Searching

When using the search mode you are presented with a set of search criteria defined as primary or secondary criteria (the latter being accessed with the Show More action). System configuration of the particular transaction catalog page (identified by the name that appears at the top of the page) is commonly done so that your recent searches appear as cards below the Search section in the Recent Searches section. After using either a recent search or a new search, the Recent Searches section is replaced with a table of search results where you can open a transaction by selecting the Transaction ID link. The search results grid, row-level actions apply to the selected transaction only. The search results grid also includes a Grid Actions menu that allows you to apply an action to all selected transactions. Your security role determines which actions you can perform on a transaction.

Several factors control what actions, whether in the row-level menu or Grid Actions menu, are available. Your security role determines which actions you can perform on a transaction. The state of the transaction controls what actions are available. For example, the Submit action is only available in the row-level menu if the transaction is Transaction Phase of Draft. The Grid Actions menu further reduces available actions when more than one transaction record is selected (for example, Copy cannot be done on two transactions simultaneously).

Some are listed separately or placed in the Primary Actions or Other Actions sub menus. There are instances where these actions will not appear because they are not valid for the state of the transaction (e.g. Submit will not appear for a transaction that is Final). There are other conditions in which these actions will not be allowed and an error message will be issued.

Activate - Activates a transaction that was previously deactivated. Two activate options are available. One option allows the transaction to be reactivated immediately; the other option allows you to schedule the date and time for the transaction to be reactivated. Once activated, the restrictions put in place with the deactivation are lifted.
Archive - Refer to the "Transaction Archiving" topic for more information on this complex action that is often tightly secured.
Bypass Approval - Allows authorized users to skip the remainder of approvals required for a transaction. All edits are applied and the bypass action will be tracked in the Approval Log. Security to perform this action is rare.
Copy – This action will transition you to the Copy Transaction page where the source transaction is identified in the Source Transaction section and you supply information to create the new transaction in the Target Transaction section. Finally, selecting the Copy Transaction action will attempt to create the new transaction.
Copy Forward - Allows you to create a new transaction based on an existing transaction. This is different than the Copy action in that the source transaction has to be Final and the target transaction will contain some form of reference to the source transaction. The source and target transactions have to be defined as a valid copy forward for this action to complete.
Deactivate - Deactivates a transaction so that modifications or cancellations are not allowed. Two deactivate options are available. One option allows the transaction to be deactivated immediately; the other option allows you to schedule the date and time for the transaction to be deactivated.
Discard/Cancel – If the selected transaction instance is Draft, the system will discard (that is, delete) that draft after you confirm that is the action you intended to take. If the selected instance is Final, the system will create a Cancellation Draft, transitioning you to the Header of that cancellation where very few fields will be editable.
Mark Hold - Indicates you do not want the transaction to be selected by batch processing.
Mark Ready - Indicates you want the transaction to be selected by batch processing.
Print - Prints the current version of the transaction using a pre-formatted form for the Transaction Type or Code.
Schedule - Used to request system processing on a certain date that you define on the Transaction Schedule page.
Submit - Applies the business rules to the current transaction version and attempts to commit all updates. For modified transactions, only lines that have been modified in the new version will be re-processed (for example, business rules re-applied).
Validate - Applies the business rules to the current transaction version to verify whether or not the transaction will be accepted. It does not result in any updates. In the event that the transaction does not pass all the business rules, the transaction remains in a Draft phase, and displays the appropriate error messages.
View PDF - Allows you to view a transaction in a pre-defined PDF format.
Posting Line inquiry - This action transitions to the Posting Line Inquiry (PLINQ) to view all posting lines within the transaction in a single presentation. This is an alternative to viewing posting lines within the transaction where the presentation is for a single accounting line.