Slide 1

Slide notes: What we see here is an Account Annual View drill, and on this type of drill where we have periods listed for an Account, we can also provide a drill on each Period, in order to reveal the Transaction detail for each Period.

 

 

 

Slide 2

Slide notes: When we drill a Period, then we see the Transactions that are present for the Account for that Period.

 

 

 

Slide 3

Slide notes: The Account Annual View page that we have seen is "iesmobile05", and we will now see how we can easily provide a drill on each Period.

 

 

 

Slide 4

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Slide 5

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Slide 6

Slide notes: Template 57 is used to insert a Period Name, and this Template includes a drill object option.

 

 

 

Slide 7

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Slide 8

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Slide 9

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Slide 10

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Slide 11

Slide notes: The Help explains.

 

 

 

Slide 12

Slide notes: The system standard for the resulting page that will list the Transactions in the Period is "iesmobile06", but we can also design additional pages if we like.