Selecting schedule for modification

This page allows you to search and select a schedule number for modification. Tell me more.

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

The “Select Schedule” page appears.

Enter the following fields in the “Search Criteria” group box to retrieve the schedule numbers in which you want to make modifications.

Schedule Classification	Use the drop-down list box to select the category of the schedule 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 this page.
Schedule Description	A textual description of the schedule 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 schedules 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 schedule 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 schedule 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. It could be “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 schedule 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.
Schedule No From	The starting number in the range of schedule 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 schedule 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 schedule 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 schedule 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:

Schedule No	The number identifying the schedule.
Schedule Description	A textual description of the schedule.
Book Type	Indicates the type of the finance book in which the schedule 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 schedule is available.

Enter the following field if you want to delete the schedule number.

Effective Date

The date from which the schedule will no longer used (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 schedule number is to be deleted.

Check the box in the “Select” column of the multiline to select a schedule number for modification
Click the “Delete Schedule” pushbutton to delete the selected schedule numbers.

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

To proceed, carry out the following

Select the “Edit Schedule” link at the bottom of the page to modify the details of the schedule.

Selecting schedule for modification – An overview

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

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