You can use a row order to control how detail rows appear in your report. You can:
Display ledger names in addition to or instead of ledger short names.
Display account descriptions in addition to or instead of segment values.
Sort detail rows by amounts displayed in a column.
Sort detail rows by account segment values or segment value descriptions.
Rearrange the sequence of your account segments to fit specific reporting needs. For example, you may want to see product segment values displayed before cost center values.
Suppress header descriptions for particular account segments.
Prerequisites
To sort detail rows by ranking, the ledger segment's ledger short name or ledger name or by an account segment's values or descriptions, the segment's display type in the related row definition must be either Expand or Both. Optionally, you can use a content set whose display type is set to Row/Expand or Row/Both.
Navigate to the Row Order window.
Enter a Name and Description for the row order.
(Optional) Select the Enable Security checkbox to apply Definition Access Set security to your row order definition. Definition Access Sets are an optional security feature that allows you to control access to your General Ledger definitions. For example, you can prevent certain users from viewing, making changes, or using your row order. If you do not enable security, all users will be able to use, view, and modify your row order.
If the Assign Access function is available for your responsibility, the Assign Access button is enabled once you check the Enable Security checkbox. Choose the Assign Access button to assign the definition to one or more Definition Access Sets with the desired privileges. For more information, see Definition Access Sets.
If the Assign Access function has been excluded from your responsibility, you will not be able to view the Assign Access button in the row order window. You can still secure the row order by checking the Enable Security check box, but only Definition Access Sets that are AutoAssigned are automatically assigned to this row order. See your System Administrator for more information on Function Security.
(Optional) Enter Rank by Column information.
(Optional) Enter Account Display information.
Save your work.
Create a new row order or query an existing one.
From the Row Order window, enter the Name or the Order of the column whose values will be used to sort the detail rows.
Order corresponds to the sequence of the sorting column relative to other displayed columns in the column set, where the leftmost column has an Order of 1.
For example, assume you've defined the following column set:
| Description | Value | Value | Value |
|---|---|---|---|
| Column Number | 1 | 2 | 3 |
| Position | 50 | 75 | 100 |
| Sequence Number | 10 | 20 | 30 |
| Displayed? | Yes | No | Yes |
If you want to sort detail rows based on the amounts in Column 1, enter 1 as your Order. If you want to sort based on the amounts in Column 3, enter 2 as your Order (since Column 2 is not displayed).
Select a Ranking method. You can sort amounts in Ascending or Descending order
Save your work.
Create a new row order or query an existing one.
(Optional) Enter Rank by Column information in the Row Order window.
Enter the Sequence number of the segment to use for sorting detail report rows.
Enter the Segment name.
Choose an Order By method to control sorting of the detail report rows:
Ledger Short Name - sort by the ledger short name.
Ledger Name - sort by the ledger name.
If you use reporting currencies, then selecting order by Ledger Name also sorts by reporting currency name.
Description - sort by the account segment description.
Value - sort by account segment value.
Note: If you enter Description, Value, Ledger Name, or Ledger Short Name as your Order By method, FSG will ignore any information you entered in the Rank by Column region.
Ranking - sort by the Rank by Column information.
Note: If you assign the Order By Ranking method to a segment, you must also enter Rank by Column information. If you don't, FSG will sort by account segment values. Also, when you use the Order By Ranking method, all segments following the sorting segment must have a display type of Total or Both. Otherwise, FSG cannot derive the totals needed to sort the report rows.
Enter a segment Display method:
Ledger Name - will display the ledger name on your report.
Ledger Short Name - will display the ledger short name on your report.
Ledger Short Name and Ledger Name - will display both the ledger name and ledger short name on your report.
Description - will display the segment description on your report.
Value - will display the segment value on your report.
Value and Description - will display both the segment value and description on your report.
Enter a printing Width for your account segment. If you choose to print a segment's description, make sure the printing width is large enough to accommodate the description.
Note: You must also make sure that in your column set definition you have provided enough room at the left of your report to accommodate the cumulative printing widths of all the segments specified in your row order.
Save your work.
Create a new row order or query an existing one.
(Optional) Enter Rank by Column information.
From the Row Order window, enter the Account Display information for the segment whose account sequence you want to change when printed on your report:
Enter a new Sequence number for the segment.
Note: You do not have to enter a new sequence number for each of the segments in your account structure. FSG automatically adjusts the position of all segments (either left or right, as needed) when you change the sequence number of ledger or an account segment. For example, if your ledger segment and account structure is Ledger-Company-Cost Center-Account-Product and you enter a new sequence number of 3 for Ledger, your report is printed as Company -Cost Center-Ledger -Account-Company-Product.
Enter the Segment name, Order By method, Display method, and printing Width
Save your work.
When you enter your Account Display information, set the segment printing width to zero.