Transaction Selection

Document path Reference Contents > Ledgers Manager > Transaction Selection

Transaction Selection

This subwindow is used to define the range criteria for a selection of ledger transactions. It is displayed on windows requiring the selection of transactions.

Parent Windows

Audit Trail of Transactions
Graphical Analysis Maintenance - Graphs Tab

Operation

Enter data in the data entry boxes to restrict the range of records. Records must meet all criteria entered to be selected. If the left and/or right data entry boxes are left blank for a particular criteria, records will be selected between the first and/or last otherwise qualifying record.

Data records can be obtained using one of the following methods or a combination of them (see Tip below):

  1. Enter values into the selection ranges and use the Standard Search. The context menu provides a Clear Selection function.
  2. Define or use a Custom Search.
  3. Create an Ad Hoc Search Calculation using the context menu function.
  4. Drag-and-drop one or more lines from the Customer, Supplier or G/L ScratchPad onto the general window area.
  5. Use the ScratchPad Transfer Selected function

Tip TIP: Using an Ad Hoc Search Calculation (3) overrides any Custom Search (2) and a Custom Search overrides the Standard Search (1). In any of the search cases (1, 2 or 3), ScratchPad Transfer and Drag-and-Drop (4 or 5) is combinational, so that records found using any of these methods must also conform to the search criteria adopted.

Data Elements

Field

Description

From/to fields

Enter data that restricts the records selected. If left blank, data will be selected from the maximum and minimum extremes in the file. All selections criteria you enter will have to be met by each record processed.

Use custom

To turn on and off the use of the custom search design. A custom search will override the standard serach.

Custom search name

The name of the currently selected custom search. To use it click on the checkbox. To change it click on the Custom Search button.

Button

Action

Custom Search

Opens the Custom Search Selection window and checks the Use custom checkbox.

See also: -

Compiled in Program Version 3.10. Help data last modified 22 MAY 2008 05:09. Class wAcTraSelect last modified 25 MAY 2005 15:47:36.

Document path Reference Contents > Ledgers Manager > Transaction Selection