Creating a Superannuation Spreadsheet

To create a superannuation spreadsheet:

1. Access the Work With Superannuation Payments form.

2. Arrange the columns in the detail area to match the order that you want them to appear in the spreadsheet.

   You might want to arrange the columns to simplify the data entry process. If the existing order of the columns is acceptable, leave the columns as they are and continue to the next step.

3. Locate the superannuation payment record that you entered individually.

4. Right-click the record, select Export, and then select Microsoft Excel.

   The Export Assistant form appears.

5. In the detail area of the Work With Superannuation Payments form, highlight any of the fields of the payment record.

   To highlight fields in the detail area, left-click the field that you want to be the first column in the spreadsheet, hold the mouse button down and move the mouse to the right until all of the fields that you want to include in the spreadsheet are highlighted.

   See JD Edwards EnterpriseOne Tools Foundation Guide.

6. On the Export Assistant form, click the Continue button.

   The system automatically creates an Excel spreadsheet.

7. Click Save and close the spreadsheet.

8. On the Work With Superannuation Payments form, click Close to quit the Superannuation Payments program.