At this page, you can display the list of financial transaction results by the report category that you select. Based on the criteria that you have chosen, the results of the financial transactions can be filtered and displayed by the currency, period, budget scenarios, and many more.
Financial/Reports/Balance/P&L/Results
To display the financial transaction results, function right 67 - View Results Management Overview is required. Users with the General manager and Controller roles have this function right.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh and then click the required link under the Role column.
Click this to display the financial transaction results according to the defined criteria.
Note: Once you have clicked this button, the name of the button will change to Refresh.
Click this to update the results according to the defined criteria.
Click this to clear the defined criteria so that you can start a new search.
Click this to exit.
Select one of the following options to categorize the way the report is displayed when you click Show:
At Type, select Standard or Fiscal to determine the type of transaction that you want to display for the financial transaction results. Leave this option blank if you wish to display all the transaction types.
Select the available group categories that you want to display at Group. Each group consists of subgroups that are set up at Groups. For more information on how to create the subgroups to the respective groups, see Creating and Modifying Subgroups.
At Currency, select a currency linked to the financial transaction results. Select the available currency factor at Factor for the system to display the amount of financial transaction results based on the factor selected.
Select one of the following options to determine the type of data you want to display:
Scenario is enabled when you select Budget or Forecast. Select the available budget scenario displayed if you want to display a budgeted or forecasted financial transaction results. For more information on how to create budget scenarios, see Creating Budget Scenario.
Note: The budget scenario displayed is based on the year that you select at Year.
At Year and Period, select a year and then type a period or range of periods that you want to display for the financial transaction results. Another set of period boxes which shows the actual and budgeted financial transaction results is displayed when you select Forecast at Data.
Select Date or Reporting date to display the financial/income statement.
Note: This is available only when you select Actual at Data / Scenario.
Select this to display the budgeted or forecasted exchange rates.
Note: This is displayed only when you select Budget or Forecast at Data. The available exchange rates is displayed if you have defined the budget exchange rates. For more information, see Modifying Currency. At the same time, you also have to make sure that the budget scenario is created and the budgets are allocated accordingly. For more information, see Creating Budget Scenario and Creating Budget Entries.
Under this section, select the following criteria if you wish to compare the financial transaction results with another data and period.
At Year and Period, select a year and then type a period or range of periods that you want to display for the financial transaction results. Another set of period boxes which shows the actual and budgeted financial transactions is displayed when you select Forecast at Data.