Menu Path: Profitability Scorecards Processing Scorecard Manual Adjustment Entry
Manually adjust scorecard data.
Use Scorecard Manual Adjustment Entry to make manual adjustments to scorecard detail and summary data for customers, products, and suppliers. To import adjusted data, use Scorecard Manual Adjustment Import.
Button |
Description |
Exit |
Click this button to close the Scorecard Manual Adjustment Entry window. |
New |
Click this button to create a new scorecard manual adjustment entry. |
Update |
Click this button to update the selected scorecard manual adjustment entry. |
Delete |
Click this button to delete the selected scorecard manual adjustment entry. |
OK |
Click this button to accept an action. This button is only available if you click the New, Update, or Delete button in the ribbon. |
Cancel |
Click this button to cancel an action. This button is only available if you click the New, Update, or Delete button in the ribbon. |
First |
Click this button to display the first scorecard manual adjustment entry. |
Prev |
Click this button to display the previous scorecard manual adjustment entry. |
Next |
Click this button to display the next scorecard manual adjustment entry. |
Last |
Click this button to display the last scorecard manual adjustment entry. |
Field or Button |
Description |
Select whether to view, create, update, or delete customer, product, or supplier profitability manual adjustments. |
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Enter an existing scorecard manual adjustment entry number, or click the Lookup button to select an existing scorecard manual adjustment entry number. |
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Enter a billing customer code, product code, or supplier code for the scorecard manual adjustment entry, or click the Lookup button to select a billing customer code, product code, or supplier code. |
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Enter a billing customer, product, or supplier name for the scorecard manual adjustment entry, or click the Lookup button to select a billing customer, product, or supplier name. |
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Select whether the scorecard manual adjustment entry is for a month or period. |
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Enter the month or period for the scorecard manual adjustment entry, or click the Lookup button to select a month or period. If the Month radio button is selected, this field defaults to the current month, and if the Period radio button is selected, this defaults to the current general ledger period. |
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Enter the year for the scorecard manual adjustment entry, or click the Lookup button to select a year. |
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Enter a scorecard profit category code for the scorecard manual adjustment entry, or click the Lookup button to select a scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance. |
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Enter a scorecard profit category name for the scorecard manual adjustment entry, or click the Lookup button to select a scorecard profit category name. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance. |
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Enter a scorecard profit subcategory code for the scorecard manual adjustment entry, or click the Lookup button to select a scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance. |
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Enter a scorecard profit subcategory name for the scorecard manual adjustment entry, or click the Lookup button to select a scorecard profit subcategory name. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance. |
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Enter an amount for the scorecard manual adjustment entry. |
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Enter the primary source for the scorecard manual adjustment entry, or click the Lookup button to select the primary source. |
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Enter the secondary source for the scorecard manual adjustment entry, or click the Lookup button to select the secondary source. |
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Enter a reference number for the scorecard manual adjustment entry, or click the Lookup button to select a reference number. |
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Enter a description of the scorecard manual adjustment entry. |