Creating Statements

Creating Statements

When you run any financial statement, you will be prompted to select a Statement code. This code (and its associated description) identifies the Statements you have designed. The purpose of the Statement record is to identify the Row Format and Column Format that will be combined to produce the report.

NOTE: The Row Format and Column Format must exist before you can create your Statement record. Refer to Creating Row Formats and Creating Column Formats for more information.

NOTE: The same Row Formats and Column Formats can be used in multiple Statements.

1. In the General Ledger module, click the Design Statements super tab, and then click the Statement tab.

2. Click the New button on the far left-hand side of the toolbar.

Statement Tab

3. In the Statement field, enter the Statement code (up to five characters) that you want to use to identify the Statement.

4. In the Description field, enter a short text description of the Statement. This text will be the default header for Consolidated Financial Statements, but you can choose to remove it at run time, if desired.

5. (Optional) In the Base Year and Base Period fields, enter the base fiscal year and period that you want to use when you first run the statement.

NOTE: It is not necessary to change this information before running the report. You can change the settings at run time. If you change the data in these fields at run time, the changes will also be reflected on the Statement record.

6. Click the arrow in the Row Format drop-down box and select the Row Format that you want to use for this Statement.

7. Click the arrow in the Column Format drop-down box and select the Column Format that you want to use for this statement.

8. In the Available Statement Types field, select the type(s) of reports that you want to run with this Statement, and then click the Add button to move them to the Use with These Statement Types field. If you want to remove a statement type, select it in the Use with These Statement Types field and click the Remove button.

NOTE: You can also double-click on a report type to add or remove it from the list of reports that you want to run with the Statement.

NOTE: Statements can be run with up to four different statement types, but not all five (you can either use Columnar Financial Statements or any or all of the remaining four statement types).

9. Click the Save button on the toolbar.