G/L Format
File Maintenance - Launch G/L Format
File Maintenance - LaunchUse this screen to launch the G/L Format File Maintenance program where you can add or change format information for printing financial reports. From this screen you can also reorganize a report format; copy a format from one company to another company; or delete a report format.
For
detailed training on using this program, please contact Wynne
Systems Support.
Click a link to advance to that section of the topic.
On this launch screen, enter the number of the format and the sequence number that you want to maintain. If you want to create a new format or a new sequence for an existing format, press F10 first to switch to ADD mode.
If you have added several new sequences or modified existing ones, you can enter Y in the Format Reorganization field to have the system reorganize the format sequences and put them all in increments of 20 (or whatever you have set in control record IG120T) again.
If you want to copy a format, enter Y in the Format Copy field, and then indicate the company and format number from which and to which you want to copy.
If you want to delete a format, enter Y in the Format Delete field, and then enter the company and format number to delete.
G/L Format File Maintenance - Launch
G/L Format File Maintenance - Header
G/L Format File Maintenance - Detail/Total
G/L Format File Maintenance - Variance
Print Reports from Formats
Enter the number of the format you want to add or maintain. You can create up to 999 report formats per company. To add a new report format, press F10=Add first.
Enter the number of the report's sequence that you want to add or maintain.
This
sequence number is the line sequence on a financial report, and is not
the same thing as the Sequence Number
field in the G/L account master record.
When first creating a report, enter sequence numbers in increments greater than 1 to allow you to insert sequences at a future time as necessary. You can create up to 99,999 sequences for a report. To add a new sequence to an existing report format, press F10=Add first.
All of
the information from adjacent sequence numbers will print on the same
line on the report, until you enter a number greater than 0 (zero) in
the Space After field on one of
the three screens used to create the report format (Header, Detail/Total,
or Variance). For example, if you want the information from sequences
20, 25, 30, and 35 to all print on the same line (assuming you have not
created sequences for the numbers in between these sequence numbers),
leave the Space After field blank
or enter 0 for sequences 20, 25,
and 30. If sequence 35 is the last sequence you want to print on
the same line, enter the number of spaces/lines in the Space
After field that you want to leave blank before printing information
from the next set of sequences.
Enter the code that represents the type of record for the sequence on the report. Valid codes are:
H - Header - The line prints at the top of the report. The maximum number of header lines is 5.
D - Detail - A detail line prints with a description and total for the line.
T - Total - A Total line prints.
V - Variance - A percentage or monetary variance between two totals prints.
Indicate if you want the system to re-sequence the sequences in an existing format in increments of 20 (or whatever you have set in control record IG120T). This allows you to add new sequences as needed.
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Indicate if you want to copy an existing format to another company or format. If you enter Y, you must complete the next four fields.
If you entered Y in the Format Copy field, enter the company whose report format you want to copy.
If you entered Y in the Format Copy field, enter the report format you want to copy.
If you entered Y in the Format Copy field, enter the company to which you want to copy a report format. This can be the same company as the From Company.
If you entered Y in the Format Copy field, enter the number of the report format you want to copy to. You can enter the same number as the From Format Number as long as it does not already exist in the To Company. You can also enter a new number that does not exist in the To Company.
Indicate whether you want to delete a report format. If you enter Y, you must complete the next two fields.
If you entered Y in the Format Delete field, enter the company from which you are deleting a report format.
If you entered Y in the Format Delete field, enter the number of the format you are deleting.
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F3 |
Exit. Exit the page or program. |
|
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
|
F10 |
Add. Switch the program to ADD mode where you can create a new format or add a new line sequence to an existing format. |
|
F11 |
Change. Switch the program back to CHANGE mode. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
Print Reports from Formats
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