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Working With Line Item Details

If your organization requires line item details to provide more detailed accounting for data, you can create Data Grids that allow and enforce line item details.

Users can enter line item details under the following conditions:

  • USEINPUTRELATEDSCHEDULES is set to ON or LineItemDetails in the related procedure. For more information on this function, see UseInputRelatedSchedules.
  • The Data Grid has the time periods dimension as the only dimension in the across orientation. For more information, see Columns.
  • The ZGPLineItemDetailReference attribute is set for the appropriate time periods in the Data Grid. For more information, see Enabling line item details.
  • If the symbol set for the ZGPLineItemDetailReference attribute is different than the time period, you must include that symbol in the area spec for the Data Grid. For more information, see Working with area specs.
  • Cells with line item details must not be set to text input only. For more information, see TextInputOnly.
  • The cell with the line item details must not intersect with a drop-down list. For more information, see Working with drop-down lists.
  • Rows with line item details must be a leaf or static parent row.

A green triangle in the bottom-right corner of a cell indicates that there are line item details associated with that data row.

Enabling line item details

You must set the ZGPLineItemDetailReference attribute for each time period in the Longview Data Grid that you expect to contain line item details. If you set this attribute at a parent or root time period, users can enter line item details for all the leaf symbols below that parent or root.

The purpose of this attribute is to identify the symbol in which to store the textual comment and description entered by contributors for each line of line item details. It typically points a plan time period root back to itself (for example, for PYR10, ZGPLineItemDetailReference should be set to PYR10).

The only exception to this rule would typically occur if a company has alternate time hierarchies that intersect and are both used in the Data Grid (for example, fiscal year vs. seasons). In this case, the ZGPLineItemDetailReference attributes for the alternate time hierarchy roots should all point to the same time period symbol.

Enforcing line item details

In certain cases, your company may want to enforce line item details for certain symbols. For example, you may want users to always provide detailed information for a travel expense account that breaks up the total into various categories, such as airfare, hotel, and meals. In this case, you can enforce line item details so that users enter the value for the appropriate category, such as Airfare and Hotel.

To enforce line item details, use the LIDInputOnly Data View function.

For more information, see LIDInputOnly.
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Working With Line Item Details

If your organization requires line item details to provide more detailed accounting for data, you can create Data Grids that allow and enforce line item details.

Users can enter line item details under the following conditions:

  • USEINPUTRELATEDSCHEDULES is set to ON or LineItemDetails in the related procedure. For more information on this function, see UseInputRelatedSchedules.
  • The Data Grid has the time periods dimension as the only dimension in the across orientation. For more information, see Columns.
  • The ZGPLineItemDetailReference attribute is set for the appropriate time periods in the Data Grid. For more information, see Enabling line item details.
  • If the symbol set for the ZGPLineItemDetailReference attribute is different than the time period, you must include that symbol in the area spec for the Data Grid. For more information, see Working with area specs.
  • Cells with line item details must not be set to text input only. For more information, see TextInputOnly.
  • The cell with the line item details must not intersect with a drop-down list. For more information, see Working with drop-down lists.
  • Rows with line item details must be a leaf or static parent row.

A green triangle in the bottom-right corner of a cell indicates that there are line item details associated with that data row.

Enabling line item details

You must set the ZGPLineItemDetailReference attribute for each time period in the Longview Data Grid that you expect to contain line item details. If you set this attribute at a parent or root time period, users can enter line item details for all the leaf symbols below that parent or root.

The purpose of this attribute is to identify the symbol in which to store the textual comment and description entered by contributors for each line of line item details. It typically points a plan time period root back to itself (for example, for PYR10, ZGPLineItemDetailReference should be set to PYR10).

The only exception to this rule would typically occur if a company has alternate time hierarchies that intersect and are both used in the Data Grid (for example, fiscal year vs. seasons). In this case, the ZGPLineItemDetailReference attributes for the alternate time hierarchy roots should all point to the same time period symbol.

Enforcing line item details

In certain cases, your company may want to enforce line item details for certain symbols. For example, you may want users to always provide detailed information for a travel expense account that breaks up the total into various categories, such as airfare, hotel, and meals. In this case, you can enforce line item details so that users enter the value for the appropriate category, such as Airfare and Hotel.

To enforce line item details, use the LIDInputOnly Data View function.

For more information, see LIDInputOnly.
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