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Overview
Here is a list of the "Out of the box" system Data Grids. A Data Grid is a "grid" pop-up that displays raw data. Data Grids are located at Utilities> Custom Reports> System (System Drop-down)> Data Grids (Type Drop-down).
To activate follow these steps:
| 1. | Double-click on the Data Grid that you want to activate and make sure that the "Active" flag is selected. |
| 2. | Click on the Permissions Tab and select the User/Groups that you want to activate the Data Grid for. |
| 3. | Click on the Modules/Applet Tab and select the Module that you want the Data Grid to be activated for. |
| 4. | Click "Save" and the Data Grid is activated. |
| 5. | Finally, Log out and back into InFocus. Go to the location and you will see the Data Grid there ready to launch like a Custom Report. |
Data Grid Descriptions
| • | Employee Reimbursable Payment - Meant to be Assigned to the Employee Reimbursable Applet, The Employee Reimbursable Payment Data Grid returns Disbursements and Receipt amounts that have been applied to the selected Employee Reimbursable Journal. It shows payment info for accrual entry associated with the loaded transaction. This is located in the tool bar under Reports. |
| • | Fiscal Years Not Closed - Displays unclosed Fiscal Years for specified Cash/Accrual type and Company. The underlying code looks at the General, Sales, Purchase, ER, Disbursement and Receipt Journals to make the determination. |
| • | Purchase Payment - Meant to be Assigned to the Purchase Journal Applet, this data grid shows payment info for accrual entry associated with the loaded transaction. This is located in the tool bar under Reports. |
| • | Sale Payment - Meant to be Assigned to the Sales Journal Applet, this data grid shows payment info for accrual entry associated with the loaded transaction. This is located in the tool bar under Reports. |
| • | Transaction Audit Trail - Can be assigned to the Sales, Receipt, General, Purchase, Disbursement, ER Journals or the Time Sheet Adjustments Applet. It shows a grid style audit trail report for the specified transaction |
| • | Trial Balance Data Grid - The Trial Balance Data Grid displays account balances based on user driven criteria. This data grid can optionally includes End of Year Closing entries. |
| • | Utilization Detail By Org (Data Grid) - An Employee Utilization Data Grid that returns standard utilization data. |
| • | Utilization Summary By Org (Data Grid) - An Org Unit Utilization Data Grid that returns standard utilization data. |
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