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Glossary

Creating and Configuring References

Last modified on 20.06.2024

Overview

References are links that refer to items or accounts in general ledgers, subledgers, and statistical ledgers. References can be used to create derived structures in Lucanet (e.g. a derived IFRS balance sheet). A distinction is made between direct and indirect references.

  • A direct reference always contains all subordinate items and accounts of the default item. If a change is made within the structure of the default item, this change will also be applied to the reference.
  • In contrast, an indirect reference allows exceptions to be defined for the display of the subordinate items and accounts.

Creating a Reference

To create a reference:

1

Mark the item or account for which a reference is to be created.

2

Right-click the name of the item or account and choose Copy from the context menu.

3

Open the ledger or schedule into which the reference is to be pasted.

4

Right-click the name of the item under which the reference should be added, and choose Paste as reference from the context menu.

Context menu command 'Paste as reference'

The item or account, including all subitems and subaccounts of the original structure, is pasted under the desired item. Each item and each account that is a reference is marked with an arrow pointing to the right:

The references in the fixed asset schedule are displayed.
References in the fixed asset schedule
  • Items or accounts can be pasted as references in a schedule only if the items or accounts in the ledger are assigned to the correct transaction type category.
  • No references can be pasted under items with an activated debit/credit shift!

Configuring a Reference

To configure a reference:

1

Navigate to the desired reference.

2

Right-click the reference and choose Properties from the context menu.

The following options are available:

General

The 'General' tab is displayed in the 'Reference properties' dialog.
'General' tab in the 'Reference properties' dialog

Description

The following properties and options are available on the General tab:

Type

Element type

OID

Object identifier for the element that is automatically generated when creating the element

Reference source

Shows the referenced item or account

Reference name

Name of the reference

Reference type

  • Direct reference to the selected item or account:This is the default type. Direct references contain all subordinate items and accounts of the referenced item. If a change is made within the structure of the referenced item, this change will also be applied to the reference.
  • Indirect reference to all child items and accounts: Indirect references do not have to contain all subordinate items and accounts of the referenced item, because individual items and accounts can be removed from the display (see Child elements tab).

Display child elements

The check box can be deactivated if no child elements are to be displayed.

Multiply value by -1

All values of the original item or original account are multiplied by -1 to display the reference.

Formatting

Formatting options for display:

Font color, background color, icon and if the element is to be formatted bold.

Transaction type

The 'Transaction type' tab is displayed in the 'Reference properties' dialog.
'Transaction type' tab in the 'Reference properties' dialog

Description

If necessary, change the permitted transaction types for indirect references. The following options are available:

All

All transaction types of the item or account for the reference are permitted.

Individual

Not all transaction types of the item or account for the reference are permitted.

The Transaction type tab is displayed only if the transaction type can be changed.

Child elements

The 'Child elements' tab is displayed in the 'Reference properties' dialog.
'Child elements' tab in the 'Reference properties' dialog

Description

Which direct child elements of the reference element are not to be displayed in the reference can be defined on the Child elements tab. Furthermore, the names of the child elements can be edited. The following columns are displayed in the table:

Original name

Name of the original element

New name

The name of the original element can be overwritten in the New name column.

Exceptions

If the Do not reference check box is activated, the element will not be displayed in the reference.

The child elements can be edited only if the option Indirect reference to all child items and accounts is chosen under Reference type on the General tab.

Number format

The Number format tab is only displayed for references in statistical ledgers.

The 'Number format' tab is displayed in the 'Reference properties' dialog.
Number format' tab in the 'Reference properties' dialog

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

Configurations on the Number format tab overwrite the number format defined in the display settings.

As soon as a deviating number format has been configured, the icon is displayed in the row of the reference.

Last updated on Aug 16, 2023

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Creating and Configuring ReferencesOverviewCreating a ReferenceConfiguring a Reference
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