Use the fields and options to configure the Financial Statement Inquiry screen.
Financial Statement Inquiry
F/S Code
| Field | Description |
|---|
| Option
|
This non-editable field displays
One.
|
| Start
|
Enter, or click
 to select, the type of financial statement to be displayed.
|
(Organization/Reorganization)
Use this drop-down list to select whether you want to view the financial statement for an organization or a reorganization.
| Field | Description |
|---|
| Option
|
Use this drop-down list to select the range of organizations or reorganizations to include. Valid options are:
- All: Select this option to include all organizations or reorganizations. The
Start and
End fields are disabled for this option. This is the default.
- One: Select this option to include only one organization or reorganization and then enter the ID in the
Start field. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of organizations or reorganizations. Enter the beginning ID for the range in the
Start field and enter the ending ID of the range in the
End field.
-
From Beginning: Select this option to include a range of organizations or reorganizations that begins with the first of all the available records and ends with the ID that you enter in the
End field. The
Start field is disabled for this option.
- To End: Select this option to include a range of organizations or reorganizations that begins with the ID that you enter in the
Start field and ends with the last of all the available records. The
End field is disabled for this option.
|
| Start/End
|
Enter, or click
to select, the starting and/or ending organization or reorganization ID for the range of records to be displayed. Depending on your selection in
Option, one or both of these fields may be inactive.
|
Fiscal Year
| Field | Description |
|---|
| Option
|
This non-editable field displays
One.
|
| Start
|
Enter, or click
to select, the fiscal year for which you want to view a financial statement.
|
Accounting Period
| Field | Description |
|---|
| Option
|
Use this drop-down list to select the range of accounting periods to include. Valid options are:
- All: Select this option to include all periods. The
Start and
End fields are disabled for this option. This is the default.
- One: Select this option to include only one period and then enter that period in the
Start field. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of periods. Enter the beginning period for the range in the
Start field and enter the ending period of the range in the
End field.
-
From Beginning: Select this option to include a range of periods that begins with the first of all the available periods and ends with the period that you enter in the
End field. The
Start field is disabled for this option.
- To End: Select this option to include a range of periods that begins with the period that you enter in the
Start field and ends with the last of all the available periods. The
End field is disabled for this option.
|
| Start/End Period, End Date
|
Enter, or click
to select, the starting and/or ending periods for the range of periods to be displayed. Depending on your selection in
Option, one or both of these fields may be inactive.
The
End Date fields display the ending date for the period.
|
Options
| Field | Description |
|---|
| Display as Flat Table
|
Select this checkbox to view the financial statement lines in flat table format. When you select this checkbox, the Expand and Collapse functionality on the Details subtask is disabled and the
Description column is hidden and replaced by the following columns:
- Organization ID
- Organization Name
- FS Code
- Major Desc
- Group Desc
- Line Desc
- Account ID
- Account Name
|
Subtask
| Subtask
|
Description
|
| Details
|
Click this link to open to the Details subtask. This subtask displays the financial statement summary and/or line details.
|