Select GL Project Balance via Structure

Explanation

Use this activity to select project balances via a query and reporting structure. Structure Project Analysis displays information for one structure at a time. If the selection includes information for several structures, the structure identities are displayed in the Structure ID field. 

Prerequisites

Before project information can be queried, the following must have been completed:

• The query and reporting structure must have been specified via Accounting Structure in IFS/General Ledger.
• Basic information for the project(s) must have been entered in the Project Accounting folder in IFS Financials.
• The financial transactions for the project(s) must have been updated to the General Ledger.
• The authority rules for making queries must have been specified. This is done via the Basic Data folder in IFS/General Ledger.

System Effects

As a result of this activity, the user can use the Zoom-in function to define how the selected data is to be displayed on screen.

Window

Structure Project Analysis

Related Window Descriptions

Structure Project Analysis

Procedure

Use the following procedure to select and display project information:

1. Open Structure Project Analysis.
2. Use the Search function. Specify the selection of data in the Search dialog box. Confirm the information.
3. Define how to display the data in the Zoom-in dialog box. Confirm the information. The information is displayed in the Structure Level Query tab.
4. Select the Structure Node Query tab, if appropriate.
5. Select the View Structure tab to display the structure layout, if appropriate.
6. Mark one or several rows in the Structure Level Query tab or the Structure Node Query tab and use the Voucher Information operation, if appropriate.