In this demonstration we will test setting up and administering a Folder form. But, We will wil do a single test. You will see the following demonstrated.
• Create the folder
• Assign a default folder definition to a user
• Set the profile option to control modifications of the folder by the user
1- Select General Ledger Super User responsibility and navigate to (N) Journals > Enter.
The first window you see is the Find Journals window.
Note that once you create your folder and assign it to your user this window will not appear.
2- In the Find Journals window, enter Payables in the Source field. Click Find.
3- In the Enter Journals window, choose Folder > Save As….
In the Save Folder window, enter the following:
• Folder: INAM Payables Journals
• Autoquery: Ask each time
• Public: enable check box
• Include query: enable check box
Click Show Query. The Show Query window displays (JE_SOURCE=‘PAYABLES’).
Note: you can view the query here, but you cannot change it. Click OK to close the window.
In the Save Folder window click OK.
In the Enter Journals window, the upper left corner next to the Folder icon is the name you entered for your folder.
3- Click on the Folder icon to launch the Open Folder window.
Note: the other folders that are available for your selection. These appear because they are defined as Public.
Click Cancel.
4- Click on the Folder Tools icon on the toolbar (the second icon from the right) to launch the Folder Tools window palette. Move your cursor over each icon to view its function.
5- Click the Show Field… icon to launch the Show Field selection window. This allows you to add any of the listed fields to the Enter Journals window display.
6- Choose “Category” from the Show Field window if the Category column has not been added to the display in the Enter Journals window or select another value when needed and click OK.
6- Click the Save icon on the Folder Tools window, or choose Save from the Folder menu to add the Category column to your folder definition.
7- Switch Responsibilities to your System Administrator responsibility.
8- (N) Application > Administer Folders. In the Find Folders screen, select “Default folder assignments by user” and choose your user name from list of values. Click Find.
9- In the Default Folders by User window, enter the following.
• Folder Set: GL_JE_BATCHES_HEADERS_V
• Folder: INAM Payables Journals
• Behavior Mode: No restrictions
Save your work.
10- (N) Profile > System. In the Find System Profile Values window enter the following.
• User: Your User
• Profile: Folders: Allow Customization
Click Find.
Set the Profile Option to disallow modification by your user. In the System Profile Values screen enter “No” as the User value for the profile option.
Save your work.
11- Switch Responsibilities back to your General Ledger Super User.
12- (N) Journals > Enter.
Notice that you see a Decision window that says “Find all records in this folder?” This window displays because you chose “Ask each time” when you defined the folder.
Click Yes,
Notice that the Journal Entries window opens with your folder displayed.
Click on the Folder Tools icon on the toolbar. Note that all the modification icons are disabled (because you set the Folders: Allow Customization profile option to No).
Click on the Folder menu and notice that the only enabled option is Open.
• Create the folder
• Assign a default folder definition to a user
• Set the profile option to control modifications of the folder by the user
1- Select General Ledger Super User responsibility and navigate to (N) Journals > Enter.
The first window you see is the Find Journals window.
Note that once you create your folder and assign it to your user this window will not appear.
2- In the Find Journals window, enter Payables in the Source field. Click Find.
3- In the Enter Journals window, choose Folder > Save As….
In the Save Folder window, enter the following:
• Folder: INAM Payables Journals
• Autoquery: Ask each time
• Public: enable check box
• Include query: enable check box
Click Show Query. The Show Query window displays (JE_SOURCE=‘PAYABLES’).
Note: you can view the query here, but you cannot change it. Click OK to close the window.
In the Save Folder window click OK.
In the Enter Journals window, the upper left corner next to the Folder icon is the name you entered for your folder.
3- Click on the Folder icon to launch the Open Folder window.
Note: the other folders that are available for your selection. These appear because they are defined as Public.
Click Cancel.
4- Click on the Folder Tools icon on the toolbar (the second icon from the right) to launch the Folder Tools window palette. Move your cursor over each icon to view its function.
5- Click the Show Field… icon to launch the Show Field selection window. This allows you to add any of the listed fields to the Enter Journals window display.
6- Choose “Category” from the Show Field window if the Category column has not been added to the display in the Enter Journals window or select another value when needed and click OK.
6- Click the Save icon on the Folder Tools window, or choose Save from the Folder menu to add the Category column to your folder definition.
7- Switch Responsibilities to your System Administrator responsibility.
8- (N) Application > Administer Folders. In the Find Folders screen, select “Default folder assignments by user” and choose your user name from list of values. Click Find.
9- In the Default Folders by User window, enter the following.
• Folder Set: GL_JE_BATCHES_HEADERS_V
• Folder: INAM Payables Journals
• Behavior Mode: No restrictions
Save your work.
10- (N) Profile > System. In the Find System Profile Values window enter the following.
• User: Your User
• Profile: Folders: Allow Customization
Click Find.
Set the Profile Option to disallow modification by your user. In the System Profile Values screen enter “No” as the User value for the profile option.
Save your work.
11- Switch Responsibilities back to your General Ledger Super User.
12- (N) Journals > Enter.
Notice that you see a Decision window that says “Find all records in this folder?” This window displays because you chose “Ask each time” when you defined the folder.
Click Yes,
Notice that the Journal Entries window opens with your folder displayed.
Click on the Folder Tools icon on the toolbar. Note that all the modification icons are disabled (because you set the Folders: Allow Customization profile option to No).
Click on the Folder menu and notice that the only enabled option is Open.
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