Establish and updating Schedule line order
The Schedule line order within each schedule can be set by the Preceding Member value, not the member ID or the order in which each line is listed in the structure data. If Preceding Member is not used when the members are created, the order defaults to the order in which the lines are listed.
Use an asterisk to indicate it is a first member, top group, or parent. In this example, Gross Sales is the first member. Gross Sales is the preceding member for Returns and Discounts so it is second in the list.
ID | Line name | Schedule name | Preceding member |
---|---|---|---|
5 | Net Income before Minority Interest | Income Statement | Income Tax |
6 | Income Before Taxes | Income Statement | Other Income |
7 | Operating Income | Income Statement | Total Operating Expense |
8 | Gross Sales | Income Statement | * |
9 | Gross Margin | Income Statement | Total COS |
10 | Returns and Discounts | Income Statement | Gross Sales |
11 | Net Sales | Income Statement | Intercompany Sales |
12 | COS | Income Statement | Net Sales |
13 | Total Operating Expense | Income Statement | Miscellaneous Expenses |
14 | Total Sales and Marketing | Income Statement | Gross Margin |
18 | Total General and Administrative | Income Statement | Total Sales and Marketing |
26 | Other Expenses | Income Statement | Total General and Administrative |
35 | Interest Income | Income Statement | Operating Income |
36 | Income Tax Average Shares Outstanding – Basic | Income Statement | Income Before Taxes |
89 | Average Shares Outstanding - Basic | Income Statement | Net Income |
90 | Average Shares Outstanding - Diluted | Income Statement | Average Shares Outstanding - Basic |
91 | Earnings Per Share - Basic | Income Statement | Average Shares Outstanding - Diluted |
