3 Create a Version
This chapter contains these topics:
3.1 Creating a Version
From Fixed Assets (G12), choose Cost Information & Reports
From Cost Information & Reports (G1213), choose User Defined Reports
You need to create a new version if none of the DEMO versions suit your needs. Typically, you copy a DEMO version that is close to what you need and revise it. However, there might be a need to create a version that is so different from any existing version that you prefer to create a version without using an existing version.
When you create a new version, the system displays the series of screens that you use to define specifications for the report. 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 at any time to return to User Defined Reports.
This section contains the following:
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Entering Identifying Information for STAR
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Verifying Additional Parameters for STAR
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Entering Default Information
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Defining the Work File
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Defining Columns
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Reviewing the Report
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Running the Version
3.2 Entering Identifying Information for STAR
When you create a new version or copy an existing one, you need to enter the following information to identify the version to the system and to users of STAR:
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A version ID that the system uses to locate the version. This ID will appear in the Version field on the version list screen.
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A version title to identify the version to users. This title will appear in the Description field on the version list screen.
You can also enter an optional title of up to three lines that will appear on the report under the title of the default company.
When you enter the version ID, STAR displays the STAR Definition Options window, which allows you to choose the functions that you need to create or revise the version. The functions correspond to STAR screens. After you choose the functions you need, STAR displays the corresponding screens.
To enter the identifying information
On User Defined Reports
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Choose the Copy option next to a blank line.
Figure 3-2 DREAM Writer Version Copy screen
Description of "Figure 3-2 DREAM Writer Version Copy screen"
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On the Dream Writer Version Copy window, complete the following field to enter the version ID:
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New Version
When you press Enter, the STAR Definition Options window appears. All functions are selected. You can remove the 1 next to any function that you don't need to modify.
Figure 3-3 STAR Definition Options screen
Description of "Figure 3-3 STAR Definition Options screen"
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On Version Identification, complete the following fields to enter version and optional report titles:
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Version Title
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Optional Report Title
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| Field | Explanation |
|---|---|
| Version | A code that identifies the report to the system. This will appear in the Version field on the version list. If you use the default of * (asterisk), the system assigns the next number. If you enter a character string followed by *, the system attaches the next number at the end of the character string. If you enter a character string without a *, the system uses the character string as the version ID. |
| Version Title | A description of the version. This will appear next to the version ID on the version list. The version title is different from the report title. |
| Optional Report Title | The title that appears at the top of the report. It can include up to three lines with 40 characters each. The lines are automatically centered on the report. |
3.3 Verifying Additional Parameters for STAR
You need to verify the parameters that control such variables as security for the version and how the system processes the version.
Additional Parameters appears after you complete the information on Version Identification and press Enter.
To verify additional parameters for STAR
On Additional Parameters
Verify the following fields and press Enter:
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Based on File
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Print Cover Page
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Mandatory Processing Options
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User Exclusive
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Hold on Job Queue
Typically, you should not have to change any fields except the following:
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Print Cover Page
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Mandatory Processing Options
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User Exclusive
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Hold on Job Queue
Note:
Do not change the value in the Based on File field. The default value, F1201, is the table STAR uses to obtain data for fixed asset reports.| Field | Explanation |
|---|---|
| Based on File | The name of the object.
Objects can be libraries, source members, job queues, print queues, and files. Consult your IBM documentation for a full explanation of objects. Form-specific information In STAR, this is the table from which the system extracts data to build the work file for the version. For STAR, this should be F1201, which is a joined table that includes the Item Master table (F1201) and Item Balances table (F1202). |
| Print Cover Page (Y/N) | A code that controls whether to print the cover page for the version.
Y – Print cover page N – Do not print cover page For STAR reporting this code controls the printing of a separate specifications report. Note: You can use 1 for Y and 0 (zero) for N. |
| Mandatory Processing Option | A code to designate whether processing options appear before execution of the job. Values are:
N – Do not display the processing options. Y – Display the processing options at submittal time. 2 – Display both the processing options and general specifications. 3 – Display the general specifications only. Note: You can use 1 for Y and 0 (zero) for N. |
| User Exclusive ( /1/2/3) | This field allows you to restrict user access for a report version.
