Define a Federal DATA Act Balance Sequence

After you add a Federal DATA Act balance, you can define the sequence of fields for reporting in Files A, B, and C.

This task lets you make updates (add new or edit existing) to the list of DATA Act fields reported in Files A, B, and C based on future needs. Also, you can add selection criteria by file and ledger to filter selected journal lines at the file leve.

To define a new Federal DATA Act balance sequence:

1. On Manage Federal DATA Act Balances, click File A Sequence, File B Sequence, or File C Sequence from the More Actions menu.
2. Click Add on the Balance Sequence tab to create a new row.
3. Complete these fields in the new row:
   • Report Sequence: Sequence number for determining the order in the file. Starting from 10, default to next sequential number using multiples of 10.
   • Balance Name: List of Federal DATA Act Balance Names that are defined for the File Type (A, B, or C).
   • Change sign: Identifies whether the balance field amount should be reported with the same sign as calculated.
   • Action: There are two available actions:
     • Edit: Change the Balance Name, Change sign, or the sequence number.
     • Delete: Delete existing Balance Fields included in the file for DATA Act reporting
4. Click the Criteria tab to add a new filter row.
5. Complete these fields on the Criteria tab:
   • Ledger: Lists all federal ledgers that are defined on Manage Federal Ledger Options.
   • Federal Attribute Name: Lists all attribute names from the Federal Attributes table for the selected Ledger.
   • Operator: Values include Equals and Not Equals.
   • Federal Attribute Code: Lists all values defined for the selected attribute.names from the Federal Attributes table for the selected Ledger.
6. Click Save and Close.