fc_10_win_user_en

SAP BusinessObjects Financial Consolidation User Guide SAP BusinessObjects Financial Consolidation 10.0

2013-10-31

2013 SAP AG or an SAP affiliate company. All rights reserved. No part of this publication may bereproduced or transmitted in any form or for any purpose without the express permission of SAP AG.

Copyright

The information contained herein may be changed without prior notice. Some software productsmarketed by SAP AG and its distributors contain proprietary software components of other softwarevendors. National product specifications may vary. These materials are provided by SAP AG and itsaffiliated companies ("SAP Group") for informational purposes only, without representation or warrantyof any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials.The only warranties for SAP Group products and services are those that are set forth in the expresswarranty statements accompanying such products and services, if any. Nothing herein should beconstrued as constituting an additional warranty. SAP and other SAP products and services mentionedherein as well as their respective logos are trademarks or registered trademarks of SAP AG inGermany and other countries. Please seehttp://www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademarkinformation and notices.

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Contents

What's New in the SAP BusinessObjects Financial Consolidation User Guide...................11Chapter 1

An overview of the tasks performed in the application.........................................................13Chapter 2

General user functions..........................................................................................................15Chapter 3

To start the application...........................................................................................................153.1

To change your password......................................................................................................163.2

To quit the application and disconnect from the database.......................................................163.3

Monitoring your license..........................................................................................................163.4

To check your license.............................................................................................................163.4.1

Monitoring the number of users.............................................................................................173.4.2

The Desktop..........................................................................................................................173.5

To open a new desktop using the same connection...............................................................183.5.1

To display the Desktop in read-only mode..............................................................................183.5.2

To return to the Desktop........................................................................................................183.5.3

To close a desktop.................................................................................................................183.5.4

The Desktop components......................................................................................................193.5.5

Customizing the Information Viewer list display......................................................................303.5.6

Display languages..................................................................................................................403.5.7

Navigating through Desktop objects......................................................................................413.5.8

Printing Desktop objects........................................................................................................443.5.9

Trace reports in SAP BusinessObjects Financial Consolidation..............................................483.6

Activating the trace report function........................................................................................503.6.1

Consulting a trace report........................................................................................................523.6.2

To export trace report data from within a trace report............................................................523.6.3

Global export of trace reports................................................................................................533.6.4

Managing objects using the object editor...............................................................................543.7

The object editor....................................................................................................................543.7.1

To create an object................................................................................................................613.7.2

To open an object editor in the Information Viewer.................................................................613.7.3

To save an object...................................................................................................................623.7.4

To duplicate an object............................................................................................................623.7.5

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Selecting objects...................................................................................................................623.7.6

To delete an object................................................................................................................633.7.7

The Select Item panel.............................................................................................................633.8

Logs.......................................................................................................................................653.9

Log command........................................................................................................................653.9.1

Configuring the general options..............................................................................................653.10

Specific data processing (Hooks)...........................................................................................683.10.1

Activating access to SAP BusinessObjects Financial Information Management......................733.10.2

Activating access to SAP BusinessObjects Intercompany......................................................743.10.3

Activating access to SAP Disclosure Management................................................................743.10.4

Analysis domain....................................................................................................................77Chapter 4

The Home module..................................................................................................................774.1

The Financial Consolidation dashboard...................................................................................774.1.1

The Plan tab...........................................................................................................................854.1.2

The Operation tab..................................................................................................................864.1.3

The Report Navigator module.................................................................................................864.2

Report schedules...................................................................................................................874.2.1

Objects in the Report Navigator.............................................................................................894.2.2

Report Navigator tree structure..............................................................................................904.2.3

To open a schedule report......................................................................................................904.2.4

To modify a report................................................................................................................1064.2.5

To copy data from one report schedule to another...............................................................1074.2.6

To export a report schedule.................................................................................................1074.2.7

To close a report..................................................................................................................1084.2.8

The Favorites folder.............................................................................................................1084.2.9

Report bundles.....................................................................................................................1094.2.10

Printing Report Navigator objects.........................................................................................1164.2.11

The Viewpoints module........................................................................................................1174.3

The viewpoints object editor.................................................................................................1174.3.1

Operation domain...............................................................................................................121Chapter 5

The Reporting Organizer and RU Organizer modules............................................................1215.1

Objects in the Reporting Organizer and RU Organizer modules............................................1225.1.1

The Reporting Organizer......................................................................................................1255.1.2

The RU Organizer................................................................................................................1395.1.3

The Package Manager module.............................................................................................1555.2

Package process overview...................................................................................................1565.2.1

Packages.............................................................................................................................1565.2.2

The package editor...............................................................................................................1595.2.3

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When a package is opened..................................................................................................1675.2.4

To open a package...............................................................................................................1685.2.5

To run preloading calculations..............................................................................................1695.2.6

To save a package...............................................................................................................1705.2.7

To delete a package.............................................................................................................1705.2.8

To export data from a package.............................................................................................1705.2.9

To validate the controls in a package....................................................................................1715.2.10

To validate a package...........................................................................................................1725.2.11

Protecting a package............................................................................................................1725.2.12

Approving packages.............................................................................................................1735.2.13

Resetting packages..............................................................................................................1765.2.14

Data entry schedules...........................................................................................................1775.2.15

SAP BusinessObjects Financial Information Management ...................................................1865.2.16

Importing data into packages................................................................................................1885.2.17

Working with ledgers in the Package Manager.....................................................................1985.2.18

Publishing packages.............................................................................................................2005.2.19

Integrating packages after publication..................................................................................2085.2.20

Printing packages.................................................................................................................2095.2.21

Working in multi-user mode..................................................................................................2105.2.22

The Manual Journal Entries module......................................................................................2125.3

Manual journal entries..........................................................................................................2135.3.1

Manual journal entry status..................................................................................................2135.3.2

The manual journal entry editor.............................................................................................2145.3.3

To create a journal entry.......................................................................................................2205.3.4

Data entry in a manual journal entry......................................................................................2225.3.5

Ledgers................................................................................................................................2275.3.6

Importing journal entries from a file.......................................................................................2275.3.7

To copy and paste journal entries.........................................................................................2335.3.8

Validity of central manual journal entries...............................................................................2355.3.9

Versioning in manual central journal entries..........................................................................2355.3.10

Posting central manual journal entries..................................................................................2365.3.11

Changing manual journal entries...........................................................................................2385.3.12

Reversing journal entries......................................................................................................2395.3.13

Protecting journal entries......................................................................................................2415.3.14

Deleting journal entries........................................................................................................2435.3.15

