Use the fields and options to configure the Update Tab Report Tables screen.
Identification
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using
Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.
| Field | Description |
|---|
| Parameter ID
|
Enter, or click
 to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.
When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.
|
| Description
|
Enter, or click
to select, a parameter description of up to 30 alphanumeric characters.
|
Invoice Number
| Field | Description |
|---|
| Option
|
Use this drop-down list to select the range of invoice numbers to include. Valid options are:
- All: Select this option to include all invoice numbers. The
Start and
End fields are disabled for this option. This is the default.
- One: Select this option to include only one invoice number and then enter that invoice number in the
Start field. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of invoice numbers. Enter the beginning invoice number for the range in the
Start field and enter the ending invoice number of the range in the
End field.
- From Beginning: Select this option to include a range of invoice numbers that begins with the first of all the available invoice numbers and ends with the invoice number that you enter in the
End field. The
Start field is disabled for this option.
- To End: Select this option to include a range of invoice numbers that begins with the invoice number that you enter in the
Start field and ends with the last of all the available invoice numbers. The
End field is disabled for this option.
|
| Start/End
|
Enter, or click
 to select, the starting and/or ending invoice numbers for the range of invoice numbers to include in the process. Depending on your selection in
Option, one or both of these fields may be inactive.
|
Invoice Date
| Field | Description |
|---|
| Option
|
Use this drop-down list to select the range of invoice dates to include. Valid options are:
- All: Select this option to include all invoice dates. The
Start and
End fields are disabled for this option. This is the default.
- One: Select this option to include only one invoice date and then enter that invoice date in the
Start field. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of invoice dates. Enter the beginning invoice date for the range in the
Start field and enter the ending invoice date of the range in the
End field.
- From Beginning: Select this option to include a range of invoice dates that begins with the first of all the available invoice dates and ends with the invoice date that you enter in the
End field. The
Start field is disabled for this option.
- To End: Select this option to include a range of invoice dates that begins with the invoice date that you enter in the
Start field and ends with the last of all the available invoice dates. The
End field is disabled for this option.
|
| Start/End
|
Enter the starting and/or ending invoice dates for the range of invoice dates to include in the process. Depending on your selection in
Option, one or both of these fields may be inactive.
|
Customer
| Field | Description |
|---|
| Option
|
Use this drop-down list to select the range of customers to include. Valid options are:
- All: Select this option to include all customers. The
Start and
End fields are disabled for this option. This is the default.
- One: Select this option to include only one customer and then enter that customer in the
Start field. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of customers. Enter the beginning customer for the range in the
Start field and enter the ending customer of the range in the
End field.
- From Beginning: Select this option to include a range of customers that begins with the first of all the available customers and ends with the customer that you enter in the
End field. The
Start field is disabled for this option.
- To End: Select this option to include a range of customers that begins with the customer that you enter in the
Start field and ends with the last of all the available customers. The
End field is disabled for this option.
|
| Start/End
|
Enter, or click
to select, the starting and/or ending customers for the range of customers to include in the process. Depending on your selection in
Option, one or both of these fields may be inactive.
|
Accounting Period
| Field | Description |
|---|
| Option
|
Use this drop-down list to select the range of accounting periods to include. Valid options are:
- All: Select this option to include all accounting periods. You can specify a fiscal year, but the
Start and
End fields for periods are disabled for this option. This is the default.
- One: Select this option to include only one accounting period and then enter the fiscal year and accounting period in the
Start fields. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of accounting periods. Enter the fiscal year and beginning accounting period for the range in the
Start fields and enter the ending accounting period of the range in the
End field.
- From Beginning: Select this option to include a range of accounting periods that begins with the first of all the available accounting periods in the fiscal year you specify and ends with the accounting period that you enter in the
End field. The
Start field for periods is disabled for this option.
