Working with Records Lesson


This work instruction shows how:

~ To Search for a Record

~ To Add a Record

~ To Change a Record

~ Delete a Record


Steps:

  1. In this exercise we will learn how to search for a record in the Payroll & Financial Center.  We will do this from the Address Book Inquiry screen.  The methods taught here apply throughout the Payroll & Financial Center.

  2. Click the State of Nebraska link.

  3. Click the Address Book link.

  4. Click the Address Book Inquiry link.

  5. The fields:  Address Number, Sch Typ, Bankrupt, Tax ID, Alpha Name, etc. are the QBE (Query By Example) fields.

  6. Click in the Search Type field.

  7. Click the Search Type button.

  8. Click the scrollbar.

  9. Select the code you desire by clicking the radio button next to it. 

     

    Click the V option.

  10. Click the Select button.

  11. Click the Find button.

  12. Click in the Alpha Name field.

  13. Enter the desired information into the Alpha Name field. Enter

     a valid value
     e.g.
     "*husker*"
    .

  14. Click the Find button.

  15. Click in the Tax ID field.

  16. Enter the desired information into the Tax ID field. Enter ">480000000".

  17. Click the Find button.

  18. Click the Row:2 option.

  19. Click the Select button.

  20. This brings up the Address Book Revision screen.

  21. Click the Cancel button.

  22. Click the Close button.

  23. In this exercise we will learn how to add a record in the Payroll & Financial Center.  We will do this from the Standard Invoice Entry screen. The methods taught here apply throughout the Payroll & Financial Center.

  24. Click Accounts Receivable.

  25. Click the Accounts Receivable Processing link.

  26. Click the Invoicing link.

  27. Click the Enter & Print Invoice link.

  28. Click the Standard Invoice Entry link.

  29. Click the Add button.

  30. Click in the Customer field.

  31. Enter the desired information into the Customer field. Enter

     a valid value
     e.g.
     "966036"
    .
  32. Click in the Fund field.

  33. Enter the desired information into the Fund field. Enter

     a valid value
     e.g.
     "20940"
    .

  34. Click in the Invoice Date field.

  35. Click the Invoice Date button.

  36. Click the 4 link.

  37. Click the OK button.

  38. Click in the G/L Date field.

  39. Click the G/L Date button.

  40. Click the 4 link.

  41. Click the OK button.

  42. Click in the Gross Amount field.

  43. Enter the desired information into the Gross Amount field. Enter "150.00".

  44. Click in the Remark field.

  45. Enter the desired information into the Remark field. Enter "General Business".

  46. Click the OK button.

  47. Click in the Account Number field.

  48. Enter the desired information into the Account Number field. Enter "22.474100".

  49. Click in the Amount field.

  50. Enter the desired information into the Amount field. Enter "-150.00".

  51. Click the OK button.

  52. Click the Cancel button.

  53. In this exercise we will learn how to change a record in the Payroll & Financial Center.  We will do this from the Standard Invoice Entry screen.  The methods taught here apply throughout the Payroll & Financial Center.

  54. Click the Find button.

  55. Click the 322530 option.

  56. Click the Select button.

  57. Click in the Gross Amount field.

  58. Enter the desired information into the Gross Amount field. Enter "160.00".

  59. Click the OK button.

  60. Click in the Amount field.

  61. Enter the desired information into the Amount field. Enter "-160.00".

  62. Click the OK button.

  63. In this exercise we will learn how to delete a record in the Payroll & Financial Center.  We will do this from the Standard Invoice entry screen.  The methods taught here apply throughout the Payroll & Financial Center.

  64. Click the Find button.

  65. Click the 322530 option.

  66. Click the Delete button.

  67. Click the OK button.

  68. Click the Close button.

You have successfully completed this lesson.

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