Codeunit 18 "Financial Report Mgt."

Base Application · Microsoft.Finance.FinancialReports · BC23-30 · source at ea08af5e · facts from BC29

Properties

Events published

• OnBeforePrint(var FinancialReport: Record "Financial Report"; var IsHandled: Boolean) (integration): Integration event raised before printing a financial report. Enables custom print processing and allows bypassing standard print functionality.

Event subscriptions

• OnAfterCheckPostingGroups subscribes to Codeunit “Calc. G/L Acc. Where-Used” OnAfterCheckPostingGroups
• OnShowExtensionPage subscribes to Codeunit “Calc. G/L Acc. Where-Used” OnShowExtensionPage

Procedures

• LaunchEditRowsWarningNotification() (internal)
• LaunchEditColumnsWarningNotification() (internal)
• DisableColumnsDefinitionNotification(WarningNotification: Notification) (internal)
• DisableRowsDefinitionNotification(WarningNotification: Notification) (internal)
• XMLExchangeExport(FinancialReport: Record "Financial Report"): Exports a financial report configuration as an XML package for distribution and deployment. Creates a configuration package containing the financial report and its row/column definitions.
• XMLExchangeImport(FinancialReport: Record "Financial Report"): Imports a financial report configuration from an XML package file selected by the user. Processes the imported configuration package and applies it to create the financial report.
• ApplyPackage(PackageCode: Code[20]): Applies a configuration package to create or update financial report definitions. Processes package tables and validates data before applying changes to the database.
• RenameColumnLayoutInPackage(PackageCode: Code[20]; OldName: Code[10]; NewName: Code[10]) Δ BC24 (internal)
• Print(FinancialReport: Record "Financial Report"): Prints a financial report using the Account Schedule report with the specified financial report configuration. Provides extensibility through OnBeforePrint integration event for custom print handling.
• LookupName(FinancialReportName: Code[10]; var EntrdSchedName: Text[10]): Boolean: Provides lookup functionality for financial report names with user selection dialog. Returns the selected financial report name through the EntrdSchedName parameter.
• Initialize(): Initializes financial reports by creating financial report records from existing account schedule names. Migrates legacy account schedule configurations to the new financial reports framework.
• NotifyUpdateFinancialReport(var GLAccount: Record "G/L Account") + BC26 (internal)
• OpenFinancialReports(UpdateFinancialReportNotification: Notification) + BC26: Opens the Financial Reports page in response to a user notification action. Provides direct navigation to financial reports management from notification messages.
• NotifyUpdateRowDefinition(var GLAccount: Record "G/L Account") + BC27 (internal)
• OpenRowDefinitions(UpdateFinancialReportNotification: Notification) + BC27 Δ BC28 (obsolete 28.0: This function has been replaced by OpenWhereUsed and will be removed in a future release.)
• OpenWhereUsed(UpdateFinancialReportNotification: Notification) + BC28
• FindGLAccountWhereUsedInAccScheduleLine(GLAccNo: Code[20]; var TempGLAccWhereUsed: Record "G/L Account Where-Used" temporary): Boolean + BC28
• FindGLAccountWhereUsedInColumnLayout(GLAccNo: Code[20]; var TempGLAccWhereUsed: Record "G/L Account Where-Used" temporary): Boolean + BC29
• HideUpdateFinancialReportNotification(UpdateFinancialReportNotification: Notification) + BC26: Disables the financial report update notification permanently for the current user. Prevents future notifications about financial report configuration updates.
• GetUpdateFinancialReportNotificationId(): Guid + BC26: Returns the unique identifier for financial report update notifications. Provides consistent notification ID for user preference management and notification control.
• SetAccScheduleFilter(FinancialReport: Record "Financial Report"; var AccountSchedule: Report "Account Schedule") + BC28
• SetAccScheduleLineFilter(FinancialReport: Record "Financial Report"; var AccScheduleLine: Record "Acc. Schedule Line") + BC28
• CalcAccScheduleLineDateFilter(FinancialReport: Record "Financial Report"; var AccScheduleLine: Record "Acc. Schedule Line") + BC27: Calculates and applies date filters to account schedule lines based on financial report date configuration. Supports both explicit start/end date formulas and period formula expressions for flexible date range handling.
• SetAccScheduleLineStartEndDateFormula(var AccScheduleLine: Record "Acc. Schedule Line"; StartDateFormula: DateFormula; EndDateFormula: DateFormula): Boolean + BC27: Sets date filters on account schedule lines using explicit start and end date formulas. Calculates the date range relative to work date and applies it as a date filter.
• SetAccScheduleLinePeriodFormula(var AccScheduleLine: Record "Acc. Schedule Line"; PeriodFormula: Code[20]; LanguageId: Integer): Boolean + BC27: Sets date filters on account schedule lines using period formula expressions with localization support. Parses period formulas and applies calculated date ranges to account schedule line filtering.
• GetDefaultStatus(): Code[10] + BC28
• CheckStatus(Type: Text; StatusCode: Code[10]) + BC28

Plus 13 local procedures.

