Accounting › Profitability
Value Fields
What a segment carries instead of accounts. The margin level is what makes the report a ladder rather than a list.
Where to find it
- Module: Accounting
- Group: Projects & Margin
- Section: Profitability
- Screen: Value Fields
Address in the console: /accounting/pa-value-fields
List · 10 columns · 14 fields on its form · 2 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Order | Number | sort_order |
| Code | Code | code |
| Name | Text | name |
| Type | Status | field_type |
| Level | Number | margin_level |
| Sign | Number | sign |
| Filled from | Status | source |
| Accounts | Code | account_pattern |
| Component | Code | cost_component |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| Type | Choice | revenue, deduction, cost, quantity, overhead, computed | |
| Margin level | Number | Level 1 is after variable cost of sales; level 4 is after everything allocated. | |
| Sign | Number | ||
| Filled from | Choice | account, condition, allocation, costing, formula, manual | |
| Account pattern | Text | ||
| Cost component | Choice | Configuration list | |
| Formula | Text | ||
| Unit | Text | ||
| Is a currency amount | Yes or no | ||
| Sort order | Number | ||
| Active | Yes or no | ||
| Description | Long text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.