Balance Group Support for Balance Exception Report

Group together balances that have the same exception requirements and use the balance group to define balance exceptions to run the Balance Exception report. This feature enables you to define a balance exception rule that is applied to all balances within the group.

When you use the Balance Exception page to create or edit an exception, the page displays balance groups that meet the following criteria:

• The balance group must have a balance group usage.
• Balances included in the balance group must all have the same dimension.
• The dimension of all the balances included in the balance group must match the same comparison type.

For example, for a comparison type of Current Month, the balances in the balance group must all have dimension of Month. Similarly, for comparison type of Current Run, Current Period, Current Quarter, or Current Year, the balances in the balance group must all have dimension of Current Run, Current Period, Current Quarter, or Current Year, respectively.

When you create the balance exception you can chose either Balance Name and Dimension, or Balance Group Name, not both. You can’t delete a balance group that is used to create a balance exception.

The variance types supported for the balance group is Formula and Amount. Any balance in the balance group that matches the exception condition is displayed in the Balance Exception report output.

For large number of balances, group together balances that have the same exception requirements and use the balance groups to define balance exceptions to run the Balance Exception report.

Steps to Enable

You don't need to do anything to enable this feature.