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Replicate Financial Statement Formats
Replicate Financial Statement Formats
Issue/Symptom/Question
I want to replicate existing financial statement formats for use with additional OUs.
Applies To
PENTA for Windows > Finance & Accounting > Setup > Financial Statement Formats
Resolution/Fix/Answer
- Open the Financial Statement Formats window.
- Enter your new Statement Code and tab over to the Descr field.
- Click the Copy From Another Statement button.
- In the pop up window, enter the code or use the LOV to choose the financial statement you want to copy into the new Statement Code.
- Close the window.
- Your new Statement Code will populate with all of the setup from the Statement you copied.
- Update any field as desired (including OU selection, heading, and details on the Detail tab).
, multiple selections available,
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