For World, the valid values are: 0 – No security. Anyone can change, copy, delete, and run the version. This is the default when adding a new version. 1 – Medium security. Only the user who created the version can change and delete it. All users can copy and run the version. This is how the JD Edwards World Demo versions are delivered. 2 – Medium to full security. Only the user who created the version can change, delete, and run it. All users can copy the version. 3 – Full security. Only the user who created the version can change, delete, copy, and run it. |
| Hold on Job Queue (Y/N) | A code used to indicate whether to hold the submitted job in the job queue. Values are:
Y – Yes N – No |
3.4 Entering Default Information
You need to enter default information for the parameters that control how the report is printed and displayed. This is the highest level at which you can set these parameters. You can change them for individual columns in a later task.
Override Default Information appears after you complete the information on Additional Parameters and press Enter.
Figure 3-6 Override Default Information screen
Description of "Figure 3-6 Override Default Information screen"
See Also:
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Chapter 12, "Download a Report to a PC" for information about using the PC Download File and Member Name fields to download a copy of a report to a PC,
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Chapter 14, "Create a Custom Date Title" or information about date titles 1-9 and about customizing these date titles to suit your needs,
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Appendix A, "Codes Used in STAR" for a chart of edit codes used in STAR.
On Override Default Information
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To enter date defaults, complete the following fields:
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Current Period
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Century
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Date Title
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To specify the report format, complete the following fields:
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Form Width
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Print Program ID/Page
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To specify display attributes, complete the following fields:
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Division Factor
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Reverse Sign
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Default Edit Code
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Default Decimals
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To define what to print, complete the following fields:
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Print Row When Zero
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Print Description with Keys
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Subledger Description
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Include Zero Records
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| Field | Explanation |
|---|---|
| Current Period | The current fiscal reporting date establishes the period on which the report is based. If this field is blank, the system uses the Financial Report Date for the default company, 00000. If you want the Financial Report Date to be company sensitive, the first sequence on General Specifications must be company. |
| Century | The calendar century associated with the year. This is the first two digits of the year. For example, 19 indicates any year beginning with 19 (1998, 1999), 20 indicates any year beginning with 20 (2000, 2001), and so on. |
| Date Title | Determines how the date title appears at the top of each page of the report. Values include:
B – Balance sheet. For example, As of June 30, 2017 P – Profit and Loss. For example, For the Six Month Ending June 30, 2017 S – Single period. For example, For the Month Ending June 30, 2017 1-9 – Custom. Blank – No date title. This is the default value. |
| Form Width | Determines the number of characters across the page that the report can support. Values are:
1 – 132 characters. This is the default value. 2 – 198 characters. Anything over 198 characters is truncated. (Not all printers support 198 characters.) This option overrides the setting on Printer Overrides. |
| Print Pgm ID/Page | Determines whether the program ID, page number, and run date and time appear at the top of each page of the report. Values are:
Y – Include these items on the report. This is the default value. N – Do not include these items on the report. |
| Division Factor | Determines how the displayed amounts appear. Values are:
0 – Pennies 1 – Whole dollars 10– Tens 100 – Hundreds 1000 – Thousands Amounts are rounded, not truncated, with standard 5/4 rounding. |
| Reverse Sign | This code is for printing purposes only. It determines whether signs for balances are globally reversed for profit and loss accounts. Valid codes are:
Y – Reverse the signs. Print credit balances (revenue accounts) as positive numbers and debit balances (expense accounts) as negative numbers. N – Do not reverse the signs. This is the default. |
| Default Edit Code | Determines how data is printed or displayed. Depending on the code, you can change the appearance of the fields as follows (standard IBM edit codes):
Refer to user defined codes (system 98/ type EC) for all valid codes, including additional JD Edwards World edit codes. |
| Default Decimals | The system uses this field to determine the number of decimal positions to use for columns that:
Values are 0 through 5. The default is 0. Amounts are rounded, not truncated, using standard 5/4 rounding. The system uses this default information during the column editing process only. You can override default decimals on Column Specifications. |
| Print Row When 0 | Determines whether rows with zero amounts are printed on versions with row specifications. Valid codes are:
Y Print all rows whether or not the amounts are zero. N Do not print rows with zero amounts if they are detail lines. If they are total lines, zero amounts print. A Suppress all rows with zero amounts. Text rows are not affected by this option. |
| Print Descr W/Keys | Determines whether to print the description with the numeric indicator of the row's value. Valid codes are:
Y – Print both the description and key. N – Print only the description. This is the default value. S – Print the description and key only on sequence lines. |
| Subledger Descr | Determines the amount of detail to print for a subledger description. Values are:
Blank – Single line F – Full description S – The tax ID for Address Book |
| Include Zero Rec | Determines whether to print zero amounts. These can be Account Balances amounts that net to zero for specific periods. Amounts can also exist for which there is an Account Master record but no corresponding Account Balances record.
