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WRITER NOTE: provide screenshots. need data. |
Recalculate Cash Projections
In the Cash Projections Viewer tool, you can recalculate a cash projection.
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Be aware that when you recalculate a projection, you delete all manual adjustments for that projection. |
To recalculate a cash projection:
- From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
- Enter Cash Projections Viewer in the Start Search text box.
- Click the Cash Projections Viewer (Accounting Center) link to access the Cash Projections Viewer tool. In Accounting Center, do one of the following:
- In the left navigation pane, click Transactions > Cash > Cash Projection Viewer > Open Cash Projection Viewer.
- In the left navigation pane, click Reports > Cash Projections.
You see the Cash Projections Viewer workspace. - In the Search Details pane, search for the cash projection you want to deleterecalculate.
- In the grid, click the cash projection you want to recalculate.
- In the Cash Projections Viewer tab, click Recalculate Projection.
In the grid, the status of the cash projection changes to to indiciate indicate that it is processing. When processing completes successfully, the status changes to . You can view the recalculated results.
Delete Cash Projections
In the Cash Projections Viewer tool, you can delete one or more cash projections.
To delete a cash projection:
- From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
- Enter Cash Projections Viewer in the Start Search text box.
- Click the Cash Projections Viewer (Accounting Center) link to access the Cash Projections Viewer tool. In Accounting Center, do one of the following:
- In the left navigation pane, click Transactions > Cash > Cash Projection Viewer > Open Cash Projection Viewer.
- In the left navigation pane, click Reports > Cash Projections.
You see the Cash Projections Viewer workspace. - In the Search Details pane, search for the cash projection you want to delete.
- In the grid, click one or more cash projections that you want to delete.
- In the Cash Projections Viewer tab, click Delete Projection.
You see a Confirmation dialog box, with a message confirming you want to delete the selected projections. - Click Yes.
You no longer see the cash projection in the grid.
Generate Graphs
In the Cash Projections Viewer tool, you can create a color graph of cash projection data for a cash projection.
To generate a graph for a cash projection:
- From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
- Enter Cash Projections Viewer in the Start Search text box.
- Click the Cash Projections Viewer (Accounting Center) link to access the Cash Projections Viewer tool. You see the Cash Projections Viewer workspace.
- In the Search Details pane, search for the cash projection for which you want to generate a graph.
- In the grid, click the cash projection.
- In the Cash Projections Viewer tab, click Generate Graphs.
You see a Project Graphs tab. It contains four graphs that represent the projection data.
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WRITERS NOTE: what else do we say about the 4 graphs? |
Show Projection Logs
In the Cash Projections Viewer tool, you can view a projection log of activity for a cash projection.This option is available if you selected the Write log on calculate projection check box when you set up projection preferences.
To show projection logs for a cash projection:
- From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
- Enter Cash Projections Viewer in the Start Search text box.
- Click the Cash Projections Viewer (Accounting Center) link to access the Cash Projections Viewer tool. You see the Cash Projections Viewer workspace.
- In the Search Details pane, search for the cash projection for which you want to show logs.
- In the grid, click the cash projection.
- In the Cash Projections Viewer tab, click Show Projection Logs.
You see the Projection Logs workspace. For each row in the grid, you can view the Field Type, Field Attribute Description, and Update Date.
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WRITERS NOTE: I tried this and I crashed the system twice. I set the Preference check box, clicked the Log option twice, got an error message, clicked Restart in the Error dialog box, and the system closed itself. |