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  • Redesign Icons and Buttons

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Redesign Icons 

Listed below are the available icons in the various grids/options of the Redesign. An icon represents an option or capability within the software.  When hovering over most of the icons, a tool tip will be displayed containing the icon's purpose.


ImageIconDefinitionAvailable

VIEWView the current record in more detailSeveral options of USAS-R

EDITmodify/edit the current recordSeveral options of USAS-R

DELETEdeletes the current record Several options of USAS-R

PRINTgenerate a print file for a selected transactionSeveral options of USAS-R

GENERATE & DOWNLOAD REPORT



DOWNLOAD


REPORTS/Report Manager

HOME page

Generating from grids

BUDGETING/Budgeting Scenario

OPENOpen the specified posting periodCORE/Posting Periods

CLOSEClose the specified posting periodCORE/Posting Periods

MAKE CURRENTMake the specified posting period the current periodCORE/Posting Periods

INVOICEInvoice the selected purchase orderTRANSACTIONS/Purchase Orders

REPAY ADVANCERepay an existing AdvanceTRANSACTIONS/Transfers and Advances

PROMOTE SCENARIO
BUDGETING/Scenarios

UPLOAD AND REPLACE
BUDGETING/Scenarios

DOWNLOAD REPORT DEFINITION
REPORTS/Report Manager

SHARE REPORT DEFINITION WITH ROLES
REPORTS/Report Manager

UNINSTALL MODULE
SYSTEM/Modules

INSTALL MODULE
SYSTEM/Modules


Redesign Buttons

Listed below are the available buttons in the various grids/programs of the Redesign. When hovering over most of the buttons, a tool tip will be displayed defining the button's purpose.

ButtonDefinitionAvailable

Create a recordSeveral Options of USAS-R

'Create New' works with the 'Save' option. When checkmarked, 'Save' will create the new transaction and leave the window open to create another transaction

Several Options of USAS-R

'Close' works with the 'Save' option. When checkmarked, 'Save' will close the window. Several Options of USAS-R

Save a recordSeveral Options of USAS-R

Cancel a record without savingSeveral Options of USAS-R

Print a recordSeveral Options of USAS-R

Copy an existing record's data into a new recordSeveral Options of USAS-R

Convert a requisition to a Purchase OrderTRANSACTIONS/Requisitions

Modify a PO that has already been sent to a vendorTRANSACTIONS/Purchase Orders

Modify a PO that has not been sent to a vendorTRANSACTIONS/Purchase Orders

Invoice an outstanding purchase orderTRANSACTIONS/Purchase Orders

Apply proposed amounts to initial estimatesBUDGETING/Proposed Amounts

Upload an outside spreadsheet into a Budgeting ScenariosBUDGETING/Scenarios

Reload enabled rules to current rules engineSYSTEM/Rules

Import a RPD-JSON formatted reportREPORTS/Report Manager

Create a customized report formatREPORTS/Report Manager

Creates the GAAP export file in text formatEXTRACTS/GAAP

Generate the file format type selected

EXTRACTS/Positive Pay

UTILITIES/Generate File