There are several ways of using the GL Account Lookup - Account Selection screen to find the right data, as described below.
If you need to view details about a single account, use one of the following procedures:
+ To search using the full account number
Make sure the Full Acct. # tab is selected.
In the Begin Acct. # field, enter the full account number.
In the area of the screen labeled Date Range for Transactions, make sure that you have selected a year. If appropriate, use the Begin Period and End Period drop-down lists to further limit the search.
If appropriate, use the Results Per Page drop-down list to limit the number of results returned on each page.
If your system includes a drop-down list over the Account Number Selection area of the screen, you can optionally use this list to specify whether you want your results to include data on the period budget or the annual budget. Alternatively, you can turn off budget comparisons by choosing No Budget Information.
Click Go.
The system returns data on the account you chose.
+ To search using a partial account number
Select the Partial Acct. # tab.
Enter any portion of the account segments that you know in the fields that are provided.
In the area of the screen labeled Date Range for Transactions, make sure that you have selected a year. If appropriate, use the Begin Period and End Period drop-down lists to further limit the search.
If appropriate, use the Results Per Page drop-down list to limit the number of results returned on each page.
If your system includes a drop-down list over the Account Number Selection area of the screen, you can optionally use this list to specify whether you want your results to include data on the period budget or the annual budget. Alternatively, you can turn off budget comparisons by choosing No Budget Information.
Click Go.
The system returns data on all accounts that meet the criteria you chose.
+ To choose from a list of accounts
Choose the Select From List tab. Note that the presence of this tab varies depending upon your privileges and the configuration of your system. When the tab is available and you select it, the system displays a page that lists every account to which you have access.
Select the account for which you want data.
In the area of the screen labeled Date Range for Transactions, make sure that you have selected a year. If appropriate, use the Begin Period and End Period drop-down lists to further limit the search.
If appropriate, use the Results Per Page drop-down list to limit the number of results returned on each page.
If your system includes a drop-down list over the Account Number Selection area of the screen, you can optionally use this list to specify whether you want your results to include data on the period budget or the annual budget. Alternatively, you can turn off budget comparisons by choosing No Budget Information.
Click Go.
The system returns data on the account you chose.
If you need to view details about multiple accounts, use one of the following procedures:
+ To define a range using full account numbers
Make sure the Full Acct. # tab is selected.
Enter the lower account number in the Begin Acct. # field.
Enter the greater account number in the End Acct. # field.
In the area of the screen labeled Date Range for Transactions, make sure that you have selected a year. If appropriate, use the Begin Period and End Period drop-down lists to further limit the search.
If appropriate, use the Results Per Page drop-down list to limit the number of results returned on each page.
If your system includes a drop-down list over the Account Number Selection area of the screen, you can optionally use this list to specify whether you want your results to include data on the account's budget period or the annual budget. Alternatively, you can turn off budget comparisons by choosing No Budget Information.
Click Go.
The system returns data on all accounts that meet the criteria you chose. If the system generates a dialog stating that no transactions meet the criteria, check to make sure that both account numbers you entered (in the Begin Acct. # and End Acct. # fields) are valid. If only one account is valid, the system will not return any results.
+ To define a range using partial account numbers
Select the Partial Acct. # tab.
Enter any portion of the account segments that you want included in the range. For example, to see all accounts that begin with 1 1000, enter 1 in the Fund field and 1000 in the Department field.
In the area of the screen labeled Date Range for Transactions, make sure that you have selected a year. If appropriate, use the Begin Period and End Period drop-down lists to further limit the search.
If appropriate, use the Results Per Page drop-down list to limit the number of results returned on each page.
If your system includes a drop-down list over the Account Number Selection area of the screen, you can optionally use this list to specify whether you want your results to include data on the period budget or the annual budget. Alternatively, you can turn off budget comparisons by choosing No Budget Information.
Click Go.
The system returns data on all accounts that have the segments you entered.
+ To choose from a list of accounts
Choose the Select From List tab. Note that the presence of this tab varies depending upon your privileges and the configuration of your system. When the tab is available and you select it, the system displays a page that lists every account to which you have access.
Select the accounts for which you want data.
In the area of the screen labeled Date Range for Transactions, make sure that you have selected a year. If appropriate, use the Begin Period and End Period drop-down lists to further limit the search.
If appropriate, use the Results Per Page drop-down list to limit the number of results returned on each page.
If your system includes a drop-down list over the Account Number Selection area of the screen, you can optionally use this list to specify whether you want your results to include data on the period budget or the annual budget. Alternatively, you can turn off budget comparisons by choosing No Budget Information.
Click Go.
The system returns data on all accounts that meet the criteria you chose.