Selecting layout for modification

This page allows you to search and select a layout for modifying its details. Tell me more.

Select the “Edit Financial Statement Layout” link under the “Financial Statement Layout” business component.

The “Select Layout” page appears.

Enter the following fields in the “Search Criteria” group box to retrieve the layout numbers for modification.

Layout Classification	Use the drop-down list box to select the category of the layout for which you want to modify the details. You can select from “Balance Sheet”, “Income Statement” or “Cash Flow Statement”. The system displays “Income Statement” by default on launch of the page.
Layout Description	A textual description of the layout that you want to modify (Alphanumeric, 100). You can enter the description in full or specify it partially using the “*” character. The system retrieves all the layout numbers that have descriptions similar to the value entered here.
Chart of Accounts ID	Use the drop-down list box to select the code identifying the chart of account under which the accounts that form a part of the layout that you want to modify are available. All the operative chart of accounts that are present in the selected finance book will be available for selection.
Book Type	Use the drop-down list box to select the type of finance book in which the layout that you want to modify has been created. The types of finance books that have been deployed in the login organizational unit will be available for selection. You can select from “Posting finance book”, “Posting tax book”, “Main finance book”, “ Main tax book”, or “Consolidation finance book”.
Finance Book	Use the drop-down list box to select the code identifying the finance book in which the layout that you want to modify has been created. All the finance books of the selected book type that are mapped to the login organizational unit will be available for selection in the ascending order.
Layout No From	The starting number in the range of layout numbers that you want to retrieve (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves the layout numbers that are similar to the value entered here.

Note: The number entered in this field must be the same or before the number entered in the “To” field.

To	The ending number in the range of layout numbers that you want to retrieve (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves the layout numbers that are similar to the value entered here.

Click the “Search” pushbutton to retrieve the search results.

The system displays the following in the “Search Results” multiline based on the search criteria entered:

Layout No	The number identifying the layout.
Layout Description	A textual description of the layout.
Book Type	Indicates the type of the finance book in which the layout is available. It could be “Posting finance book”, “Posting tax book”, “Main finance book”, “ Main tax book”, or “Consolidation finance book”.
Finance Book ID	The code identifying the finance book in which the layout is available.

Enter the following field in the “Search Results” multiline if you want to delete the layout details.

Effective Date

The date from which the layout must be ineffective (Date Format). The date entered here must be the same or later than the system date.

Note: This field must not be left blank if the layout number is to be deleted.

Check the box in the “Select” column of the multiline to mark a layout number for modification.
Click the “Delete Layout” pushbutton to delete the selected layout number.

The system updates the status of the schedule as “Inactive”.

To proceed, carry out the following

Select the “Edit Layout” link at the bottom of the page to modify the details of the selected layout number.

Selecting layout for modification – An overview

You can carry out a search by specifying the category in which the schedule is classified, the type of the finance book, the code identifying the finance book in which the layout is available and the code identifying the chart of accounts under which the layout is available. You can also carry out a search by specifying a range of layout numbers from which you want to retrieve the layout number for modification. You can also search based on the description of the layout. The system retrieves the schedule numbers based on the search criteria entered.

This page also allows you to delete multiple layouts. The status of the layout after deletion is updated to “Inactive”. You must enter an effective date from which the layout will not be used.