Setting Up Cost Analyzer Views

Access the Cost Analyzer View Entry form.

View Number

Enter a number from 1 to 10 that specifies how the system posts records from the Account Ledger table (F0911) to the Cost Analyzer Balances table (F1602). This number also specifies which managerial accounting posting code (PM01 - PM10) in the F0911 table to update as posted.

For example, if the view number is 1, then the system updates PM01 with a P when the F0911 record is marked as being posted.

Fiscal Year

Enter a number that identifies the fiscal year.

Specify the year at the end of the first period rather than the year at the end of the fiscal period. For example, a fiscal year begins October 1, 2008 and ends September 30, 2009. The end of the first period is October 31, 2008. Specify the year 08 rather than 09.

If you leave this field blank, the system displays an error when you add a view.

Fiscal Date Pattern, Summarize Ledger Type, Summarize Business Unit, Summarize Object, Summarize Subsidiary, Summarize Subledger/Type, Summarize Cost Object 1/Type, and Summarize Item Number

Enter a code that identifies date patterns. You can use one of 15 codes. You must set up special codes (letters A through N) for 4-4-5, 13-period accounting, or any other date pattern unique to your environment. R, the default, identifies a regular calendar pattern.

Note: These options allow you to control the level of detail that you want to view. When you select an option, the detail for the corresponding option is not included in the view. The system does not include any transactions that are related to options that are turned on.

The system creates a new record in the Cost Analyzer Balances table (F1602) whenever the option value changes. Otherwise, the system creates one balance record in the Cost Analyzer Balances table for each transaction that originates from the Account Ledger table (F0911).