Account Balance Inquiry - View Preferences Window

Use the View Preferences Window to specify the source data to display in the columns for comparison.  For each column, you can specify one of three sources of data including actuals, history, or a budget.  You can mix and match the sources as desired; for example, you can display three different budgets in the comparison columns.  The table following the window example describes the View Preferences Window for the Account Balance Inquiry.

Tip:  For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To display the View Preferences Window:

  1. Open the Account Balances Inquiry to display the Detail window.

  2. Enter the Account Number that you want to display.
    Tip    :  If you do not know the Account Number, click Search .

  3. Click Retrieve or press [ENTER].
    Keyboard shortcut    :  [ALT + t]
     

  1. Advanced Method:

At the Detail Window, click View Preferences .

 

Account Balance Inquiry - View Preferences Window Example:

 

Account Balance Inquiry - View Preferences Window Prompts

Tip:  To see more information about a field, click the hyperlink for the field name.

Column 1 Source

In the drop-down list, click the option for the data source that you want to display in the first comparison column.  (predefined)

Options:

  • None

  • Actuals

  • Budget
    Tip:  When you click Budget, you are prompted to enter the Budget Name.

  • History
    Tip:  When you click History, you are prompted to enter the Fiscal Year.

Tip:  The description of the column displays next to the Column Option.

Column 2 Source

In the drop-down list, click the option for the data source that you want to display in the second comparison column.  (predefined)

Tip:  The description of the column displays next to the Column Option.

Column 3 Source

In the drop-down list, click the option for the data source that you want to display in the third comparison column.  (predefined)

Tip:  The description of the column displays next to the Column Option.

History Year

If you specify History for a Column Option, at the prompt you must enter the Fiscal Year that you want to display and then press [ENTER].  (CCYY)

Budget

If you specify Budget for a Column Option, at the prompt you must enter the Budget Name that you want to display and then press [ENTER].  (up to 5 characters)

Tip:  If you do not know the Budget Name, click Search or press [CTRL + f].

To display the Detail Window, click OK or press [ENTER].

Keyboard shortcut:  [ALT + o]

To close the View Preferences Window, click Cancel.

Keyboard shortcut:  [ALT + c]

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