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Sun Documentation - Vision XL
By the end of this session, you will be able to understand the purpose of the different parts of the Definition Form, in overview.
Definitions forms are used to define and select criteria.
The screens for all functions are very similar, with two tabs and 4 separate main areas on the first tab:
The database or business unit and Table fields are used to define the database and parent table from which you want to extract information. To look at the available tables, click the assist button with … on it. Choose Chart of Accounts table.
The Filter Area is used to define data item filters. Mandatory items are displayed in bold are automatically displayed in the Filter window to which filter values must be applied. These items are based on the parent table selected. Other fields can be dragged here from the Selection Window as required.
The Selection List window lists all available data items and dependent tables relating to the code entered in the Table field, i.e. the parent table. Data items that are output are highlighted in green.
Output area
Data items to be output to Excel are listed in the Output area. In Reference File and Extract Balances the Output area displays the Target Cells column for the cell to which the data items to be extracted.
Click here to see the screenshot
Tab 2
Tab 2 enables any files relating to the extraction or transfer to be created, and allows the formatting of the report.
Click here to see the screenshot
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