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 article.
• 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.