Define an item line

Related topics

You will define the following lines, shown on the printout in About working with report lines:

• SALES
• COST OF SALES
• SALES & MARKETING EXPENSES
• ADVERTISING & PROMOTIONS
• DISTRIBUTION & WAREHOUSING
• TRANSPORT EXPENSES
• OTHER COSTS

The exemplified report printout contains columns with three different time periods:

• This period: When you print a report, you have to define which period should be regarded as “this period”. See Print a report on paper for further information. In this task period 07 was selected when the report was printed, i.e. July is regarded as “this period”.
• This year, all previous periods: This time period is from the first period of the year selected when the report was printed, up to the period selected when the report was printed. In this task it is from period 01 (January) to period 06 (June) 2010.
• Year to date: This time period is from the first period of the year selected when the report was printed, up to, and including the period selected when the report was printed. In this task it is from period 01 (January) to period 07 (July) 2010.

To define the line SALES (displays the sales accounts), do as follows:

1. Select the Work with reports menu item.
2. On the main panel, select the applicable line report and click Lines.
3. On panel Work with report lines, click Add.
4. You access the detail panel. Complete the following fields:

Line number

Enter the number of the line. Here, enter 10. This number is used to retrieve the lines in order. This order can be changed by using sequence number to order the lines instead. See Define layout for a report. Tip: Define the lines in increments of 10. If you, at a later time, want to add a line in-between two lines (e.g. between line number 10 and 20), it is possible to enter line number 15.

Line text

The line text can be retrieved when you define the layout and will then be printed on the report. You can enter a text of your own. Enter “Sales”.

Line code

Enter the line code, i.e. 1 = Item line.

Print code

Enter a code to determine how the line should appear when printed. Enter 1 = Single underline.

Blanks before

Enter the number of blank lines that should precede this line. Enter 1.

Sum to line

Enter the line number to which the value of this line will be carried for summation. Enter 100 = the total line.

Click Selection to select key values.

5. You access Work with report lines, Select key values. On this panel you define the selection for this line. Here, the sales accounts (100000-199999). Tip: For more information about statistic keys, see About working with versions.

Selections in columns/lines

If you have made selection(s) in a column and you make selection(s) for other keys (than in the column) here, it is possible that you will not get any result when the report is created. This is because the system will select the appropriate summary level according to the selections defined here, and not in the column. For more information, see step 5 in Define a simple version. Complete the fields as follows:

Key no

Enter the main sales account number.

From

Enter the “from” account number, i.e. 100000.

To

Enter the “to” account number, i.e. 199999.

For information about the other fields on this panel, see Define a simple version. Click OK twice to update the line.

6. Continue to add report lines for the remaining lines. See the table below for description of what to enter per line.

You have now defined all item lines for the report. Exit the routine.

Related topics

• About working with report lines
• Define a sum line
• Define a text line
• Define a calculated line
• Copy lines in an existing report
• Delete lines in an existing report
• About printing reports
• About working with layout
• About working with versions