Setup | Enter setup data using assigned tasks

Title and music.

Hi, my name is Mike. In this video, you’ll learn how to enter setup using assigned tasks. You need the Functional Setup User role and the appropriate security privilege to perform each assigned task.

To start, go to Setup and Maintenance

Click Setup and Maintenance.

Open the task panel and then select Assigned Implementation Tasks.

Click the Task panel icon.

Here are all of the tasks assigned to you that you haven’t completed yet. You can change the default selection if you want to find a specific task.

Highlight the status filter.

Click Manage Disbursements Lookups.

In the Lookup Type field, search for IBY.

The tasks are ordered by due date and task sequence within the implementation project.

Highlight the Due Date, Task, and Project columns.

Some data might depend on other setup data so perform the setup tasks in the sequence they are listed in order to prevent data dependency issues. Go to the first task.

In the Manage Functional Area Catalogs task row, click the Go to Task icon.

In this case, start by searching for the lookup code, then enter the appropriate setup data. Save your changes after you have finished your task.

Click Done.

Now update the status of the task.

In the Manage Functional Area Catalogs task row, click the Status icon.

You can change the status as needed.

In the Status field, select Completed.

Optionally you can add a note to explain the progress or to communicate important information when you revisit the task. Save the task now.

Highlight the Note field.

Click Save and Close.

Now that you've marked the task as Completed, it won’t be listed the next time you view this page or if you refresh the page. Refresh the page now.

Highlight the Status field.

Refresh the page.

The task is not listed as Open anymore. Continue entering setup data for the next task in the list until you complete your assignments. After you’ve performed all of your assigned tasks, click Done.

Highlight the Manage Functional Area Catalogs task row.

Thanks for watching.