Redesign Icons
Listed below are the available icons in the various grids/options of the Redesign. An icon represents an option or capability within the software. When hovering over most of the icons, a tool tip will be displayed containing the icon's purpose.
Image | Icon | Definition | Available |
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VIEW | View the current record in more detail | Several options of USAS-R |
EDIT |
Modify/edit the current record | Several options of USAS-R |
DELETE |
Deletes the current record | Several options of USAS-R |
Generate a print file for a selected transaction | Several options of USAS-R |
GENERATE & DOWNLOAD REPORT |
REPORTS/Report Manager HOME page Generating from grids BUDGETING/Budgeting Scenario |
OPEN | Open the specified posting period | CORE/Posting Periods |
CLOSE | Close the specified posting period | CORE/Posting Periods |
MAKE CURRENT | Make the specified posting period the current period | CORE/Posting Periods |
INVOICE | Invoice the selected purchase order | TRANSACTIONS/Purchase Orders |
PROMOTE SCENARIO | BUDGETING/Scenarios | ||
REGENERATE SHEET | Regenerate the budgeting sheet to contain the most current information (accounts matching parameters, FYTD figures). This will remove any previously entered amounts in the PA-XXXX column | BUDGETING/Scenarios |
UPLOAD AND REPLACE | BUDGETING/Scenarios |
DOWNLOAD REPORT DEFINITION | REPORTS/Report Manager |
SHARE REPORT DEFINITION WITH ROLES | REPORTS/Report Manager |
UNINSTALL MODULE | SYSTEM/Modules |
INSTALL MODULE | SYSTEM/Modules |
Redesign Buttons
Listed below are the available buttons in the various grids/programs of the Redesign. When hovering over most of the buttons, a tool tip will be displayed defining the button's purpose.
Button | Definition | Available |
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Create a record | Several Options of USAS-R |
'Create New' works with the 'Save' option. When checkmarked, 'Save' will create the new transaction and leave the window open to create another transaction | Several Options of USAS-R |
'Close' works with the 'Save' option. When checkmarked, 'Save' will close the window. | Several Options of USAS-R |
Save a record | Several Options of USAS-R |
Cancel a record without saving | Several Options of USAS-R |
Print a record | Several Options of USAS-R |
Copy an existing record's data into a new record | Several Options of USAS-R |
Convert a requisition to a Purchase Order | TRANSACTIONS/Requisitions |
Modify a PO that has already been sent to a vendor | TRANSACTIONS/Purchase Orders |
Modify a PO that has not been sent to a vendor | TRANSACTIONS/Purchase Orders |
Invoice an outstanding purchase order | TRANSACTIONS/Purchase Orders |
Apply proposed amounts to initial estimates | BUDGETING/Proposed Amounts |
Upload an outside spreadsheet into a Budgeting Scenarios | BUDGETING/Scenarios |
Reload enabled rules to current rules engine | SYSTEM/Rules |
Import a RPD-JSON formatted report | REPORTS/Report Manager |
Create a customized report format | REPORTS/Report Manager |
Creates the GAAP export file in text format | EXTRACTS/GAAP |
Generate the file format type selected | EXTRACTS/Positive Pay UTILITIES/Generate File |