Values are: N – Do not print accounts with zero amounts. This is the default value. Y – Print posting accounts with a net balance of zero. |
3.5 Defining the Work File
General Specifications appears after you complete the information on Override Default Information and press Enter.
The work file contains those records from the Item Master and Item Balances tables from which you choose data for the report. (You choose data from these records for individual columns when you define the columns.) The work file also defines how data is sequenced by row on the report and where totals and page breaks occur.
Defining the work file is very important in creating a report that processes efficiently. You need to include all the records required for the report, but nothing more than is necessary. For example, in a version designed to list actual amounts (the AA ledger), you could choose company and not ledger type, but then STAR would include all ledger types for the company. This could take considerably longer to process than if you also choose AA as the only ledger type.
If you choose Ledger Type equal to AA, BA, and BU, then the work file will contain only Item Balance (F1202) records that have AA, BA, or BU in the Ledger Type field.
3.5.1 Record Selection
You use Boolean expressions to limit the records that the system includes in the work file. A Boolean expression uses operators, such as EQ (equal to) and LT (less than), to indicate relationships between operands. An operator is a symbol or abbreviation that indicates the process to be carried out between two operands in an expression. For example, in the mathematical expression 2 + 3, the + symbol is the operator, and the numbers 2 and 3 are the operands. In the Boolean expression Ledger Type EQ AA, EQ is the operator, and Ledger Type and AA are the operands.
In STAR, the operands are:
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Data fields in the Item Master and Item Balances tables
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Values that define the data in the data fields, such as ledger types or account numbers
For example, to choose only records that have a ledger type equal to AA, use the following expression:
Ledger Type EQ AA
To indicate more than one value or a range or ranges of values, use *VALUE or *RANGE as operands and enter the specific values or ranges in the detail area for the data field on General Specifications.
The following examples illustrate this. To choose only records that have a ledger type equal to AA, BU, or D1, use the following expression:
Error! Objects cannot be created from editing field codes.
To choose only records that have account ranges 5000-5999 and 8000-8999, use the following expression:
Object Account EQ *RANGE 5000 5999 8000 8999
Note:
Some data items have records in both the Item Master and Item Balances tables. Choose records from the table appropriate for your purpose. Records in the Item Master table reflect current values. Records in the Item Balances table potentially show historical information, such as information about an asset that has moved from one business unit to another. The following items have records in both tables: Company, Business Unit, Object, Subsidiary, and Item Number.For additional information about the difference between records in the Item Master and Item Balances tables, see Appendix C, "F1201 or F1202 Records?"
3.5.2 Row Definition and Sequence
You define the content and sequence of rows on the report by entering sequence numbers for data fields. You must have at least one sequence number in a version. For example, assume you define company as sequence number 1, major accounting class as sequence number 2, and item number as sequence number 3. Items will be sequenced on the report under their respective major accounting classes, and major accounting classes will be sequenced under their respective companies, as follows:
You can arrange the sequence of rows in ascending or descending order.
3.5.3 Totals and Page Breaks
You can define the data items used to create totals and page breaks on a report. Totals and page breaks are generated whenever the item changes. In the previous example, if you defined totals for company and major accounting class, the system would print a total line each time the accounting class or company changed. If you defined page breaks for company, a new page would begin each time the company changed.
