Session Information

Access this form during transaction entry using Session Information.

Use this form to review the Session information that you set up for the current document. You can change the session's Description, Date, and Status.

• If you selected a status of Online Posting when you set up your session, you can use this form to change the session's status, until the first document in the session is posted. However, once the first document has been posted, you cannot change the status on this form.
• Alternatively, if you selected a status of Batch-to Post or Batch-to Suspend when you set up your session, the status can be changed at any time before closing a document.

 

Session ID: The system displays the unique session ID representing the batch of documents you are entering.

Status: Select a status from the drop-down list for this session.

As the Administrator, when you set up your organization using the Organization>Organization Preferences>Processing tab, you designated a processing mode. The status appears in the drop-down list according to the processing mode that you chose for the organization. The table below shows which status is valid for each processing mode:

	Organization Processing Modes
Status	Batch	Combination	Online
Batch-To Post (BP)	Valid	Valid
Batch-To Suspend (BS)	Valid	Valid
Online Posting (OL)		Valid	Valid

If the Processing Mode is Combined and a document has been saved or posted the following rules apply:

• If the document has a status of OL, it cannot be changed.
• If the document has a status of either BP or BS, you may switch between BP and BS. Consequently, OL does not display in the drop-down list.

Description: Enter a description for this session.

Date: Enter a valid date for this session.

Currency: The system displays the currency associated with the session. Currencies were created and activated by the Administrator using the Organization>Currency Setup form. This field is only available if the Multicurrency module has been installed and added by the Administrator, however, it is not available on all Session Information forms.

Rate Type: The system displays the exchange rate type associated with the session. This field is only available if the Multicurrency module has been installed and added by the Administrator, however, it is not available on all Session Information forms.

Version: Select a budget version from the drop-down list for the current session. If you change the session's budget version, the change effects all documents including any copied documents in that session. Budget versions were created by the Administrator using Organization>Set Up Modules>Budget>Budget Versions and selected when the budget worksheet was created using Activities>Budget Worksheet. This field is only available on the Enter Budget Session form.

Session Totals: The system displays the total number of documents and total amount (the total identified on each document) entered for the current session. For Budget and Encumbrance entries, the system does not display the total amount.