Claims auto-journal - Deleting
Claims data can be deleted after auto-journal processing. The processed data is saved as "jour not done data".
→To Operation Procedure
Screen Transition
[Claims Control Module]
↓
[Auto-Journal]
↓
[Execute Auto-Journal]
↓
[Execute
auto-journal (from/to)] screen - "New" button
[Execute auto-journal (from/to)] screen - "Delete" button
"Start" button → [Execute
auto-journal (Object list)] screen
Item setup
Narrow down the journal data to be deleted.
- Type
Select the "Delete" button.
- Entry, update, approval, and journalizing dates
Select either Entry date, Update date, Approval date or Journalizing date, and specify the range for journal data deletion.
- Voucher type
Select either Claims, or, Sales /Sales Return .
- Voucher Issue Dept
- Update Operator
- Approval Operator
- Journalizing Operator
[Claims Data], [Sales/Sales return] parts
The voucher frame selected with [Voucher Type] will be shown.
- Search Type (only displayed when Sales /Sales Return is selected for the voucher type)
Select the search data type as either (Blank), Sales Data Only, or Sales Return Data Only. If (Blank) is selected, both sales and sales return data will be the object of the search.
- Prefix No.
Make a selection from the choices in the combo box: voucher name selected with [Voucher Type], Operator Setup (Update OP), Operator Setup (Approval (OP), or Operator Setup (Auto-Journal OP). Enter the prefix numbers in the fields to specify the range. A fuzzy search is also possible. If the voucher numbering setup is not Prefix Numbered, there will be no choices shown for the voucher name.
- If the voucher name is selected, the data will be searched based on the Prefix No. entered in the [Header] part of each voucher.
- If Operator Setup (Update OP) is selected, the data will be searched based on the Default "Display Initial Prefix No." ([Employee Setup] - [Operator] tab) that is set by the claims data update operator.
- If Operator Setup (Approval OP) is selected, the data will be searched based on the Default "Display Initial Prefix No. "([Employee Setup] - [Operator] tab) that is set by the claims data approval operator.
- Internal No.
- Claims No., Voucher No.
Indicate the range for the Claims No., and voucher numbers. Fuzzy searches are also possible.
[Journal Data] part
- Prefix No.
Make a selection from the choices in the combo box: Journal Data, Operator Setup (Update OP), or Operator Setup (Approval (OP). Enter the prefix numbers in the fields to specify the range. A fuzzy search is also possible. If the voucher numbering setup is not Prefix Numbered, there will be no choices shown for the voucher name.
- If Journal Data is selected, the data will be searched based on the Prefix No. entered in the [Header] of each voucher.
- If Operator Setup (Update OP) is selected, the data will be searched based on the Default "Display Initial Prefix No." ([Employee Setup] - [Operator] tab) that is set by the claims data update operator.
- If Operator Setup (Approval OP) is selected, the data will be searched based on the Default "Display Initial Prefix No. "([Employee Setup] - [Operator] tab) that is set by the claims data approval operator.
- Internal No.
- Voucher No.
[Buttons]