Scorecard Setup Inquiry

Menu Path: Profitability Scorecards Images\bluerarw.gif Inquiries Images\bluerarw.gif Scorecard Setup Inquiry

Purpose

Overview

Use Scorecard Setup Inquiry to display information about how your scorecard categories and subcategories are set up, and optionally update the scorecard profit categories and subcategories for profitability scorecards.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Scorecard Setup Inquiry window.

Update

Click this button to update scorecard profit categories and subcategories. This button is only available if you click the Results tab.

Show Data

Click this button to display data on the Results tab based on criteria selected on the Select tab.

OK

Click this button to accept an action. This button is only available if you click the Update button in the ribbon.

Cancel

Click this button to cancel an action. This button is only available if you click the Update button in the ribbon.

Fields and Buttons

Field or Button

Description

Profit Type

Select the profit type for scorecard profit categories and subcategories.

Select Tab Fields and Buttons

Field or Button

Description

All Profit Categories

Select this check box to display all scorecard profit categories. This check box is selected by default.

Code (Category)

Enter a scorecard profit category code for which to display data, or click the Lookup button to select a scorecard profit category code. This field is only enabled if you clear the All Profit Categories check box.

Name (Category)

Enter a scorecard profit category name for which to display data, or click the Lookup button to select a scorecard profit category name. This field is only enabled if you clear the All Profit Categories check box.

All Profit Subcategories

Select this check box to display all scorecard profit subcategories. This check box is selected by default.

Code (Subcategory)

Enter a scorecard profit subcategory code for which to display data, or click the Lookup button to select a scorecard profit subcategory code. This field is only enabled if you clear the All Profit Categories check box.

Name (Subcategory)

Enter a scorecard profit subcategory name for which to display data, or click the Lookup button to select a scorecard profit subcategory name. This field is only enabled if you clear the All Profit Categories check box.

All Origins

Select this check box to display data for all scorecard setup origins. This check box is selected by default.

Origin

Click the Lookup button to select a scorecard setup origin for which to display data. This Lookup button is only enabled if you clear the All Origins check box.

Results Tab Fields and Buttons

Field or Button

Description

Results

This grid displays scorecard category and subcategory setup. If you click the Update button in the ribbon, you can change the selected categories and subcategories.