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Documentation > MAC-PAC Reference Library > Financials > General Ledger > Screens > Financial Statement Request > GL350S1A - Financial Statement Request

GL350S1A - Financial Statement Request

 

 

WILLIAMS                        GENERAL LEDGER                         6/24/93

 DSP01                    FINANCIAL STATEMENT REQUEST                 SELECTION

                                                                               

     Report Date                                 12/22/92                      

     Period/Year                                 12 19 92                 

     Budget Year/Sequence                                                      

     Fiscal/Management                           F                              

     Statements/Forecasts                        S                             

     Print all statements with titles (copies)                                 

       --OR--                                              Roll      6         

     Enter the number of copies to print for each report                       

                                                                               

 Copies Gp  Co   Loc                Entity Name                Rnd Det  Pd      

            001       ANDERSEN SOFTWARE EUROPE                  N   N          

            001  BEL  ANDERSEN SOFTWARE - BELGIUM               Y   Y          

            001  BER  ANDERSEN SOFTWARE - BERLIN                N   Y   03     

   1        001  BES  ANDERSEN SOFTWARE - BERLIN - REVENUE      N   N          

   1        001  BRU  ANDERSEN SOFTWARE - BRUSSELS              N   Y   04     

            001  ITL  ANDERSEN SOFTWARE - ITALY                 Y   Y         +

                                                                                

     Submit          Y                                                         

                                                                               

 F2=Command          F3=Exit             F4=Prompt                             

                                                                               

 

 

This screen is used to select Financial Statements and Forecast Reports for printing.  All or selected reports can be printed.  The Financial Statement Request can be printed using a 132- or 198-character-wide format depending on the entries in category 025 in the reference file.  For more information, see the report description of Balance Sheet (GL360) in the report section of this manual.

REPORT DATE

Required.  This field contains the date that will appear at the top of each financial statement.  The report date is a descriptive field and does not affect the records selected for processing.

FISCAL PERIOD/FISCAL YEAR

Optional.  The fiscal period/year is used to select which period/year will be processed for the selected reports.  If this field is left blank, the current fiscal period/ year for the requested entity will be defaulted from Reference File category 106 (date and period).  If entered, the requested period/year cannot be greater than the current fiscal period/year.

BUDGET YEAR/BUDGET SEQUENCE

Optional.  If you wish, you may specify a budget to be compared against actual amounts in the financial statement report.  Budget years and sequences are defined on Reference File category 110.  If you leave this field blank, of if you specify a budget that does not exist on category 110, actual amounts will be compared to the current budget (which is defined on Reference File category 134).

STATEMENTS/FORECASTS

Required.  This field is used to determine the type of report to be printed.  Valid values are:

S - Print Financial Statements only;

F - Print Forecast Reports only;

B - Print both Financial Statements and Forecast Reports.

FISCAL/MANAGEMENT

Required if management accounts are used.  Enter the reporting class of the report to be printed.  Valid values are:

F - Fiscal and common

M - Management and common

ROLL FACTOR

Optional.  This field determines the number of lines which will be rolled forward or backward when the Roll Up or Roll Down key is pressed.

NUMBER OF COPIES

Optional.  This field is used to specify how many copies of the report to print.  Valid values are 1-9.

GROUP

Display only.  This field identifies a group of locations as a reporting entity.  One or more locations may be assigned to one group.  All groups displayed on the Financial Statement Request screen have been set up on the Reference File.

COMPANY

Display only.  This field identifies the company for which Financial Statements are requested.  The company entity is set up on the Reference File.

LOCATION

Display only.  This field identifies the reporting entity for which Financial Statements are requested.  The company/location combination must exist on the Reference File.

ENTITY NAME

Display only.  The entity name field contains the descriptive name of the Financial Statement entity.

ROUNDING

Optional.  The rounding field contains the default rounding record for each entity.  This field is used to specify whether to round Financial Statement amounts to dollars or thousands of dollars.  The rounding option is defaulted from the Reference File but may be overridden when Financial Statements are selected for printing.

DETAIL

Optional.  The default detail print option is displayed from the Reference File for each entity.  This field is used to specify whether to print account detail or an account summary.

CURRENT PERIOD

Display only.  The current period field contains the current fiscal period for the entity as found on the Reference File.  If 'NT' is shown, no report title records exist for the entity and a Financial Statement may not be requested for the entity.

SUBMIT

Required.  The submit flag specifies whether a report should be submitted for later execution or whether the report should be generated immediately.  Immediate processing is usually reserved for low volume requests because the terminal used to request the processing will not be available until the processing is completed.  Valid values are:

Y - Submit processing request for later batch execution;

N - Perform processing interactively.

COMMAND KEYS

F2    - Display a window where a fast path option or mnemonic can be entered.  Fast path allows the next menu selection to be made directly from this screen.  When the window is displayed, pressing F3 will remove it.

F3    - Exit program without processing the entered data.

F4    - Display a list of values for the field where the cursor is positioned.  If you select one of the items from the list, it will be returned to the application screen.