The Roll/Lapse Detail Pre-Selection (RLPSD) page identifies each selected open accounting line found when the Open Activity Roll, Open Activity & Budget Roll, or Open Activity Lapse chains are run in Pre-Selection mode. Please note records on this page cannot be manually added or deleted because actions for doing so are not visible. There is a Save action that must be chosen after changes to the Approved and Action fields are made. Users may use this page to set one or both of those fields on all or a subset of accounting lines for a transaction (RLPSS is an easier means to set fields for all lines). Please keep in mind that lapsing a subset of open accounting lines for the same commodity line is not possible.
Many points of information are given for each accounting line, along with a link to open a transaction for manual review. Some find that putting the data from this page into a reporting tool is more helpful in analyzing the information. To that end, chart of account fields also exist, but are not shown on the page. The necessary chart of account fields should be made visible by using Configure Page (DESIGNER).
While many fields on the page are common, there are a few that are unique to this page:
Field Name |
Required? |
Field Description |
Approved |
Optional |
An indication that a record is read for selection by the next run of the system process that matches the selected Action value. |
Action |
Required |
An indication how the system should treat a record with the following values:
|
Selected Date |
System Calculated |
When a record has been successfully selected (not necessarily processed to final) by a lapse or roll system process, the system sets this date to the current Application Date. Should the next pre-selection run find the line still open, then the date will be cleared. |