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Object documentationProfit and Loss Statement Budget Report - Selection Criteria

 

Use this window to specify selection criteria for the Profit and Loss Statement Budget Report.

To open the window, choose Start of the navigation path Financials Next navigation step Financial Reports Next navigation step Budget Next navigation step Profit and Loss Statement Budget Report End of the navigation path. Alternatively, open it from the Reports module.

After defining the report, you can view it in the Profit and Loss Statement Budget Report Window.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.
Selection Criteria
Date

In the ruler, select the required period.
Posting Date / Due Date / Document Date

Specify whether to create the report according to the posting date range, the due date range or the document date range.
Scenario

Select the budget scenario according to which the report should be generated.
Local Currency

Displays the report figures in local currency.
System Currency

Displays the report figures in system currency.
External Code

Displays the external codes of the accounts in the report, as defined in Start of the navigation path Financials Next navigation step Chart of Accounts Next navigation step External Code End of the navigation path field.
Ignore Adj. Trans. (Period 13)

Generates a report without adjustment transactions.
Accounts with Balance of Zero

Report includes zero-balance accounts.
Budget-Relevant Accounts Only

Report displays only accounts with a budget amount.
Foreign Names

Displays the foreign name of the accounts in the report, as defined in Start of the navigation path Financials Next navigation step Chart of Accounts Next navigation step Account Details Next navigation step Foreign Name End of the navigation path field.
Annual / Quarterly / Monthly Report

Specify the required display mode for the report.
Choose Segments

Opens the Find G/L Accounts window, where you can select the accounts to include in the report, according to segments.

Note Note

Only available if the company maintains a chart of accounts based on segments.

End of the note.
Expanded

Opens the Expanded Selection Criteria window where you can define a range of projects and/or profit centers as additional parameters for the report.