Defining a both type row (Style 3 reports)

You can define a report that includes both account and level information in a row. Use this procedure to define a row for a Style 3 report.

Procedure flow: defining a both type row (Style 3)

Follow these steps to define an account and level row type:

  1. Access Rows (RW10.1).
    Note: As an option, click Lvl,Acct on the Style 3 tab on RW00 to access Both Rows (RW10.4).
  2. Click Both Type to open Both Rows (RW10.4).
  3. Click New Row to open Define Both Type Row (RW11.3). Use this form to define a new row name, specify a description of the row, and assign a folder.
    Note: If you are defining a new row that is similar to an existing one, then you can click Copy to copy the existing row and make changes. You cannot copy one row style to a different row style (that is Style 1 to Style 2).

    See Defining a report.

  4. When you add the new row, you will return to Both Rows (RW10.4). Use this form to complete the row definition. Use these guidelines to specify the field values:
    Description

    Specify a description for each row line. The type and detail fields determines if and how the description line displays in the report. For example, an underline row type repeats the character that you type here to create an underline in the row line.

    Type

    Select how the row line is used. You can select:

    Detail

    If you selected Detail in the Type field, then select the amount of detail to include in the row line in the Detail field. These are the valid options:

    Total

    If you selected Total in the Type field, then select a total level for each total line to indicate how the row line should be totaled. Total levels range from one through nine and are used to indicate what data you want to include in a total. If the total level used is greater than the previous total level, then the previous total is included. If the total level is less than or equal to the previous total, then the previous total is not included.

  5. Click More to open Additional Information (RW10.7). Use this subform to define additional row line information.
  6. Click the Levels tab to define level information for the row line. For each detail row line, the levels and accounts must be filled out. You can use these options for selecting levels:

    • A company and one to four select accounting units

    • An accounting unit list

    • A level group

      Note: To consolidate data for multiple companies, define the level group using a single range with multiple companies, or multiple ranges with different companies.
  7. Use the Accounts tab to select valid accounts for the row line. You can use these options for selecting accounts:

    • A specific summary account within a chart

    • An account list

    • A range of accounts or subaccounts

    • An account group

    • A subaccount group

  8. You can define additional options for the row line on the Options tab.
    Space After

    This field determines the number of spaces after each row line. Consider these options:

    • Entering 1 leaves no space after the row line.

    • Entering 2 leaves one blank space after the row line.

    • Entering 3 leaves two blank spaces after the row line.

    • Entering 9 inserts a page break after the row line.

      If you leave this field blank, then the default is no space after the row line.

    Sign Reversal

    Specify Y (Yes) if you want the application to print a negative sign next to a positive amount. Use this option if you do not want revenue and liability balances to print with a negative sign. Reversing the sign only affects report printing, not account totaling. If you leave this field blank, then No is set as default and the system prints a negative sign for a negative amount.

    Print Line

    This field determines if account and organizational level row information prints on the report. If you select No, then only the row line totals print. If you leave this field blank, then is set as Yes default and the line of information prints. See About suppressing a row line from printing on a report.

    Note: You can select Unconditional Underline/Sep only for an underline or separator row line that specifies the row is printed unconditionally. For example, an underline does not print if no detail has been printed since the last underline. Use this feature to print the line unconditionally.
    Affect Total

    This field lets you add the row line to the total, subtract the row line from the total, or define the row line as having no effect on the total. See Excluding a line from a total.

    Dr/Cr Balance

    This field lets you include the net balance, only the debit balance, or only the credit balance on the row line. The default setting is Net Balance.

    For example, if you are using a sales account and only want to view the debit balance, then select Debit Only.

    Format Override

    This field lets you use a different format for use in the row line. Select a format assigned in the Formats tab on Report Writer (RW00.1). See Assigning multiple formats.

    Two Line Heading

    This field lets you print only the last two lines of the header in a format file before each detail line. This can be used along with a format override. See Assigning multiple formats.

    Detail Group

    You can specify a number to group row lines into a detail group. For example, if you specify 1 in this field for row lines 10 through 50, then they become detail group 1. See Detail group and Defining a detail group.

Related reports and inquiries

To Use
List the report row information defined on Row (RW10) or to resequence line numbers in a row file where you have added or deleted lines Row Listing (RW210)