Actual periodic report details fields
Field
Description
Generic information
Contract
Reference to the contract.
Contract group
Contract group entered on the contract.
Contract line
Reference to the contract line.
Actual periodic reporting data
Reference to the actual periodic reporting data.
Accounting standard
Accounting standard entered on the contract line.
When a Contract line is set with Dual GAAP, one Actual periodic reporting data is created per accounting standard.
Cost center
The cost center entered on the contract line, valid for the closure date of the period (see Life cycle).
Financial reporting entity
Financial reporting entity entered on the contract line, at the moment the actual periodic reporting data is created.
Operating company
By reference, the operating company to which is attached the financial reporting entity entered on the contract line, at the moment the actual periodic reporting data is created.
Currency
Currency entered on the contract line.
When a contract line is set with multi-currency, one actual periodic reporting data is created for contract currency and a second one for reporting currency.
Accounting period
Reference to the accounting period of the actual periodic reporting data.
Dates
Start date of original period
The start date of the original accounting period when the details is a consequence of a retroactive modification.
End date of original period
The end date of the original accounting period when the details is a consequence of a retroactive modification.
Retroactive?
Yes when the detail comes from a retroactive modification, No otherwise when it's booked during the period the modification is effective.
Posting category
The posting category of the postings from which the actual periodic reporting detail has been created (Provisional of Final).
Details
Amount
The amount of the actual periodic reporting detail.
Posting type
The posting type of the posting from which the actual periodic reporting detail is derived.
Financial event registration
Reference to the financial event registration linked to the posting from which the actual periodic reporting detail is derived.
Type of movement
The Type of movement for the actual periodic reporting detail:
MOVEMENT: Movement, for an actual periodic reporting detail arising from a modification that is entered during the accounting period for which it is effective (Field Retroactive? set to No.)
ONB: Onboarding, for an actual periodic reporting detail arising from the onboarding of an existing lease with carrying values that are not booked from Planon Lease accounting solution but are nevertheless presented as the values 'at start' of their respective reporting category
REBOOKING: Rebooking, for an actual periodic reporting detail arising from a retroactive modification (Field Retroactive? set to Yes.) and that represent the rebooking of the new amounts
REVERSAL: Reversal, for an actual periodic reporting detail arising from a retroactive modification (Field Retroactive? set to Yes.) and that represent the reversal of the previously booked amounts
Fixed account
The Fixed account of the journal entry from which the actual periodic reporting detail is derived.
Fixed account description
The description of the fixed account above.