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Manipulating Period...
 
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Questions Manipulating Period ID's in Report Designer

 
Acumatica Report Designer
Last Post by Tim Rodman 4 years ago
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Patrick Kohler
Posts: 24
 Patrick Kohler
Topic starter
March 16, 2021 12:42 pm
(@pmkohler)
Eminent Member
Joined: 5 years ago

I would like to create a report where the user would supply the ending period as a parameter and a hidden parameter would automatically be calculated as the thirteenth period prior to the period supplied by the user.

The report will always retrieve data from the current period plus the prior twelve periods.

I have tried using the FormatPeriod function with an offset but I get a response stating the FormatPeriod function is undefined.

I also want to populate 13 variables for each of the periods selected to use in calculations and placing data on the report.

What is the proper syntax for using the FormatPeriod function in Report Designer?


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Patrick Kohler
Posts: 24
 Patrick Kohler
Topic starter
March 22, 2021 6:40 pm
(@pmkohler)
Eminent Member
Joined: 5 years ago

Well it has been an interesting journey into the bowels of Acumatica and I have discovered the following which has been confirmed by Acumatica.

If you open the Expression Editor from within Report Designer you will see a branch called Application under Functions in the middle pane. Clicking on this branch will display in the right hand pane Application Functions that are available in the Report Designer "application". Apparently Acumatica considers Report Designer, Analytical Report Manager and Generic Inquiries separate applications in this context. This means that, while there is an overlap of certain functions, not all functions are available in all three "applications".

Germane to this topic the Report.FormatPeriod function found in the Analytical Report Manager "application" is not available in Report Designer and will return an error stating the function is undefined.

I have figured out how to manipulate the FinPeriodID to meet my report requirements and will be posting my solution with examples of the required formulas.


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
May 14, 2021 11:19 pm
(@timrodman)
Famed Member
Joined: 10 years ago

I wish we had a function like the TEXT function in Excel. It would make working with Dates and Periods so much easier.


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