Executive Inquiry Administrator users can access the Executive Inquiry Setting screen to create chart settings by branch and department and enter caution and danger levels use in the Dashboard renderings. Using the Executive Inquiry Settings screen you can also restrict the chart code access in Executive Inquiry by setting security code and modify the update interval for the balance information displayed. Executive Inquiry Administrator privileges are designated in User Code F/M on the Security tab.
1. Chart Code
Enter the chart code.
In Account F/M (GLF910), each GL account can be assigned an Executive Inquiry Type. Cash Inventory, Open POs, Open SOs, Accounts Payable, Accounts Receivables are the available chart codes.
2. Security Code
Enter the security codes that the user may have to access this chart, if they are used. The entry must be a valid department.
Department codes can be created and maintained in Department F/M (General Ledger-->File Maintenances-->Infrequent File Maintenances-->Department F/M).
3. Update Interval
Enter the number of minutes between automatic updates for the information displayed on the chart.
TIP: Different chart types lend themselves to longer or shorter time intervals. For example Open PO and Open SO chart types read directly from the PO and SO file and reflect real-time up-to-date transaction information. Cash, Inventory, Accounts Payable, and Accounts Receivables charts can have typically longer updates settings because their information is only updated when their respective register programs are run and posted.
For example, you can write check and collect payments but until Daily Sales Register program is updated the transaction is not reflected in the Executive Inquiry display. The same is true for Inventory, Sales Orders, Purchase Orders chart types; the transaction information in the General Ledger accounts is not updated until the appropriate register programs are run.
In the lower portion of the screen, you can enter branch and department and enter caution and danger levels used in the Dashboard renderings for the branch(es) and department(s) for the chart code. You can select to:
add or insert a branch and department and enter caution and danger levels for the branch and department for the chart code.
edit the branch, department, caution and danger levels for the highlighted chart code record.
cancel line entry
save the record.
delete the highlighted line.
4. Branch
Enter the Branch to use for the chart code record. Press Enter (CR) to default to ALL.
5. Department
Enter the Department to use for the chart code record. Press Enter (CR) to default to ALL.
6. Danger Level
Enter the danger level value for the dashboard rendering of the chart for the specified branch/department combination.
7. Caution Level
Enter the caution level value for the dashboard rendering of the chart for the specified branch/department combination.
Note that the Caution and Danger Levels are the values at which the dashboard rendering change color. The Danger Level and Caution Level field values allow you to precisely specify where the chart colors change from green (favorable) to yellow (caution) to red (danger) for each Dashboard panel you create. The color and chart illustrations on the dashboard panels are pre-set by category to indicate whether favorable (indicated by green) information for a particular account is desirable to be a high number or low number. For example a favorable Accounts Payable balance would be a lower number.
When you are finished entering chart code information for Executive Inquiry settings, please Done to exit the screen.