconItemRecIcon.png]].</li>
[[Image:Recon options.png|500px|center]]
[[Image:Recon options.png|500px|center]]
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</div>
</div>
<li>When the Data Entry Form Reconciliation window displays, select the Reconcile as New option. Click the '''OK''' button.</li>  
<li>When the Data Entry Form Reconciliation window displays, select the Reconcile as New option. Click the '''OK''' button.</li>  
:The [[Use the Pick Location Window|Pick Location window]] displays.
<li>The ''Pick Location'' window displays.
<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 '''[[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>Click the '''Assign''' button.</li>
[[Image:Recon tab Assigned Location.png|600px|center]]
[[Image:Recon tab Assigned Location.png|600px|center]]
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</ol>
</ol>


{{note| 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.}}
{{note| When reconciling an Education item, a new item will always be created. An Education item cannot be combined with existing Education items.}}


{{NavBox HowTo Reconcile and Approve}}
{{NavBox HowTo Reconcile and Approve}}


[[Category:COO]]
[[Category:COO]]

Revision as of 11:29, 9 March 2015

This page ONLY applies when the Data Entry Form has been created via the Data Entry menu or the Add Data Entry Forms button.
To reconcile 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.

    Reconciliation Tab

  1. 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.
  2. Click the .

    3. Reconciliation Options

  3. When the Data Entry Form Reconciliation window displays, select the Reconcile as New option. Click the OK button.
  4. The Pick Location window displays.
  5. Filter the item list to display the desired location. Click here for help on how to filter lists.
  6. Select the row for the location that you would like to assign to the item to.
  7. Click the Assign button.

    8. Reconciliation Tab

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