Module: Utilities Applet: Financial Statement Designer Tab: Lines |
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Description: Modify Ranges Button. All line types except for Text can have ranges. Ranges allow for groups of accounts to be included on the line in question. Any line can have an unlimited number of ranges.
Note: A row will appear in the grid as ranges are added or removed. The grid may then be used to navigate between ranges to edit them.
Grid Descriptions Below
Math
| • | Add Values - When checked, accounts figures are added to this range as a positive. |
| • | Subtract Values - When checked, accounts figures are added to this range as a negative. |
Base Codes
| • | No Criteria - When selected, no base code ranges are established. |
| • | Use Mask - When selected, a mask is used. A mask works by placing a question mark in one or more positions of the base code. For instance , 40?5, would include all base accounts beginning with 40 and ending with a 5. Question mark means any value can appear in that position. |
| • | Use Range - When checked, the range of base codes entered is used. |
Org Units
| • | All Orgs - When checked, all org units are included. |
| • | Specific Org Unit - When checked, only the supplied org unit is included. |
| • | Use Child Orgs - Available only when specific org unit is checked. When checked, children of the specified org unit are also included. |
| • | Custom Org Units - When checked, org units can be combined with a like code at a specified level. |
| • | Org Level - Org level where the code is found; available only when Custom Org Unit is checked. |
| • | Org Code - The code on which to combine; available only when Custom Org Unit is checked. |
Types
| • | Use Metric Types - When checked, the list of metric types selected are included. |
| • | Use Financial Types - When checked, the list of financial types selected are included. |
| • | Use Cost types - When checked, the list of Cost types selected are included. |
| • | Use PM Types - When checked, the list of PM types selected are included. |