Entering or Editing Data

You use data grids to enter data manually into input accounts for base entities in Financial Management applications. Values for parent-level members are aggregrated from the children of the parent-level members. In some cases, data for base-level members is calculated. For example, the Salaries member might be a base-level member calculated based on headcount and salary rate.

Calculated and consolidated accounts do not accept data entry, because the values they contain come from other sources. For example, if a company called USA East has three dependents, you enter values into the dependent entities. After you consolidate, the value in USA East is the total of the values in its three dependents.

To view more of a page when entering or editing data, you can use the Page Up, Page Down, Page Left, and Page Right arrows in the toolbar at the top of the data grid.

After you enter or edit data, you can submit the changes to the database, and refresh the grid with the most recent data from the database.

  To enter or edit data:

  1. Open a data grid.

  2. Select the cell in which to enter or edit data.

    Tip:

    After entering your data, you can multi-select a block of cells and use the Fill option from the pop-up menu.

  3. Enter a value in the cell and click Enter.

  4. Repeat steps 1 through 3 until you have entered or edited all the necessary data.

    Note:

    You can clear a value by entering NODATA in a cell.

  5. Click Submit Data to save the data, or click Reset Data to refresh the database.