Predefined Forms

When you create an application, the system provides these forms. By default, the Service Administrator and Power User have Modify access to these forms. A User or Viewer can launch the form, but cannot modify the layout.

Note:

The forms that are displayed by default may depend on the features that are selected for the application.

If you selected the Basic Balance Sheet option when you created the application, all forms under the Balance Sheet, Cash Flow, and Income Statement folders are excluded. Other seeded forms are retained.

FCCS_Balance Sheet

Form Name	Description
FCCS_Balance Sheet by Consolidation	View the Balance Sheet accounts by consolidation status.
FCCS_Balance Sheet by Movement Detail	View the movement of each Balance Sheet account.
FCCS_Balance Sheet by Period	View the Balance Sheet accounts by period.
FCCS_Balance Sheet Key Balances by View	View key balances by View.
FCCS_Balance Sheet Movement Summary	View a summary of the movement of Balance Sheet accounts.

FCCS_Cash Flow

Form Name	Description
FCCS_Cash Flow Period by Entity	View Cash Flow Period by Entity by View.
FCCS_Monthly Cash Flow by Entity	View Monthly Cash Flow by Entity.
FCCS_Quarterly Cash Flow by Entity	View Quarterly Cash Flow by Entity.

FCCS_Income Statement

Form Name	Description
FCCS_Income Dashboard Tile Chart	View the Income Statement Dashboard accounts.
FCCS_Income Statement by Period	View the Income Statement accounts by Period.
FCCS_Monthly Net Income by Entity	View Monthly Net Income by Entity.
FCCS_Monthly Sales by Entity	View Monthly Sales by Entity.
FCCS_Quarterly Net Income by Entity	View Quarterly Net Income by Entity.
FCCS_Quarterly Sales by Entity	View Quarterly Sales by Entity.

User-Defined Forms

Note:

The predefined Rate forms are only provided if the Multi-currency option was selected during application creation.

Form Name	Description	Dimension Members
Data Status	View calculation and approval status, translate and consolidate data.	Rows = Entity - Hierarchy Columns = Periods Scenario - <selectable> Year- <selectable>
Enter Exchange Rates - Single Period	Enter exchange rates for the single period selected in the Point of View	Rows = Currencies - From Currency, Account - Average Rate, Ending Rate Columns = To Currency Scenario - <selectable> Year - <selectable> Period
Enter Exchange Rates - Multi Period	Enter exchange rates for multiple periods to a single To Currency selected in the Point of View.	Rows = Currencies - From Currency, Account - Average Rate, Ending Rate Columns = Periods Scenario - <selectable> Year - <selectable> To Currency
Exchange Rates	Manage exchange rates.	The form is prepopulated with currencies. You enable the currencies applicable for the application. You also identify which currency to use as the application currency. By default, the currency rate data is entered in relation to the application currency. Rows = All enabled currencies for the application (From Currency). Columns = Periods (all base periods) Scenario - <selectable> Year - <selectable> Entity- Global Currency - To Currency <selectable>
Local Exchange Rates	When you create new Local Rate accounts, this seeded system Rate form automatically includes the newly defined accounts.	You can enter the rate data using an Input currency or Entity Currency. For Entity, you can select a base or Parent entity. Rows = Currencies - From Currency, Account - Average Rate, Ending Rate Columns = Periods Scenario - <selectable> Year - <selectable> To Currency
Override Rates	Manage override rates.	Some Balance Sheet accounts are specified as Historical Rate accounts (for example, Common Stocks, Investment in Subs). For Historical Rate accounts, you can enter either an Override rate or Override amount for the account. Rows = All accounts specified as Historical Rate accounts Rows = From Currency Columns = Periods Columns = To Currency Scenario - <selectable> Year - <selectable> Entity- <selectable> Account - Override Rate