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Original file line number Diff line number Diff line change
Expand Up @@ -16,10 +16,10 @@ codeunit 11492 "Create Acc. Schedule Name US"
var
ContosoAccountSchedule: Codeunit "Contoso Account Schedule";
begin
ContosoAccountSchedule.InsertAccScheduleName(BalanceSheet(), BalanceSheetLbl, '');
ContosoAccountSchedule.InsertAccScheduleName(BalanceSheetAudit(), BalanceSheetAuditLbl, '');
ContosoAccountSchedule.InsertAccScheduleName(IncomeStatement(), IncomeStatementLbl, '');
ContosoAccountSchedule.InsertAccScheduleName(IncomeStatementAudit(), IncomeStatementAuditLbl, '');
ContosoAccountSchedule.InsertAccScheduleName(BalanceSheet(), BalanceSheetLbl, '', BalanceSheetInternalDescriptionLbl);
ContosoAccountSchedule.InsertAccScheduleName(BalanceSheetAudit(), BalanceSheetAuditLbl, '', BalanceSheetAuditInternalDescriptionLbl);
ContosoAccountSchedule.InsertAccScheduleName(IncomeStatement(), IncomeStatementLbl, '', IncomeStatementInternalDescriptionLbl);
ContosoAccountSchedule.InsertAccScheduleName(IncomeStatementAudit(), IncomeStatementAuditLbl, '', IncomeStatementAuditInternalDescriptionLbl);
end;


Expand Down Expand Up @@ -55,14 +55,18 @@ codeunit 11492 "Create Acc. Schedule Name US"


var
BalanceSheetTok: Label 'BS', MaxLength = 10, Comment = 'Balance Sheet';
BalanceSheetAuditInternalDescriptionLbl: Label 'An audit-focused balance sheet row layout with highly detailed sections for cash, receivables, inventory, prepaid expenses, fixed assets, liabilities, and equity. This layout includes granular account-level rows and reconciliation formulas to validate totals and ensure accuracy across all components. Useful for audit preparation, variance analysis, and supporting detailed financial substantiation during compliance reviews.', MaxLength = 500;
BalanceSheetAuditLbl: Label 'Balance Sheet Audit Lead Schedule', MaxLength = 80;
BalanceSheetAuditTok: Label 'BS AUDIT', MaxLength = 10, Comment = 'Balance Sheet';
BalanceSheetDetailedTok: Label 'BS DET', MaxLength = 10, Comment = 'Balance Sheet Audit Lead Schedule';
BalanceSheetInternalDescriptionLbl: Label 'A comprehensive row layout presenting a balance sheet structure with grouped sections for current assets, long-term assets, liabilities, and equity. This layout includes detailed account ranges and formulas to calculate totals such as total assets, total liabilities, and equity, ensuring alignment with accounting principles. Useful for financial position reporting, compliance statements, and period-end reconciliations.', MaxLength = 500;
BalanceSheetLbl: Label 'Balance Sheet', MaxLength = 80;
BalanceSheetSummarizedTok: Label 'BS SUM', MaxLength = 10, Comment = 'Balance Sheet Summarized';
IncomeStatementTok: Label 'IS', MaxLength = 10, Comment = 'Income Statement';
BalanceSheetTok: Label 'BS', MaxLength = 10, Comment = 'Balance Sheet';
IncomeStatementAuditInternalDescriptionLbl: Label 'An audit-focused row layout detailing a full income statement with granular account-level breakdowns for revenue streams, cost of goods, and operating expenses. Includes subsections for product, job, and service revenue, materials, labor, overhead, and detailed expense categories, plus formulas for gross margin, operating totals, and net income or loss. Useful for audit lead schedules, variance analysis, and supporting financial statement verification.', MaxLength = 500;
IncomeStatementAuditLbl: Label 'Income Statement Audit Lead Schedule', MaxLength = 80;
IncomeStatementAuditTok: Label 'IS AUDIT', MaxLength = 10, Comment = 'Income Statement Audit Lead Schedule';
BalanceSheetLbl: Label 'Balance Sheet', MaxLength = 80;
BalanceSheetAuditLbl: Label 'Balance Sheet Audit Lead Schedule', MaxLength = 80;
IncomeStatementInternalDescriptionLbl: Label 'A comprehensive multi-section row layout structuring a full income statement with detailed sections for revenue, cost of goods, operating expenses, and calculated margins. This layout includes posting account ranges for product, job, and service revenue, materials, labor, overhead, and expenses, plus formulas for gross margin, operating totals, and net income or loss. Useful for comprehensive profitability reporting, variance analysis, and financial statement preparation.', MaxLength = 500;
IncomeStatementLbl: Label 'Income Statement', MaxLength = 80;
IncomeStatementAuditLbl: Label 'Income Statement Audit Lead Schedule', MaxLength = 80;
IncomeStatementTok: Label 'IS', MaxLength = 10, Comment = 'Income Statement';
}
Original file line number Diff line number Diff line change
Expand Up @@ -16,9 +16,9 @@ codeunit 11487 "Create Column Layout Name US"
var
ContosoAccountSchedule: Codeunit "Contoso Account Schedule";
begin
ContosoAccountSchedule.InsertColumnLayoutName(PeriodandYeartoDate(), PeriodandYeartoDateLbl);
ContosoAccountSchedule.InsertColumnLayoutName(PeriodandYeartoDatewithPercentofTotalRevenue(), PeriodandYeartoDatewithPercentofTotalRevenueLbl);
ContosoAccountSchedule.InsertColumnLayoutName(ThisYeartoDatevsPriorYeartoDate(), ThisYeartoDatevsPriorYeartoDateLbl);
ContosoAccountSchedule.InsertColumnLayoutName(PeriodandYeartoDate(), PeriodandYeartoDateLbl, PeriodandYeartoDateInternalDescriptionLbl);
ContosoAccountSchedule.InsertColumnLayoutName(PeriodandYeartoDatewithPercentofTotalRevenue(), PeriodandYeartoDatewithPercentofTotalRevenueLbl, PeriodandYeartoDatewithPercentTotalRevenueInternalDescriptionLbl);
ContosoAccountSchedule.InsertColumnLayoutName(ThisYeartoDatevsPriorYeartoDate(), ThisYeartoDatevsPriorYeartoDateLbl, ThisYeartoDatevsPriorYeartoDateInternalDescriptionLbl);
end;

