Page 2 - How do I Update Cash Positioning Saved Search
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Update Cash Positioning Saved Search
If you select the Search Name after the changing other fields, your changes will be reset.
The Saved Search information displays.
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You are now able to make updates to any of the fields in the Cash Forecast Search section.
Update:
2. SetID (This field should populate; however, if it does not, enter SHARE in the required field.
3. Worksheet ID. You must select an existing value. Click the Look Up icon for a list of options.
Use only the Emory CD Worksheet or Emory PD Worksheet.
4. View Results by field.
Your selection is important as it controls the Cash Forecast Search criteria options in the Saved Search.
Changing the View Results by option clears the currently populated fields and inactivates (greys out) other fields.
Update the Bank, Bank Account, Business Unit or Time Set Criteria sections based upon your View by Results selection. (As
needed).
For more information on how to enter the View Results by field, please refer to the How do I Create a Search for Cash
Positioning Worksheets job aid.
5. Amount field. (Select the Original option from the Amount field drop down menu)
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Emory Confidential and Proprietary Last Revised on 2/8/2018 Return to Table of Contents
