Atrieve Finance

Appendix AB - GL Selection Criteria

The GL SELECTION CRITERIA program will select a specific set of GL accounts for processing by specifying start and end codes for various dictionary elements contained in the general ledger account. The program will automatically load all GL Selection Criteria in the database and display the GL Selection Criteria name and description. Use your cursor keys to move through the list or press <FIND> to search for specific text.


GL SELECTION CRITERIA MENU

 

Exit             Select             Quick


Exit      Enter 'E' if you do not wish to use GL Selection Criteria.

Select Enter 'S' to select the GL Selection Criteria currently.

Quick    Enter 'Q' to create a GL Selection Criteria on the fly.


GL SELECTION CRITERIA MAINTENANCE SCREEN

NAME

Enter a unique name for the GL selection criteria. Maximum field length is 10 characters and entry of a blank name will terminate entry.

 

DESC

Enter the description of the GL selection criteria. Maximum field length is 30 characters. Make the description specific so that it is easy to locate and understand later.


SECURITY

This field is intended for a future security enhancement.

 

GL selection criteria is entered by specifying start and end codes for various dictionary levels contained within the GL account. You can a maximum of 99 lines of GL selection criteria.

 

SET #

Enter the set number. The set number effectively groups GL levels together. Criteria with the same set number will be processed together using "AND" logic (a GL account must meet every condition in the set to be selected). You can create multiple sets of criteria by using different set numbers to group the criteria together. These different groups will be processed using "OR" logic (if GL account meets the criteria for any set it will be selected).


E#

Enter the GL, GL Alias or Budget Alias element (level) number to select. The name of the dictionary level selected will display.


START CODE

Enter the starting value for the level.


END CODE

Enter the ending value for the level.


GL SELECTION CRITERIA MAINTENANCE MENU

 

Accept       Cancel       Modify       Insert      Delete

 

Accept    Enter 'A' to save the GL selection criteria entered.

Cancel    Enter 'C' if you do not wish to save the GL selection criteria.

Modify    Enter 'M' to modify the criteria line currently highlighted by the cursor.

Insert      Enter 'I' to insert a new line of criteria above the line currently highlighted by the cursor.

Delete     Enter 'D' to delete the criteria line currently highlighted by the cursor.

Save       Enter 'S' if you are creating a quick GL selection criteria and wish to save it in the database. You will be prompted for a name and description.