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Select Companies
Make the following menu selections to display this page:
eFinancials—Select—Company Selections
or
ePO—Select—Company Selections
This page also opens for report
forms when you click the Select Companies button.
Use this page to:
- select one or more companies for a report.
- store your company selections as a saved selection and then quickly recall
it when running reports.
- change or delete
a saved selection.
Only companies to which you
have been given access are
listed .
Note
When you select one or more
companies, the available Department
Selections are affected.
Fields
Select All / None box
Click the box to check (or uncheck) all company
selections in the grid. The selection is updated immediately. Or use individual check boxes.
check boxes
Click the check box next to each company you want
to select. The selection is updated immediately.
The selected companies 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 company
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 companies under the name that you enter
into this field -
when you then click the Store Selections
button.
recall
a group of companies that were stored previously in the system with the
name - when you click the Recall Selection
button.
change
the companies stored under the name when you select different companies
- and then click the Store Selections
button.
delete
the name and associated group of companies - 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 Companies
- From the menu, select Select—Company
Selections. Or, from the report
form (where you select the criteria to run a report), click Select Companies.
- For each company
you want to work with, select the check box. Or, to select all companies,
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—Company
Selections.
- Select the companies
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 companies that are currently selected.
- Click Done.
To
Recall a Saved Selection
- From the menu, select Select—Company
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—Company 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 companies is deleted.
See Also
Reports Introduction
Select
Introduction
Companies
Overview