4 Copy a Version

This chapter contains these topics:

• Section 4.1, "Copying a Version,"

• Section 4.2, "Revising Identifying Information for STAR,"

• Section 4.3, "Revising Default Information,"

• Section 4.4, "Revising the Work File,"

• Section 4.5, "Revising Columns,"

• Section 4.6, "Overriding Defaults for a Column,"

• Section 4.7, "Arranging Columns in a New Sequence,"

• Section 4.8, "Reviewing and Running the Report."

4.1 Copying a Version

Navigation

From Fixed Assets (G12), choose Cost Information & Reports

From Cost Information & Reports (G1213), choose User Defined Reports

You can copy and revise any version that does not have User Exclusive security set up for medium-to-full or full security on Additional Parameters. In addition, you can copy and run any version that does not have full security set up. STAR provides you with a set of DEMO versions that you can copy and revise to suit your needs.

When you copy a version, you can choose the screens you need to work with to revise the version. STAR displays the screens you chose. As you complete each screen, press Enter to proceed to the next screen. Press F12 if you need to return to the previous screen. Press F3 to return to User Defined Reports.

This section contains the following:

• Revising Identifying Information for STAR

• Revising Default Information

• Revising the Work File

• Revising Columns

• Overriding Defaults for a Column

• Arranging Columns in a New Sequence

• Reviewing and Running the Report

Note:

The tasks listed above will vary from report to report, depending on your needs.

See Also:

See the following chapters for information about other ways you can revise the report to suit your needs:

• Chapter 3, "Create a Version,"

• Chapter 8, "Create an Exception Report,"

• Chapter 11, "Work with Journal Entries,"

• Chapter 14, "Create a Custom Date Title."C

4.2 Revising Identifying Information for STAR

When you copy a version, you must assign a new version ID. In addition, you can revise the version title and optional report title to suit your needs.

See Also:

• Section 3.2, "Entering Identifying Information for STAR."

To revise the identifying information for STAR

On User Defined Reports

1. For the version you want to revise, choose the Copy option.

   Figure 4-1 User Defined Reports screen

   
   Description of "Figure 4-1 User Defined Reports screen"
   
   

2. On the Dream Writer Version Copy window, complete the following field:

   • New Version

   The STAR Definition Options window appears. All functions are selected. You can remove the 1 next to any function you don't need to modify.

3. To continue to Version Identification, press Enter.

4. On Version Identification, complete the following fields:

   • Version Title

   • Optional Report Title

4.3 Revising Default Information

After you copy a version, you can revise any of the values on Override Default Information to suit your needs.

See Also:

• Section 3.4, "Entering Default Information."

To revise the default information

On Override Default Information

Complete the following fields:

• Print Row When 0

• Print Description with Keys

• Date Title

• Default Edit Code

Figure 4-2 Override Default Information screen

Description of "Figure 4-2 Override Default Information screen"

4.4 Revising the Work File

You can revise the work file in a copied version in a variety of ways, including:

• Choosing different records from the Item Master and Item Balances tables

• Arranging the data in rows in a different sequence

• Defining new totals

See Also:

• Section 3.5, "Defining the Work File."

To revise the work file

On General Specifications

1. Choose Display All Fields to display all the fields in the Item Master and Item Balances tables.

2. Complete the following fields for the data fields in the Item Master and Item Balances tables that are relevant to your report:

   • Relationship

   • Value

   • Sequence Number

   • Sequence Ascending/Descending

   • Total

   • Page Break

   Do not press Enter.

3. To use *VALUE or *RANGE to define multiple values or ranges of values for a data field, choose Display *Value/*Range (F4).

4. In the detail area, page down to the data field for which you want to define multiple values or ranges.

5. Complete the following field and choose the Redisplay function (F5):

   • *Range or *Value

Figure 4-3 General Specifications screen

Description of "Figure 4-3 General Specifications screen"

The detail area for Item Number will appear as follows:

Figure 4-4 General Specifications (Detail) screen

Description of "Figure 4-4 General Specifications (Detail) screen"

The detail area for Business Unit will appear as follows:

Figure 4-5 General Specifications (Business Unit Details) screen

Description of "Figure 4-5 General Specifications (Business Unit Details) screen"

The detail area for Ledger Type will appear as follows:

Figure 4-6 General Specifications (Ledger Type Detail) screen

Description of "Figure 4-6 General Specifications (Ledger Type Detail) screen"

4.5 Revising Columns

You can revise columns in a copied version in a variety of ways, including:

• Revising the description column

• Revising data columns

• Adding new data columns

• Deleting data columns

• Overriding defaults defined on Override Default Information and General Specifications, for individual columns

• Resequencing columns by assigning new column numbers and print column numbers

To revise the columns

Column Report Illustration appears after you revise the information on General Specifications and press Enter.

