---
id: object/codeunit/1318
type: object
title: Codeunit 1318 "Trial Balance Mgt."
summary: Codeunit 1318 "Trial Balance Mgt." in Base Application (Microsoft.Finance.FinancialReports). 5 public procedures, 2 events. Present since at least BC23, still in BC30.
tier: official
language: en
tags:
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  - base application
versions:
  introduced: null
  last_changed: null
  deprecated: null
review:
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    url: https://github.com/microsoft/BCApps/blob/ea08af5ef2d6a9b5c5af4a029288abbe2c883220/src/Layers/W1/BaseApp/Finance/FinancialReports/TrialBalanceMgt.Codeunit.al
    title: src/Layers/W1/BaseApp/Finance/FinancialReports/TrialBalanceMgt.Codeunit.al (releases/29.x)
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object_type: codeunit
object_id: 1318
name: Trial Balance Mgt.
namespace: Microsoft.Finance.FinancialReports
app: Base Application
extends: null
first_version: "23"
last_version: "30"
present_in:
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  - "24"
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  - "29"
  - "30"
changed_in: []
source_major: "29"
obsolete: null
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  procedures: 10
  events: 2
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---

# Codeunit 1318 "Trial Balance Mgt."

> Codeunit 1318 "Trial Balance Mgt." in Base Application (Microsoft.Finance.FinancialReports). 5 public procedures, 2 events. Present since at least BC23, still in BC30.

Base Application · Microsoft.Finance.FinancialReports · BC23-30 · [source at ea08af5e](https://github.com/microsoft/BCApps/blob/ea08af5ef2d6a9b5c5af4a029288abbe2c883220/src/Layers/W1/BaseApp/Finance/FinancialReports/TrialBalanceMgt.Codeunit.al) · facts from BC29

## Events published

- `OnBeforeInitialize()` (integration): Integration event raised before initializing trial balance setup and configuration. Allows customization of trial balance initialization process.
- `OnUpdateArraysOnBeforeCheckArrayLen(Counter: Integer)` (integration): Integration event raised during array updates before checking array length validation. Allows custom processing during trial balance data array population.

## Procedures

- `LoadData(var DescriptionsArr: array[9] of Text[100]; var ValuesArr: array[9, 2] of Decimal; var PeriodCaptionTxt: array[2] of Text; NoOfColumns: Integer)`: Loads trial balance data into display arrays for interface presentation. Initializes period settings and populates arrays with account schedule calculations.
- `SetupIsInPlace(): Boolean`: Checks whether trial balance setup is properly configured. Validates existence of required account schedule and column layout configurations.
- `DrillDown(RowNo: Integer; ColumnNo: Integer)`: Performs drill-down operation on trial balance data for detailed analysis. Opens detailed ledger entries for the selected account and period combination.
- `NextPeriod(var DescriptionsArr: array[9] of Text[100]; var ValuesArr: array[9, 2] of Decimal; var PeriodCaptionTxt: array[2] of Text; NoOfColumns: Integer)`: Navigates to the next period and updates trial balance data arrays. Advances the current period and recalculates all displayed values.
- `PreviousPeriod(var DescriptionsArr: array[9] of Text[100]; var ValuesArr: array[9, 2] of Decimal; var PeriodCaptionTxt: array[2] of Text; NoOfColumns: Integer)`: Navigates to the previous period and updates trial balance data arrays. Moves back to the previous period and recalculates all displayed values.

Plus 3 local procedures.

## Triggers

OnRun

## Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an `Object::"Name"` argument. Interface dispatch and calls through events are not counted, so the list is not complete.

- [Codeunit 8 "AccSchedManagement"](../codeunit/8.md) (9 calls: `DrillDown → DrillDown`, `Initialize → CheckAnalysisView`, `Initialize → CopyColumnsToTemp`, …)

## Called by

- [Page 1393 "Trial Balance"](../page/1393.md) (4 calls: `DrillDown → DrillDown`, `DrillDown → LoadData`, `LoadTrialBalanceData → SetupIsInPlace`, …)
- [Codeunit 1391 "Calculate Trial Balance"](../codeunit/1391.md) (1 call: `OnRun → LoadData`)

## Across versions

- Present in: BC23-30
- Changed (declaration) in: none

Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

## Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: `bcatlas_resolve_node(object_type: "codeunit", object_name: "Trial Balance Mgt.")`, then `bcatlas_get_procedure_body` or `bcatlas_get_neighbors` on the returned id.