This report issues a comparison of "transactions" or "accrued balances" among balance types, at each period of the accounting calendar. The value analysis is made with any combination of entities Ledger Account, Cost Center, Accounting Item and Value Class.
Values are presented for each period of the accounting calendar, with a row for each balance type selected in questions Balance Type and Balance to Compare. You can choose to display the percentage variation and difference in value among balances.
Up to three balance types can be compared in this report. Indicate the first balance type in question Balance Type and the second and third ones in Balance to Compare.
Example:
1. To print the comparative report among balances Quoted, Estimated and Accomplished in the 12 months (periods), set questions as follows:
Balance Type: 0 (Quoted)
Balance to Compare: 21 (Estimated and Accomplished)
2. To print the comparative report among balances Quoted and Accomplished in the 12 months (periods), set questions as follows:
Balance Type: 0 (Quoted)
Balance to Compare: 1 (Accomplished)
3. To print the report only with Accomplished balance in the 12 months (periods), set questions as follows:
Balance Type: 1 (Accomplished)
Balance to Compare (blank)
Balances or transactions are calculated according to the combination of entities selected through questions Use Account, Use Cost Center, Use Item and Use Value Class.
- You can also print the report by using the accounts of the referential plan and versions associated to standard accounts plan, so you must create a referential plan and an accounting record with the fields Version and Ref Plan completed, associating them to standard plan in routine of Chart of Accounts. In the report, enter the question Records Config. Code?
Procedures
Issuing the report Balances x Periods:
1. In the report issue window, click Parameters.
A screen is displayed with report parameters.
2. Parameters of this routine are easy to be filled out.
3. Check data and confirm them.
4. Then click each folder displayed in the report issue window to configure the print.
You can select print type (in disk, via spool, etc.), define register fields to be printed in the report, create filters, etc.
5. Check configurations and confirm the report print.
See Also
- Standard configuration of reports
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