The GL Interface Template Management program allows you to add, update, delete, and clone GL Interface templates. The template(s) you create can be used in the GL Interface program to generate an export file comprised of general ledger/cost center activity from RecTrac. The export file, in turn, can be imported into various 3rdparty financial software packages, thus eliminating manual entry to two systems.
To use a template when running the GL Interface, enter "VSI" in the GL Interface Code on your Static Parameters profile. Then go to the GL Interface program and select • Additional Settings tab and select the template you wish to use.
SAGLTemplateMain_Tab1
GL Template Codes (SAGLTemplateMain_DataGrid)
The GL Template Codes DataGrid lists all the GL Interface Templates currently established in your system. DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
Other buttons on the screen….
Click Add to continue to the GL Template Update screen to create a new template.
Highlight/select an existing record and click Change to continue to the GL Template Update screen to edit the selected template.
Highlight/select an existing record and click Clone to continue to the File Maintenance Clone program to clone the selected template.
Select/Highlight a record in the DataGrid and click More • Audit Info to continue to the Audit Log Inquiry program for that particular record. The Audit Log Inquiry screen is "read only" and displays all file management updates to the record you selected.
Note: This button is available only on the true File Management Main DataGrid to which it is linked. For example if you are running an activity report and click the Picklist icon to select a range of activity sections you will not see this button on the Activity Section Management DataGrid that appears. However if you go to the actual Activity Section Main File Management DataGrid then you will see it.
Highlight/select an existing record and click More • Delete to remove it from the database.
Delete