Reconcile as New: Difference between revisions

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<li>Click the [[Image:ReconItemRecIcon.png]].</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.</li>  
<li>When the Data Entry Form Reconciliation window displays, select the Reconcile as New option. Click the '''OK''' button.</li>  
<li>From the Assign <Item> to Location window, select one of the following options.</li>
*''Reported Location'' – allows you to assign the selected item record to any location that you created for this Data Entry Form. This includes locations on the Data Entry Form form and locations created via the New Locations Manager window.
*''Other Location'' – allows you to assign the selected item record to an existing location.
<li>Do one of the following.</li>
*If you selected the Reported Location option, select the location from the Reported Location list.
*If you selected the Other Location option:
<li>Click the [[Image:YellowManIcon.png|Location]] button.</li>
:The Pick Location window displays.
: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 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>
:The location name displays in the Assign <Item> to Location window.
:The location name displays in the Data Entry Form Editor window under Action/Object under the Reconciliation tab.
<li>From the Assign <Item> to Location window, click the '''OK''' button.</li>
<li>Click the '''Save''' button on the Data Entry Form Editor window.</li>
<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>
:<p>The Information window displays confirming the Data Entry Form was saved.</p>

Revision as of 16:59, 8 January 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.
    4. 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.
    6. 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.

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

  7. Click the Close button.
When reconciling an Education Details item record, a new record will always be created. An Education Details item record cannot be combined with existing Education Details item records.

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