Balance Sheet Case Study Task: Set Up Statement Version for the Final Statement
To set up the statement version:
From the One View Financial Statement Setup menu (G0916), select Statement Versions.
On the Work with Statement Versions form, enter the name of your statement definition in the Statement Definition Name in the header area, and then click Add.
For example, enter (initials) BALSHTBYBU.
On the Revise Statement Version form, complete the following steps:
Enter (initials) SAMPLE0001 in the Statement Version Name field.
Enter Balance Sheet by Business Unit for Business Unit 174 in the Statement Version Description field.
Enter 174 in the Based on Company field.
Enter 18 in the Fiscal year field.
Enter 6 in the Period Number field.
Enter 5 in the Account Level of Detail field.
Select the Calculate YTD Net Income or Loss check box.
Select the Suppress Zero Balances check box.
Select Balance Sheet by Business Unit in the Layout Name field.
Select Portable Document Format in the Output Format field.
Complete the following steps to add data selection to the version:
Click the Data Selection button on the menu bar.
On the Revise Statement Version Data Selection form, click the plus symbol (+) for the Business Unit field to add Business Unit as a data selection criterion.
Enter 174 in the value field (the field is unlabeled.)
Click Save on the Query Manager tab.
Click Close on the Revise Statement Version Data Selection form.
Click OK on the Revise Statement Version form.
Click Cancel on the Revise Statement Version form to close the form.