Statistical Accounts List View
- Tom Williams
- Janice Dannenberg (Unlicensed)
- Emma Greenwood
Statistical Accounts are non-monetary accounts that are used to maintain statistical information for a variety of metrics. For example, a Statistical Account could be established to maintain employee headcount by Department by month and/or Lbs Sold by Product Line by month. This data could then be used on Financial Reports to calculate percentages (e.g. Cost per person or expenses per Lbs Sold) for a given time period amongst various departments. The purpose of the Statistical Accounts List View is to add and maintain all the Statistical Accounts. From here, users can add new Statistical Accounts and edit properties of existing accounts. Statistical Accounts with history cannot be deleted, they can only be inactivated. Statistical Accounts are used on the Financial Reports.
Software Version: 2021.05.21 and newer
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| Toolbar Icons | Description |
|---|---|
| Delete |  Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Column Filter Show/Hide |
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| Excel |  Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Group By Show/Hide |  Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. |
| Help |  Opens the online WIKI help page for the current page. |
| New | Inserts blank lines that allow adding multiple new records. |
| Quick Column Filter |  Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text. |
| Save |  Saves all changes made on the page. |
| Saved Layouts |  Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Account | The unique identifier of the GL Account record. This defaults to blank but is required for all records, must be unique and must be <= 75 characters. If not assigned, the record is not saved. If assigned, the Account must contain the correct number of segments and each segment must be the correct length as specified in the GL Account Format page. Special characters are not allowed, if one is entered the message "Account [Account] contains invalid characters" will be displayed on Save. This field is not editable after the initial Save. Database Field: ERPx_GLAccount.AccountNumber |
| Account Description | The name associated with the Statistical Account. This is required for all records, does not need to be unique, and must be <= 75 characters. If not assigned, the message "Account Description is required." will be displayed on Save. This field is always editable. Database Field: ERPx_GLAccount.Description |
| Clear Balances on Year End Close | A single-select Yes/No lookup to identify whether the balances in the Statistical Account carry over on a year end close. This defaults to 'No' and is required. This field is always editable.
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| Inactive | A Yes/No field used to identify if the GL Account is Inactive. If set to 'Yes' then the GL Account will not be included in look-ups for Manual Journal Entry transactions or the Journal Line Inquiry. If set to 'No' then the record can be freely used in these places. This value is always editable. Database Field: ERPx_GLAccount.IsInactive |
| Typical Balance | A single-select standard lookup to select whether the Account typically carries a Positive (Debit) or Negative (Credit) balance. This defaults to 'Positive', is always required, and is always editable. This lookup contains options of: Positive and Negative. Database Field: ERPx_GLAccount.GLTypicalBalanceEN |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.