Transaction Template Lines (tfgld0113m000)

Use this session to maintain the transaction template line details for the transaction template selected in the Transaction Templates (tfgld0512m000) session.

You must enter:

  • The ledger account and the dimensions to which the transaction must be posted.
  • The part of the main transaction amount that must be posted for this transaction line. Depending on the transaction template type, you must specify the part of the main transaction amount as an amount, a percentage, or a factor.

 

Transaction Template
A set of entries created (generated and repeated) to distribute a transaction across a number of ledger accounts and dimensions. For example, you can distribute the recurring purchase invoices for general supplies across a number of departments or work centers. The set of transactions is automatically linked to the document.
Line
The line number uniquely identifies the transaction template line. For each allocation transaction that you define for the transaction template, LN generates a line number.
Entry
Target Company
The financial company in which the transaction must be posted.

You can enter transactions for each of the financial companies of the company group.

Ledger Account
The ledger account to which this part of the main transaction amount must be posted.
Dimension
The dimension to which this part of the main transaction amount must be posted.
Tax Code
A code that identifies the tax rate and which determines how LN calculates and registers tax amounts.

The tax code identifies the tax rate and determines how LN calculates the tax amount for transaction template line.

Transaction templates are linked to transactions (document numbers) for various countries. The selected transaction template is not yet linked to a country code. The country code is not known until the actual transactions are created for the selected transaction template.

Tax Origin
The tax type indicates the type of transaction subject to the tax.

The tax types are:

  • Purchase
  • Sales

You can only select a value in this field if you entered a tax code in the Tax Code field.

Percentage
The percentage of the main transaction amount that must be posted for the transaction template line.

Define percentages for the various transaction template lines in the transaction. The sum of the percentages must be 100.

Factor
The proportion of the total transaction amount that must be posted for the transaction template line.
Debit / Credit
Indicate whether the amount is a debit amount or a credit amount.
Amount
The amount allocated to the transaction line selected in the transaction template.

You can enter an amount to be included as the amount for the transaction when you create transactions.

Transaction Reference
A user-defined description of the transaction.
Balance
Difference
LN displays the sum of all the percentages or amounts that are linked to the combination of ledger account and dimensions for the selected transaction template.
Indicator
Indicates whether the amount is a debit amount or a credit amount.
Quantities
Quantity 1
The quantity, expressed in the unit of the ledger account.
Quantity 1
The unit in which the account's quantities are expressed.

This field is skipped for ledger accounts with sublevel one or higher.

Quantity 2
The quantity, expressed in the unit of the ledger account.
Quantity 2
The unit in which the account's quantities are expressed.

This field is skipped for ledger accounts with sublevel one or higher.