Specification functionality

Specification functionality gives users the ability to come directly to an input report (Specification report), where an Account or Account terms are defined as available for input reporting.

The Specification report details are taken from the Edit Input menu for a form. Please, refer to the Create a form section of the AARO User Manual for more information.

To load a Specification report:

1. In a table report, select an account cell or row and right-click. A pop-up menu will appear.
   
   
   

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   The AARO Specification menu
   
   
   

2. Click the AARO Specification menu. The Specification pop-up window is opened with the available Specification reports:
   
   
   

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   The Specification report link
   
   
   

3. Select a Specification report, e.g. SALES_EX in the example above and Click OK.
   The Specification report will be loaded next to the initial report.
   
   
   

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   Specification report

The following rules are applied on loaded criteria:

• Initial report criteria, which are not defined in the Specification report, are ignored.

• Values selected in the initial report for criteria Source, Currency and Account are ignored, values for these criteria are loaded according to the Specification report.

• If criteria, required in the Specification report, is not defined in the initial report or is not clearly defined (i.e. when 'All' values are selected for the criterion on a static panel, or the criterion on a column panel contains multiple/'All' values and whole account row is selected), then the value saved in the Specification report will be applied. An exception to this is when 'Use as parameter' is used in the Specification report, in which case the user preferred selection is applied. For more information about user preferred selection, please refer to the Save a report with parameter selection fields section of the AARO User Manual.

An exception to this is when initial report criteria on the static panel contains multiple values, in which case the first selected value will be applied in the Specification report.