Defining a total name

A total name can be used with a special data dictionary name in a compute statement. You can define a total name to identify any combination of companies, accounting units, accounts, and subaccounts as if they were one amount. Use this optional procedure to define total names that you want to use in a compute statement.

  1. Access Total Names (RW70.1).
    Note: When you define a total name, you do not need to create a new total name for each fiscal year. The Report Writer application stores totals by fiscal year. When you use a total name in a new fiscal year, the total name for that new year is created automatically and a new balance is generated.
  2. Define a total name to be used in a compute statement. Use these guidelines:
    Year

    Specify the fiscal year where you want to define a total name.

    Total Name/ Description

    Select a name that you want to identify as the total name. Specify a description for the total name.

  3. On the Main tab, define the basic characteristics of the total name using these guidelines:
    Folder

    Specify or select a folder where you want to store total names.

    Note: You can define folders on Folder (RW01.1).
    Type

    Specify or select how totals are accumulated. You can select Amounts, Units, Currency, Budget Amounts, Budget Units, or Reporting Currency.

    Currency

    Select a currency code where you want to calculate the total name. The currency code must exist in CU01.1 (Currency Code).

    Budget

    If you selected Amount or Unit in the Type field, then select the budget number to use for accumulating totals.

    Ledger

    If the Total Name applies to one or more ledger companies, then select a ledger in this field. The ledger must be defined on Ledger Setup (ML10.1) and it must be associated with any company or companies you select for the Total Name.

  4. Select the Single Ranges tab to define one set of data you want to associate with the total name.

    Consider these tabs on the Single Ranges tab:

    Account Units

    Use this tab to define accounting unit information for the total name. Select from these fields:

    • Company

    • Accounting Unit or Company Group

    • Account Unit List

    • Level Group

      Note: If you select an accounting unit, then leave the Accounting Unit List field blank.
    Accounts

    Use this tab to define additional account information for the total name. Select from these fields:

    • Chart of Account

    • Summary Account or Account List

    • Major Account Range

    • Account Group

    • Subaccount

    • Subaccount Group

      Note: If you select an account range, then leave the Account Group field blank. If you select a subaccount, then leave the Subaccount Group blank.

    Another way is to select the Multiple Ranges tab to define a total name that includes multiple ranges. A total range includes a company group, an accounting unit list, a level group, an account group, subaccount ranges, or a subaccount group.

  5. Optional. On the Main tab, click the Calculate tab to open Total Value (RW70.2). Use this form to inquire on and calculate total name values for each period and year, and review them for accuracy.
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