Navigation

(any screen in Search Mode or click a Find icon )

BASIC SEARCH

To SEARCH for ALL records/elements, follow the following steps:

1. Leave all fields blank.
2. Click the Find icon .

​ADVANCED SEARCH

You can create filters for one or more fields:

• You can use '*' (ZERO OR MORE characters wildcard):  This will recover all records/elements that comply with your filter (e.g., '*2' will retrieve '2', 'c2', '1232', but not '23'; '*SMITH*' will retrieve 'JOHN SMITH', 'CAROL SMITHERS', but not 'Carl Smith').
• You ca use '?' (ONE character wildcard):  This will recover all records/elements that comply with your filter (e.g., '?2' will retrieve '32', 'x2', '#2', but not '2'). 

Navigation

(Click New Icon  under  or  or  at  Contract Payment Retention)

Overview

This entity contains the collection of Coding Blocks used in Contract Line Items, Payment Retention and Guarantees entities.  It is a collection because Coding Blocks are registered per Fiscal Year and Contracts can be multi-year.  It is necessary a collection of Coding Blocks for all fiscal years covered by the Contract:

A Coding Block can be added by SELECTING a pre-existing one already recorded in the System, or by COMPOSING a Coding Block out of segments pre-defined in the Chart of Accounts.

To SELECT a Coding Block, follow these steps:

1. In the Coding Block window, click the Lookup icon  next to the Coding Block field, then click the Find icon  on the Coding Block window for recovering the list of all pre-defined Coding Blocks. 
2. Select the desired Coding Block from the list, and
3. Click the Save and Return icon  to record your selection and return to the previous window or click the Discard icon  to clear your current selection and return to the previous window.

To COMPOSE a Coding Block, follow these steps:

1. In the Coding Block window, click the New icon next to the Coding Block field.  Another window will display.
2. For each Coding Block segment displayed select the appropriate element from the pull-down list.
   Alternative, you can click the Lookup icon , then click the Find icon  on the Element window for recovering the list of all pre-defined elements, and then click the required element to return to the previous window.  Also, you can click the Hierarchical Element Selection icon  to compose the Coding Block using the values from the pull-down lists; once all  hierarchical segments have been specified, click the Save and Return icon  to record your selection and return to the previous window or click the Discard icon  to clear your current selection and return to the previous window.
3. Once all Coding Block segments have been specified, click the Save and Return icon  to record your selection and return to the previous window or click the Discard icon  to clear your current selection and return to the previous window.
4. Click the Save and Return icon  to record your selection and return to the previous window or click the Discard icon  to clear your current selection and return to the previous window.