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Operating Statement

Selecting the Operating Statement Module step will display a setup form that you may use to select a current period or a prior period.

The period end date will display a list box of the available periods. Select the desired period. Current period statements can be run for any date later than or equal to the last period closed. Prior period statements may be run for any date earlier than or equal to the last period closed.

You may also choose the Consolidation Group to include in the report. 

Consolidated Prints an Operating Statement that consolidates information for all divisions, departments and products. If you do not set up any divisions, departments or products, you will always choose to print a consolidated statement. 
  
Division Prints an Operating Statement for all divisions or a user selected division. 
  
Department Prints an Operating Statement for all departments or a user-selected department. 
  
Product Prints an Operating Statement for all products or a user-selected product. 

You can also choose the level of detail to print on the operating statement.

All Detail Using the All Detail option will display the balance of every operating statement account. 
  
Intermediate Using the Intermediate option will display subtotals based upon your account control specifications. 
Summary Using the Summary option will display totals for Sales, Cost of Sales, Expenses and Net Profit (Loss). 
  

The final option is to suppress the budget columns. If this option is selected the operating statement will show only the selected period and year-to-date figures. If this option is not selected, the operating statement will show the selected period with that period's budget. It will also show the year-to-date figures and the year-to-date budgeted figures. 

Choose [OK] to display the operating statement in Print Preview. 

To print the report choose either the [Print] button from the toolbar or from the File Module choose Print (Alt + F + P). To close the report when you are finished choose [Close Window] from the toolbar or from the File Module, choose Close (Alt + F + C).

For step-by-step instructions, see the Common G/L Transactions section.