Breadcrumbs

Navigation Actions

The Account Budget Overview page provides comprehensive navigation actions organized into logical groups, enabling users to drill down into detailed information and access related functionality.

Action Groups

Invoice Group

This group provides access to detailed transaction and setup information.

Ledger Entries (Ctrl+F7)

  • Purpose: View detailed general ledger entries for the selected account

  • Shortcut: Ctrl+F7 for quick access

  • Page: General Ledger Entries

  • Filtering: Automatically filters by Income/Balance type and G/L Account No.

  • Sorting: Organized by Income/Balance, Account No., and Posting Date

Comments

  • Purpose: Access account-specific comments and notes

  • Page: Comment Sheet

  • Scope: Links to comments for the specific G/L Account

  • Visibility: Hidden by default, can be made visible if needed

Extended Texts

  • Purpose: View extended descriptions and additional text information

  • Page: Extended Text

  • Scope: Account-specific extended text records

  • Sorting: By Table Name, No., Language Code, and date ranges

  • Visibility: Hidden by default

Receivables-Payables

  • Purpose: Access receivables and payables information

  • Page: Receivables-Payables

  • Use Case: Analyze outstanding amounts and payment status

Account Dimension Relation

  • Purpose: Manage allowed dimension combinations for the account

  • Page: Sve Account Dimension Relation (custom page)

  • Filtering: By Account No., Dimension 1 Code, and Dimension 2 Code

  • Visibility: Hidden by default

  • Use Case: Configure valid dimension combinations for posting

Field Class VAT Setup

  • Purpose: Configure VAT settings for field classes and dimensions

  • Page: Sve Field Class VAT Setup (custom page)

  • Filtering: By Balance/Income type and G/L Account No.

  • Sorting: By Balance/Income, Account No., and Global Dimension 1 Code

  • Visibility: Hidden by default

Field Classes Actions

Specialized actions for managing field class configurations.

Field Classes - Balance Sheet

  • Purpose: Configure field classes for balance sheet accounts

  • Page: Sve Field Class Setup

  • Filter: Income/Balance = "Balance Sheet"

  • Additional Filters: Global Dimension 1 Filter and Date Filter

  • Use Case: Setup and maintain balance sheet account classifications

Field Classes - Income Sheet

  • Purpose: Configure field classes for income statement accounts

  • Page: Sve Field Class Setup

  • Filter: Income/Balance = "Balance Sheet" (Note: This appears to be the same as Balance Sheet in the code)

  • Additional Filters: Global Dimension 2 Filter and Date Filter

  • Use Case: Setup and maintain income statement account classifications

Balance Group

Actions focused on balance analysis and reporting.

by Dimension

  • Purpose: View account balances broken down by dimensions

  • Page: G/L Balance by Dimension

  • Filtering: Uses Dimension 1 and Dimension 2 filters from the current page

  • Use Case: Multi-dimensional balance analysis

by Periods

  • Purpose: Analyze account performance across different time periods

  • Page: G/L Account Balance

  • Filtering: Comprehensive filtering including:

    • Account No.

    • Global Dimension 1 and 2 filters

    • Date Filter

    • Budget Filter

  • Use Case: Historical trend analysis and period comparisons

G/L Balance

  • Purpose: Access general ledger balance information

  • Page: G/L Balance

  • Execution: RunPageOnRec = true (runs on current record)

  • Use Case: Detailed balance information for the selected account

Action Usage Patterns

Drill-down Analysis

The actions are designed to support drill-down analysis:

  1. Start with budget overview

  2. Identify accounts with variances

  3. Use Ledger Entries (Ctrl+F7) to see detailed transactions

  4. Use dimension-based actions for further analysis

Setup and Configuration

Several actions support setup and configuration:

  • Account Dimension Relation for dimension validation

  • Field Class VAT Setup for tax configuration

  • Field Classes actions for account classification

Multi-dimensional Reporting

Balance group actions enable comprehensive analysis:

  • by Dimension for cross-dimensional analysis

  • by Periods for time-based analysis

  • G/L Balance for detailed balance information

Keyboard Shortcuts

Ctrl+F7 - Ledger Entries

The most commonly used action has a keyboard shortcut for quick access to detailed ledger entries.

Visibility Control

Several actions are hidden by default to reduce interface complexity:

  • Comments

  • Extended Texts

  • Account Dimension Relation

  • Field Class VAT Setup

These can be made visible through page customization if needed for specific business requirements.

Integration Points

The navigation actions integrate seamlessly with:

  • Standard Business Central pages (General Ledger Entries, G/L Balance)

  • Custom Sve pages (Field Class Setup, Account Dimension Relation)

  • Current page filters and context

  • Global dimension framework