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Select Entities
Make the following menu selections to display this page:
eFinancials—Select—Entity Selectionsor
ePO—Select—Entity Selections
various modules—Select Entities (this page also opens for report forms in various modules when you click
the Select Entities button)
Use this page to:
- select
one or more entities for a report.
- store
your entity selections as a saved selection
and then quickly recall it when running reports.
- change
or delete a saved
selection.
Only entities to which you have been given access
are listed .
Note
When you select one or more entities, the available Department Selections are affected.
Fields
Select All / None box
Click the box to check (or uncheck) all entity
selections in the grid. The selection is updated immediately. Or use individual
check boxes
Click the check box next to each entity you want
to select. The selection is updated immediately.
The selected entities can be:
...used as selection criteria when running a report;
or
...saved as a saved
selection. A saved selection
is a group of selections that can be stored, recalled or deleted.
ID / Description
The read-only ID and description of each entity
available for selection in the grid.
(blank "saved selection") lookup 
field
Enter a saved
selection name to work with. When you enter a name in this field,
you can:
store
a group of currently selected entities under the name that you enter into
this field -
when you then click the Store Selections
button.
recall
a group of entities that were stored previously in the system with the
name - when you click the Recall Selection
button.
change
the entities stored under the name when you select different entities
- and then click the Store Selections
button.
delete
the name and associated group of entities - when you click the Delete
Saved Selection button.
open
the Select Saved Selection pop-up
window and then select an existing selection
name - when you click the lookup icon .
For additional information, refer to the button
descriptions below.
Recall Selection
Click the button to update the list in the grid
with the selections from a saved selection.
This becomes the current selection. The name currently showing in the
(saved selection) lookup field determines which saved selection is recalled.
Store Selections
Click the button to store the current selection(s)
showing in the grid with the saved selection
name that
is currently showing in the (saved selection)
lookup field.
If the name already
exists then the saved selections for that name are replaced.
If the name does
not exist, then the saved selections are added.
Delete Saved Selection
Enter a saved
selection name into the (saved selection) lookup field and
then click Delete Saved Selection
to delete a stored saved selection.
Done
Click the button to exit the form.
To Select Entities
- From the menu, select Select—Entity
Selections. Or, from the report
form (where you select the criteria to run a report), click Select Entities.
- For each entity you
want to work with, select the check box. Or, to select all entities, click
the Select All / None check
box in the grid header. Changes to your selections are posted immediately.
- Click Done.
To
Store a Saved Selection
- From the menu, select Select—Entity
Selections.
- Select the entities
that you want to store. Check individual boxes or click the Select
All / None check box in the grid header.
- Enter a selection
name into the saved selection
field in the header and then click Store
Selection. This adds a new, or updates an existing, saved
selection using the name in the field—with
the entities that are currently selected.
- Click Done.
To
Recall a Saved Selection
- From the menu, select Select—Entity
Selections.
- Click the lookup
icon . The Select Saved Selection pop-up opens.
- Click a saved
selection in the grid. The pop-up closes and you are returned to
the grid. The saved selection
name appears in the lookup field.
- Click Recall
Selection to apply the saved
selection as the current selection. Changes to your selections
are posted immediately.
- Click Done.
To Delete a Saved Selection
- From
the menu, select Select—Entity Selections.
- Click the lookup
icon . The Select Saved Selection pop-up opens.
- Click a saved
selection in the grid. The pop-up closes and you are returned to
the grid. The saved selection
name appears in the saved selection
field.
- Press Delete
Saved Selection to delete the saved selection listed in the saved selection field. The saved
selection name and associated group of entities is deleted.
See Also
Reports
Introduction
Select
Introduction
Entities
Overview