Setting Up Period Sorting Methods

Use the Period Sorting Methods form to define your own sorting methods. Use these tips when 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 is created for each unique account number/Unit Code 1 combination.

To define your own sorting method:

  1. On the Period Sorting Methods form, select Actions > New.
  2. Specify this information:
    Sort Method
    Specify a number greater than two to identify this particular sort method.
    Sort Field 1-4
    For each field, select one of these identifiers:
    • None
    • Account
    • Unit Code 1
    • Unit Code 2
    • Unit Code 3
    • Unit Code 4
    Index Active
    When a new sorting method is added, this field is automatically disabled. To enable the field, you must run the Rebalance Ledger Period Totals utility for one or more sorting methods you want to activate, and with the Active Only check box cleared. After enabling the field, select this check box if you want this index to be active.
  3. Save the record.
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