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Page 1 of 3 You can define Vision Executive criteria using the Define Criteria definition form. Begin by selecting a Data Type of Blank, SunSystems, Mixed or ODBC; the definition form alters according. Access the Define Criteria from within Vision Executive by selecting Edit, Define Criteria or right-clicking in your worksheet and selecting Define Criteria.
There are four types of definition forms:
Blank Data Type is the default Definition Form displayed. Blank Data type is used for text, formulas, Field References and dictionary definitions.
Click here to see a screenshot
SunSystems definition form is the main data type you will use. It enables you to access SunSystems data.
Click here to see a screenshot
Mixed Data Type is displayed when multiple cells are selected for editing and there is a mix of Blank and SunSystems cells. The SunSystems definition form is displayed and only the SunSystems cells are edited.
Definition Form Tab1
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On this tab you define what account types will be included into the extract.
Business Unit (Database)
Enter the code of the SunSystems Business Unit (Database) from which you want to extract information.
Accounts
Enter account types and ranges to describe the type of data you wish to extract. Click the Accounts assist button to display the Type dialog box and begin an Accounts entry.
Where the account type is constant throughout an inquiry, selecting ALL as the account type reduces query extraction time in comparison to selecting a specific account type such as P. Alternatively, you can to enhance performance by selecting the option to optimise for continuous account code ranges within Vision Setup.
Type
Enter the Type code to describe the kind of data you wish to extract. The Account Code dialog box is displayed.
Account Code From/To
Enter the first and last values to create an account type range that limits the extraction to transactions in that range.
The partial list option is available on this dialog box.
To remove an entry:- Select the entry in the Accounts window.
- Click the remove button. The entry is removed from the list and not included in the extraction criteria.
Ledgers
Enter the Ledger code between A and K from which to extract information. Click the Ledgers assist button to display the Ledger dialog box and begin a Ledgers entry. The default entry is A-Actual Ledger. Balance Files are also available for selection.
Click each ledger within the Ledger window to cycle through and apply a variance or a forecast
Normal Sign
For worksheet display, you can enter a Debit or Credit normal sign to apply to the extraction.
If you enter Debit, positive amounts have no sign and negative amounts have a '-' minus sign. If you enter Credit, positive amounts have a '-' minus sign and negative amounts have no sign.
Period Selection
Enter the accounting period that limits the extraction to transactions in that period. The Period Selection code is displayed above the From field and the period dates for the active database are displayed in the From and To fields.
If you enter PF, PA, YF, YK, BA, BF or BS, a Period Offset field appears. If you enter P-Specify Period, the From and To fields must be specified. If you enter B-Specify Balance, the From and To fields display period offset arrows.
From/To
If you entered P-Specify Period, enter the first and last accounting periods to limit the extraction to transactions in that range.
If you entered B-Specify Balance, you can click the up or down arrows on the From and To fields to modify the default period to an earlier or later period.
Period Offset
If you entered a standard period type in the Period Selection field, i.e. PF, PA, YF, YK, BA, BF or BS the Period Offset field appears, with a period selection spinner.
You can click the up or down arrows to modify the default period to an earlier or later period.
For example, a database has twelve periods per year and the default period entered is 1997011. You can click the up arrow until the field displays 5. The modified period becomes 1998004. Modified periods are displayed in the From and To fields.
Overriding Accounting Period
This allows the extraction to be based on Entry Period as opposed to Accounting Period.
Hierarchies
Enter Hierarchies that limits the extraction to transactions in those Hierarchies. Click the Hierarchies assist button to display the Hierarchies definition form and begin a Hierarchies entry.
If an account type range and a Hierarchy have both been entered for a query, the extracted information must contain both the account type range entered and the Hierarchy filters defined. The initial filter is always the account type range then the Hierarchy is used to limit the query further.
You can add as many Hierarchies as you want.
To remove an entry: - Select the entry in the Accounts window.
- Click the remove button. The entry is removed from the list and not included in the extraction criteria.
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