Editions Values Screen
The Edition Values Screen is separated into two areas, the Current Value Section and the Value History Section. The Current Value Section is the upper section that displays the most recent valuation, and the Value History Section is the lower section, where value history and new values are entered. There are six Value Fields: Retail, Insurance, and Appraisal values plus three User Values. It is best to change the caption for the User Value fields before entering any user values in the Value History Section. User Value field captions may be changed in Preferences.
To Add A Value
- Select the Type of Value to add: Click in the Type field on the first available line in the Value History Section, and select the desired type of value to add (Retail, Insurance, Appraisal or any renamed User Value).
- Add the Value Date: Click in the Date field and the data entry date will appear, adjust the date if necessary, to an earlier date by typing over the date displayed.
- Enter the Alternate Currency if needed: Click in the Currency field to select the desired currency from the drop-down list, then tab to the Currency Rate field. TABBING (on the keyboard) to the Rate field will enable the last updated Rate to auto-populate in the field. If the value requires a different date, manually type in the Currency Rate to match the date.
- Enter the value amount in the Value column.
- Add any comments as needed in the Comment column.
- Note the most recently added value will appear in the Current Value section (upper section of the screen).
To Update Values For All Works In A Edition
- On the Edition record enter a new value in the value field (follow the instructions listed above).
- When the record is saved, a prompt will appear:
- Answer Yes to update the values for all Work records in the edition.