Printing journal entries..........................................................................................................2455.3.16

Automatic alerts for manual journal entries...........................................................................2455.3.17

Manual journal entry templates.............................................................................................2465.3.18

The Scope Builder module...................................................................................................2515.4

Portfolio mode.....................................................................................................................2535.4.1

Scope mode........................................................................................................................2545.4.2

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Objects in the Scope Builder module...................................................................................2565.4.3

Concepts.............................................................................................................................2585.4.4

Portfolio mode editors..........................................................................................................2615.4.5

Managing portfolios.............................................................................................................2635.4.6

Managing scopes.................................................................................................................2945.4.7

Defining a scope in the scope mode editor...........................................................................3065.4.8

Example of a simple holding structure..................................................................................3485.4.9

Calculating scopes...............................................................................................................3565.4.10

The Rates module................................................................................................................3605.5

Objects in the Rates module................................................................................................3615.5.1

Rate table editor..................................................................................................................3625.5.2

Creating, loading and retrieving rate tables...........................................................................3645.5.3

To delete a rate table...........................................................................................................3695.5.4

To change a rate table..........................................................................................................3705.5.5

Importing data into a rate table.............................................................................................3705.5.6

Exporting rate tables............................................................................................................3755.5.7

Printing rate tables...............................................................................................................3765.5.8

The Consolidation module....................................................................................................3775.6

Consolidations.....................................................................................................................3775.6.1

Reconciliations.....................................................................................................................3915.6.2

Running a consolidation or intercompany reconciliation........................................................3955.6.3

Consolidation and reconciliation processing log...................................................................3975.6.4

Printing consolidation and intercompany reconciliation definitions.........................................3975.6.5

Administration domain........................................................................................................399Chapter 6

The Task List, Task Scheduler, Task Monitor and Log modules............................................3996.1

Objects in the Task List, Task Scheduler, Task Monitor and Log modules............................4006.1.1

The Task List module...........................................................................................................4026.1.2

The Task Scheduler..............................................................................................................4366.1.3

The Task Monitor.................................................................................................................4406.1.4

The Log module...................................................................................................................4426.1.5

The Address Book and Site Profiles modules.......................................................................4456.2

Address Book module..........................................................................................................4466.2.1

Site Profiles module.............................................................................................................4516.2.2

Correspondents...................................................................................................................4576.2.3

Objects in the Address Book and Site Profile modules.........................................................4596.2.4

Appendix..............................................................................................................................4616.2.5

The Security module............................................................................................................4646.3

Objects in the Security module............................................................................................4656.3.1

The editors in the Security module.......................................................................................4686.3.2

Users...................................................................................................................................4696.3.3

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Owner groups......................................................................................................................4766.3.4

Functional Profiles................................................................................................................4786.3.5

Access definitions................................................................................................................4836.3.6

Data access groups.............................................................................................................4936.3.7

Exporting users....................................................................................................................4976.3.8

Functional profile descriptions..............................................................................................5016.3.9

The Audit module.................................................................................................................5256.4

How the audit process works...............................................................................................5256.4.1

Tasks related to the audit process.......................................................................................5266.4.2

The audit editor....................................................................................................................5266.4.3

Creating an audit definition...................................................................................................5286.4.4

Running an audit task...........................................................................................................5366.4.5

The Package Amounts Trace module...................................................................................5386.5

The Package Amount Trace editor........................................................................................5396.5.1

Enabling the Package Amount Trace function.......................................................................5406.5.2

Consulting the package amount trace..................................................................................5406.5.3

Displaying, sorting and grouping Package Amount Trace information...................................5426.5.4

Exporting package amount trace rows..................................................................................5456.5.5

Printing the package amount trace.......................................................................................5466.5.6

Setup domain......................................................................................................................547Chapter 7

The Dimension Builder module.............................................................................................5477.1

Architecture of the database structure.................................................................................5487.1.1

Functional Modes.................................................................................................................5497.1.2

Objects in the Dimension Builder module.............................................................................5507.1.3

Editors in the Dimension Builder module..............................................................................5597.1.4

Creating and managing objects............................................................................................5607.1.5

Defining the database structure...........................................................................................5627.1.6

Entering data in the reference tables....................................................................................5687.1.7

Hierarchy mode....................................................................................................................5787.1.8

Managing filters...................................................................................................................5907.1.9

Standard configuration of the database structure.................................................................5987.1.10

The Report Designer module................................................................................................6087.2

Objects in the Report Designer module................................................................................6097.2.1

Modifiable objects................................................................................................................6127.2.2

Navigating between schedules.............................................................................................6147.2.3

The editors in the Report Designer module..........................................................................6167.2.4

Working with schedules, books and folders.........................................................................6237.2.5

Designing schedules............................................................................................................6347.2.6

Defining the layout of a schedule..........................................................................................6797.2.7

Testing and previewing schedules for the Web.....................................................................7147.2.8

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Printing.................................................................................................................................7167.2.9

Examples of schedules.........................................................................................................7187.2.10

Appendix..............................................................................................................................7337.2.11

The Category Builder module...............................................................................................7677.3

Objects in the Category Builder module...............................................................................7687.3.1

Steps for defining a category scenario in the Category Builder module................................7757.3.2

Standard and Expanded modes............................................................................................7767.3.3

The category scenario editor................................................................................................7777.3.4

Defining a category scenario................................................................................................7817.3.5

Appendix..............................................................................................................................8807.3.6

The Rules module................................................................................................................9017.4

Organization of rules............................................................................................................9027.4.1

Objects in the Rules module.................................................................................................9047.4.2

The rule editors....................................................................................................................9087.4.3

Working with rules...............................................................................................................9097.4.4

Consulting objects in the Rules module................................................................................9117.4.5

Defining a consolidation rule................................................................................................9127.4.6

Defining a reporting unit rollup rule.......................................................................................9317.4.7

Defining an account rollup rule ............................................................................................9327.4.8

Defining a reconciliation rule.................................................................................................9357.4.9

Defining a preconsolidation rule...........................................................................................9457.4.10

Defining a package rule........................................................................................................9477.4.11

Defining an SQL rule............................................................................................................9497.4.12

Arranging rules into sets and subsets...................................................................................9537.4.13

Functions and coefficients....................................................................................................9587.4.14

Examples of rules using a coefficient....................................................................................9697.4.15

Specific rules.......................................................................................................................9797.4.16

Variables..............................................................................................................................9817.4.17

The Data Entry Restrictions module.....................................................................................9837.5

Restricting data entered based on dimensions.....................................................................9857.5.1

Printing data entry restrictions..............................................................................................9857.5.2

