Financial Analysis Layouts (FNL)

  1. Open Financial Analysis Layouts (FNL) from the main SunSystems menu.
  2. Specify this information:
    Layout Code

    The code that uniquely identifies the financial analysis report layout.

    Layout Name Line 1-2

    The name of the report which can be entered on two lines. If you want to add a further line, you can do so at run time using the Supplementary Report Name field in Financial Analysis (FNA).

    Status
    Each static data record contains a status code that determines the current processing status of the record. A status is assigned to each static reference record, for example to every account, asset, customer and supplier. It determines the current processing status of the record.
    • Open - this status is set automatically when you add a new record, for example, if you create a new account. Open items are available for input, inquiry, processing and reporting.
    • Hidden - a record with a hidden status does not appear on any inquiries but is available for input, processing and reporting.
    • Suspended/Held - a suspended record.
    • Closed/Completed - a closed record cannot be used for input or processing. For example, you cannot post transactions to a closed account or analysis code.
    You can alter the status of a record at any time. You must use the options on the Action menu to change the status.
    Lookup Code
    A lookup code can be used to find a record, as an alternative to the record code. It is often set to a shortened version of the description. It is particularly useful if a record is often referred to using different codes. For example, the Chart of Accounts code for Fuel Expenses is 75201 and the Lookup Code is set to FUELEXP.
  3. Save your changes.