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Creating a New Ledger

Designer
This manual is in pilot operation.

To create a new Ledger, log in as a [Manager] and Select the Target Application. Then, follow these steps:

  1. In the Navigator pane (on the left side of the screen), click the "Design" tab.

    The design tree will be displayed.

  2. In the design tree, click the Application  Data Definition  Ledgers folder.

    The "Ledger" panel will appear in the editing pane (on the right side of the screen).

  3. Click the Create New Ledger button on the ledger panel.

    The "Create New Ledger" dialog will appear, prompting you to enter the label and name.

    ⚠ When creating a new View Ledger, specify the ledger (Base Ledger) that contains the original data for that View Ledger.

  4. Enter the required fields and click OK.

    The ledger will be created and displayed as a node in the "Ledgers" folder.
    To display its contents, click the node.
    The ledger panel will appear in the editing pane (on the right side of the screen).