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Control Records

Create Control Record

Only system administrators can perform this task.

To create a new Control Record:

  1. Select Administration > New > Control Record from the menu.
  2. In the Name field type a descriptive name.
    Note that this name can be used in report headers and footers using the &[CompanyName] function.
  3. Save the view folder File > Save

Associate a View with a Control Record

General users can perform this task if the permissions allow.

  1. Open the view.
  2. Select the View Properties sub-tab Extract Phase.
  3. Select the control record from the Control Record drop-down list.
  4. Save the view folder File > Save

Once the control record has been associated with a view, that control record can be referenced in JCL and used to set fiscal date overrides.