Creating a Column Definition

An alphanumeric string that defines the name of a column definition. The system saves the column definition name using upper case characters. If you enter lower case characters, the system changes them to upper case for you.

In addition to displaying this name in the forms of the Column Definitions program, the system uses this name in the data selection that you associate with the column if you set up data selection for the column.

Spaces and certain special characters are not allowed in the definition name. See Column Definition Names, Descriptions, and Titles.

An alphanumeric string that represents the description of the column definition name.

Certain special characters are not allowed in the definition description.

See Column Definition Names, Descriptions, and Titles.

A description to be used as a title for a column definition. This title appears on the financial statement.

Certain special characters are not allowed in the definition title.

See Column Definition Names, Descriptions, and Titles.

A code to define which account balances the column represents. The system calculates account balances using this option, and the values in the Fiscal Year Plus or Minus, Period Plus or Minus, and Quarter Plus or Minus fields. On the Revise Column definitions form, you select a value from a list. The list shows the descriptions of the codes in the 09/BO UDC table. You must select an option.

Values are:

Period: The balance based on specific period and fiscal year.

Year to Date: The balance from the beginning of the year through the current period.

Prior Year Balance: The balance brought forward from the prior fiscal year.

Cumulative to Date: The balance from the beginning of the year through the current period plus the prior year posting.

Quarter: The total balance for the quarter that includes the period.

Quarter to Date: The balance from the beginning of the quarter through the end of the period.

Debit Period: The debit-only balance for a specific period and fiscal year.

Debit Year to Date: The debit-only balance from the beginning of the year through the current period.

A user-defined code (09/LT) that specifies the type of ledger from which the system selects account balances, such as AA (Actual Amounts) or BA (Budget Amount). If you do not specify a ledger type in the column definition, then you must specify the ledger type or types by using data selection for the column definition.

If only one ledger type is needed for the column definition, Oracle recommends that you include the ledger type in the column definition instead of in the data selection. Use data selection for the ledger type only when more than one ledger type is needed.

To use data selection to specify the ledger type instead of using the Ledger Type field, you must add the data selection before you save the column definition.

See Ledger Types.

A value that identifies how many years prior to or after the current fiscal year, such as 0, +1, or -1. The system uses the fiscal year requested on the statement version, or gets the current fiscal year using a specific company, or company 00000 if company and version fiscal year and period are not provided; and then determines which fiscal year to use by adding or subtracting the value that you enter. For example, if you enter -1, the system uses the prior fiscal year; if you enter +1, the system uses the next fiscal year. If you enter 0, the system uses the current fiscal year.

A value that identifies how many periods prior to or after the current period number, such as 0, +1, or -1. The system uses the period number requested on the statement version, or gets the current period number using a specific company, or company 00000 if company and version fiscal year and period are not provided; and then determines which period number to use by adding or subtracting the value that you enter. For example, if you enter -1, the system uses the prior period number; if you enter +1, the system uses the next period number. If you enter 0, the system uses the current period number.

The Period Plus or Minus field is visible only when you select one of the following balance type values:

Period
Year to Date
Cumulative to Date
Debit Period
Debit Year to Date

A value that identifies how many quarters prior to or after the current quarter based on the period number requested, such as 0, +1, or -1. The system determines the current quarter by using the period number requested on the statement version or gets the current period number using a specific company, or company 00000 if company and version fiscal year and period are not provided; and then determines which quarter to use by adding or subtracting the value that you enter. For example, if you enter -1, the system uses the prior quarter number; if you enter +1, the system uses the next quarter. If you enter 0, the system uses the current quarter.

The system determines the current quarter using the fiscal date pattern for the specified company, or company 00000 if the company is not specified.

The Quarter Plus or Minus field is visible only when you select Quarter from the Balance Type list.

A user-defined code (09/SM) that indicates whether a financial statement component definition is active, a work in progress, or inactive. This code serves as an informational message; no validations are applied. Blank is not a valid value.

The list shows the descriptions of the codes in the 09/SM UDC table. Values are:

Work in Progress
Active
Inactive

When you add a column definition, the system completes this field with the default value of Work in Progress. You can change the value.