The data entry restriction editor............................................................................................9867.5.3

To create a data entry restriction..........................................................................................9887.5.4

To change a data entry restriction........................................................................................9887.5.5

To duplicate a data entry restriction......................................................................................9887.5.6

To delete a data entry restriction..........................................................................................9897.5.7

The Ledgers module.............................................................................................................9897.6

Objects in the Ledgers module.............................................................................................9907.6.1

The ledger editor..................................................................................................................9917.6.2

To create a ledger................................................................................................................9937.6.3

To change a ledger...............................................................................................................9937.6.4

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To copy a ledger..................................................................................................................9947.6.5

To delete a ledger................................................................................................................9947.6.6

The Data Link Definitions module.........................................................................................9947.7

Objects in the Data Link Definitions module.........................................................................9957.7.1

The data link definition editor................................................................................................9967.7.2

Transferring data..................................................................................................................9977.7.3

Managing Data Link definitions...........................................................................................10017.7.4

Defining cross-reference mappings ...................................................................................10087.7.5

Data Link Task ..................................................................................................................10197.7.6

List of operators and functions used in a production..........................................................10257.7.7

Report Examples................................................................................................................10307.7.8

Example of data created by cross-reference mappings.......................................................10337.7.9

SAP BusinessObjects Compliance Link...........................................................................1037Chapter 8

Entering the settings required for generating ComplianceLink documents..........................10378.1

To enter the settings required for generating ComplianceLink documents..........................10388.1.1

To generate ComplianceLink documents for amounts in a schedule...................................10388.1.2

To view ComplianceLink documents in a package..............................................................10388.1.3

Dynamic analysis using SAP BusinessObjects Financial Consolidation in Excel............1041Chapter 9

To create a dynamic analysis..............................................................................................10429.1

To change the dynamic analysis data..................................................................................10449.2

To duplicate an existing dynamic analysis pivottable...........................................................10459.3

To open a dynamic analysis................................................................................................10459.4

To close the current dynamic analysis................................................................................10469.5

Activating the PivotTable Field List.....................................................................................10469.6

More Information...............................................................................................................1047Appendix A

Index 1049

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Contents

What's New in the SAP BusinessObjects FinancialConsolidation User Guide

Links to information about the new features and documentation changes for SAP BusinessObjectsFinancial Consolidation.

What's New in SAP BusinessObjects Financial Consolidation 10.0 Support Package 12(November 2013)

Link to more informationWhat's new

Activating access to SAP Disclosure ManagementSample URL to SAP Disclosure Managementupdated.

Wildcard Codes

Note of caution about specific wildcard codesupdated to specify that they work only withSQL Server databases.

Incorrect wildcard code: updated from [] to[^].

SQL rules with SAP HANAInformation concerning creating SQL queries onan SAP HANA database is provided.

SQL rule examplesSample SQL rules are provided, including forOracle and SAP HANA databases.

What's New in SAP BusinessObjects Financial Consolidation 10.0 Support Package 10 (July2013)

Link to more informationWhat's new

Sending data to SAP Disclosure ManagementIntegration with SAP Disclosure Management:you can send Financial Consolidation data toDisclosure Management via a report bundle.

Functional profile rights for External LinksA new functional profile right is provided to enablemanaging Disclosure Management options.

Activating access to SAP Disclosure ManagementA new section in the External Links tab of the"General Options" window allows you to activateaccess to SAP Disclosure Management

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What's New in the SAP BusinessObjects Financial Consolidation User Guide

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What's New in the SAP BusinessObjects Financial Consolidation User Guide

An overview of the tasks performed in the application

The following table offers a quick, contextual overview of all of the tasks you perform using SAPBusinessObjects Financial Consolidation.

3. Consolidation2. Data Collection1. Setup

Scope and portfolio Maintain scope properties Maintain scope hierarchies Define consolidation proper-

ties Link to portfolio

Reporting package Define package properties Link to set of controls Link to package rules Link to opening balance Set up default publishing

properties

Dimensions Maintain reference tables Maintain amount data source Maintain conversion rate da-

ta source Maintain tax rate data source

Rates Maintain tax and conversion

rate properties Maintain rates

Package by reporting unit Maintain reporting unit pack-

age properties Manage package work flow

Dimension members Maintain properties Maintain characteristic Maintain filters Maintain hierarchies

Consolidation Maintain consolidation defini-

tion properties Lock consolidation Run full or Incremental con-

solidation Create and schedule a con-

solidation task

Data entry Enter data and comments Run controls View instructions and guides Attach documents Publish package

Category scenario Maintain chart of accounts Maintain flow analysis Maintain dimension analysis Maintain category formulas Maintain controls

Journal entries Maintain journal entry process Validate journal entries Attached documents Reverse journal entries Post and protect journal entries Maintain templates

Main reports Maintain folders and books Maintain reports Maintain report formulas Maintain report templates

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3. Consolidation2. Data Collection1. Setup

Reconciliation Maintain reconciliation prop-

erty definition Run full or incremental recon-

ciliation Create and schedule tasks

Rules Maintain set of rules Maintain consolidation rules Maintain reconciliation rules Maintain reconciliation and

package rules Maintain SQL rules Maintain functions Maintain coefficients

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General user functions

3.1 To start the application

1. In Windows, open SAP BusinessObjects Financial Consolidation.

The "Start the Application" dialog box appears.

2. Select the data source.3. Enter your login and your password, if required:

Use a Windows account

If the application is run in a Windows environment, you can use the same login and passwordused to open the Windows session. If you activate this option, the "User" and "Password" boxesare grayed out.

User

Password

Save password

This field is used to memorize the user password for future connections.

Note:When the application is open, you can change the password of the user connected.

4. Select the data source manager.5. Click OK.

The Desktop opens.

Note:

If the license file has not been installed in the correct folder, you will not be able to connect. To findout more, see the SAP BusinessObjects Financial Consolidation Installation guide.

If your user name is not active, an error message appears, informing you that you are not authorizedto log in. To find out more, contact your administrator.

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3.2 To change your password

Once the application is open, you can change your password without opening the "Security" module.

1. Select Tools > Change Password.

The "Change Password" dialog box appears.

2. In the text boxes, enter your old password, your new password, then confirm your new password.3. Click OK.

3.3 To quit the application and disconnect from the database

If you close all of the desktops, you will quit the application and disconnect from the database.

Select File > Close All Desktops.

Tip:We strongly recommend you follow this method.

3.4 Monitoring your license

3.4.1 To check your license

Do one of the following:

Do the following...To...

