(Paste the contents of the Functional Area description from the NorthScope Page Help Home Page). The purpose of the (Functional Area Name) Preference The Financial functional area is used to store and report on all the General Ledger data for the company. The main tasks performed include configuring the chart of accounts, managing checkbook balances, maintaining the fiscal calendar, and doing journal entries. The Financial functional area integrates with all other NorthScope functional areas. The purpose of the Financial Preference Page is to configure how these features work. From here, users can set defaults, identify which features are used, and how the enabled features perform.
Software Version: 2019.MM09.DD 03 and newer
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| Fields | Description | ||||||||
| Preference Name | Identifies the Preference that is being setup. | ||||||||
| Value | A text box or lookup to set the value of the preference. Preference values are always editable and can be changed at any time, unless otherwise specified. | ||||||||
| Preferences | Description | ||||||||
| Preference Group Name | Pref Name 1 | Pref Name 2 | Pref Name 3 | ||||||
| Preference Group Name | Pref Name 1 | Pref Name 2 | Pref Name 3 | ||||||
| Preference Group Name | Pref Name 1 | Pref Name 2 | Pref Name 3 | ||||||
| Preference Group Name | Pref Name 1 | Pref Name 2 | Pref Name 3 | ||||||
| Preference Group Name | Pref Name 1 | Pref Name 2 | Pref Name 3 | ||||||
| Preference Group Name | Pref Name 1 | ||||||||
| Checkbox | Used to select one or more records. | ||||||||
| Date Field | The date of the (what is the date for) that was created by the transaction. | ||||||||
| Hyperlink | A hyperlink show the (Field Name) of the transaction. Clicking on the link opens the record view of the transaction. This field is not editable. | ||||||||
| Lookup (from an Enumeration) | A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. This lookup contains all the values in the (EnumerationClassName) Enumeration Class. | ||||||||
| Lookup (non Enumeration) | A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabledDefault | ||||||||
| Next Project ID | A text box to assign the next Project ID that will be used. When a new Project is added, the Project ID is auto-assigned from this preference value and then the value is incremented by 1. This defaults to 1000 and is always required and editable. | ||||||||
| Retained Earnings GL Account | A single-select load on demand lookup to assign the Retained Earnings GL Account that will be used when running a Year-End Close or Year-End Reversal. This defaults to blank and is required before a Year-End Close can be run. This field is always enabled and editable. | Yes/No lookup | A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime. A value of "Yes" means that... A value of "No" means that...This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include). | ||||||
| Text box | A text box to... . This defaults to (blank) and is (always, never, or conditionally) required. This must be <= (how many) characters and must be formatted as.... | ||||||||
GL Accounts with a Control Account Type of "Retained Earnings" | |||||||||
Related Topics
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Page Definitions |
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