Including Budgets, Encumbrances, and Currencies in an FSG Report
To include budgets, encumbrance types, and currencies in a report, your report definition must specify a row set or column set that has control values specified in the Balance Control options. When you use such row sets or column sets in a report definition, you assign the control values to specific budgets, encumbrances, or currencies.
When you assign a Budget to a control value number, FSG automatically prints the appropriate budget amounts in the budget-related rows or columns that are assigned that control value number. For example, if you assigned the number 1 to a column with the PTD-Budget amount type and the number 3 to a column with the PTD-Encumbrance amount type, you must assign a budget to the control value number 1 and an encumbrance to the control value number 3. This same logic applies to currency types.
Notes:
- You must assign the same budget, encumbrance type, or currency to intersecting row and column control values.
- You cannot enter currencies in the report definition if the report does not contain a row and/or column set with a currency control value.
- You must specify a budget or encumbrance when your report includes rows or columns which use related amount types, such as PTD-Budget or PTD-Encumbrance.
To assign a budget, encumbrance, or currency to a financial report:
1. Assign a budget, encumbrance, or currency control value to the row set or column set you will use for your report.
2. Define a financial report using the row set or column set from step 1.
3. From the Define Financial Report window, choose Control Values.
4. Enter the Control Value number you assigned to the related rows or columns when you defined the row set and/or column set.
5. Enter the Budget name, Encumbrance Type, or Currency to associate with the control value number.
6. (Currency only) Select the Currency Type (Entered or Translated) for the accounts referenced in the rows and/or columns in the report.
See Also
Defining Financial Reports
Balance Control Options
Row Set Advanced Options
Column Set Advanced Options
Copying Report Objects
Overview of Financial Statement Generator
