Defining activity total names
A total name can be used with a special data dictionary name in a compute statement. You can use these special total data dictionary names with total names instead of other data dictionary names with compute parameters. You can define a total name to identify any combination of activities and account categories as if they were one amount. If you maintain accounting unit balances in activities, then you can also consolidate those balances by identifying any combination of companies and accounting units. Use this optional procedure to define total names that you want to use in a compute statement.
Follow these steps to define an activity total name:
- Access Activity Total Names (AC35.1).
- Specify a name and description for the total name.
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On the Main tab, define the main characteristics of
the total name. Use these guidelines to specify the field values:
- Year
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When you use a total name in a compute statement, select the year for which to retrieve data in the total name or as an optional parameter for the data dictionary name. To identify the year as part of the total name, specify the year for the data that you want to retrieve.
- Type
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Select how you want to generate the totals:
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Amount: Totals activity amounts
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Unit: Totals activity units
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Currency: Totals amounts using activity currency instead of base currency
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AC/GL Acct Unit Amount: Totals amount balances by activity, account category, company, and accounting unit (you must maintain accounting unit balances)
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AC/GL Acct Unit Units: Totals unit balances by activity, account category, company, and accounting unit (you must maintain accounting unit balances)
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- Budget
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If you selected Amount or Unit for the Type, then select Yes to accumulate totals from activity budgets.
- Budget Number
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If you selected Yes in the Budget field, then select the budget number to use for accumulating totals.
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On the Single Ranges tab, define one set of
data that you want to associate with the total name. Consider these
tabs under the Single Ranges tab:
- AC Parameters
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If you selected Amount, Unit or Currency in the Type field on the Main tab, then select a combination of activities and account categories as if they were one amount. You can select:
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an activity or activity list
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a range of account categories or an account category group
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- GL Parameters
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If you selected AC/GL Accounting Unit Amounts or AC/GL Accounting Unit Units in the Type field, then you need to consolidate those balances by selecting a combination of companies and accounting units. You can select one of these options:
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a company and accounting unit
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a company group and accounting unit
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an accounting unit list
Note: The GL Parameters fields relate to accounting unit balances you maintain in Project Accounting. To maintain these balances, you must select Yes in the Accounting Unit Balance field on Activity Group (AC00.1) and run AC191 to update those balances.Alternatively, you can select the Multiple Ranges tab to associate multiple sets of data with the Total Name. For example, if you want to retrieve data from three different lists of activities, then you can define three sequences of AC Parameters in a total range.
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- Select Define in the Total Range field to access Activity Total Range (AC36.1).
- Specify a name and description for the total range.
- Complete fields on the AC Parameters or GL Parameters tabs as you would on AC35.1 to define the sets of data you want to associate with the total name.
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Select the Add form action after each set of data
you define. The total range name remains the same for each set of
data and the application automatically assigns a sequence number to
each set of data to uniquely identify it.
Note: Total ranges let you associate multiple sets of data with the total name.