You can have STAR generate a grand total at the end of a report. To do this, reserve one of the Asset Master category code fields specifically for report totaling. Use that category code as the first sequence on the report.
See Also:
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Chapter 7, "Hide Data Fields on General Specifications" for information about preventing specific data fields in the Item Master and Item Balances tables from appearing on the General Specifications screen.
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Complete the following fields to select data in the Item Master and Item Balances tables that are relevant to your report:
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Relationship
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Value
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Sequence Number
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Sequence Ascending/Descending
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Total
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Page Break
Do not press Enter.
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To use *VALUE or *RANGE to define multiple values or ranges of values for a data field, choose the Display *Value/*Range function (F4).
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In the detail area, page down to the data field for which you want to define multiple values or ranges.
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Starting with the upper left field in the detail area, enter values or ranges, completing the fields from left to right, top to bottom.
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Choose Redisplay with Update (F5) to update and redisplay the specifications.
Figure 3-9 General Specifications (Redisplay) screen
Description of "Figure 3-9 General Specifications (Redisplay) screen"
| Field | Explanation |
|---|---|
| Rel | A code that indicates the relationship between the range of variances that you display. Valid codes are:
EQ – Equal to LT – Less than LE – Less than or equal to GT – Greater than GE – Greater than or equal to NE – Not equal to NL – Not less than NG – Not greater than CT – Contains (only allowed in selection for Open Query File function) CU – Same as "CT" but converts all input data to uppercase letters |
| Selection Value | A value used in conjunction with the Relationship operand to determine which records are extracted from the data field to build the work file for the version. Values are:
You can specify a character string of fixed and variable characters with the *WILDCARD value. |
| Report Sequence Number | Controls how a report is sequenced. You can select up to nine data fields for report sequencing. The highest numbered sequence field (9) determines what prints. You must have at least one sequence on your report.
The highest sequence number prints as the detail lines. Any lower sequence numbers print as header rows and subtotal rows, if you select subtotaling. |
| Report Sequence Order | Determines whether a selected data field is sequenced in ascending order (A) or descending order (D). Ascending order is the default. |
| Total (Y/N) | Controls where total and subtotal breaks will occur on the report. |
| PageBk (Y/N) | Controls where page breaks will occur on the report. |
| *RANGE or *VALUE | Selection criteria for a specific value or range of values that is used to select records for management reporting. |
3.5.4 What You Should Know About
| Topic | Description |
|---|---|
| Fiscal Year | If you enter a current period on Override Default Information that is different from the fiscal year for the column on Column Specifications, your data on the report may be inaccurate.
If you enter a fiscal year for a column in the detail area of the Column Specifications screen, be sure that it doesn't conflict with the Column Amount code on the same screen. For example, assume you enter 17 for either the current fiscal year on Override Default Information or the fiscal year on General Specifications and that you are in the sixth period. If you then enter AB (account balance) for the column amount code and 16 for the fiscal year for a column on the Column Specifications screen, you will not get any data for the column. If, however, you enter AB - 7 for the amount code and 16 for the fiscal year, you will get data for the last period of 16. |
3.6 Defining Columns
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A description column
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Data columns
You can define up to 40 data columns (columns of financial information), including non-printing columns, plus one description column, for a total of 41 columns. You use non-printing columns for interim calculations. You can have up to 20 printing columns in addition to the description column.
Column size and column position are user defined. You can define the column size to fit the data, and you can place the column anywhere on the printed report. You can easily move the columns after you have defined the report.
Each line of information on Column Specifications defines a column on the report.
3.6.1 Description Column
The description column on a report contains descriptions for each row that appears on the report. These descriptions are generated by the system based on the sequence numbers that you assign to data fields on General Specifications. To define the title for the description column, you enter information in the top line on Column Specifications. You can define a heading for the column and change its width.
The following illustration shows how the title for the description column is defined:
Note:
The first line on Column Specifications has no column number because it is hard-coded for the description column. If you don't want it to print, use a Print Column code of NP.Although the heading for the description column prints as one line, four 10-character fields are available for you to enter the heading. Two of these are in the detail area.
