Help on Schedule

This page allows you to search and select a schedule number. You can transfer it to the field in which it is required.

You can carry out a search based on the code identifying the chart of accounts, the type of the finance book and the finance book in which the schedule has been created. You can also carry out a search based on the classification and the description of the schedule. You can also search by specifying a range of schedule numbers within which the schedule that you want to retrieve falls under. The system retrieves all the schedule numbers that are in the “Active” status based on the search criteria entered. The selected schedule number is transferred to the required page once it is confirmed.

Click the lens icon positioned next to the “Schedule No” field.

The “Help on Schedule” page appears.

Enter the following fields in the “Search Criteria” group box to search for the required schedule number:

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 retrieve are available. All the chart of accounts that are present in the selected finance book will be available for selection in the ascending order.
Book Type	Use the drop-down list box to select the type of finance book in which the schedule you want to retrieve is available. 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 schedule that you want to retrieve is available. 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 Classification	Use the drop-down list box to select the category of the schedule that you want to retrieve. 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 retrieve (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.
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 required schedule is available. It could be “Posting finance book”, “Posting tax book”, “Main finance book”, “ Main tax book”, or “Consolidation finance book”.
Finance Book	The code identifying the finance book in which the required schedule is available.

Check the box in the “Select” column of the multiline to select a schedule number.
Click the “OK” pushbutton.