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Query Form - Update Action

Getting Started

The  Update Action  view can be accessed three ways.

  • Through the TAD button sub menu on the ribbon by choosing  Update Action Column . The value selected here will be applied to all Tables/Reports on the TAD Sheet.
  • Through the TAD button on the  TAD Query  form by choosing  Update Action . The value selected here will be applied to all Tables/Reports on the TAD Sheet.
  • On the TAD Sheet if your cursor is in the Action column for any row and you click the  Edit Query  button on the ribbon or press F4.

Fields

  • Actions
  • List all available actions that can be applied to Tables.

Buttons

This will assign the selected Action to the appropriate Tables/Reports and then process those actions.

This will assign the selected Action to the appropriate Tables/Reports for future processing.

This will cancel the selected of an Action.

Actions

  • None
  • Default value and no action taken.
  • Add Posted To Batch
  • Use this to add identified records into a batch.
  • Refer to the Add Posted To Batch templates.
  • Assign Batch Sequence
  • Assigns the Sequence # to each combination of Co, Month & Batch Id.
  • Clear Batch
  • Clears each Batch # in the combination of Co, Month & Batch Id.
  • Create Asset Schedule
  • Creates the EM Asset Schedule for selected assets.
  • Refer to the Process - EM Create Asset Schedule template.
  • Delete This Sheet
  • Deletes the sheet that the button is on.
  • Download
  • Downloads the specific worksheet.
  • Execute Delete
  • Deletes the identified records from the database.
  • Execute Import
  • Imports the identified records into the database.
  • Execute Update
  • Updates the identified records in the database.
  • Format Table
  • Formats data to avoid data issues when importing/updating.
  • Get Batch #
  • Assign a Batch # to each combination of Co & Month. This means you can list multiple Companies on the same sheet, and each will be assigned the next appropriate batch #.
  • Get Batch Errors
  • Generates a new sheet containing the batch errors.
  • Grant Attachments
  • Use this to grant access to attachments.
  • Refer to the Granting Attachment Access arrticle.
  • Initialize Cost Projection
  • Use this to create a JC Cost Projection batch based on identified job numbers.
  • Refer to the Process - JC Cost Projections template.
  • Initialize PR Routine
  • Use this to initialize the PR Routines across one or multiple companies.
  • Refer to the Process - PR Initialize Routines template.
  • Initialize Progress Bill
  • Use this to initialize progress bills for entering beginning balances.
  • Refer to the Process - JB initialize Progress Bills template.
  • Interface Bill
  • Use this to interface bills across multiple companies/months.
  • Refer to the Process - JB Interface Bills template.
  • Move Bill Month
  • Use this to move bills to another month.
  • Refer to the Process - JB Move Bill Month template.
  • Post Batch
  • Posts each Batch # in the combination of Co, Month & Batch Id. The audit reports will not be generated in this process. If you want those reports, you must post the batches inside the system.
  • Refresh Cost Projection
  • Use this to refresh the data for an existing JC Cost Projection batch.
  • Refer to the Process - JC Cost Projections template.
  • Run Package
  • Runs the package assigned to the specific table. This allows you to run multiple actions in sequence which can be useful for posting batches.
  • Script Delete
  • Creates the DELETE statements for each record.
  • Script Import
  • Creates the INSERT statements for each record.
  • Script Update
  • Creates the UPDATE statements for each record.
  • Validate Batch
  • Validates each Batch # in the combination of Co, Month & Batch Id.
  • Validate Delete
  • Validates that the records you are deleting will be successful.
  • Validate Import
  • Validates that the records you are importing will be successful.
  • Validate Update
  • Validates that the records you are updating will be successful.