If your heading is "Description," you enter it as follows:
When you update your entry, it appears as follows:
The resulting heading on the report appears as follows:
Figure 3-13 Description Heading Appearance
Description of "Figure 3-13 Description Heading Appearance"
If your heading is more than 20 characters, you enter it across both rows of fields.
Figure 3-14 Heading if More Than 20 Characters
Description of "Figure 3-14 Heading if More Than 20 Characters"
Examples using data columns are described in the following text.
3.6.2 Examples Using Data Columns
A definition for a data column includes:
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The column layout
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The content of the column
To define data columns, use the lines on Column Specifications that are under the line you use to define the description column.
The column layout consists of:
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The column heading
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The column size
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The position of the column on the report
You can define up to four 10-character lines for a data column heading. You type the heading in the Column Heading fields from left to right and from top to bottom. The lower two fields are in the detail area.
If you use only the two top fields, as follows:
Your two-line heading on the report will be centered over the column, as follows:
If you use all four fields, as follows:
Your four-line heading on the report will be centered over the column, as follows:
You can define two types of data columns:
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Selection columns. These contain data from the records in the work file.
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Calculation columns. These contain amounts calculated from other columns.
For each selection column, you define the type of column. For example, to define a column that shows the dates that assets were acquired, you enter a column type of DA (Date Acquired).
When selecting items that have balances, you also need to enter a column amount code to define which item balances to get from the Account Balances table, such as AB for current period balance. In addition, you need to define the specific data for the column.
For example, to define a column that shows the current period balance for a range of accounts, you enter a column type of AR (Account Range), a column amount of AB, and the range, such as 2000 - 2099.
For example:
Alternatively, you can use the Balance Character Code column type to define an entire range of similar accounts, like accumulated depreciation or depreciation expense accounts, without having to specify the account numbers or even the column amount. For example, to define a column that shows the current period balance for the entire range of accumulated depreciation accounts, you enter only a column type of B2 (Accumulated Depreciation). The system automatically selects a column amount of AB and the entire range of accounts you have designated for accumulated depreciation.
For example:
Figure 3-20 Column for Accumulated Depreciation Accounts
Description of "Figure 3-20 Column for Accumulated Depreciation Accounts"
To define a column with multiple ranges, you enter the additional ranges under the first range, in the detail area.
For example:
To define a column with data from multiple business units, you enter a column type of CC (Cost Center, or Business Unit) and the individual business units in the Selections or Calculations column.
For example:
Figure 3-22 Column With Multiple Business Units
Description of "Figure 3-22 Column With Multiple Business Units"
See Also:
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Appendix A, "Codes Used in STAR" for a list of column type and column amount codes, and for additional information about these codes.
For each calculation column, enter a column type of C (Calculate Columns), and enter the columns and operators involved in the calculation in the Selections or Calculations column. You need to use the detail area to include all the columns in the calculation.
For example, the definition of a column that contains the result of adding columns 3 and 4 is entered as follows:
Calculations are performed in the order entered. That is, you cannot group parts of a complex calculation to be done first. For example, the calculation (C1 / C2) + C3 is entered as follows:
Figure 3-24 Entering a Complex Calculation
Description of "Figure 3-24 Entering a Complex Calculation"
Some calculations might require more than one column to perform. For example, assume that you want a column to contain the result of the following calculation:
C1 / (C2 + C3)
You could define column C4 as a non-print column to contain the results of the calculation C2 + C3, and then define column C5 as a print column to contain the result of the calculation C1 / C4.
Note:
Columns that are used only to contain data or the results of a calculation for a later calculation can be defined as non-printing columns. To define a non-printing column, you enter NP in the Print Column field.Column Report Illustration appears after you complete the information on General Specifications and press Enter.
On Column Reports Illustration
Figure 3-25 Column Report Illustration screen
Description of "Figure 3-25 Column Report Illustration screen"
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Choose the Column Maintenance function.
