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Entering Counter Amounts

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Financials > Counter Amounts

Mandatory Prerequisites

Prior to creating a Counter Amount, refer to the following Topics:

Screenshot and Field Descriptions

 

Selection: this is the date the counter amount relates to.

 

Inactive: this is a check box to include inactive Counter records in the selection.

 

Counter Amounts table: this is populated with the Counter records ready for entry of the counter amounts when the Application tool-bar push button: Select is clicked.

How Do I : Add a new Counter Amount

  1. At the Selection field enter a date.
  2. Click the Inactive check box if inactive Counter records need to be included.
  3. Click the Application tool-bar push button: Select to populate the Counter Amounts table.
  4. In the Counter Amounts table enter amounts directly into the columns for Amount, Forecast and Budget as required.
  5. Click the Application tool-bar push button: Change and confirm that you wish to save the changes made.

How Do I : Modify an existing Counter Amount

  1. At the Selection field enter a date.
  2. Click the Inactive check box if inactive Counter records need to be included.
  3. Click the Application tool-bar push button: Select to populate the Counter Amounts table.
  4. In the Counter Amounts table change the amounts in the columns for Amount, Forecast and Budget as required.
  5. Click the Application tool-bar push button: Change and confirm that you wish to save the changes made.

How Do I : Delete an existing Counter Amount

  1. At the Selection field enter a date.
  2. Click the Inactive check box if inactive Counter records need to be included.
  3. Click the Application tool-bar push button: Select to populate the Counter Amounts table.
  4. The counter amount can be deleted by:
    1. Clicking the Amount, Forecast or Budget Right Hand Side Application tool-bar push button: Wipe to wipe all amounts in the matching columns of the Counter Amounts table.
    2. In the Counter Amounts table change the amounts in the columns for Amount, Forecast and Budget to zero.
  5. Click the Application tool-bar push button: Change and confirm that you wish to save the changes made.

Related Topics

Counter Amounts are associated with the following Topics: