Default Settings

This manual is in pilot operation.

The "Default Settings" include the following items:

  • Default values for the entire form regarding Data Source and Display/editing methods for amounts/numbers.

    If these details are specified in the column/row specifications or cell specifications, those specifications will take precedence (for more details, see "Arbitration").

  • Periodical allocation method

    Full-featured forms provide the functionality of "periodical allocation," such as distributing annual amounts monthly. It is possible to specify whether to perform periodical allocation and the precision (significant digit places) of rounding during this process.

  • Specification to enable writing to the ending balance of flow accounts and the net change of balance accounts

    Normally, writing to the ending balance of flow accounts and the net change of balance accounts is disabled, but if this item is turned ON, writing from this form is enabled. It is convenient to import balance values for each period in bulk from the core system for flow accounts and balance accounts. By turning this item ON, it is possible to import ending balances for flow accounts as well.

  • Local Ledger Mask

    Specify a local ledger mask condition expression applicable only to this form.
    This allows you to impose input restrictions on specific columns, rows, or cells based on account attribute properties, for example. You can make certain rows of multiple account rows repeated in a loop input-disabled according to the property of the account. The syntax for mask condition expressions is almost the same as that for Ledger Mask, but with some differences. For details, please refer to Text Expression Dialects.

  • Reflection Process Options

    Specify to perform iterative reflection processes. In forms where iterative reflection is performed, after reflecting the data in the ledger, data is retrieved again, and the form’s formulas are applied to recalculate. This recalculation continues until there is no change in data or until the number of calculations reaches the "max number of iterative reflections".

    ⚠ About iterative reflection processes

    Even if iterative reflection is not specified, all formulas on the form are executed, and the calculated values (for cells specified to reflect the results in the ledger) are written into the memory ledger, and if the cell values change, including other cells, the formulas are re-executed.

    However, in the above iterative processes, the changes in the base ledger cell values do not reflect in the view ledger cells. Therefore, if you update the cell values of the base ledger in the form, reflect those values in the view ledger cells, recalculate, and then reflect the results back in any ledger, you need to repeat the process of reflecting the results in the ledger after recalculation in the form, then retrieving the data again in that form (at this point, the view ledger cell values will be updated), and then executing the recalculation and reflecting the results in the ledger again. This process is called "iterative reflection".

When saving data in a form with the "Reflect calculation results in ledger" option checked in [Browser], the data is reflected in the ledger, then the latest data is reloaded from the ledger (to include the calculation results along with values updated concurrently by other users), recalculated, and those results are saved.
This process is executed by default, and subsequent operations are considered "iterative reflection," with the "max number of iterative reflections" defining its maximum count.
Moreover, when executing the calculation process of this form in [Script], (since there is no possibility of data updates by other users during that process), the processes of reload, recalculation, and resave are not performed.