Balance Sheet Case Study Task: Set Up Column Definitions

In this task, you will set up the three column definitions needed for the Balance Sheet by Business Unit financial statement.

Note: This task describes the detailed steps to set up the first column definition only. You can follow the steps to enter the remaining column definitions by substituting the values from the above table for the remaining column definitions. Remember to begin the name of the column definition with your initials so that you do not receive duplicate records errors.

To create the first column definition, complete the following steps:

1. From the One View Financial Statements Setup menu (G0916), select Column Definitions.

2. Click Add on the Work with Column Definitions form.

3. On the Revise Column Definitions form, complete the following actions:

   1. Enter (initials) CURPERCTD in the Column Definition Name field.

      You can enter the text in upper or lower case. The system will convert the text to all upper case letters.

   2. Enter Current Period Cum to Date in the Column Definition Description field.

   3. Select Active in the Definition Status field.

   4. Enter This Month in the Column Definition Title field.

   5. Select Cumulative to Date from the Balance Type field list.

   6. Enter AA in the Ledger Type field.

4. Retain the default values in the Fiscal Year Plus or Minus, Period Plus or Minus, and Definition Status fields.

   If you are entering the Last Period Cum to Date column information, enter -1 in the Period Plus or Minus field.

5. Click OK on the Revise Column Definition form.

Using the values in the table, repeat Steps 1-5 to set up the remaining column definitions.

After you have finished entering all of the column definitions and saved each record, click Cancel on the Revise Column Definition form.