procedure PeriodandYeartoDate(): Code[10]
Expand All @@ -37,10 +37,13 @@ codeunit 11487 "Create Column Layout Name US"
end;

var
PeriodandYeartoDateTok: Label 'PTD + YTD', MaxLength = 10;
PeriodandYeartoDatewithPercentofTotalRevenueTok: Label 'PTD+YTD+%', MaxLength = 10;
ThisYeartoDatevsPriorYeartoDateTok: Label 'YTDCOMPARE', MaxLength = 10;
PeriodandYeartoDateInternalDescriptionLbl: Label 'Two-column layout displaying figures for the current period and year-to-date using net change and net amount from general ledger entries. This structure provides a clear view of short-term performance alongside cumulative totals, enabling quick comparisons and trend analysis. Useful for income statement reporting, monitoring monthly results against overall progress, and supporting management decisions with accurate period and year-to-date financial insights.', MaxLength = 500;
PeriodandYeartoDateLbl: Label 'Period and Year to Date', MaxLength = 80;
PeriodandYeartoDateTok: Label 'PTD + YTD', MaxLength = 10;
PeriodandYeartoDatewithPercentofTotalRevenueLbl: Label 'Period and Year to Date with Percent of Total Revenue', MaxLength = 80;
PeriodandYeartoDatewithPercentofTotalRevenueTok: Label 'PTD+YTD+%', MaxLength = 10;
PeriodandYeartoDatewithPercentTotalRevenueInternalDescriptionLbl: Label 'Four-column layout displaying current period and year-to-date amounts along with percentages of total revenue for each. Combines actual and budget data using net amounts from general ledger entries and formulas for PTD% and YTD%. Ideal for monitoring short-term and cumulative performance, evaluating revenue contribution, and comparing actuals against budgets in financial analysis and reporting.', MaxLength = 500;
ThisYeartoDatevsPriorYeartoDateInternalDescriptionLbl: Label 'Five-column layout comparing current year-to-date and prior year-to-date amounts, including percentage contributions for each and a calculated difference column. Uses net amounts from general ledger entries with formulas for CUR%, PRIOR%, and CUR-PRIOR. Useful for trend analysis, evaluating year-over-year performance, and identifying growth or decline across financial periods in reports.', MaxLength = 500;
ThisYeartoDatevsPriorYeartoDateLbl: Label 'This Year to Date vs. Prior Year to Date', MaxLength = 80;
ThisYeartoDatevsPriorYeartoDateTok: Label 'YTDCOMPARE', MaxLength = 10;
}
Original file line number Diff line number Diff line change
Expand Up @@ -18,10 +18,10 @@ codeunit 11497 "Create Financial Report US"
ColumnLayoutNameUS: Codeunit "Create Column Layout Name US";
ContosoAccountSchedule: Codeunit "Contoso Account Schedule";
begin
ContosoAccountSchedule.InsertFinancialReport(BalanceSheet(), BalanceSheetLbl, BalanceSheet(), ColumnLayoutName.BalanceOnly());
ContosoAccountSchedule.InsertFinancialReport(BalanceSheetAudit(), BalanceSheetAuditLbl, BalanceSheetAudit(), ColumnLayoutName.BalanceSheetTrend());
ContosoAccountSchedule.InsertFinancialReport(IncomeStatement(), IncomeStatementLbl, IncomeStatement(), NetChangeTok);
ContosoAccountSchedule.InsertFinancialReport(IncomeStatementAudit(), IncomeStatementAuditLbl, IncomeStatementAudit(), ColumnLayoutNameUS.PeriodandYeartoDate());
ContosoAccountSchedule.InsertFinancialReport(BalanceSheet(), BalanceSheetLbl, BalanceSheet(), ColumnLayoutName.BalanceOnly(), BalanceSheetInternalDescriptionLbl);
ContosoAccountSchedule.InsertFinancialReport(BalanceSheetAudit(), BalanceSheetAuditLbl, BalanceSheetAudit(), ColumnLayoutName.BalanceSheetTrend(), BalanceSheetAuditInternalDescriptionLbl);
ContosoAccountSchedule.InsertFinancialReport(IncomeStatement(), IncomeStatementLbl, IncomeStatement(), NetChangeTok, IncomeStatementInternalDescriptionLbl);
ContosoAccountSchedule.InsertFinancialReport(IncomeStatementAudit(), IncomeStatementAuditLbl, IncomeStatementAudit(), ColumnLayoutNameUS.PeriodandYeartoDate(), IncomeStatementAuditInternalDescriptionLbl);
end;

