Period Sorting Methods
Use this form to define your own indexes, or buckets, for running financial statements. To efficiently take advantage of Unit Code reporting capabilities, you can set up sorting buckets on this form for a particular combination of account/unit codes 1-4.
The best response will occur when your desired output matches an existing sorting method.
To enable a disabled method, you must run the Rebalance Ledger Period Totals utility. Although you may create as many as 99 sorting methods, there are drawbacks to creating too many:
- the time it takes to build all the buckets
- the disk space used by the additional buckets
- the increase in ledger posting time
There are two predefined sorting methods:
- Method 1: account
- Method 2: account/unit codes 1-4. This method must be enabled if you want to publish the GLMovement BOD. Also, the Index Active field must be selected in order to publish actual fiscal accounting data for the GLMovement BOD.
Neither of the predefined sorting methods can be deleted. You can disable them, but you can not delete them.
You may also define your own sorting methods. Here are some tips for setting up the indexes:
- Values for the combo-boxes need to be unique (or blank) within one index.
- An empty combo-box means that totaling will not occur at that level.
For example, if Sort Field 1 = Account and Sort Field 2 = Unit Code 1, one reporting unit total record will be created for each unique account number/ Unit Code 1 combination.