- To End: Select this option to include a range of accounting periods that begins with the fiscal year and accounting period that you enter in the
Start field and ends with the last of all the available accounting periods. The
End field is disabled for this option.
|
| Start/End
|
Enter, or click
to select, the fiscal year and the starting and/or ending accounting periods for the range of accounting periods to include in the process. Depending on your selection in
Option, one or both of the
Period fields may be inactive.
|
Voucher Number
| Field | Description |
|---|
| Option
|
Use this drop-down list to select the range of voucher numbers to include. Valid options are:
- All: Select this option to include all voucher numbers. The
Start and
End fields are disabled for this option. This is the default.
- One: Select this option to include only one voucher number and then enter that voucher number in the
Start field. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of voucher numbers. Enter the beginning voucher number for the range in the
Start field and enter the ending voucher number of the range in the
End field.
- From Beginning: Select this option to include a range of voucher numbers that begins with the first of all the available voucher numbers and ends with the voucher number that you enter in the
End field. The
Start field is disabled for this option.
- To End: Select this option to include a range of voucher numbers that begins with the voucher number that you enter in the
Start field and ends with the last of all the available voucher numbers. The
End field is disabled for this option.
|
| Start/End
|
Enter, or click
to select, the starting and/or ending voucher numbers for the range of voucher numbers to include in the process. Depending on your selection in
Option, one or both of these fields may be inactive.
|
Vendor
| Field | Description |
|---|
| Option
|
Use this drop-down list to select the range of vendors to include. Valid options are:
- All: Select this option to include all vendors. The
Start and
End fields are disabled for this option. This is the default.
- One: Select this option to include only one vendor and then enter that vendor in the
Start field. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of vendors. Enter the beginning vendor for the range in the
Start field and enter the ending vendor of the range in the
End field.
- From Beginning: Select this option to include a range of vendors that begins with the first of all the available vendors and ends with the vendor that you enter in the
End field. The
Start field is disabled for this option.
- To End: Select this option to include a range of vendors that begins with the vendor that you enter in the
Start field and ends with the last of all the available vendors. The
End field is disabled for this option.
|
| Start/End
|
Enter, or click
to select, the starting and/or ending vendors for the range of vendors to include in the process. Depending on your selection in
Option, one or both of these fields may be inactive.
|
Bill Type
| Field | Description |
|---|
| Standard
|
Select this checkbox to include standard bills in the process.
|
| Customer Product
|
Select this checkbox to include customer product bills in the process.
|
| Project Product
|
Select this checkbox to include project product bills in the process.
|
| Manual
|
Select this checkbox to include manual bills in the process.
|
| Milestone/Percent Complete
|
Select this checkbox to include milestone/percent complete bills in the process.
|
| Sales Order
|
Select this checkbox to include sales order bills in the process.
Note: This checkbox displays only if you are licensed for Sales Order Entry.
|
| IWO
|
Select this checkbox to include intercompany work order bills in the process. If you select only this checkbox, the
Invoice Number,
Invoice Date, and
Customer fields are disabled. If you selected other
Bill Types along with
IWO, the
Invoice Number,
Invoice Date, and
Customer fields are enabled, but are ignored for IWO processing.
Note: This checkbox displays only if you are licensed for Intercompany Work Orders.
|
| IWA
|
Select this checkbox to include sales and/or value added tax for intracompany work assignments when updating tax report tables.
Note:
If you select this option and no records are processed, ensure that the contracting company's PO voucher, and the performing company's IWA JE are both posted.
|
Voucher Type
| Field | Description |
|---|
| AP
|
Select this checkbox to include accounts payable vouchers in the process.
|
| PO
|
Select this checkbox to include purchase order vouchers in the process.
Note: This checkbox displays only if you are licensed for Purchasing.
|
Tax Reporting Method
| Field | Description |
|---|
| Accrual
|
Select this option if your company operates on the accrual basis of accounting.
|
| Cash
|
Select this option if your company operates on the cash basis of accounting.
|
Note: If you selected the
IWO checkbox, you must select
Accrual as the Tax Reporting Method; if you select
Cash, an error message displays.
Update Tax Report Tables
To start the update process, click
Update Tax Report Tables on the Action menu.