View the splash screen displayed when you login to the application.Check your license at login to the application

Select Help > About Financial Consolidation.Check your license when you are already loggedin to the application

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3.4.2 Monitoring the number of users

The license agreement granted to your company authorizes a certain number of users (withoutdistinguishing between SAP BusinessObjects Financial Consolidation and SAP BusinessObjectsExtended Analytics). This includes two levels of users: Administrator and non-Administrator.

Note:Only active users are counted. Inactive users whose activity has been suspended are not counted.

3.4.2.1 To view the number of active users

1. Select Administration > Users > Trace license file.2. Use the table in the "Security" module to see the number of active users authorized by your license

and the number of active users in your database. If the maximum number of authorized active usershas been reached, the normally green icon in the Status column in the Trace license file will beorange.

Note:If you exceed the number of users authorized by your license when creating a new user or enabling apreviously-disabled user, a message is displayed informing you that you have reached the maximumnumber of users authorized by your license for a specific user level (Administrator or non-Administrator).This message is also displayed in the Trace license file in the "Security" module.

Caution:The license allows you to exceed the maximum number by 10%, after which you will not be able tocreate a new user or enable a previously-disabled user.

3.5 The Desktop

The SAP BusinessObjects Financial Consolidation"Desktop" appears when you start the application.The "Desktop" enables you to navigate through all of the objects in the application.

It is made up of two principal sections:

The Navigation bar, which is made up of the domains and their views. When you first open theapplication, the "Desktop" opens displaying the Home window. The next time you start the application,the "Desktop" opens in the module that was last in use.

The Information Viewer, in which you can access the objects of the selected module.

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When navigating through the domains and modules, you can access the editors for each object. Youcan also access the Properties Box from the "Desktop" and perform a range of operations, like printing.

Note:You can open several desktops at the same time using the same login.

This section will first show you how to navigate between objects. It will then go into more detail aboutthe different parts of the "Desktop" and its editors.

3.5.1 To open a new desktop using the same connection

You can open several desktops at the same time using the same login.

In the application, select Tools > New Desktop With Same Connection.

A new desktop opens.

3.5.2 To display the Desktop in read-only mode

The Desktop and its editors can be displayed in read-only mode so that the objects cannot be changedaccidentally when they are being consulted.

When the Desktop is displayed in read-only mode:

the Read-only command is preceded by a check in the menu.

you cannot change the objects in the Desktop or in their editors.

Select Tools > Read-only.

3.5.3 To return to the Desktop

Click the button to return to the Desktop from an editor.

This command is particularly useful when several editors are open at the same time.

3.5.4 To close a desktop

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If several desktops are open with the same connection, closing one of them just means that the activewindow is closed. Closing the desktop does not disconnect you from the application or the database.

In the application, select File > Close Desktop.

3.5.5 The Desktop components

The "Desktop" window is made up of the following:

The Navigation bar, on the left, that displays the domains which represent the principal functions ofthe application: analysis, operation, administration and setup. Each domain consists of moduleswhich in turn group together functional objects of the same category, such as packages and manualjournal entries. When you click the module, a list of the objects it contains is displayed in theInformation Viewer to the right.

The Information Viewer contains:

a banner which indicates the name of the module currently open. It can also display the functionalmode in use, such as Definition, Load data or Filters.

a tree structure in which the module objects are arranged into folders.

a contents list which displays the objects contained either in the module or in the tree structurefolder currently open. The properties of the objects listed are displayed in the column headers.If the list contains many objects, you can apply filters to limit the display to selected items.

a Title bar

a Menu bar

a Standard toolbar

a Desktop filter toolbar

two scroll bars, for scrolling vertically and horizontally

a Status bar

Related Topics Desktop title bar Desktop commands and menus Desktop toolbars Desktop filter toolbar Desktop status bar

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3.5.5.1 Desktop domains and modules

The "Desktop" contains modules grouped into four domains. These domains represent the principalfunctions of the application: analyzing data (Analysis) collecting and producing data (Operation) managing the application (Administration) defining the architecture of the data and objects (Setup)

Related Topics Modules in the Analysis domain Modules in the Operation domain Modules in the Administration domain Modules in the Setup domain

3.5.5.1.1 Modules in the Analysis domain

The Analysis domain consists of a range of tools designed to help you analyze data.

ToModule

Consult the description of domains and views in the application and toaccess modules directly. Consult the operating cycle and access themodules in the Operation domain directly.

Home

Run analysis reports and report bundles.Reports

List viewpoints used to facilitate the opening of reports by using predefineddimension values and selection methods.Viewpoints

3.5.5.1.2 Modules in the Operation domain

The Operation domain groups together all of the functionalities for collecting and producing data forperforming a consolidation.

ToModule

Define and view reporting IDs and their default properties.Reporting Organizer

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ToModule

Define the reporting units to be processed for a reporting ID. Cus-tomize the data entry environment for specific reporting units andgenerate opening balances.

RU Organizer

Enter data in, publish, and check packages.Package Manager

Post manual journal entries.Manual Journal Entries

Define and manage portfolios and scopes.Scopes

Define and manage conversion and tax rates.Rates

Manage consolidation and Intercompany reconciliation definitions.Consolidation

3.5.5.1.3 Modules in the Administration domain

The Administration domain contains all of the modules which enable you to manage tasks and definesecurity settings.

ToModule

Manage tasks.Task List

Plan when tasks are to be performed.Scheduling

Monitor activity on the processing server.Task Monitor

Consult the log for all of the tasks performedLog

Manage site addresses.Address Book

Identify the sites which have created the objects.Site Profiles

Manage users, workgroups, functional profiles and data access groups.Users

Locate all occurrences where a dimension, characteristic or object isused. Search for the objects in which an account, for example, is used.Audit

3.5.5.1.4 Modules in the Setup domain

The Setup domain groups together all of the modules used for setting up the application.

ToModule

Define and enter data in reference tables, define data tables, and di-mensions and arrange characteristics into a tree structure.Dimension Builder

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ToModule

Design data entry/retrieval schedules and structure them by assigningthem to books and folders.Report Designer

Manage category scenarios.Category Builder

Define sets, subsets, rules and coefficients and arrange them into atree structure.Rules

Define which dimension values are available for data entry.Data entry restrictions

Store journal entries.Ledgers

Transfer data between transactional systems (ERP, accounting,management, consolidation or reporting software packages) and SAPBusinessObjects Financial Consolidation.

Data Link Definitions

3.5.5.2 Access rights and the Desktop

In the "Desktop", the domains and modules displayed depend on:

the type of site

For example, users working on a data entry site do not have access to the "Setup" domain.

the functional profile of the user

Access rights to the modules are defined for each user. If a user does not have access to a particular:

domain, this domain is not visible module in the domain, the modules available are visible, but the unavailable one is not.

