Column Filter Show/Hide

 Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.

Delete

 Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. 

_{WARNING: Records cannot be recovered once they are deleted!} 

Excel

 Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. 

Favorites

 Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline. 

 Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.

Group By Show/Hide

 Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. 

Help

 Opens the online WIKI help page for the current page. 

More Actions

 Displays a drop down menu of related actions. The list of options includes:

• LV: GL Budget Details - Opens the GL Budget Details page, in a new Tab, filtered for the selected Budget(s).

New

 Opens a new blank record for data entry.

Quick Column Filter

 Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text.

Save

 Saves all changes made on the page.

Saved Layouts

 Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).  Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected.  

Please note that existing saved grid layouts will display the Filter Row as hidden by default.

Fields

Description

Checkbox

Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.

Budget

Identifies the Budget's name, which is the unique identifier for the Budget.This is a text box that defaults to blank, is required, must be unique, and must be <=50 characters. If missing, the message "Budget name is required." will be displayed on Save. If it is not unique, the message "Duplicate Budget names are not allowed." will be displayed on Save. This is always editable. 

Database Field: ERPx_GLBudget.BudgetName

Fiscal Year

Identifies the Fiscal Year the Budget applies to. This is a single-select lookup that defaults as blank and is required. If missing, the message "A Fiscal Year is required." will be displayed on Save. This is not editable after the initial save. The lookup contains a list of all the Years in the Fiscal Periods master file.

A Fiscal Year is a one-year period that companies use for financial reporting and budgeting. A Fiscal Year is most commonly used for accounting purposes to prepare financial statements. Fiscal Years often start on January 1st and end on December 31st. However, not all Fiscal Years correspond with the calendar year. For example, a company may run their Fiscal Year from May 1st - April 30th. Once a Fiscal Year has been determined, it is unlikely to ever change outside of a company sale and/or merger.

Database Field: ERPx_GLBudget.FiscalYearSK 

Report Default

Identifies the Budget, for each Fiscal Year, that is the version used on financial reports. This is a Yes/No lookup that is required. It defaults as blank and is always editable. "No" values appear as blank on Save. Only one Budget per Fiscal Year can be set as the Report Default. 

Database Field: ERPx_GLBudget.IsReportDefault

Allow Edit

Identifies whether or not users can edit Budget Details for the Budget. This is a Yes/No lookup that is required. It defaults as blank and is always editable.

1. If set to "Yes", individual budget amounts can be edited for GL Accounts for the Budget.  

2. If set to "No", individual budget amounts cannot be edited for GL Accounts for the Budget. 

Database Field: ERPx_GLBudget.AllowEdit