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On Column Specifications, complete the following fields on the first line (the one with no column number) to define the title for the description column:
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Column Headings
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Column Size
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Print Column
Do not press Enter.
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To define the selection columns, complete the following fields as they apply to each column:
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Column Headings
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Column Size
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Print Column
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Ledger Type
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Column Type
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Column Amounts
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Selections or Calculations
Do not press Enter.
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Choose Display Additional Selections/Calculations (F4).
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In the detail area, complete the following optional fields to specify a subledger on which you want to report:
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Subledger
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Subledger Type
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In the detail area, complete the following optional field:
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Fiscal Year
Do not press Enter.
Note:
For most reports, you do not need to enter a fiscal year. If you leave the Fiscal Year field blank, the default is all fiscal years and STAR uses the current period entered on General Specifications in conjunction with the code in the Column Amount field to get data. -
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To define the calculation columns, complete the following fields and choose the Redisplay function:
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Column Headings
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Column Size
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Print Column
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Column Type
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Selections or Calculations
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The calculations for the three calculation columns will appear as follows:
Figure 3-27 Column Specifications (Calculation Column 1) screen
Description of "Figure 3-27 Column Specifications (Calculation Column 1) screen"
Figure 3-28 Column Specifications (Calculation Column 2) screen
Description of "Figure 3-28 Column Specifications (Calculation Column 2) screen"
Figure 3-29 Column Specifications (Calculation Column 3) screen
Description of "Figure 3-29 Column Specifications (Calculation Column 3) screen"
| Field | Explanation |
|---|---|
| Column Headings Upper Lower | Variable column headings are used in management reporting. These headings are centered and stacked on each other. Four lines of column headings are available. Centering is controlled by the column size.
The Description column heading can be between 1 and 60 characters and is a single-line heading. Centering is controlled by the column size. Use a keyword phrase delimited by a colon (:) to place a month (or ending date for 52-period reporting) in the heading. For example, :PA places the current month, based on the current financial reporting date, in the column heading. If the current month is 01, the heading is January. If the column size is fewer than nine characters, the heading is "Jan." :PA012 places December in the column heading, :PA+01 places February in the heading, and so on. |
| Col Siz | Designates the width of a column printed on a report. A column can be 1 to 30 characters. The default value is 10 characters. The description column can be between 1 and 60 characters. The default value is 40. |
| Prt Col | Defines the order in which the column will appear on the report. You can print up to 20 data columns on one report. Columns can be printed in any order, regardless of how they appear on the screen. NP indicates that the worksheet amount will not print on the report. This field should not be confused with the Column Number field, which specifies the number of the column for calculation purposes, not the order in which it appears on the report. |
| LT | The user-defined ledger type code (list 09, type LT) that identifies the account ledger, or book, for the asset. You can maintain as many sets of depreciation books (ledger types) for an asset as you need so you can depreciate an asset in different ways for different purposes. For example, an asset might have a three-year life for tax purposes, but a five-year life for financial statement purposes. Each set of books can have different depreciation methods and depreciation values. |
| Column Type | The column type code (system 83/ type CT) specifies whether columns are selection (extracted data) or calculation columns.
Calculation columns allow you to perform arithmetic operations using the contents of the columns (that is, column 1 plus column 2). Literal values can be used instead of specific column numbers (that is, column 1 divided by 6.25). In the detail area, you can set up string calculations (that is, C1 + C2 + C5 / C8 * 6.25). Selection columns can be set up to extract information from the general ledger. Selections can be made by company, reporting code, business unit, account range, or subledger and account range. |
| Column Amnts | The user defined code (table 12/CA) that determines the period that the extracted data covers. For example, this could be the current period (PA), the year-to-date through the current period (YC), or the prior period (PA-01).
An entry in the Fiscal Year field in the detail area affects this field. This field is for selection columns only. |
| Selections or Calculations | There are 24 selection or calculation fields available for each column you define for your report. Whether these fields are used as selection or calculation criteria depends on the value in the Column Type field.
