Adding a recurring posting scheme element through form

 

To add a scheme element through form, click [Add through Form] in the Elements button group. A form of recurring posting scheme element will then be opened.  

 

ALTUM image943 Adding a recurring posting scheme element through formFigure 56 Form of a recurring posting scheme element.

 

 

Below is a list of macros available on a recurring posting scheme element form:

 

  1. For item: Account Dr   a list of predefined macros is dropped down upon clicking on the downwards arrow. Possible options are:

ALTUM image001 Adding a recurring posting scheme element through form      Select account from the chart of accounts

ALTUM image001 Adding a recurring posting scheme element through form      SQL query

 

Checking the parameter Create Dr account/Create Cr account will automatically create an account with a number entered in the field Account Dr/Cr.

 

  1. For item: Account Cr – a list of predefined macros is dropped down upon clicking on the downwards arrow. Possible options are:

ALTUM image001 Adding a recurring posting scheme element through form      Select account from the chart of accounts

ALTUM image001 Adding a recurring posting scheme element through form      SQL query

Checking the parameter Create Dr account/Create Cr account will automatically create an account with a number entered in the field Account Dr/Cr.

 

  1. For item: Amount – a list of predefined macros is dropped down upon clicking on the downwards arrow. The amount is retrieved from the source account depending on selected macro. Possible options are:

ALTUM image001 Adding a recurring posting scheme element through form      Opening Debit Balance

ALTUM image001 Adding a recurring posting scheme element through form      Opening Credit Balance

ALTUM image001 Adding a recurring posting scheme element through form      Debits

ALTUM image001 Adding a recurring posting scheme element through form      Credits

ALTUM image001 Adding a recurring posting scheme element through form      Change in Debit Balance

ALTUM image001 Adding a recurring posting scheme element through form      Change in Credit Balance

ALTUM image001 Adding a recurring posting scheme element through form      Debit Balance

ALTUM image001 Adding a recurring posting scheme element through form      Credit Balance

ALTUM image001 Adding a recurring posting scheme element through form      Ending Balance

ALTUM image001 Adding a recurring posting scheme element through form      Select account from the chart of accounts

ALTUM image001 Adding a recurring posting scheme element through form      SQL query

 

          The item Amount is mandatory.

 

In the scheme element form, there is an additional field: Description used for providing detail information about the scheme element.

By clicking on the eraser icon, all previously entered data will be cleared. This button functions as the Delete or Backspace button available on a standard keyboard

 

After the fields are filled in, click [Save]. You will automatically return to the posting scheme form.

   

Adding a recurring posting scheme element through form