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Questions Scorecard KPI for Net Income using GL History?

 
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Last Post by Tim Rodman 6 years ago
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Greg Polsky
Posts: 10
 Greg Polsky
Topic starter
October 1, 2019 4:39 pm
(@greg-polsky)
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Joined: 7 years ago

Anybody ever create a Scorecard KPI for Net Income within Acumatica Dashboard?  If not, looking for ideas to create. Thanks in advance for anyone's help.

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Tim Rodman
Posts: 3192
 Tim Rodman
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November 9, 2019 11:03 pm
(@timrodman)
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Joined: 10 years ago

I think you could do it. The key is building the Generic Inquiry.

The tricky part is that the GLHistory table only has entries for periods that have transactions. So, if an Expense Account only has transactions in periods 01-2019 and 03-2019, but you are trying to get Net Income for 11-2019, you can't just query on 11-2019. You have to also use the GLHistoryByPeriod table, specifically the LastActivityPeriod column, in conjunction with GLHistory to pull it off.

Then you'd also have to put some condition login in place to convert today's date into a Financial Period that you could filter the data on.

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