For selection fields, specify individual selection values or ranges of values, such as accounts, depending on the column type. If you specify ranges, use the left-hand field for the beginning of the range and the right-hand field for the end of the range. For calculation fields, use the left-hand columns for row numbers or numbers used in the calculation. Use the right-hand column for the arithmetic operator used in the calculation. For example, assume you want Row Number 03 to contain the result of Row Number 01 minus Row Number 02. In the first calculation field for Row Number 03, type R01. In the second field, type - (minus sign). In the third field (under the first one), type R03. The arithmetic operators you can use are:
|
| Fiscal Year | Values are:
|
3.6.3 What You Should Know About
| Topic | Description |
|---|---|
| Fiscal Year | If you enter a current period on Override Default Information that is different from the fiscal year for the column on Column Specifications, your data on the report may be incorrect.
If you enter a fiscal year for a column in the detail area of the Column Specifications screen, be sure that it doesn't conflict with the Column Amount code on the same screen. For example, assume you enter 17 for either the current year on Override Default Information or the fiscal year on General Specifications and that you are in the sixth period. If you then enter AB (account balance) for the column amount code and 16 for the fiscal year for a column on the Column Specifications screen, you may not get any data for the column. If, however, you enter AB - 7 for the amount code and 16 for the fiscal year, you will get data for the last period of 16. |
| Defining a blank column or special character column | You can define a blank column to add spaces between print columns. Use a column type code of BL and define the size of the column. To define a column of special characters, such as *, use a column type code of BL and enter the character to be repeated across the column as the first character in the Selections or Calculations field. |
3.7 Reviewing the Report
You can review your STAR report before you run it. You can review the layout of the report online and review specifications for individual columns.
Complete the following tasks:
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Review the report layout
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Review single-column specifications
3.7.1 Reviewing the Report Layout
Column Report Illustration appears with a representation of the layout of your report after you complete the information on Column Specifications and press Enter.
Figure 3-30 Column Report Illustration (Layout) screen
Description of "Figure 3-30 Column Report Illustration (Layout) screen"
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To view the right part of the report layout, choose Window Right (F20).
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To return to the original view, choose Window Left (F19).
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To move the report layout a specified number of positions to the right, complete the following field:
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Window To
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To return to the original view, enter 1 in the following field:
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Window To
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| Field | Explanation |
|---|---|
| Position | Designates the position of the left-most margin on the report. |
3.7.2 Reviewing Single-Column Specifications
You can review the specifications for an individual column. You can also:
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Change the specifications for the column if they are not correct
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Delete the column by removing the values from all the fields that define the column
To review single-column specifications
On Column Report Illustration
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Choose the column that you want to review, then choose the Change/Delete/Add a Column function (F8).
Figure 3-31 Single Column Specifications screen
Description of "Figure 3-31 Single Column Specifications screen"
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On Single Column Specifications, review the specifications for the column.
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Change any of the fields for this column, if necessary.
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Return to Column Report Illustration.
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Press Enter until you return to User Defined Reports.
The system displays the remaining STAR screens, Conditioned Variance Reports and Journal Entry Specifications, and the STAR Definition Options window.
See Also:
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Chapter 8, "Create an Exception Report" and Chapter 11, "Work with Journal Entries" for information about using these forms.
3.8 Running the Version
After you create the version, you run it to process and print the report.
Complete the following tasks:
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Run the version
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Review the submitted version
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Print the report
3.8.1 Running the Version
Run the version to submit it for processing.
On User Defined Reports
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Choose Run (Option 1) for your version.
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On Override Default Information, review the default information.
3.8.2 Reviewing the Submitted Version
After you run the version, you review it to determine whether it has processed. If it has processed, you can view the report online.
To review the submitted version
On any menu
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Choose hidden selection 33 (Display Submitted Jobs).
Figure 3-32 Work With Submitted Jobs screen
Description of "Figure 3-32 Work With Submitted Jobs screen"
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On Work with Submitted Jobs, review the following field for your job to determine whether the job has finished processing:
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Status
Note:
The last job to appear in the list is your most current job. It has a prefix that matches the screen ID of the version list from which you created the version, for example, ASSET or EQUIP. -
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Choose Work With (Option 5) to review the report online.