3.5.5.3 Desktop toolbars

In both the Desktop and editors, the toolbar contains buttons for performing operations on objects. Thistoolbar makes it easier for you to perform the tasks you most frequently carry out.

Some buttons are grayed out depending on the views currently open, the operations performed oraccess rights to objects. If a button is grayed out, the command it represents is not available.

By default, the toolbar is displayed at the top of the Desktop or editor, but you can move or hide it.

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3.5.5.3.1 To display or hide a Desktop toolbar1. Select View > Toolbar.

A dropdown list appears.

If the Standard or Desktop filter command is activated, the corresponding toolbar is displayed.

If the commands are not activated, the corresponding toolbar is hidden.

2. To display or hide the toolbar you require, click the appropriate command (Standard or Desktopfilter) in the dropdown list.

3.5.5.3.2 Standard toolbar buttons common to the Desktop and editors

The following table shows the buttons common to the "Desktop" and editors, and shows the commandsand hotkeys associated with these buttons and the functions they perform.

Note:The Category Builder and Scope Builder module editors do not have the standard toolbar. To find outmore, refer to these modules.

Toor pressor selectClick

Create an objectCTRL + NFile > New

Create one of the objects presented in thecontextual menuFile > New > Menu

Print an objectCTRL + PFile > Print

Obtain information about the versionnumber and copyrightHelp > About

Note:By default, the buttons which you can use to create different types of objects use the same icon as theobject in the module's tree structure.

Example:

The icon symbolizing the Functional Profile, selected in the module's tree structure, appears on thebutton. If you want to create a Functional Profile, you can do so by clicking the button directly withouthaving to select this object from the dropdown list.

3.5.5.3.3 Desktop buttons

The table below shows the buttons featured on the standard toolbar for the Desktop. Like the previoustable, it shows the commands and hotkeys associated with these buttons and the functions they perform.

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Open an existing objectCTRL + OFile > Open

Delete selected data and placeit on the ClipboardCTRL + XEdit > Cut

Copy selected data and placeit on the ClipboardCTRL + CEdit > Copy

Paste selected data from theClipboardCTRL + VEdit > Paste

Delete the selected objectCTRL + DeleteEdit > Delete

Display the window for manag-ing how columns are dis-played, sorted and grouped.

View > Columns

Display the box showing objectproperties which enables youto sort and group them

View > Properties Box

Go to previous viewGo To > Previous View

Go to next viewGo To > Next View

Select a display templateView > Templates > CurrentTemplate > [Template Name]

Choose working languageTools > Working Language[Language Required]

3.5.5.3.4 Standard editor toolbar buttons

The following table shows the buttons in the standard editor toolbar, and the commands and hotkeysfor the buttons and the functions they perform.

Note:The Category Builder and Scope Builder module editors do not have the standard toolbar. To find outmore, refer to these modules.


Save object or changes madeCRTL +SFile > Save

Display previous objectView > Previous

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Display next objectView > Next

Return to the DesktopTools > Back to Desktop

Related Topics Scrolling through Information Viewer lists

3.5.5.3.5 Desktop filter toolbar

The "Desktop filter" toolbar enables you to restrict the display to objects related to specific reportingIDs or units.

Note:The filters do not apply to all of the modules.

You can select more than one member for the Specify Reporting ID filter, but only one in the SpecifyReporting Unit filter.

Note:If you select no members in the Specify Reporting ID filter in the Desktop, then all elements aredisplayed in the "Home" window of the "Analysis" domain and in the modules whose display dependson the selection made.

By default, the toolbar is displayed at the top of the Desktop. You can, however, hide it or move it toanother location.

Desktop filters

The Desktop filter toolbar offers the following filters on items that appear in the Information Viewer lists: Reporting ID

Note:If you select no members for the Specify Reporting ID filter, then nothing is displayed in the "Home"window of the "Analysis" domain or in the modules whose display depends on the selection made.

Reporting Unit

Viewpoints in Report Navigator

You can:

enter the code of the item you want to select in the text box.

If you want to select more than one item, you must enter the codes for each one and use a semi-colon(;) to separate them.

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Note:You must enter codes that are already in the database.

click to select the items.

Note:Multiple selection only works for certain items.

If an item has been selected or entered, the code appears in the text box and the long descriptionappears to the right of the box.

If several items have been selected or entered, the codes will appear in the text box separated by asemicolon (;). "Multiple Selection" appears to the right of the box. When you place the cursor on thetext box, a tooltip containing the codes selected appears.

Note:To delete the selection of codes, select the items then press the Enter key. You can also delete theselection using the contextual menu.

The Desktop Filter toolbar contextual menu is used to:

Consult

Select Consult to open the object properties box in read-only mode.

Change

Select Change to open the object properties box to edit the properties.

Clear

Select Clear to remove the selection made or the data entered.

Note:The Clear and Change commands only work if one single object has been selected or entered inthe text box.

3.5.5.4 Desktop commands and menus

In all of the modules, the following standard menus are available:

File menu

Edit menu

View menu

Go To menu

Tools menu

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? menu

In a number of modules, there is an additional menu entitled Actions which enables users to performoperations which are specific to each module. The commands available in this menu vary dependingon the module currently open.

Related Topics Module and object-specific menus

3.5.5.4.1 File menu

The File menu contains commands for:

creating and opening objects

printing objects and setting up the page for printing

importing and exporting data

configuring domains

closing the Desktop or session

Note:In the Desktop, the File menu does not contain a Save command because the commands used forsaving items are displayed in the module editors.

3.5.5.4.2 Edit menu

The Edit menu contains all of the standard commands for editing objects: Cut, Copy, Paste, Delete,and Select All.

3.5.5.4.3 View menu

The Viewmenu contains the commands for displaying or hiding Desktop objects or items. These objectsinclude the Properties Box which you can use for viewing and changing object properties of one ormore selected items.

You can also use this menu for defining templates to customize how the Desktop is displayed.

Related Topics The object editor

3.5.5.4.4 Go To menu

The Go To menu contains all of the commands for navigating through the Desktop. It presents a fulllist of the domains and views together with a log of the views last consulted.

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3.5.5.4.5 Tools menu

The Tools menu presents a group of commands for performing operations which are general to theapplication.

Use this menu to:

activate the read-only mode to prevent any modifications from being made to objects (except thosecurrently open)

open other Desktops select the working language, the application language change the password of the user connected configure general options

Related Topics Configuring the general options

3.5.5.4.6 ? menu

The Help menu provides information on the application version and enables you to consult the productdocumentation.