procedure BalanceSheet(): Code[10]
Expand All @@ -45,13 +45,17 @@ codeunit 11497 "Create Financial Report US"
end;

var
BalanceSheetTok: Label 'BS', MaxLength = 10, Comment = 'Balance Sheet';
BalanceSheetAuditInternalDescriptionLbl: Label 'Provides a detailed audit-focused balance sheet layout with sections for cash, receivables, inventory, prepaid expenses, fixed assets, liabilities, and equity, including granular account-level rows and reconciliation formulas for accuracy. Incorporates twelve columns showing month-end balances for the current fiscal year to highlight trends and seasonal changes. Useful for audit preparation, variance analysis, compliance reviews, and monitoring monthly financial position shifts.', MaxLength = 500;
BalanceSheetAuditLbl: Label 'Balance Sheet Audit Lead Schedule', MaxLength = 80;
BalanceSheetAuditTok: Label 'BS AUDIT', MaxLength = 10, Comment = 'Balance Sheet';
IncomeStatementTok: Label 'IS', MaxLength = 10, Comment = 'Income Statement';
IncomeStatementAuditTok: Label 'IS AUDIT', MaxLength = 10, Comment = 'Income Statement Audit Lead Schedule';
NetChangeTok: Label 'M-NETCHANG', MaxLength = 10, Comment = 'Net Change';
BalanceSheetInternalDescriptionLbl: Label 'Presents a complete balance sheet structure with grouped sections and subsections for assets, liabilities, and equity, including totals per section and formulas for total liabilities and equity, and check figure for accuracy. A single column shows a snapshot of the balance as of a specific date. Useful for reporting financial position, preparing compliance statements, validating balances, and supporting period-end reconciliations and reviews.', MaxLength = 500;
BalanceSheetLbl: Label 'Balance Sheet', MaxLength = 80;
BalanceSheetAuditLbl: Label 'Balance Sheet Audit Lead Schedule', MaxLength = 80;
IncomeStatementLbl: Label 'Income Statement', MaxLength = 80;
BalanceSheetTok: Label 'BS', MaxLength = 10, Comment = 'Balance Sheet';
IncomeStatementAuditInternalDescriptionLbl: Label 'Provides an audit-focused income statement layout with granular breakdowns, covering revenue streams, cost of goods, and operating expenses with account ranges for product, job, and service revenue, materials, labor, overhead, and detailed expense categories, plus formulas for gross margin, operating totals, and net income or loss. Displays two columns for current period and year-to-date figures. Useful for audit lead schedules, variance analysis, and financial statement verification.', MaxLength = 500;
IncomeStatementAuditLbl: Label 'Income Statement Audit Lead Schedule', MaxLength = 80;
IncomeStatementAuditTok: Label 'IS AUDIT', MaxLength = 10, Comment = 'Income Statement Audit Lead Schedule';
IncomeStatementInternalDescriptionLbl: Label 'Provides a summarized income statement with sections for revenue, cost of goods, operating expenses, with subrows for account ranges related to product, job, and service revenue, materials, labor, overhead, and expenses, plus formulas for gross margin, operating totals, net income or loss, and check figure for accuracy. A single column shows net change for the selected period. Useful for profitability reporting, variance analysis, and accurate financial statement preparation.', MaxLength = 500;
IncomeStatementLbl: Label 'Income Statement', MaxLength = 80;
IncomeStatementTok: Label 'IS', MaxLength = 10, Comment = 'Income Statement';
NetChangeTok: Label 'M-NETCHANG', MaxLength = 10, Comment = 'Net Change';
}
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