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Draft

This page is a draft and may contain incomplete or inaccurate information

 

Navigation Links:

This section contains links with details of different types of navigation found within USAS-R.

Grid

Keyboard Shortcuts

Date Shortcuts

Query

Palettes

Print

Save/Load Draft

 

 

Other Icons:

The rest of this page is currently a "dumping grounds" for miscellaneous icons, buttons, etc. that still need to be organized and documented properly.

 

An icon represents an option or capability within the software. Below is a listing of all available icons.

 

 SEARCH - it will take you to the appropriate query in a seperate window. For example if the  are by the account code, click on the and it will open a pop-up with the account query

 MAGNIFY - shows more information pertaining to the record. For example if the  is by a budget account, click on the  and it will display the budget account details

 CLEAR - clears any date that is currently being displayed.

 SAVE - selects, validates, and posts the current record

  ADD - opens a new blank item 

 CANCEL - cancels the current record

 EDIT - modify/edit current record

  DELETE - deletes the current line item

  COPY - copies item information into a new item

 CHANGE PASSWORD - Available from User grid to users with the appropriate access to change another user's password

TRASH - deletes the record

  SELECT DATE - click on desired date 

 UP or DOWN - allows you to rearrange line item order

COPY DATE - copies the date from one line item to all line items below

 DOCUMENTATION - takes you to the documentation

  COLLAPSE/EXPAND - will collapse/expand to show more/less information

 involves splitting the price of a particular item among several different account codes.

involves splitting the quantity of a particular item among several different account codes

 The create button opens a new record form in order to create and post a new record.

 The Validate function will validate all the information that has been entered. If the validation is successful, meaning no errors or warnings are encountered, the message "Validation Successful" will be displayed at the top of your browser window. Likewise, if any warnings or errors are encountered during the validation the associated messages will be displayed.

    The Save and Post function will validate and post the record. Any errors encountered will be displayed at the top of your browser window, warnings will not be seen. If fatal errors are encountered, the record will not be posted. Modifications will need to be made to correct the errors before the record can be posted.

 The Cancel function will erase any entries made to the record currently displayed on the screen. A pop-up box will appear in your browser ensuring that the record is to be cancelled. Clicking on Yes will cancel the record. Selecting Cancel will cause the record to not be deleted.

   The Edit and Modify function allows modifications to be made to records that have been previously posted to the system. There may be restrictions on modifications based on the record type the user are trying to edit.

  The Clone function may be used to load all of the information from an existing record into a new record and allow changes to be made before saving/posting.

 The clear function Clears out all fields options choosen by the user.

 The search and find function are used to look up information based onthe interface the user is in.

 The list function takes the user back to the query/query list.

 

 

 The delete function may be used to delete a record.  A pop-up box will appear in your browser ensuring that the record is to be deleted. Clicking on Yes will delete the record. Selecting Cancel will cause the record to not be deleted. Some restirctions may apply depending on the type of record trying to be deleted.

 

  The Invoice function may be used to invoice the purchase order currently displayed. Once you click on Invoice, it will switch you over to the invoice interface and allow you to process an invoice against the purchase order. Please refer to the AP Invoices chapter for further information on how to process an in-voice against a purchase order.

  The update button will update the total amount the user has filled and/or cancelled on a current invoice.

 The Cancel items will cancel any items that have been check marked

 The Clear items will clear any items that have been check marked

  The Fill items option will completely fill any line items that have been check marked

 

 

 

 

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