--- title: "Creating and Configuring Items" description: "In Lucanet, items are used for a better overview and better structuring of ledgers and schedules. Each account is assigned to an item in Lucanet. The value at the item level is always the total of all subordinate items and accounts." source_url: https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/report-analyze/elements-ledgers-schedules/create-configure-items language: en last_updated: 2023-08-16 --- # Creating and Configuring Items ## Overview In Lucanet, items are used for a better overview and better structuring of [ledgers](https://support.lucanet.cloud/en/documentation/glossary.md#ledger) and [schedules](https://support.lucanet.cloud/en/documentation/glossary.md#schedule). Each account is assigned to an item in Lucanet. The value at the item level is always the total of all subordinate items and accounts. ## Creating an Item Items can be created in ledgers and schedules from the context menu of items and the context menu of the root folder in ledgers and schedules. To create an item in the **Reporting and analyzing** workspace: {% stepper %} {% stepper-step %} Open the ledger (general ledger, subledger, or statistical ledger) and navigate to the item or root folder under which you want to create the item. {% /stepper-step %} {% stepper-step %} Right-click the item or root folder and choose **Create | Item** from the context menu. Creating an item from an existing item Creating an item from the root folder of a ledger {% /stepper-step %} {% /stepper %} ## Configuring Items You have the following options for configuring items: ### General 'General' tab in the 'Create Item' dialog ### Description **Type** Element type **Located in** Displays the ledgers and/or schedules that contain the item. **OID** [Object identifier](https://support.lucanet.cloud/en/documentation/glossary.md#object-identifier) for the element that is automatically generated when creating the element **Name** Name of the item **Formatting** Formatting options for display: **Font color, background color, icon** and if the element is to be **formatted bold**. ### Data type Reiter 'Datentyp' im Dialog 'Position erstellen" ### Description **Data type** Regardless of the ledger in that it is created, one of the following data types is available for each item in Lucanet: - **Currency amount (all ledgers)**\ \ The value is displayed as currency amount. - **Decimal number (statistical ledgers only)**\ \ The value is displayed as a decimal number. If necessary, change the number of decimal places in the displayed input field. - **Percentage (statistical ledgers only)**\ \ The value is displayed as a percentage. If necessary, change the number of decimal places in the displayed input field. {% warning-box %} Data types can be edited only for items created directly under the root element of a ledger. All other items inherit the data type of the superordinate item. {% /warning-box %} **Debit/Credit** You can use the two options to switch between debit and credit. - **Debit (+ Debit, - Credit)**\ \ Positive values are considered as debit values, negative values as credit values. - **Credit (+ Credit, - Debit)**\ \ Positive values are considered as credit values, negative values as debit values. **Period type** The following period types are available, depending on the ledger where it is created: - **Transaction figure (only subledgers and statistical ledgers)**\ \ Positive values are considered as debit values, negative values as credit values. - **Balance with carry forward from previous period (all ledgers)**\ \ Positive values are considered as credit values, negative values as debit values. - **Balance**\ \ The value is a balance, which should not be transferred to the next period. ### Transaction type category 'Transaction type category' tab in the 'Create Item' dialog ### Description A transaction type category can be defined for each item. The transaction type category determines the transaction types to that the item can be posted. The following categories are available: - **Uncategorized**\ \ The account does not have any category. - **Fixed assets**\ \ All transaction types defined for the **Fixed assets** transaction type category are available for the item. The fixed asset schedule is created from items and accounts with this category. - **Provisions**\ \ All transaction types defined for the **Provisions** transaction type category are available for the item. The provision schedule is created from items and accounts with this category. - **Loans**\ \ All transaction types defined for the **Loans** transaction type category are available for the item. The loan schedule is created from items and accounts with this category. - **Equity**\ \ All transaction types defined for the **Equity** transaction type category are available for the account. The statement of changes in equity is created from items and accounts with this category. ### Debit/credit shift 'Debit/credit shift' tab in the 'Item properties’ dialog. {% warning-box %} The **Debit/credit shift** tab is only displayed for already created items. {% /warning-box %} ### Description Debit/credit shifts are configured so that negative values for each debit/credit shift are posted as positive values on a contra account. The following options are available: **Activate debit/credit shift** When the check box is activated, further configuration options are displayed. **Account display** Define whether the debit or credit value is to be disclosed on the debit/credit shift item. **Debit/credit shift item** Contra item in the general ledger **Transaction types** Click **Show** to define the transaction types on the debit account and the transaction types on the credit account: - **Transaction types on debit account:** Define for which transaction types the debit/credit shift to the initial item is to be performed. - **Transaction types on credit account:** Define for which transaction types the debit/credit shift to the debit/credit shift account is to be performed. **Debit/credit shift per partner** Activate the check box if you want the system to perform the debit/credit shift at partner level. **Consolidation of debit/credit shifts** Consolidation groups that you want to include in the debit/credit shift {% warning-box %} The **debit/credit shift** can only be activated if the item is in the general ledger and there are no references below the item. {% /warning-box %} After saving the configuration, the balance is disclosed under the contra item if a negative value is created under the original item. Because it is not possible to post to items, debit/credit shift accounts are created automatically under the initial item and the configured contra item. E.g.: Example of an activated debit/credit shift on item level {% warning-box %} Attention when you configure a debit/credit shift for items containing accounts that are used in a planning wizard for **Current account interest:** If you set up a debit/credit shift for the superordinate item of the accounts specified for the **interest income** and **interest expense** {% u %}after{% /u %} you have configured the wizard, the configuration of the wizard will become invalid. In this case, a warning icon will be displayed in front of the wizard in the Journal for which it has been set up. For a description on how to resolve the configuration errors, see [Troubleshooting for Invalid Wizard Configuration Due to Retroactive Debit/Credit Shift](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/planning/planning-wizards/current-account-interest.md#invalidconfig)). {% /warning-box %} ### Number format 'Number format' tab in the 'Item properties' dialog {% warning-box %} The **Number format** tab is only displayed for items in statistical ledgers. {% /warning-box %} ### Description On the **Number format** tab, the way numbers are displayed can be configured differently from the display settings. The following options are available: **Apply number format** Applies the number format that is different from the display settings **Number display** Formatting of the displayed values **Decimal places** Number of displayed decimal places {% warning-box %} Configurations on the **Number format** tab overwrite the number format defined in the [display settings](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/report-analyze/display-ledgers-schedules/configure-display-settings.md). As soon as a different number format has been configured, the icon is displayed in the item line. {% /warning-box %} ### Attributes Attributes ### Description **Attributes** are used to define multilingual or customer-specific names for Lucanet elements. The **Attributes** tab displays all attributes that have been defined in the [Attributes](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/basic-configuration-cfp/configuring-attributes.md) workspace and are enabled for this dimension. You can edit the value of an attribute by opening the element's edit mode and clicking on the corresponding row in the **Value** column.