Edit Schedule – A summary of the activity
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This activity allows you to modify the details of a schedule. You can carry out search and select a schedule for modifying its details. New account / schedule groups can be added to the schedule that is being modified. You can also remove account codes / schedule numbers that is no longer required in the schedule. In the same manner you can also delete schedules that are no longer required. By deleting a schedule we mean that the schedule has been inactivated. An inactivated schedule cannot be used any longer. This activity also provides you the facility to delete multiple schedules at a time. The system stores the login user ID and the system date along with the modified details.
Once the modifications are made, you can view the modified schedules before actually saving it. This activity also allows you to copy the modified schedule to another finance book in the same login organization unit or from the finance book of one company to another.
Getting familiar with the pages inside
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Go to page… |
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Select Schedule |
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Edit Schedule |
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View Schedule |
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Copy Schedule |
What you can do in this activity
Create new sub groups and assign to existing schedules
Remove existing account numbers or schedules from the schedule
View the schedule before the final modification are saved
Copy the modified schedule to another finance book
Create new sub groups and assign to existing schedules
New sub groups can be assigned created for the existing schedules. Account codes or other schedule numbers can be assigned to the schedule. The account codes and the schedule numbers must be unique in all respects.
Go to “Edit Schedule” page.
Assign an account code or schedule number to a new sub group.
Remove existing account numbers or schedules from the schedule
Account codes or schedule numbers that have already been assigned to the schedule can be removed. New sequence numbers will be generated accordingly.
Go to “Edit Schedule” page.
Remove an account code or schedule number from the existing schedule.
View the schedule before the final modification are saved
You can view the details of the schedule after it has been modified. This would help you to make any more changes if required before the schedule is finally created.
Go to “Edit Schedule” page.
Modify the necessary information.
Select the “View Schedule” link to view the schedule details.
Copy the modified schedule to another finance book
The modified schedule in a finance book can be copied to finance books that are available in the same organization unit or in different organization units. You can also copy schedules that are available in one company to a finance book in another company. A new schedule number and a schedule description can be entered for the schedule.
Go to “Copy Schedule” page.
Select the organization unit and the finance book in which the schedule details have to be copied to.
Schedules can be deleted if they are not required. By deletion it is meant that the schedule has been inactivated. A date from which the schedule is not required must be entered for deleting the schedule. The status of the schedule after deletion is updated to “Inactive”.
Go to “Edit Schedule” page.
Delete the schedule after entering the effective date.
Multiple schedules can be deleted at one time. The status of all the schedules after deletion is updated to “Inactive”.
Go to “Select Schedule” page
Delete the schedules that are not required after entering the effective dates.