Print Branch Name in Header ARM Report
I am a "novice" with respect to creating ARM reports and am attempting to learn as much as possible...
I have a Balance Sheet ARM report that request the Starting and Ending Branch.
In the Column Header section I have =@StartBranch + ' TO ' + @EndBranch. (e.g. 2AOto 3BB)
This prints the Branch ID. Is it possible to also print the Branch Name as well? (e.g. 2 Apple Orchard to 3 Bubbling Brook) and what is the "coding"
More importantly where would I have found this information.
Novices welcome here. I'm still a novice myself, learning something new about Acumatica every day.
If you put the branch in the @StartBranch or @EndBranch, then you can use those parameters with the Branch ID as you discovered. But there is no @StartBranchName or @EndBranchName parameter as far as I know.
You can see the full list of available parameters (eg. @StartBranch and @EndBranch):
There is a @BranchName parameter, but I'm pretty sure that it only pulls the Branch from the @StartBranch field. Also, if you are using a Unit Set, it will pull the values from the Unit Set.
There is an Application function:
This will give the Branch Name
Brilliant! Thanks for sharing @julian-axsys
Worked out how the GetDescription works in the Column set to get names rather than ID. As above they have added a specific function for GetBranchText but they don't for Sub Account which was quite annoying. There are no examples of how the GetDescription should be setup. Basically you need to find a form where the Selector is used to select the value so that you can find the dataclass it uses. In this case the Budget Configuration has a selector for subaccount rather than using the F3 pop-up.
Then the Syntax is:
Nice trick to find the DAC field!
But I'm not able to get your formula to work.
First, I told a line in the Row Sets (CS206010) screen to expand by Subaccount:
Then, I added a calculated column in the Column Sets (CS206020) screen with your formula:
But nothing prints on the report:
What am I missing?
SOrry Tim, I should've mentioned that I was only using it in the Header section of the column set 🙂 I think we would have to identify the SubID field that it feeds in on the row to try an get that to work? The @StartSubID is only the parameter from the report
Ah, of course. Silly me. We're referencing the parameter from the report here, not the individual lines from the Row Set. Thanks for clearing that up.
Thank you both for this wonderful information. Do either of you know how to get the Project Description in the header to populate? I tried different variations of Report.GetDescription('PMProject.Description', @StartProject) or Report.GetDescription('PMProject.ContractCD', @StartProject) or Report.GetDescription('PMProject.ContractID', @StartProject) with no luck. Any insight would help.
Hmmm, not sure what's wrong with the main Project lookup field. I tried the same technique on the main Vendor lookup field and it worked.
But I was able to get this to work:
Does that work for you?
Tim & Julian,
Thanks for this info, it was a huge help for with adding the subaccount description to the top of an ARM Report for one of our customers! That's great to know. The only question is, I have no clue how you figured out the DAC to use in the formula. Do you have a way of detailing out how you determined the correct DAC to use? Thanks,
I think Julian found a screen that had a Subaccount lookup that didn't behave like a normal Subaccount lookup where F3 validates the segments individually. The Subaccount Lookup on the screen that he found provided the whole list of Subaccounts like a normal Lookup field (eg. Account, Inventory ID, etc.) does.