Limiting Recurring IDs for the Recurring Journal Entry Proofing Report

Use the Recurring IDs dialog box to limit the Recurring Journal Entry Proofing Report to one or more recurring IDs. From this dialog box, you can create, recall, and edit lists of recurring IDs.

To limit recurring IDs:

1. From the G/L > Recurring Journal Entry menu, select Recurring Journal Entry Proofing Report to display the Recurring Journal Entry Posting window.

2. Enter the information for the report.

3. In the Recurring ID field, click the Multiple button to display the Requiring ID dialog box.

4. Click Clear Selection to erase the list of data displayed.

5. On a blank line, enter or select a recurring ID.

6. Repeat step 5 to add additional IDs to the list.

7. Click Save List to save the list for use at a later time.

8. In the Save ID list dialog box, enter a name for this list at the Save to File field and click OK.

9. Click OK in the Recurring ID dialog box to return to the Recurring Journal Entry Postings window.

To recall a list of recurring IDs for the Recurring Journal Entry Proofing Report:

1. From the G/L > Recurring Journal Entry menu, select Recurring Journal Entry Proofing Report to display the Recurring Journal Entry Posting window.

2. Enter the information for the report.

3. In the Recurring ID field, click the Multiple button to display the Recurring ID dialog box.

4. Click Clear Selection to erase the list of data displayed.

5. Click RecallList.

6. In the Recall List dialog box, enter or select the name of the recurring ID list you want to use in the Select Work ID field.

7. Click OKto return to the Recurring ID dialog box.

8. Click OK to return to the Recurring Journal Entry Postings window.

To edit a list of Recurring IDs for the Recurring Journal Entry Proofing Report:

1. From the G/L > Recurring Journal Entry menu, select Recurring Journal Entry Proofing Report to display the Recurring Journal Entry Posting window.

2. Enter the information for the report.

3. In the Recurring ID field, click the Multiple button to display the Recurring ID dialog box.

4. Click Clear Selection to erase the list of data displayed.

5. Click RecallList.

6. In the Recall List dialog box, enter or select the name of the recurring ID list you want to use in the Select Work ID field.

7. Click OK to return to the Recurring ID dialog box..

8. Do one of the following to edit the list:

• To add an additional ID, on a blank line in the list, enter or select the ID you want to add.

• To delete an ID, place the cursor on the ID you want to delete and press Delete.

9. Click SaveList to save the changes to the recurring ID list.

10. In the Save ID List dialog box, enter a name for the list in the Save to File field and click OK.

11. Click OK to return to the Recurring Journal Entry Postings window.

See Also:

Running the Recurring Journal Entry Proofing Report