Create Calculation Column

Explanation

Use this activity to create a calculation column in a column template. A calculation column is used to calculate a result based on values in existing columns and/or constants. Currency reevaluations can be done by using the calculation functions.

Prerequisites

Before creating a calculation column, you must have created, copied, or imported a column template.

System Effects

As a result of the activity, a calculation column is added to the column template.

Window

Column Templates

Related Window Descriptions

Calculation Column

Procedure

Use the following procedure to create a new calculation column:

  1. Open Column Template and find the column template where you want to include a calculation column.
  2. Select Operations/New Column (or double-click on the row) and then Calculation Column as the type of column you want to create. This automatically displays Calculation Column.
  3. Specify the Column Name and Description fields.
  4. Double-click the first row in the General tab. The row is marked with an arrow to the left; default values appear in the Operator field. Enter information for the line. Normally, you specify at least two lines in the General tab. On the first line, the Operator is often Add. On the other lines, the Operator can be Add, Subtract, Multiply, or Divide, depending on the type of calculation. Check the Visible and Override Row Calculation boxes, if appropriate. Save the information.
  5. Double click again for entering a new line. Save the information.
  6. The Layout tab contains default values for how the column will be presented in the report. You can change the values. Save the information.
  7. Use the Calculation Function via the right mouse button to revalue an amount in one currency into an amount in another currency.
  8. Use the Col. Order button in the Layout tab to change the column order, if appropriate. In the dialog box, mark the name of the column and then click either the Up or Down button. To start the printing of a column on a new line in the report, mark 'New Line' and click the Up button.