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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:

Only entities to which you have been given access are listed .

NoteNote

When you select one or more entities, the available Department Selections are affected.

ClosedFields

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.

ClosedTo Select Entities

  1. From the menu, select Select—Entity Selections. Or, from the report form (where you select the criteria to run a report), click Select Entities.
  2. 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.
  3. Click Done.

ClosedTo Store a Saved Selection

  1. From the menu, select Select—Entity Selections.
  2. Select the entities that you want to store. Check individual boxes or click the Select All / None check box in the grid header.
  3. 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.
  4. Click Done.

ClosedTo Recall a Saved Selection

  1. From the menu, select Select—Entity Selections.
  2. Click the lookup icon  . The Select Saved Selection pop-up opens.
  3. 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.
  4. Click Recall Selection to apply the saved selection as the current selection. Changes to your selections are posted immediately.
  5. Click Done.

ClosedTo Delete a Saved Selection

  1. From the menu, select Select—Entity Selections.
  2. Click the lookup icon  . The Select Saved Selection pop-up opens.
  3. 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.
  4. 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

 

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