Understanding Customizing Date Titles

For reports that include financial data, a date title in the page header makes the report data more meaningful. JD Edwards EnterpriseOne includes several commonly used date titles. While these predefined date titles enable you to add a date title quickly, they might not be specific to your reporting needs. Therefore, you can add a custom company-specific date title using the Oracle's JD Edwards EnterpriseOne Date Titles (P83100) application.

Call the User Defined Date Title business function (B8300007) to add an existing date title to a report. In addition, you can create the same date title in multiple languages. The date title parameters are stored in the Date Title (F83100) table.

When creating a custom date title you must enter this information:

  • Date title type

    A single unique identifier. For a profit and loss date title use the letter P as the title type.

  • Description

    A description of the date title. For a profit and loss date title enter Profit and Loss as the description.

  • Language

    Identifies the language. Leaving this field blank selects the domestic language.

As part of the date title creation, the system presents you with 14 fields for defining the elements of the title. Use these element fields to indicate how the date title should appear in reports. If you want a comma to appear in the date title, you must enter a comma in the appropriate element field.

The maximum length of a date title is 100 characters. The maximum number of elements is 14. Each element can be either a literal text string or a text substitution parameter. The system stores these parameters in user defined code 83/TS. The system populates the parameters at runtime, typically through a processing option.

This table describes the text substitution parameters that are available. The predefined elements from which you can select are:

Pre-Defined Elements

Description

@1: Period Name

Fetched by the system from the F83110 table. This name is generally the name of the month that is associated with the period. The system populates the values in the table when you define the name of the period for a fiscal date pattern.

@2: Day Period Ends

Fetched by the system from the Date Fiscal Patterns (F0008) table. For example, this parameter returns 31 for a period that ends on the 31st day of the month.

@3: Century and Year

Fetched by the system from a processing option, but the value might be determined by the company that is selected for the report.

@4: Year

Fetched by the system from a processing option, but the value might be determined by the company that is selected for the report.

@5: Text for Period Number

Fetched by the system from the user defined code (UDC) 83/PT. This UDC stores text for the number of periods through the current period. For example, Period 2 retrieves two periods.

@6: Date (12/31/05)

Fetched by the system from a processing option, but the value might be determined by the company that is selected for the report.

You can use as little as two of these element fields. For example, the elements of the As Of Date date title are defined as:

  • Element 1 - As of

  • Element 2 - @6

The As of is the text that appears on the report. The @6 fetches the date. An example of this date title, as it appears in the page header of a financial report, might be As of 12/31/05.

Select Period Text from the Form menu on the Date Title Revisions form to revise the UDC values for the Text for Period Number (@5) element.

To use date titles in reports, call a date title business function in event rules. In the business function data structure, map the appropriate date title type, the processing option fields, and other relevant fields, such as Company. You must assign values to each data item that is included in the data structure. All directional arrows are defined in the data structure.