In order to allow me to focus on Consulting (click here) and Courses (click here), I continue to review all posts here in the Forums, but, in general, I'm only personally responding to posts that I mark as #AcumaticaTnT (click here). For Questions (click here), others may respond, or you can post over at Community.Acumatica.com (click here).
Questions Report P&L by department and location/segment using sub accounts
Prior to Acumatica in excel I was able to report the P&L by department i.e. operation, administration, finance etc. Also, I was able to report by location/segment on the same report. Currently, the sub account structure does include unique location and department numbers. I am able to generate the P&L by location, but I have to run it separtely using the start/end sub account parameters, but I will like these on the same report, and I am not able to create a report by department.
Any assistance is appreciated.
I agree with Shawn. Seeing an example built in Excel would be helpful. Sounds like maybe you want to see each department as a separate column?
I agree with Bodonna that a Unit Set might be useful here.
But I'm still a little confused about your Account and Subaccount structure, especially the part that you wrote above where "the sub account structure does include unique location and department numbers."
Are the Location and Department built into the Subaccount?
I was just on here looking for Company Group suggestions on report and thought I would answer this query.
If I'm not missing the context, I think this type Branch and Department reporting could be handled in the Rows section. You can use partial subaccount segment using '????' as wildcards. This is if you have the departments set up as sub-accounts though.
It then means you can Operating Expenses totals per Department in the rows area. I'm not sure if this is what is meant, however I thought I would comment.
Unit Sets are great but it means it wouldn't be on one report. I agree, doing this in other reporting addons is probably easier, but it's worth a try in ARM.
i need a report looks like above mentioned but i am using subaccount as department for p&l into a consolidated pnl. The below is sample of the excel file. How do we use Acumatica ARM to develop the report.
Appreciate to help me on this, the report look in such format.