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 |
|---|---|---|---|
| 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 DOWNLOAD | REPORTS/Report Manager HOME page Generating 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 |
| REPAY ADVANCE | Repay an existing Advance | TRANSACTIONS/Transfers and Advances |
| PROMOTE SCENARIO | 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 |
|---|---|---|
| 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 |
