Create a Profit and Loss Stream

Security Note: You need the Allow the user to edit Profit and Loss reports security right in the Intelligent Reporting domain security rights group for this activity.

Activity Steps

Select the Reporting panel in the Solution Explorer.
Expand the Profit and Loss Categories node.
Right-click the profit and loss category and select New » Profit and Loss Stream from the menu.
The Profit And Loss Stream displays.
Complete the following fields as required to limit the default applicability of the Profit and Loss reports in the stream.
- Companies—Select from the companies defined on the Organisations panel of the Solution Explorer.
- Districts—Select from the districts defined on the Organisations panel of the Solution Explorer.
- Organisations—Select from the organisations and companies defined on the Organisations panel of the Solution Explorer.
- Material Types—Select from the material types defined on the Material panel of the Solution Explorer.
- Trade Statuses—Select from the statuses defined in the Trade status definition. See Status Definitions.
- Purchase Contract Statuses—Select from the statuses defined in the Purchase Contract status definition.
- Sales Contract Statuses—Select from the statuses defined in the Sales Contract status definition.
- Despatch Order Statuses—If either despatch order in a trade has one of the selected statuses, the trade is included. Select from the statuses defined in the Despatch Order status definition.
Select whether to Include Unmatched Trades. If checked, mark-to-market trades are included in the Profit and Loss reports in the stream. Default: Unchecked.
Click Save.