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
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