70 Work with Business Unit Supplemental Data

This chapter contains these topics:

• Section 70.1, "Working with Business Unit Supplemental Data"

• Section 70.2, "Entering Coded Entries"

• Section 70.3, "Copying Coded Entries"

• Section 70.4, "Entering Narrative Text"

• Section 70.5, "Copying Narrative Text"

70.1 Working with Business Unit Supplemental Data

You can determine which types of supplemental data have been entered for your business units and then enter additional information in either the code or narrative format.

Figure 70-1 Supplemental Data Entry screen

Description of "Figure 70-1 Supplemental Data Entry screen"

70.1.1 Before You Begin

• Set up your supplemental data types

70.2 Entering Coded Entries

Navigation

From General Accounting (G09), choose G/L Advanced & Technical Operations

From G/L Advanced & Technical Operations (G0931), choose Business Unit Supplemental Data

From Business Unit Supplemental Data (G09312), choose Supplemental Data Entry

To enter coded entries, you enter specific information on the data entry form that corresponds to each data type that you have set up. This information can include dates, amounts, and categories.

You can have multiple lines of supplemental data for any data type.

The names of some fields are based on the names you entered when you set up the data type. The fields for which you can provide names include:

• Code Title

• Amount Title

• Remark 1 Title

• Remark 2 Title

You also specify whether the system verifies the codes against user defined codes. The system stores supplemental code data in the Business Unit Supplemental Data Codes table (F00692).

70.2.1 Example: Entering Coded Entries

Your construction company has set up these coded data types:

• Ground conditions

• Precipitation

• Wind conditions

• Daily job logs

• Incident log

You can enter specific information for each job site on the data entry form that corresponds to each data type. For example, on the Ground Conditions form, you can create an entry for a specific category of ground condition and fields for each condition, including:

• The beginning date

• The number of days of delay caused by that condition

• Remarks

To enter a coded entry

On Supplemental Data Entry

1. Complete the following field:

   • Business Unit

2. For any data type with a C (code) format, choose Select & Update to access User Defined Code Entry - Business Unit.

   Figure 70-2 User Defined Code Entry - BU screen

   
   Description of "Figure 70-2 User Defined Code Entry - BU screen"
   
   

3. On User Defined Code Entry - Business Unit, complete any of the following fields:

   • Log Type

   • Date

   • Summary Description

4. To enter the record, press Enter.

70.3 Copying Coded Entries

Navigation

From General Accounting (G09), choose G/L Advanced & Technical Operations

From G/L Advanced & Technical Operations (G0931), choose Business Unit Supplemental Data

From Business Unit Supplemental Data (G09312), choose Supplemental Data Entry

You can copy any coded entry that applies to more than one customer record.

To copy a coded entry

On Supplemental Data Entry

1. Complete the following field:

   • Business Unit

2. For any data type with a C (code) format, choose Select & Update to access User Defined Code Entry - Business Unit.

3. On User Defined Code Entry - Business Unit, complete the following field:

   • Business Unit

4. To copy the record, press Enter.

70.3.1 What You Should Know About

Topic	Description
Overriding coded entries	If a line of information in the source business unit has the same code and date as a line in the destination business unit, the source business unit overrides it.

70.4 Entering Narrative Text

Navigation

From General Accounting (G09), choose G/L Advanced & Technical Operations

From G/L Advanced & Technical Operations (G0931), choose Business Unit Supplemental Data

From Business Unit Supplemental Data (G09312), choose Supplemental Data Entry

Narrative text is associated with one of the following:

• A narrative data type

• A specific line of information for a coded data type

The system stores narrative text information in the Business Unit Supplemental Data Text table (F00693).

70.4.1 Example: Entering Narrative Text

Your construction company has set up these narrative data types:

• Legal description

• General remarks

You can enter specific narrative information for each job site that corresponds to each narrative data type. For example, on Text Entry - Business Unit for the legal description, you can enter free-form text for the legal description of the job site.

To enter narrative text

On Supplemental Data Entry

1. Complete the following field:

   • Business Unit

2. For any data type with an N (narrative) format, choose Select & Update to access Text Entry - Business Unit.

   Figure 70-3 Text Entry - Business Unit screen

   
   Description of "Figure 70-3 Text Entry - Business Unit screen"
   
   

3. On Text Entry - Business Unit, enter text.

4. To enter narrative text, press Enter.

70.5 Copying Narrative Text

Navigation

From General Accounting (G09), choose G/L Advanced & Technical Operations

From G/L Advanced & Technical Operations (G0931), choose Business Unit Supplemental Data

From Business Unit Supplemental Data (G09312), choose Supplemental Data Entry

You can copy narrative text to assign the same text to multiple data types.

To copy narrative text

On Supplemental Data Entry

1. Complete the following field:

   • Business Unit

2. For any data type with an N (narrative) format, choose Select & Update to access Text Entry - Business Unit.

3. On Text Entry - Business Unit, choose Copy Text.

4. Complete the following field:

   • Business Unit

5. Use the Change action.

   Figure 70-4 Main Terminal Building screen

   
   Description of "Figure 70-4 Main Terminal Building screen"
   
   

6. On Business Unit - Copy - Data Type, select the data type from which you want to copy text.

   Figure 70-5 Text Entry - Business Unit screen

   
   Description of "Figure 70-5 Text Entry - Business Unit screen"
   
   

7. Select the lines of text to copy.