PRINT FINANCIAL STATEMENT SETUP
Use this screen to generate a listing of your financial statement layouts, with or without the accounts that are linked to the financial statement lines.
You can generate this report any time after setting up financial statements. Its primary use is to verify the entry of your account structure after you set up financial statement codes and link them to accounts on the Manage Financial Statements screen.
This report is not part of the audit trail, so you do not need to retain copies of it. You can print it at any time. However, you may want to keep a current copy of the report for reference purposes.
Location
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 are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
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 in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in 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 in 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
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
1st Sort
Use this drop-down list to specify how you want to sort the report data. Valid options are:
Options
Show
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.