Managing Values in Accounting Picklist

Picklist values are the list of options in a drop-down list. The Accounting Fields page lets you view and manage the picklist values in the Accounting module of FASTER Web.

Managing the picklist values include the following:

·      Adding picklist value

·      Editing picklist value

·      Making picklist value obsolete

·      Deleting picklist value

Note: The steps to view and manage the values of a picklist field are the same for all the picklist fields. The Budget Year picklist field is taken as an example.

Tip

To view the picklist page of the Budget Year field, click the Budget Year Picklist link.

Adding Values in Accounting Picklist

The Add Picklist Value dialog box lets you add values to the picklist fields of the Accounting module.

Tip

To view the Add Picklist Value dialog box, click the Add Picklist Value link.

To add values to the budget year picklist field

1.    Open the Accounting Fields page.

2.    Click the View link next to the Budget Year field.

The Budget Year picklist page opens.

3.    Click Add New Item.

The Add Picklist Value dialog box opens.

4.    In the Budget Year box, type a budget year.

5.    In the Effective Date box, type or select a start date for the budget year from the date picker.

6.    In the Expiration Date box, type or select an end date for the budget year from the date picker.

7.    Click one of the following:

§      Save to save the information and close the dialog box.

§      Save & New to save the information and add another record.

§      Cancel to disregard any changes and close the dialog box.

Editing Values in Accounting Picklist

The Edit Picklist Value dialog box lets you modify the existing values of a picklist field, make the picklist value obsolete, or permanently delete the picklist value from FASTER Web.

Tip

To view the Edit Picklist Value dialog box, click the Edit Picklist Value link.

To edit values of the budget year picklist field

1.    Open the Accounting Fields page.

2.    Click the View link next to the Budget Year field.

The Budget Year picklist page opens.

3.    Click the Edit link next to a value that you want to edit.

The Edit Picklist Value dialog box opens.

4.    Make changes as required.

5.    Click one of the following:

§      Save to save the information and close the dialog box.

§      Cancel to disregard any changes and close the dialog box.

§      Make Value Obsolete to hide the picklist value from the Budget Year list.

§      Delete to permanently delete the picklist value from the Budget Year list.

Making Accounting Picklist Value Obsolete

The Obsolete Picklist Value dialog box lets you hide a picklist value from the list so that it is not used in future transactions.

Tip

To view the Obsolete Picklist Value dialog box, click the Obsolete Picklist Value link.

To make a value of the budget year picklist field obsolete

1.    Open the Accounting Fields page.

2.    Click the View link next to the Budget Year field.

The Budget Year picklist page opens.

3.    Click the Edit link next to a value that you want to make obsolete.

The Edit Picklist Value dialog box opens.

4.    Click the Make Value Obsolete link.

The Obsolete Picklist Value dialog box opens.

5.    Click one of the following:

§      Yes, Make Value Obsolete to make the value obsolete.

§      Cancel to disregard changes and close the dialog box.

Note: After you make a picklist value obsolete, the Edit Picklist Value dialog box displays the Make Value Available link. You can also make the pick list value available in the Budget Year  list, as required. To make the pick list value available, click the Make Value Available link, and then click Yes, Make Value Available.

Deleting Accounting Picklist Value

The Delete Picklist Value dialog box lets you permanently delete a picklist value from a picklist field.

Note: You can permanently delete a picklist value only if it is not previously used in FASTER Web transactions. Optionally, you can hide it from future transactions by making the picklist value obsolete.

Tip

To view the Delete Picklist Value dialog box, click the Delete Picklist Value link.

To delete a value of the budget year picklist field

1.    Open the Accounting Fields page.

2.    Click the View link next to the Budget Year field.

The Budget Year picklist page opens.

3.    Click the Edit link next to a value that you want to delete.

The Edit Picklist Value dialog box opens.

4.    Click the Delete link.

The Delete Picklist Value dialog box opens.

5.    Click one of the following:

§      Yes, Delete Value to permanently delete the value from the Budget Year list.

§      Cancel to disregard changes and close the dialog box.

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