Understanding Column Types

You can set up columns for various column types. The type of column that you specify in the column definition determines the other factors that you identify for the column definition. The system provides hard-coded values for column types in the Column (51X/CT) UDC table.

This table lists the column types and their usage:

Column Type

Usage

1: Ledger Type

Use this column type to include values from a ledger type that you specify. For example, you can create a column definition for the Actual Amounts (AA) ledger to include the AA ledger amounts. When you use the column when you specify your data selection, the process includes the ledger amounts from the Account Balances table (F0902) for the jobs that you include in your data selection.

The ledger type must exist in the Ledger Type Master File (F0025).

See Setting Up Columns for Ledger Types.

2: Non-JA Budget Amount Ledgers

Use this column type to include amounts from ledger types for which the Revised Budget Ledger option is enabled in the F0025 table. When you use this column type the system retrieves amounts from all budget amount ledgers except the JA ledger.

See Setting Up Columns with Billing Amounts.

3: Non-JA Budget Unit Ledgers

Use this column type to include amounts from ledger types for which the Revised Budget Ledger option is enabled in the F0025 table. When you use this column type the system retrieves units from all budget unit ledgers except the JU ledger.

See Setting Up Columns for Non-JA and Non-JU Budget Ledgers.

4: Billing Amount

Use this column type to include values for billing amounts, such as billed, unbilled, earned, and revenue amounts. You select a value from the Billing Amount (51X/BA) UDC table to specify which billing amount to include. For example, you can create a column definition for the total billed amounts. When you use the column when you specify your data selection, the process includes the total billed amounts from the Billing Workfile History table (F4812H) for the jobs that you include in your data selection.

See Setting Up Columns with Billing Amounts.

5: Formula

Use this column type to create columns for formulas that use existing columns and arithmetic operators to build a formula. For example, you could create a ledger type column for ledger AA and a ledger type column for ledger AU and then create a formula column to divide the AA column by the AU column and show the result in the formula column when you view the job and cost details.

The system enables the fields in the Formula section when you use this column type.

See Setting Up Columns with Formulas.

6: Percent Complete

Use this column type to have the system calculate the percent complete for the AA, AU, HA, and HU ledger types according to the method of computation associated with the accounts for the ledger.

If you want to display values for the F% ledger, use the Ledger Type column type.

See Setting Up Columns with Percent Complete.

7: Visual Alerts

Use this column type to set up indicators to alert you when amounts exceed a threshold that you specify. When you set up this column type, you specify a ledger type, billing amount, or formula column, and specify the threshold levels that trigger the alerts.

The system enables the fields on the Visual Alerts section when you use this column type.

See Setting Up Columns with Visual Alerts.

Note: You cannot modify or delete a column that is used in a formula column. If you need to modify a column definition that is included in a formula column definition, you must first remove from the formula column the column that you want to modify or delete. For example, if you include a ledger type column in a formula and need to modify the ledger type column, you must first remove ledger type column from the formula column.