On Column Reports Illustration

1. Choose the Column Maintenance function (F9).

2. On Column Specifications, to revise the title for the description column, complete the following fields on the first line (the line with no column number) that are relevant to your report:

   • Column Headings

   • Column Size

   • Print Column

   Do not press Enter.

3. To define the selection columns, complete the following fields that are relevant to your report as they apply to each column:

   • Column Headings

   • Column Size

   • Print Column

   • Ledger Type

   • Column Type

   • Column Amounts

   • Selections or Calculations

   Do not press Enter.

4. To define the calculation columns, complete the following fields that are relevant to your report and choose the Redisplay function:

   • Column Headings

   • Column Size

   • Print Column

   • Column Type

   • Selections or Calculations

Figure 4-7 Column Specifications screen

Description of "Figure 4-7 Column Specifications screen"

4.5.1 What You Should Know About

Topic	Description
Deleting a column	When you delete a column, choose Display Additional Selections/Calculations (F4) and verify that all fields in the detail area are blank.

4.6 Overriding Defaults for a Column

Defaults for the following fields, which are in the detail area of Column Specifications, are defined on Override Default Information and General Specifications:

• Display Decimals

• Edit Code

• Total

You can override these defaults for individual columns when you create, copy, or revise a version.

Note:

Totals can be useful in columns that show amounts. Totals might not be useful in columns that show percentages if the percentages are not intended to add up to 100%. Also, they may not be useful in columns that are defined to display only values above, below, or both above and below a certain value or percentage.

To override defaults for a column

On Column Specifications

1. Choose Display Additional Selections/Calculations (F4).

   Figure 4-8 Column Specifications (Additional) screen

   
   Description of "Figure 4-8 Column Specifications (Additional) screen"
   
   

2. In the detail area, locate the column that you want to define or revise.

3. Complete any of the following fields that apply to your report and choose Redisplay With Update (F5):

   • Display Decimals

   • Edit Code

   • Total

   Figure 4-9 Column Specifications (Details) screen

   
   Description of "Figure 4-9 Column Specifications (Details) screen"
   
   

4.7 Arranging Columns in a New Sequence

You might want to assign new column numbers to make the column specifications easier to read if you delete or add columns to a version, or if you want to arrange columns in a new sequence on the printed report. When you assign new column numbers, the system automatically revises calculations in calculation columns so that they contain the correct column numbers.

For example, assume column 4 of a version is the result of column 2 + column 3. When you revise the version, you want to delete column 1. To keep the column specifications easy to read, you also want to assign column numbers 1, 2, and 3 to the remaining columns. When you use the Resequence Columns function (F16), STAR automatically changes the calculation from column 2 + column 3 = column 4 to column 1 + column 2 = column 3.

To arrange the columns in a new sequence

On Column Specifications

1. Choose Resequence Columns (F16).

   Figure 4-10 STAR Column Resequencing screen

   
   Description of "Figure 4-10 STAR Column Resequencing screen"
   
   

2. On the STAR - Column Resequencing window, complete the following fields for each column that you want to modify the column number or print sequence:

   • New Column Number

   • New Print Number

3. Press Enter twice to return to Column Report Illustration.

Figure 4-11 Column Resequencing (Details) screen

Description of "Figure 4-11 Column Resequencing (Details) screen"

Field	Explanation
New Col	Allows a column number to be changed to a new column number.
New Prt	Allows the current value of the print column to be changed. The Description column cannot have a value of NP (non-printing), but all other columns can have this value.

4.8 Reviewing and Running the Report

You review and run a copied version in the same way as you do a version that you create.

See Also:

• Section 3.7, "Reviewing the Report,"

• Section 3.8, "Running the Version."

4.8.1 Report Example

Figure 4-12 Tax vs. Alternative Minimum

Description of "Figure 4-12 Tax vs. Alternative Minimum"