General Ledger - FDF 2.0 - Format Financial Documents

This screen lists all documents created using the Financial Document Formatting screen. Both copied and new documents are displayed in alphabetical order, by code. Use this screen to make changes to any available financial documents, otherwise click [Create Document] to create a new document from scratch.

There are two options for creating a new financial document:

     1. Create New Financial Document from Scratch

Pgm: DOCFRMQRY – Financial Document Formatting; standard Treeview path: General Ledger > Reports > Financial Document Formatter 2.0 – Format Financial Documents node

To do so, click [Create Document] along the top of the screen (shown above). See Create New Financial Document from Scratch for further details.

     2. Copy Document

Existing financial documents may be copied and altered to create variant versions of them (quickest way to create a new financial document). This is done via the Copy Document screen of the process train.