Menu Path: Profitability Scorecards Processing Scorecard Data Refresh
Refresh scorecard data.
Use Scorecard Data Refresh to refresh scorecard data in your database. You should run this program at least once a month or period for customer, product, and supplier profitability data. This program should be run during off hours and after a month or period has been closed.
For information on when data should be refreshed, see Profitability Scorecards Module.
Button |
Description |
Exit |
Click this button to close the Scorecard Data Refresh window. |
Refresh Data |
Click this button to refresh scorecard data. After the data is refreshed, the Scorecard Data Refresh Processing Report is output based on the criteria selected on the Print Options tab. |
Field or Button |
Description |
Select whether to refresh customer, product, or supplier profitability data. Note If you select to refresh data that you do not store, data is not populated for profitability analysis. |
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Select this check box to refresh data for all scorecard profit groups. This check box is selected by default. |
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Enter a scorecard profit group code for which to refresh data, or click the Lookup button to select a scorecard profit group code. This field is only enabled if you clear the All Profit Groups check box. |
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Enter a scorecard profit group name for which to refresh data, or click the Lookup button to select a scorecard profit group name. This field is only enabled if you clear the All Profit Groups check box. |
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Select whether to refresh data for months or periods. Note If you select to refresh data that you do not store, data is not populated for profitability analysis. |
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Enter the first month in a range of dates for which to refresh data, or click the Lookup button to select a month or period. |
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Click the Lookup button to select the first year in a range of years for which to refresh data. |
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Enter the last month in a range of dates for which to refresh data, or click the Lookup button to select a month or period. |
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Click the Lookup button to select the last year in a range of years for which to refresh data. |
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Select this check box to perform an incremental refresh. If you select this check box, scorecard data is only created based on new data for the selected time period. If you clear this check box, all records are deleted for the time period and recreated from the raw data. This check box is cleared by default. |
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Select this check box to mark profitability data as refreshed. This check box is selected by default. For information on when profitability data should be refreshed, see Profitability Scorecards Module. |
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Select this check box to validate profitability data without refreshing. This check box is cleared by default. |
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Select this check box to only refresh data if no exceptions are found. This check box is selected by default. |
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Select this check box to delete scorecard manual adjustment entries based on the selected criteria when you click the Refresh Data button in the ribbon. For information on creating scorecard manual adjustment entries, see Scorecard Manual Adjustment Entry. |
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Select this check box to display resolved exceptions. |
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Select a method for sorting data on the output report. |
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Select one of the following display options:
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Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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