Creating Financial Statement Forms Automatically 

Use

It is possible to generate a form from the financial statement version and print the financial statements on a SAPscript form. To do this, you must generate a target form from the source forms provided with the standard system. You can modify this target form according to your requirements. Once the modified form is activated, you can use it to print the financial statements.

Procedure

To create these forms, proceed as follows:

  1. In Customizing, choose Financial Accounting ® General Ledger Accounting ® Business Transactions ® Closing ® Documenting ® Define Financial Statement Versions.
  2. Select the appropriate financial statement version and choose Goto ® Generate form ® One-column form or Two-column form.

If you select the two-column form, the asset and liabilities are displayed next to each other. If you select the one-column form, the assets are displayed before the liabilities and owner's equity.
  1. Enter the following information:

Three source forms are provided with the standard system. The format entries (for example paragraphs, pages, and so on) already set up in these forms are copied to the target form.

You can specify whether the texts contained in the financial statements are to be printed. Choose Text lines. In this case, the form will contain the symbols from the group start text, the group end text, and the group totals level text. Furthermore, you can specify whether the absolute difference, the relative difference or each totals level is also printed.
  1. Choose Proceed.

The screen for changing the target form is displayed.

  1. Choose Form ® Create/Change.
  2. Once you have modified the form according to your requirements, you must save and activate it. To do this, choose Form ® Activate.

Result

You have created the financial statement form.

Run program RFBILA to create the financial statements. To run this program, choose Accounting ® Financial accounting ® General ledger ® Information system ® General ledger reports ® Balance sheet/profit and loss statement/cash flow ® General ® Actual/actual comparisons ® Balance sheet/P+L statement.

Enter the name of the target form in the Print on form field on the selection screen.