Form Sets

You create groups of forms for entering values requested for different submissions.

A form can exist in several form sets. If you work with many submissions a form can only be included in one submission for the same period and actuality. A form set can then be connected to a certain period, actuality and submission. When entering reported values for the specific period and submission, you can only work with those forms included in the form set, which has been connected to the current submission. When reconciling between accounts and opening balances for that period, the reconciliation is only performed between those accounts included in the forms, which in turn are included in the current form set. Accounts included in a reconciled and locked submission will be locked for changes. They cannot be updated even if they are also included in an other form set belonging to a later submission in the same period.

Procedure

  1. On the Maintain menu, click Form Structure/ Form Sets - Define. The Define Form Sets window opens.
  2. Select an existing form set or click the New button to create a new form set. If a new form set is created all fields are cleared for entry.
  3. In the Code text box, enter a name of the new form set of maximum two characters.
  4. In the Group and Local Text description boxes, enter a description of the form set in both languages.
  5. In the Available list box, select the forms you want to include in the form set and click the right arrow button. The selected forms are moved to the Selected list box.
  6. Click Save and Close.