GL Selection Criteria Database and Reporting

The GL Selection Criteria Database program provides you with all the tools necessary to maintain a database of GL selection criteria. GL selection criteria is used throughout the system to select specific sets of GL accounts for processing by specifying start and end codes for various dictionary elements contained in the GL account. The program will automatically load all GL selection criteria in the database and display the GL selection criteria name and description. Use cursor keys to move through the list or click the magnifying glass to search for some specific text.

Note: This database is the only place that GL selection criteria can be permanently modified or deleted.

GL Selection Criteria Database Menu

Add	Click Add to add a new GL selection criteria to the database. See GL Selection Criteria Entry/Maintenance Screen below.
Modify	Click Modify to modify any of the fields related to the GL selection criteria currently highlighted. See GL Selection Criteria Entry/Maintenance Screen below.
Delete	Click Delete to delete the GL selection criteria currently highlighted by the cursor. See GL Selection Criteria Entry/Maintenance Screen below.
Inquire	Click Inquire to display the fields related to the GL selection criteria currently highlighted. See GL Selection Criteria Entry/Maintenance Screen below.
Report	Click Report to print a GL selection criteria report. The GL selection report can be created for a specific GL selection name or all GL selection criteria.
Copy	Click Copy to create a new GL selection criteria by copying an existing GL selection criteria and modifying the fields to suit your needs. See GL Selection Criteria Entry/Maintenance Screen below.

GL Selection Criteria Entry/Maintenance Screen

Name

Enter a maximum 10-character unique name for the GL selection criteria. Entry of a blank name will terminate entry.

Desc

Enter the maximum 30-character description of the GL selection criteria. Make the description specific for ease of locating and understanding later.

Code

This field is intended for a future security enhancement.

Set #

GL selection criteria is entered by specifying start and end codes for various dictionary levels contained within the GL account. (maximum of 99 lines of GL selection criteria.)
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 a GL account meets the criteria for any set it will be selected).

E#

Enter the GL or alias element (level) number to select. The name of the dictionary level selected will be displayed.

Note: To enter a full gl without dashes enter 00 in the element field

Start Code

Enter the starting value for the level.

End Code

Enter the ending value for the level.

GL Selection Criteria - Report

The GL Selection Criteria - Report will produce a listing of all your criteria codes and their details.

Note: To run report for all criteria and not just the one highlighted, click back space to remove the critea and click run.