Edit Financial Statement Layout - A summary of the activity

This activity allows you to modify the details of a layout. You can carry out search and select a layout for modifying its details. New schedule / schedule groups can be added to the layout that is being modified. You can also remove schedules that are no longer required in the layout. In the same manner you can also delete layout that are no longer required. By deleting a layout we mean that the layout has been inactivated. An inactivated layout cannot be used any longer. This activity also provides you the facility to delete multiple layouts at a time. The system stores the login user ID and the system date along with the modified details.

Once the modifications are made, you can view the modified layout before actually saving it. This activity also allows you to copy the modified layout to another finance book in the same login organization unit or from the finance book of one company to another.

Getting familiar with the pages inside

What you can do in this activity

Create new sub groups and assign to existing layout

Remove existing schedules from the layout

View the layout before the final modification are saved

Copy the modified layout to another finance book

Delete layout

Delete multiple layouts

Create new sub groups and assign to existing layout

New sub groups can be assigned or created for the existing layouts. New schedules can also be assigned to the layout. The schedule numbers must be unique in all respects.

•  Go to “Edit Financial Statement Layout” page.

•  Assign schedule number to a new sub group.

Remove existing schedules from the layout

Schedule numbers that have already been assigned to the layout can be removed. New sequence numbers will be generated accordingly.

•  Go to “Edit Financial Statement Layout” page.

•  Remove schedule number from the existing layout.

View the layout before the final modification are saved

You can view the details of the layout after it has been modified. This would help you to make any more changes if required before the layout is finally modified.

•  Go to “Edit Financial Statement Layout” page.

•  Modify the necessary information.

•  Select the “View Schedule” link to view the schedule details.

Copy the modified layout to another finance book

The modified layout in a finance book can be copied to finance books that are available in the same organization unit or in different organization units. You can also copy layouts that are available in one company to a finance book in another company. A new layout number and a layout description can also be entered for the layout.

•  Go to “Copy Financial Statement Layout” page.

• Select the organization unit and the finance book in which the layout details have to be copied to.

Delete layout

Layout can be deleted if they are not required. By deletion it is meant that the layout has been inactivated. A date from which the layout is not required must be entered for deleting the layout. The status of the layout after deletion is updated to “Inactive”.

•  Go to “Edit Financial Statement Layout” page.

•  Delete the layout after entering the effective date.

Delete multiple layouts

Multiple layouts can be deleted at one time. The status of all the layouts after deletion is updated to “Inactive”.

•  Go to “Select Layout” page

•  Delete the layouts that are not required after entering the effective dates.