Difference between revisions of "Reconcile as New"
From IMSMA Wiki
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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 | + | <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> | ||
| − | + | <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 | + | <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 | + | {{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
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This page ONLY applies when the Data Entry Form has been created via the Data Entry menu or the Add Data Entry Forms button. |
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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. |
- 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.
- 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 here for help on how to filter lists.
- Select the row for the location that you would like to assign to the item to.
- Click the Assign button.
- The location name displays in the Data Entry Form Editor window under Action/Object under the Reconciliation tab.
Reconciliation Tab
Reconciliation Options
Reconciliation Tab
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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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