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 | 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 |
 | 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 |
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 |