Dimension History (tfgld3520m000)

Use this session to view history data for a range of dimensions.

To view history data:

Specify a selection range based on financial company, period type, fiscal year, and fiscal period.
If required, use any of the Options fields to further restrict your selection.
Click Recalculate Balances.

If you access this session using LN UI (through Ming.le) and Business Intelligence server is configured with Ming.le, the fields in the Amounts group box are replaced with a graph. The graph displays the cumulative dimension balances (overview of the dimensions of ledger accounts till now) for the selected ledger account.

Note:

You must select a record to view the graph.
The graph is displayed for the number of periods defined for the group of companies. The first period includes opening balances and the last period includes correction periods.
The graph can be displayed for a maximum of thirteen periods. If more than twelve periods are used in group of companies(excluding correction periods), LN determines the thirteen periods to be displayed in the graph by dividing number of periods by thirteen, The last period displays the (possible) rest of periods.

Example

Customer has 73 periods defined, LN determines the periods (73/13=5.615) and displays the periods in the graph as:

5, 10, 15, 20, 25, 30, 35, 40, 45, 50, 55, 60, 73.

Field Information

All Companies: If this check box is selected, the selection applies to all companies.
Reporting Currency Group: The reporting currency group for which LN displays the history.
Financial Company: The financial company for which LN displays the history.
Period Type: The period type for which LN displays the history. The period type can be Fiscal or Reporting.
Year: The fiscal year for which LN displays the history.
Period: The financial period or range of periods for which LN computes the amounts and quantities.
Recalculate: To (re)calculate the balance amounts, click this button.

Opening Balance

The opening balance of the selected ledger accounts for the fiscal year for which you display the history data.

Note: This field is not displayed if the application is accessed using LN UI (through Ming.le) and Business Intelligence server is configured with Ming.le.

Actual Amount

The total amount posted to the ledger account during the fiscal year up to the end of the Period fiscal period.

Note: This field is not displayed if the application is accessed using LN UI (through Ming.le) and Business Intelligence server is configured with Ming.le.

Budget

The total amount budgeted for the ledger account in the fiscal year up to the end of the displayed fiscal period.

If you defined a budget for the ledger account in the Controlling module, this field has a value.

Note: This field is not displayed if the application is accessed using LN UI (through Ming.le) and Business Intelligence server is configured with Ming.le.

Variance

The difference between the actual amount and the budgeted amount.

If you defined a budget for the ledger account in the Controlling module, this field has a value.

Note: This field is not displayed if the application is accessed using LN UI (through Ming.le) and Business Intelligence server is configured with Ming.le.

Variance %

The difference between the actual amount and the budgeted amount, expressed as a percentage.

If you defined a budget for the ledger account in the Controlling module, this field has a value.

Note: This field is not displayed if the application is accessed using LN UI (through Ming.le) and Business Intelligence server is configured with Ming.le.

Actual Amount

The total amount posted to the ledger account during the selected range of fiscal periods.

Note: This field is not displayed if the application is accessed using LN UI (through Ming.le) and Business Intelligence server is configured with Ming.le.

Budget

The amount budgeted for the ledger account for the selected range of fiscal periods.

If you defined a budget for the ledger account in the Controlling module, this field has a value.

Note: This field is not displayed if the application is accessed using LN UI (through Ming.le) and Business Intelligence server is configured with Ming.le.

Variance

The difference between the actual amount and the budgeted amount.

If you defined a budget for the ledger account in the Controlling module, this field has a value.

Note: This field is not displayed if the application is accessed using LN UI (through Ming.le) and Business Intelligence server is configured with Ming.le.

Variance %

The difference between the actual amount and the budgeted amount, expressed as a percentage.

If you defined a budget for the ledger account in the Controlling module, this field has a value.

Note: This field is not displayed if the application is accessed using LN UI (through Ming.le) and Business Intelligence server is configured with Ming.le.

Actual Amount

The total amount posted to the ledger account during the fiscal year up to the end of the range of fiscal periods for which you display the history data.

If the period range ends with the current, open period, this field displays the total amount posted to the ledger account to date.

Note: This field is not displayed if the application is accessed using LN UI (through Ming.le) and Business Intelligence server is configured with Ming.le.

Budget

The total amount budgeted for the ledger account for the selected range of fiscal periods.

If you defined a budget for the ledger account in the Controlling module, this field has a value.

Note: This field is not displayed if the application is accessed using LN UI (through Ming.le) and Business Intelligence server is configured with Ming.le.

Variance

The difference between the actual amount and the budgeted amount.

If you defined a budget for the ledger account in the Controlling module, this field has a value.

Note: This field is not displayed if the application is accessed using LN UI (through Ming.le) and Business Intelligence server is configured with Ming.le.

Variance %

The difference between the actual amount and the budgeted amount, expressed as a percentage.

If you defined a budget for the ledger account in the Controlling module, this field has a value.

Note: This field is not displayed if the application is accessed using LN UI (through Ming.le) and Business Intelligence server is configured with Ming.le.

Home Currency

The home currency in which LN displays the amounts.

From the Tools menu, choose Rotate Currency to switch home currencies.

Include Non Finalized Transactions for Totals

If this check box is selected, LN includes non-finalized transactions to calculate the total amounts.

Note: Non-finalized transactions are considered only if the update method of the account type is Real Time Processing.

Accounting Scheme

The accounting scheme for which you display the history data.

Budget

If you want to compare the actual amounts with budgeted amounts, select a budget.

If you defined a budget in the Finance Company Parameters (tfgld0503m000) session, by default LN displays this budget.

Dimension Type

The dimension type for which you display the dimensions.

To display other dimension types, click Next Group and Previous Group.

Dimension

A dimension of the displayed dimension type.

To display the amounts for a dimension, select the dimension. LN displays the amounts at the top of the session.

To display the dimensions of other dimension types, click Next Group and Previous Group.

Search Key

The dimension's search key.

Dimension Sublevel

The dimension's sublevel.

Parent Dimension

If the dimension has a parent dimension, this field displays the parent dimension.

Dimension Type

The dimension account type, which can be Normal or Text.

Dimensions of the Text type are only used to display text.

Person Responsible

The employee who is repsonsible for the results on the dimension.

Opening Balance

The opening balance of the selected ledger account for the fiscal year for which you display the history data.

Up to Balance

The total amount posted to the ledger account during the fiscal year up to the end of the previous fiscal period.

Movements

The total amount posted to the ledger account during the selected range of fiscal periods.

Movements Debit

The total debit amount posted to the ledger account during the selected range of fiscal periods.

Movements Credit

The total credit amount posted to the ledger account during the selected range of fiscal periods.

Closing Balance

The total amount posted to the ledger account during the fiscal year up to the end of the range of fiscal periods for which you display the history data.

If the period range ends with the current, open period, this field displays the total amount posted to the ledger account to date.