Follow the next steps to define free forms.
- Click on the Create Layout button
to generate the Free Form.
- Accounts with and without dimensions can be mixed in a
Free Form (compare with Standard Form). Accounts can be displayed
on a higher dimension than set in Accounts Define but never on a lower.
If you want to calculate a value, based on other values
entered during data entry, click the Select Account button.
A dialog box opens where you can enter the additional formula. The
formula syntax is regular Microsoft Excel
syntax, for example, =SUM(F5:F10).
- If you use the function fPutComment, remember to define
all parameters used in the fPutVal formula. If all fields are used
in the fPutVal formula all of them must be used here. =fPutComment(ROW(),COLUMN(),"+0","AC","1001","LC","1131",
"FR1","6010","JAN","COMP","","")
If you use fPutComment
and cell reference, remember to define all parameters used in the
fPutVal formula. You can use the Select Account button.
If all fields are used in the fPutVal formula, all of them must be
defined here.
- To enter the relevant account in a cell, click Select
Account. Here you select Actuality, Period, Company, Account and,
if applicable, dimension 1-4. When you click OK,
the formula is automatically created in the cell, referring to the
selection you made.
- Only the first sheet in the workbook can be used to define the free form.
Summation accounts only show correct amounts if either all
detail accounts are included in the Free form or if none of the detail
accounts are included in the form. The reason for this is that when
detail accounts are included in the form, the summation must be performed
immediately. This applies to sub-totals too, which also may display
incorrect values if included in the free form together with other
summation accounts to which the same detail accounts are summed.