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Contents of the Print Financial Statement Setup Screen

Use the fields and options to configure the Print Financial Statement Setup screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

F/S Code

Field Description
Option

Use this drop-down list to select the range of financial statement codes to include on the report. Valid options are:

  • All: Select this option to include all financial statement codes. The Start and End fields are disabled for this option. This is the default.
  • One: Select this option to include only one financial statement code and then enter that financial statement code in the Start field. The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of financial statement codes. Enter the beginning financial statement code for the range in the Start field and enter the ending financial statement code of the range in the End field.
  • From Beginning: Select this option to include a range of financial statement codes that begins with the first of all the available financial statement codes and ends with the financial statement code that you enter in the End field. The Start field is disabled for this option.
  • To End: Select this option to include a range of financial statement codes that begins with the financial statement code that you enter in the Start field and ends with the last of all the available financial statement codes. The End field is disabled for this option.
Start/End

Enter the starting and/or ending financial statement codes for the range of financial statement codes to be included on the report. Depending on your selection in Option, one or both of these fields may be inactive.

Sort By

Field Description
1st Sort

Use this drop-down list to specify how you want to sort the report data. Valid options are:

  • F/S Code: Select this option to sort the report by financial statement code.
  • Account: Select this option to sort the report by account.

Options

Show

Field Description
Accounts

Select this check box to display the individual account numbers linked to the financial statement lines on your report. Leave it unchecked to display only the financial statement design, without the linked accounts. This option is available only if you are sorting by financial statement code. If you are sorting by account, this option is not available and accounts are automatically included on the report.

Generate the Financial Statement Setup Report

To generate the Financial Statement Setup report, enter the report options you want and then click Print Default Report on the Action menu.