Process documentation Definition of a Data Entry Layout Locate the document in its SAP Library structure

Purpose

You use this process to create a data entry layout.

Prerequisites

You have finished customizing your financial statement items and subassignments.

You have made your preliminary considerations regarding the structure of the data entry layout.

Process Flow

Note

This flow discusses how you first create a data entry hierarchy, and then create a data entry group and a data entry layout.

Alternatively, you can create a data entry layout first, and then assign it to a hierarchy and a data entry group later on.
  1. Run the customizing environment for manual data entry by going to the process view in the workbench and choosing Consolidation Functions ® Data Collection ® Manual Data Entry.
  2. Go to the lower left section of the screen and create a hierarchy for the data entry groups by choosing Create in the context menu.
  3. Create a data entry group by choosing Create in the context menu.
  4. Create a data entry layout by selecting the data entry group and choosing Create in the context menu.
  5. In the work area, assign a name for the data entry layout.
  6. Create a form for the data entry layout by selecting the data entry layout in the object tree of the work area, and choosing Create in the context menu.

The form can be reused in other layouts if you give it a name.
  1. Use existing row structures by selecting the Row Structure entry, choosing Allocate in the context menu, and selecting an existing structure.

Alternatively, create one or more new row structures by selecting Row Structure in the object tree of the work area and choosing one of the following three options in the context menu:

The structure can be reused in other forms if you give it a name.

Define the structure. (For more details on defining structures, see section Example: Asset History Sheet.)

If applicable, create a formula for a predefined fixed structure. To do this, proceed as follows:
    1. Select the predefined fixed structure and choose Formula in the context menu.
    2. In the formula editor, choose whether the result of the formula is a monetary amount, a quantity, or a percentage rate.
    3. Create a formula in the formula editor by choosing the selections (that is, the rows of the predefined fixed structure), constants (if applicable), functions, and operators.

For more information on building formulas, see the documentation on validation, sections Execution of Validations and Example: Execution of Validation of Reported Financial Data.
  1. To define the column structures, proceed as you did for the row structures.
  1. Save your entries.

Result

You can preview the data entry layout by double-clicking the data entry layout in the object tree and going to the Preview tab. The preview only uses dummy data.

You can reuse the following elements of the data entry layout when defining other data entry layouts:

Now you can define a Data Collection Method. You assign the data collection method to a task for data entry. You execute the task in the consolidation monitor.