Balance Sheet Case Study: Set Up Column Definitions

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To create the column definitions for the balance sheet statement, you set up column definitions that the system will use in conjunction with row definition and the data selection to retrieve account balances.

According to the plan that you developed, you need to create column definitions to retrieve account balances from the actual account (AA) ledger for the current period, last month end, and last year end. You determined that you will not set up data selection for the columns.

You also want the statement output to include columns for the change for this month and this year. Because those account balances are not stored in the JD Edwards EnterpriseOne tables, you will need to set up those columns and calculations in the Layout Editor to add those columns to your statement output.

Enter AA (actual amounts) for the ledger type for all column definitions, and use the information in the following table to set up your OVFS column definitions:

Column Name	Column Description	Column Title	Balance Type	Plus or Minus
CURPERCTD	Current Period Cum to Date	Current Actual	Cumulative to Date	None
LSTPERCTD	Last Period Cum to Date	Last Month End	Cumulative to Date	-1 (period)
LSTYRBALFWD	Last Year Balance Forward	Last Year End	Prior Year Balance	None