3.5.5.4.7 Module and object-specific menus

Certain modules present additional commands for performing operations which are specific to thesemodules.

Actions menu

In some modules, an Actions menu appears in the Standard menu after Tools with commands thatenable you to perform operations specific to a module in the Desktop. The commands contained in thismenu vary depending on the module currently open.

Example:

In the "Reporting Organizer" module, the Actions menu contains the RU Organizer and PackageManager commands. In the "RU Organizer" module, however, theActionsmenu contains theGeneratePackage at Current Site and Insert Reporting Units commands.

New command

If different types of objects are managed in a module, the New menu will contain a sub-menu that listsall of the objects managed in the module.

For example, in the "Consolidation" module, the New sub-menu contains commands for creating a newConsolidation definition or Intercompany reconciliation definition.

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3.5.5.5 Desktop status bar

The status bar provides information on the window currently open. It specifies:

the current task, like Ready or Searching.

a description of any command currently highlighted.

the keyboard configuration: the three boxes at the right of the bar show whether the Caps Lock,Num Lock and Scroll Lock functions have been activated.

By default, the status bar is displayed underneath the open window, but you can hide it if required.

Example:

The message "Creates a new schedule" will appear when you place the mouse arrow on File > New> Schedule.

3.5.5.5.1 To display or hide the status bar1. Click View.

A dropdown list appears.

If the Status bar command is activated, the status bar is displayed.

If the Status bar command is not activated, the status bar is hidden.

2. Click the Status bar command in the dropdown list to display or hide the toolbar.

3.5.5.6 Desktop title bar

The title bar provides information on the window currently opened. It is located at the top of the mainwindow.

In the Desktop, the title bar shows:

the application icon

the name of the module currently open

if there is more than one Desktop open for the same module, the number indicating the order inwhich the current Desktop was opened. By default, no number is displayed for the Desktop openedfirst.

the data source to which the Desktop is connected.

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the name of the user connected

the [Application] Desktop caption.

In the editor, the title bar shows:

the specific icon for the object

the object's code

the name of the object type

the long description of the object

Caution:In some editors, the object is not identified by a code. In the package editor, for example, the titlebar displays the Category, Data entry period and Reporting Unit.

3.5.6 Customizing the Information Viewer list display

In each module, the objects are presented in list form.

You can:

choose the columns to be displayed

sort the objects contained in a list

group the objects presented in a list

Tip:Select an object from a list by selecting the relevant column header and then typing the first charactersof the required object. The cursor will then move automatically to the appropriate row.

The List Properties dialog box contains the following tabs:

View

Use View to specify which columns are to display in the contents list. The columns are arranged bytopic. The "Visible Columns" field lists which columns are already displayed.

Sort

Use Sort to specify which columns you want to sort using the column headers. The columns arearranged by topic. The "Used Columns" field lists the columns already sorted.

Grouping

Use Grouping to group the columns together. The columns are arranged by topic. The "UsedColumns" field lists the columns already grouped.

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3.5.6.1 To display or hide a column

1. Select View > Columns.

The "List Properties" dialog box appears.

2. To display a column, select it from theAvailable Columns field on the left, and then click thebutton to move it to the field on the right.

3. To hide a column, select it from the Visible Columns field on the right, and then click thebutton to move it to the field on the left.

4. Use the buttons to determine the order in which the columns will be displayed.5. Use the buttons, located to the right of the Width in pixels box, to change the width of the

columns.6. Click OK once your selection is complete.

3.5.6.2 To change the width of columns from the desktop

1. Place the cursor on the line between the column you want to widen and its neighboring column.

The cursor appears as a .

2. Move the mouse: to the right to increase column width

to the left to reduce column width

3. Release the mouse button once the column reaches the width required.

3.5.6.3 To change the width of columns using the List Properties dialog box

1. Select View > Columns.

The List Properties dialog box appears.

2. Select a column.3. Enter the width required in the Width in pixels field.4. Click OK to save your changes.

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3.5.6.4 Sorting Information Viewer columns

Objects presented in list form can be sorted in ascending or descending order.

You can sort one or more columns at a time.

In multiple sorts, you can sort list contents using several criteria arranged by priority.

In a multiple sort, you can also sort some columns in ascending order and others in descending order.

There are three methods available for sorting columns:

Using the mouse

Using the contextual menu

Using the List Properties dialog box

The method enables you to perform advanced operations, like sorting columns using a hidden column,or consulting a full description of the sort operation.

Example:

In the "Package Manager" module, you can carry out a multiple sort by sorting packages first byreporting unit, then by status.

3.5.6.4.1 To sort a column using the mouse1. Select the column that you want to sort.

A triangle appears, indicating which objects are sorted in ascending order. By default, the objectsare always sorted in ascending order when you use this method.

2. Click the column header if you want to reverse the sort order.

3.5.6.4.2 To sort a column using the contextual menu1. Right-click the column header.

The contextual menu appears.

2. Specify the sort order: Select Ascending order to sort the objects in the column by ascending order.

Select Descending order to sort the objects in the column by descending order.

3.5.6.4.3 To sort a column using the List Properties dialog box1. Select View > Columns to display the List Properties dialog box.

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2. Select the Sort tab.3. To sort a column, select it from the Available columns field, then click the button to move

it to the Used Columns field.4. To cancel a sort performed on a column, select the column in question from the Used Columns

field and click the button to move it back to the Available columns field.5. Define the sort order by selecting the Ascending or Descending option.6. Click OK once your selection is complete.

3.5.6.4.4 To sort several columns using the column headers1. Select the column you want to sort.2. Press and hold down the SHIFT key, or depending on your keyboard.3. Keeping the SHIFT key held down, select the columns you want to sort.

Note:The sort priority is determined by the order in which you select the columns.

4. Keeping the SHIFT key held down, click the triangle indicating the sort order if you want to reverseit.

5. Once the sort is complete, release the SHIFT key.

Caution:As soon as you release the SHIFT key, selecting another column or header will cancel the sort.

3.5.6.4.5 To sort several columns using the List Properties dialog box1. Select the column you want to sort.2. Select View > Columns.


3. Select the Sort tab.4. To sort columns, select them from the Available Columns window and then click the button

to move them to the Used Columns window.5. To delete sort columns, select them from the Used Columns window and then click the

button to return them to the Available Columns window.6. Determine the sort order by placing the column you want to sort first at the top of the list. To do so,

select the column and then move it using the button.7. Select the column you want to sort second by placing it underneath the top column using the

buttons. Repeat this operation until all of the columns are placed in the order required.8. For each column, define the sort order by highlighting the columns one by one and then selecting

Ascending or Descending.9. Click OK once your selection is complete.

