Difference between revisions of "Reconcile as New"
From IMSMA Wiki
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To create a new item record: | To create a new item record: | ||
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<li>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.</li> | <li>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.</li> | ||
Revision as of 09:36, 25 February 2014
To create a new item record:
- From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
- Click the
. - When the Data Entry Form Reconciliation window displays, select the Reconcile as New option. Click the OK button.
- The Pick Location window displays.
- 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.
- Click the Assign button.
- The location name displays in the Data Entry Form Editor window under Action/Object under the Reconciliation tab.
- Click the Save button on the Data Entry Form Editor window.
The Information window displays confirming the Data Entry Form was saved.
- Click the Close button.
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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. |
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