Relations

• runs on Table 88 “Financial Report”

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 1511 “Notification Lifecycle Mgt.” (4 calls: CheckStatus → RecallNotificationsForRecord, CheckStatus → SendNotification, NotifyUpdateFinancialReport → SendNotification, …)
• Codeunit 8611 “Config. Package Management” (4 calls: AddFinancialReportToConfigPackage → InsertPackage, AddFinancialReportToConfigPackage → InsertPackageFilter, AddFinancialReportToConfigPackage → InsertPackageTable, …)
• Codeunit 8614 “Config. XML Exchange” (3 calls: XMLExchangeExport → ExportPackage, XMLExchangeImport → GetImportedPackageCode, XMLExchangeImport → ImportPackageXMLFromClient)
• Codeunit 921 “Period Formula Parser” (2 calls: CalcAccScheduleLineDateFilter → TryCalculatePeriodStartEnd, SetAccScheduleLinePeriodFormula → TryCalculatePeriodStartEnd)
• Codeunit 457 “Environment Information” (1 call: LogImportExportTelemetry → IsSaaS)
• Codeunit 8 “AccSchedManagement” (1 call: CalcAccScheduleLineDateFilter → FindPeriod)
• Codeunit 8703 “Feature Telemetry” (1 call: LogImportExportTelemetry → LogUsage)
• Page 108 “Financial Reports” (1 call: OpenFinancialReports → (object))

Called by

• Codeunit 8361 “Financial Report Export Job” (6 calls: ExportExcel → CalcAccScheduleLineDateFilter, ExportExcel → SetAccScheduleLineFilter, ExportPdf → CalcAccScheduleLineDateFilter, …)
• Page 490 “Acc. Schedule Overview” (3 calls: CalcDateFilterAndUpdate → CalcAccScheduleLineDateFilter, LoadPageState → CalcAccScheduleLineDateFilter, LoadPageState → CheckStatus)
• Page 104 “Account Schedule” (2 calls: GetDescriptions → CheckStatus, OnOpenPage → LaunchEditRowsWarningNotification)
• Page 108 “Financial Reports” (2 calls: OnInit → Initialize, OnNewRecord → GetDefaultStatus)
• Page 489 “Column Layout” (2 calls: GetDescriptions → CheckStatus, OnOpenPage → LaunchEditColumnsWarningNotification)
• Codeunit 104000 “Upgrade - BaseApp” (1 call: UpgradeAccountSchedulesToFinancialReports → Initialize)
• Codeunit 570 “G/L Account Category Mgt.” (1 call: ConfirmAndRunGenerateAccountSchedules → Initialize)
• Page 103 “Account Schedule Names” (1 call: OnNewRecord → GetDefaultStatus)
• Page 118 “General Ledger Setup” (1 call: OnInit → Initialize)
• Page 16 “Chart of Accounts” (1 call: OnInsertRecord → NotifyUpdateFinancialReport)
• Page 17 “G/L Account Card” (1 call: OnInsertRecord → NotifyUpdateFinancialReport)
• Page 488 “Column Layout Names” (1 call: OnNewRecord → GetDefaultStatus)
• Report 25 “Account Schedule” (1 call: OnPreReport → Initialize)
• Table 333 “Column Layout Name” (1 call: GetNewColumnDefinitionName → RenameColumnLayoutInPackage)
• Table 8360 “Financial Report Schedule” (1 call: EditCustomFilters → SetAccScheduleFilter)
• Table 8372 “Fin. Report Package Report” (1 call: EditCustomFilters → SetAccScheduleFilter)

Deprecations

• procedure OpenRowDefinitions: Pending 28.0 (#if not CLEAN28), “This function has been replaced by OpenWhereUsed and will be removed in a future release.”

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: "Financial Report Mgt."), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.