ScratchPads: Accounts ScratchPad

Accounts ScratchPad

Reference Contents > ScratchPads > Accounts ScratchPad

This window is a listing tool that allows the generation and maintenance of a G/L account list that can be used throughout the program. The list can be built automatically from accounts visited during a program session, built by specific selection, or loaded from relevant analysis functions within the program. The list can then be used for the selection of accounts to be processed elsewhere in the program, including tasks such as report generation and global changes.

The contents and layout of the list and other options can be modified in the Settings Maintenance Subwindow under File–Preferences–User Settings and File–System Manager–Privileges and Settings.

The window is opened by selecting ScratchPads–GL Accounts or by pressing the F8 function key, or clicking on the G/L Accounts ScratchPad tool on the toolbar.

Operation

With the Auto add setting selected in the Settings Maintenance Subwindow under File — Preferences — User Settings and File — System Manager — Privileges and Settings, GL accounts will be automatically added to the listing as they are visited during normal program activity; for example during GL Account Maintenance, or while reviewing and account.

To build an entirely new list, and clear any existing list, open the G/L Accounts ScratchPad Selection window by selecting Build New List from the GL Accounts ScratchPad Options menu, and select the range of accounts for the list.

Use the Clear Entire List, Clear Selected Lines and Invert Selection options to maintain the list.

Use the Save as User List to save list contents (key field only) to your user settings. When you next log on to the program and datafile the saved list will be re-built in the ScratchPad. Care must be taken not to allow this saved list to become out-of-date so it is recommended that you re-load the ScratchPad and save it periodically.

To transfer list items to a compatible program function first select the items, then select the Transfer List option. Alternatively, first select the items in the list, then drag and drop them onto the applicable program object.

For example, to print a relevant report just for selected items in the list, drag and drop the selected list items from the ScratchPad list directly onto the Print Report button in a Report Selection window OR use Transfer List OR use drag and drop from the list to populate the relevant fields in the Report Selection window.

To copy single list items into a data entry box, double-click on the list item in the ScratchPad list, or drag and drop the item from the list into the data entry box.

For example, to change a posting account for a Sales Order, drag and drop the list item from the ScratchPad list directly into the posting account data entry box of the Additional tab on the Line Items Details tab.

To transfer items from the listing to the operating system clipboard, or populate the ScratchPad with items from the clipboard, open the Scratchpad Import window by selecting In-Out via Clipboard from the Ledgers ScratchPad Options menu, and transfer the items.

To force the ScratchPad listing window to remain on top of other open windows, select Set to Palette Style Window from the Ledgers ScratchPad Options menu.

Notes

It is not possible to drag-select multiple list items. This is because the window supports drag and drop. The alternative multiple selection methods using the CTRL and SHIFT keys can be used.

Options

Clicking Ledgers ScratchPad Options results in a drop-down menu with the following functions: –

Compiled in Program Version 5.10. Help data last modified 17 May 2012 10:26:00.00. Class wScratchGL last modified 6 Oct 2017 05:43:02.

Reference Contents > ScratchPads > Accounts ScratchPad