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3.5.6.5 Grouping Information Viewer objects

The objects in the list can be grouped together under one or more columns.

3.5.6.5.1 To group Information Viewer column objects using the mouse1. Right-click the column header you want to use for a group.2. Select Group By This Column.

The contents of the list appear as a series of gray panels. These are the objects grouped using theselected column.

3. To display the contents of a group, click the button.

To hide the contents, click the button.

3.5.6.5.2 To group Information Viewer column objects using the List Properties dialog box1. Select View > Columns.


2. Select the Grouping tab.3. In the Available Columns field, select the column which you would like to use for the grouping, and

then click the button to move it to the Used Columns field.4. To cancel a grouping, select the column used for the grouping in the Used Columns field and then

click the button to return it to the Available Columns field.5. Click OK once your selection is complete.

3.5.6.5.3 To group several Information Viewer column columns1. Select View > Columns.


2. Select the Grouping tab.3. In the Available Columns tab, select the columns you would like to use for the grouping, then click

the button to move them to the Used Columns field.4. Determine the grouping order by placing the column you want to group first at the top. To do so,

select the column and then move it using the button.5. Next, select the column you would like to group second and then move it using the buttons.6. If required, define a grouping order by selecting the columns one by one and selecting Ascending

or Descending.7. Click OK once your selection is complete.

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The columns are now grouped in cascade format.

3.5.6.5.4 To move objects in an Information View tree structure

In a tree structure, the objects are arranged into directories.

These objects can be dragged and dropped from one directory to another or moved to a different locationin the same directory. Dragging and dropping is a useful method for quickly copying or moving an objectbetween two open directories.

1. Select the object you want to move and drag it to another directory or different location in the samedirectory.

2.When the cursor changes to a , release the mouse button to drop the object at the requiredlocation.

If the cursor changes to a , you cannot drop the object at the required location.

3.5.6.6 Customizing the Information Viewer column tree structure

In some modules, a tree structure is displayed to the left of the contents list in the Information Viewer.A tree structure is, for example, displayed in the "Report Designer" module.

This tree structure lists objects arranged into folders and sub-folders. These vary depending on themodule objects.

Tip:To help you identify a directory easily, an icon representing the type of object it contains is alwaysdisplayed to the left of its description.

Example:

In the "Report Designer" module, the tree structure contains the following directories: Folders and Listof items. These directories can be subdivided into sub-directories which include folders and books.

3.5.6.6.1 Tree structure display

You can also customize the tree structure by selecting its display mode. For each item, you can displaya:

code

description

code and description

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You choose the display mode via the contextual menu or the main menu. In both menus, the displaymode is indicated by a in front of the activated command.

To display the code for tree structure items Select View > Tree Structure > Display Code.

All of the tree structure items are now identified by their code.

To display the long description Select View > Tree Structure > Display Long Description.

All of the tree structure items are now identified by their long description.

To display the code and long description Select View > Tree Structure > Display Code and Long Description.

The tree structure items are now identified by their code and long description.

To resize the tree structure pane

You can resize the tree structure pane so that you can see the contents list or tree structure better.

Tip:When you reduce the tree structure pane, the description of some items can be truncated. A help bubbleappears when you place the cursor on one of these items.

1. Place the cursor on the bar separating the tree structure pane from the contents list.

The cursor now appears as a double-arrow: .

2. Click the separation bar and drag it to the: left, to reduce the tree structure pane.

right, to increase the tree structure pane.

3. Release the mouse button.

Note:When you exit the module, the tree structure pane returns to its default size.

3.5.6.7 Display templates

A display template consists of a group of display options which have been saved and can be appliedto a module.

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All of the templates appear in the dropdown list located to the right of the toolbar.

Note:

All of the modules, apart from "Home " and the "Task Monitor", use the "Standard" template. Thereare other predefined templates for the "Category Builder" and "Security" modules.

Display templates only apply to the contents list. Display options applied to the tree structure arenot included in display templates.

A display template can only be used in the module for which it was defined. The standard templates included in the product cannot be changed.

3.5.6.7.1 To define and save a display template1. Define the display options required, like grouping by code or long description.2. Select the View > Templates > Save Current Configuration As A Template... command.

The "Save Current Configuration" dialog box appears.

3. Enter the template name in the Template Name field.4. Click OK.

The template is now saved. Its name is now included in the list of display templates that can be

accessed via the button.

3.5.6.7.2 To select a template Select View > Templates > Current Template > [Template Name]

3.5.6.7.3 To update a template1. Select View > Templates > Current Template > [Template Name]2. Select the template you want to update.3. Change the display options, for example add a column for displaying the icons or the short description.4. Select View > Templates > Update Current Template.

The changes you made to the template are now saved.

3.5.6.7.4 To rename a template1. Select View > Templates > Current Template > [Template Name]2. Select the template you want to rename.3. Select View > Templates > Rename Current Template.

The Rename Template dialog box appears.

4. Enter the new name in the Template Name field.5. Click OK to save your changes.

The template name is updated. Its new name appears in the template list.

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3.5.6.7.5 To delete a template1. Select View > Templates > Current Template > [Template Name]2. Select the template you want to delete.3. Select View > Templates > Delete Current Template.

A confirmation message appears.

4. Click OK to confirm that you want to delete, or Cancel to cancel the operation.

The template is deleted and no longer features in the list of templates.

3.5.6.8 Sample workflow: Sorting and grouping columns and saving a template

3.5.6.8.1 To sort and group columns

You need a list of all packages assigned to French reporting units. Because the package list tends tobe long, you want to group packages together by country to gain a clearer overview of its contents.

In this example, you will display the appropriate column, choose the order in which it will appear withthe other columns, and then perform the grouping.

1. In the Operation tab, open the "Package Manager" module.

The "Package Manager" module appears. By default, the following columns appear:

Category (Code) Data entry period (Code) Reporting unit (Code) Package comment Controls: Status, Late, Package status, Validity, Deadline, Data entry currency, Op. pack.

2. Right-click the list.


3. Select Columns.

The "List Properties" dialog box appears.

4. In the Visible Columns window, select the following columns: Package Comment Controls: status, Late, Package status, Validity, Deadline, Data entry currency, Op. pack.

included

5. Click the button until all of the columns required have been moved to theAvailable Columnswindow.

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6. In the Available Columns window, expand Reporting Unit and then select the Country (Longdescription) column.

7. Click the button to move it to the Visible columns field.8. Click OK.

All of the columns containing the required information are now displayed.

