Page 422 "G/L Balance/Budget"
Base Application · Microsoft.Finance.Analysis
Across versions
- BC23-30present
Neighbourhood 5 connected objects and pages
Base Application · Microsoft.Finance.Analysis · BC23-30 · source at ea08af5e · facts from BC29
Properties
| Property | Value |
|---|---|
| Caption | G/L Balance/Budget |
| SourceTable | G/L Account |
| PageType | Worksheet |
Fields on this page
Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).
| Group | Control | Shows | ToolTip |
|---|---|---|---|
| Options | Closing Entries | ClosingEntryFilter |
Specifies whether the balance shown will include closing entries. If you want to see the amounts on income statement accounts in closed years, you must exclude closing entries. |
| View by | PeriodType |
Specifies by which period amounts are displayed. | |
| View as | AmountType |
Specifies how amounts are displayed. Net Change: The net change in the balance for the selected period. Balance at Date: The balance as of the last day in the selected period. | |
| Date Filter | DateFilter |
Specifies the dates that will be used to filter the amounts in the window. | |
| G/L Account Filter | GLAccFilter |
Specifies the G/L accounts for which you will see information in the window. | |
| G/L Account Category Filter | GLAccCategoryFilter |
Specifies the category of the G/L account for which you will see information in the window. | |
| Income/Balance G/L Account Filter | IncomeBalanceGLAccFilter |
Specifies the type of the G/L account for which you will see information in the window. | |
| Global Dimension 1 Filter | GlobalDim1Filter |
Specifies by which global dimension data is shown. Global dimensions are the dimensions that you analyze most frequently. Two global dimensions, typically for the company’s most important activities, are available on all cards, documents, reports, and lists. | |
| Global Dimension 2 Filter | GlobalDim2Filter |
Specifies by which global dimension data is shown. Global dimensions are the dimensions that you analyze most frequently. Two global dimensions, typically for the company’s most important activities, are available on all cards, documents, reports, and lists. | |
| Control5 | No. | No. | Specifies the number of the involved entry or record, according to the specified number series. from the table field |
| Name | Name | Specifies the name of the general ledger account. from the table field | |
| Income/Balance | Income/Balance | Specifies whether a general ledger account is an income statement account or a balance sheet account. from the table field | |
| Debit Amount | Debit Amount | Specifies the total of the ledger entries that represent debits. from the table field | |
| Credit Amount | Credit Amount | Specifies the total of the ledger entries that represent credits. from the table field | |
| Net Change | Net Change | Specifies the net change in the account balance during the time period in the Date Filter field. from the table field | |
| Budgeted Debit Amount | Budgeted Debit Amount | Specifies the Budgeted Debit Amount for the account. from the table field | |
| Budgeted Credit Amount | Budgeted Credit Amount | Specifies the Budgeted Credit Amount for the account. from the table field | |
| Budgeted Amount | Budgeted Amount | Specifies either the G/L account’s total budget or, if you have specified a name in the Budget Name field, a specific budget. from the table field | |
| Balance/Budget (%) | BudgetPct |
Specifies a summary of the debit and credit balances and the budgeted amounts for different time periods for the account that you select in the chart of accounts. |
Actions
| Group | Action | ToolTip | Runs |
|---|---|---|---|
| Account | Card | Open the G/L account card for the selected record. | Page 17 “G/L Account Card” |
| Ledger Entries | View the history of transactions that have been posted for the selected record. | Page 20 “General Ledger Entries” | |
| Comments | View or add comments for the record. | Page 124 “Comment Sheet” | |
| Dimensions | View or edit dimensions, such as area, project, or department, that you can assign to sales and purchase documents to distribute costs and analyze transaction history. | Page 540 “Default Dimensions” | |
| Extended Texts | View additional information that has been added to the description for the current account. | Page 391 “Extended Text List” | |
| Processing | Previous Period | Show the information based on the previous period. If you set the View by field to Day, the date filter changes to the day before. | |
| Next Period | Show the information based on the next period. If you set the View by field to Day, the date filter changes to the day before. | ||
| Functions | Copy Budget | Create a copy of the current budget. | Report 96 “Copy G/L Budget” |
Events published
OnBeforeValidatePeriodType(var PeriodType: Enum "Analysis Period Type")(integration): Integration event raised before validating period type changes in the analysis view. Enables custom validation logic for period type selection and filtering requirements.OnBeforeOpenPage(var GLAccount: Record "G/L Account"; var IsHandled: Boolean)(integration): Integration event raised before opening the page to allow custom initialization. Enables modification of G/L account filters and default settings before page display.OnAfterInitDefaultFilters(var GlobalDim1Filter: Text; var GlobalDim2Filter: Text; var DateFilter: Text)(integration): Integration event raised after initializing default filters for balance/budget analysis. Enables customization of default dimension and date filters for analysis display.
Procedures
FindPeriod(SearchText: Code[10]): Finds and navigates to specific periods in the matrix based on search criteria. Updates date filters and refreshes matrix display for period-based analysis.
Plus 31 local procedures.
Triggers
OnAfterGetRecord, OnNewRecord, OnOpenPage
Relations
- source table Table 15 “G/L Account”
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 7 “GLBudget-Open” (2 calls:
InitDefaultFilters → SetupFiltersOnGLAccBudgetPage,OnOpenPage → (object)) - Codeunit 362 “PeriodPageManagement” (1 call:
FindPeriod → FindDate)
Documented on Microsoft Learn
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: "page", object_name: "G/L Balance/Budget"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.