AugForums.com

An Acumatica User Group

  • Free
    • Start Here
    • Rolodex
    • Podcast
    • Blog
    • Forums
  • Paid
    • AugSQL
    • GI Course
    • GI Library
    • Consulting
  • Register
Acumatica Forums

By using this website, you agree to our Terms of Use (click here)

Forums
AUG Forums
Acumatica Analytica...
Is it possible to s...
 
Notifications
Clear all

Questions Is it possible to select Actual and Budget Ledger at run time?

 
Acumatica Analytical Report Manager (Financial Report Writer)
Last Post by Gabriel Michaud 4 years ago
3 Posts
3 Users
1 Reactions
2,206 Views
RSS
JohnFothergill
Posts: 10
 JohnFothergill
Topic starter
May 30, 2021 6:53 pm
(@johnfothergill)
Eminent Member
Joined: 5 years ago

Our customer has 3 companies in a single Tenant with a separate Actual and Budget ledger for each company.  I want to write one report, with one column set, that will allow the user to select the company, actual and budget ledger at run time but I can only see one option to allow me to select the ledger which means I need to hard code either the Actual or Budget ledger (or both) and therefore have 3 column sets and 3 reports.  Am I missing something obvious here?  Is there a way to do this? 


2 Replies
Jeffrey Patch
Posts: 38
 Jeffrey Patch
May 30, 2021 8:50 pm
(@jeffrey-patch)
Trusted Member
Joined: 6 years ago

Hello John

Interesting dilemma.  Must have been some important reasons to have separate ledgers.  Not much you can do about the Actual ledgers post go live, but you could simplify the Budget Ledgers and share the same ledgers.

Once you have done the above, then you can use Unit Sets to select the company.

Alternatively or in addition, you could could create 3 sets of columns in the one report and hide columns depending on the company selected.


Reply
Gabriel Michaud
Posts: 60
 Gabriel Michaud
May 31, 2021 10:44 am
(@gabriel)
Trusted Member
Joined: 5 years ago

You can't add an additional parameter to select additional ledgers -- what Jeffrey suggested with hidden columns is a good idea.

Another option would be to use Velixo to build this report -- you'll be able to set the ledger for your actual/budget columns separately.


Reply
John Doe Updated reacted
Forum Jump:
  Previous Topic
Next Topic  
Forum Information
Recent Posts
Unread Posts
Tags
  • 12 Forums
  • 2,526 Topics
  • 10.9 K Posts
  • 36 Online
  • 2,410 Members
Our newest member: thollings
Latest Post: Attribute Input Mask
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Online Members

 No online members at the moment

Acumatica Forums

Terms of Use & Disclaimers :: Privacy Policy

Copyright © 2025 · AUG Forums, LLC. All rights reserved. This website is not owned, affiliated with, or endorsed by Acumatica, Inc.

‹›×

    ‹›×