The Country (Long description) column contains the information required. This column is, however,in final position.

3.5.6.8.2 To choose the column display order1. Right-click the list again and select Columns.


2. In the Visible Columns screen, select the Country (long description) column.3. Click the buttons to place the column above the Category (Code) column.4. Click OK.

The Country (Long description) column now appears adjacent to the Category (Code) column.

3.5.6.8.3 To group packages

You can group packages based on a column so that you tell the packages assigned to reporting unitsof one country apart from another.

1. Right-click the Country (Long Description) column header.


2. Select the Group By This Column command.

The list of packages displays gray rows which represent the packages grouped by country. Therows are based on the countries defined in the database.

3. Click the sign located to the left of the row entitled Country (Long description): France.

This row expands, to show a full list of packages assigned to French reporting units.

3.5.6.8.4 To save the configuration as a template1. Select View > Templates > Save Current Configuration As A Template.

The Save Current Configuration dialog box appears.

2. In the Template Name field, enter Grouped by country.3. Click OK.4.

Click the arrow on the button to verify that the Grouped by country template is selected.

If the template is selected, your template has been saved.

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The list displays all the templates defined.

5. Select Standard.

The objects are displayed in standard mode again.

3.5.6.8.5 To update the template1. With the Grouped by country template selected, click the header of the Activity (Long description)

column.

The packages grouped by country are now also sorted by activity.

2. Select View > Templates > Update Current Template to update your template.

The latest changes made will now be incorporated in the display template.

3.5.7 Display languages

3.5.7.1 The application language

The application language is the language used for the interface, including menus, commands, andbuttons.

When you change the application language, you must restart the application. When you reopen theapplication, the language will have changed.

3.5.7.1.1 To change the application language Select Tools > Application Language.

A message appears telling you that the language selected will be used the next time you start theapplication.

3.5.7.2 The working language

The working language is the language in which all of the translatable text and descriptions appear. Youchoose a working language from the languages defined during the application configuration.

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3.5.7.2.1 To select the working language Select Tools > Working Language > [Language Required]

The objects now appear in the selected language.

Note:If an editor is open when you change the working language, its contents are updated immediately.

3.5.7.3 Substitution languages

The substitution language affects objects whose short, long and extra-long descriptions have not beentranslated into the selected working language .

You can select the language you want to use as the substitution language. The substitute language is

not applied to object editors, apart from the comments tab.

Note:You are not obliged to select a substitute language.

3.5.7.3.1 To select a substitution language1. Select Tools > General Options.

The "General options" dialog box appears.

2. Select the Working Languages tab.3. From the Substitution Language dropdown list, select a language.

3.5.8 Navigating through Desktop objects

3.5.8.1 To navigate between objects in the Desktop

You can use the Navigation bar or the Go To menu to navigate between objects. In the followingexample, a package is opened.

1. Do one of the following: In the Operation domain in the Navigation bar, click the Package Manager.

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Select Go To > Operation > Package Manager.

A list of the objects contained in the module appears.

2. In the list of objects contained in the Information Viewer, double-click an object.

Note:You can also use the arrow keys on the keyboard to highlight the object you want to open and thenpress CTRL + O to open its editor.

The editor for the package appears.

3.5.8.2 To open a domain

Click the button to the right of the domain you want to open.

The list of views contained in the domain appears.

Note:By default, all the domains are open when you log in.

3.5.8.3 To open a module

Click the link to the module you want to open.

The name of the module appears in the Information Viewer. This indicates that the module is open.The module objects are displayed in the contents list.

Note:The Go To command contains a list of all of the modules, arranged by domain.

3.5.8.4 Returning to the previous view or going to the next view

The Previous View and Next View commands enable you to go through the modules one by one.

These commands are represented by arrows which you can access via the toolbar or the Go Tocommand.

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Note:When you open the Desktop, these arrows are deactivated. The Previous View command is activatedas soon as you click a different module from the one currently open. The Next View command isactivated as soon as the Previous View command is used.

3.5.8.4.1 To return to the previous view Click the button in the toolbar.

The module last opened appears.

3.5.8.4.2 To go to the next view Click the button in the toolbar.

The module subsequently opened appears.

3.5.8.5 To expand the contents of a module tree structure

Click the sign beside the item which you want to expand.

The item's contents appear.

3.5.8.6 To collapse the contents of a tree structure

Click the sign beside the item which you want to collapse.

The item's contents disappear.

3.5.8.7 To expand the entire tree structure

Select View > Hierarchy > Expand All.

All of the tree structure contents appear.

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3.5.8.8 To collapse the entire hierarchy

Select View > Hierarchy > Collapse All.

All of the contents of the tree structure are now hidden.

3.5.8.9 Scrolling through Information Viewer lists

The (Previous) and (Next) buttons in the toolbars enable you to scroll through the objectscontained in a list. To do so, the object editor of one object must be open. The editor then shows theproperties of the objects preceding or following the initial object as you scroll through the list.

3.5.9 Printing Desktop objects

You can print:

one or more objects with all the information defining them in the editor

a list of objects in the Desktop

all or part of a view's tree structure in the Desktop

information concerning one of the items listed above, in an htm, csv or txt file format

Note:

Before running a print job, you can click Preview to view the preview in HTML format. If you want to print a list of objects or a hierarchy, the Print dialog box that appears is different. It

contains standard print settings to be defined in the General and Page Setup tabs.

Related Topics The page print setup

3.5.9.1 Selecting the items to be printed

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To select one or more objects to be printed, click File > Print > Select items to print.

The "Select Items to Print" dialog box appears.

Note:If you selected objects in the modules before accessing the "Print" dialog box, these objects areautomatically displayed in the list of items to be printed.

This dialog box contains the following sections:

Add items to print, which displays all of the available items for the object type. These items will be printed, which displays all of the items you have selected to be printed using

the arrows.

Tip:You can use the up and down buttons in the top right hand corner to change the order of the itemsselected. This order will be taken into account when printing.

3.5.9.2 Editing print settings

Once you have selected the items to be printed, you can specify which of their properties you want toprint.

To specify the detailed print properties of objects to be printed, click File > Print > Edit print settings.

The "Edit Print Settings" dialog box appears.

This dialog box contains four items:

The items will be printed in this order, which displays all of the items to be printed.

Tip:You can use the up and down buttons in the top right hand corner of this section to change the orderof the items selected. This order will be taken into account when printing.

Print settings for, which presents the properties in a tree structure.

The selected properties apply to all items of a given object type, and not to all items appearing inthe left section.

Caution:Activate only the items you want to print.

Activate Only print

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