Financial Statement Line

The Financial Statement Line screen is used to manage a financial statement line.

The screen can be displayed in Add mode, Edit mode, or Details mode. In Details mode, the information displayed on the screen is read-only and cannot be updated.

The Statement Lines are linked to financial statement template spreadsheet rows. The user is responsible for validating the row ID entered is a valid row in the template.

Add Financial Statement Line screen

Edit Financial Statement Line screen

Financial Statement Line screen

Screen Access

To add a financial statement line:

Display the Financial Statement Line List screen > Click the Add button.

To edit a financial statement line:

Display the Financial Statement Line List screen > Select a financial statement line in the Statement Lines data grid > Click the Edit button.

To view the details of a financial statement line:

Display the Financial Statement Line List screen > Select a financial statement line in the Statement Lines data grid > Click the Details button.

Interface Initialization

Upon initial display of the screen, the following occurs:

The Statement ID text box is disabled and displays the previously saved value.
The Name text box is disabled and displays the previously saved value.

In Add mode:

The title bar text is set to "Add Financial Statement Line".

The Page Number text box is enabled and blank.
The Row ID text box is enabled and blank.
The Description text box is enabled and blank.

The OK button is visible and enabled as the default.

The Cancel button is visible and enabled as the default.

In Edit mode:

The title bar text is set to "Edit Financial Statement Line".

All data controls are enabled and display the previously saved values.

The OK button is visible and enabled as the default.

The Cancel button is visible and enabled as the default.

In Details mode:

The title bar text is set to "Financial Statement Line".
All data controls are disabled, read-only, and display the previously saved values.

The Close button is visible and enabled as the default.

Screen Elements

Unless otherwise stated below, all controls on the Financial Statement Line screen are visible and enabled when:

The screen is displayed in Add mode.

The screen is displayed in Edit mode.

Unless otherwise stated below, all controls on the Financial Statement Line screen are visible and disabled when:

The screen is displayed in Details mode.

If one or more special conditions exist that affect a control on the Financial Statement Line screen, the condition(s) are documented for that specific control below.

Statement ID text box

View the unique statement ID for this financial statement in the Statement ID text box.

The control is enabled when:

The control is always disabled.

Name text box

View the descriptive name for this financial statement in the Name text box.

The control is enabled when:

The control is always disabled.

Page Number text box

Enter the spreadsheet page number in the financial statement template that will be used to print this financial statement in the Page Number text box.

This control will only accept entry of numeric digits.

When creating a new line, a unique page number and row ID must be assigned. If the page/row entered is not unique, the system displays the E0060 standard error message.

Row ID text box

Enter the spreadsheet row ID in the financial statement template that will be used to print this financial statement in the Row ID text box.

This control will only accept entry of numeric digits.

When creating a new line, a unique page number and row ID must be assigned. If the page/row entered is not unique, the system displays the E0060 standard error message.

Description text box

Enter the description of the financial statement line on the spreadsheet in the Description text box.

It defaults to blank. The text box allows the entry of alphabetic, numeric, and special characters. Special characters are limited to the following: pound (#), ampersand (&), hyphen (-), comma (,), period (.), forward slash (/), and apostrophe (').

OK button

Click the OK button to process the screen.

It is the default button for the screen, unless otherwise noted.

The control is visible and enabled when:

The screen is displayed in Add mode.

The screen is displayed in Edit mode.

It does not have a mnemonic. Its keyboard shortcut is the Enter key.

The Financial Statement Line List screen displays when the button is clicked.

Cancel button

Click the Cancel button to close the screen without processing or saving data.

The control is visible and enabled when:

The screen is displayed in Add mode.

The screen is displayed in Edit mode.

It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.

The Financial Statement Line List screen displays when the button is clicked.

Close button

Click the Close button to close the screen.

The control is visible and enabled when:

The screen is displayed in Details mode.

It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.

The Financial Statement Line List screen displays when the button is clicked.

Processing

If data can be validated and saved on the screen, the following processes occur when the screen is processed:

A process to check for required controls as identified in the Data Map below is performed.
A process to check for valid entries as identified individually for each applicable control in Screen Elements above is performed.
A process to check for edits and cross edits as identified for each applicable control in Screen Elements above is performed.
If any checks or processes fail, a standard error message displays.

If no data can be validated and saved on the screen:

No cross edits are performed.
All values are considered legitimate.
No data is written to the database.

Data Map

The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.

Control Label	Required	Table	Column	Notes
Statement ID	·	·	·	·
Name	·	·	·	·
Page Number	X	·	·	·
Row ID	X	·	·	·
Description	X	·	·	·

Software Version: 2.40.00