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We have some companies which require us to report our diversity spend on a quarterly or annual basis.
We have to report based upon the table below = so it is two step classification - Large or Small then subdivided then by specific diversity of the supplier.
Question 1: Has anyone setup something similar already in Acumatica on the Vendor Account which then can be tied back to Bills? I don't want to reinvent if someone as already addressed.
My proposed solution for comments:
Create two attributes tied to Vendor Classes. Attirbute 1: Small or Large (combo control type). Attibute 2: Diversity Types (multi select combo)
Then apply this solution to get a GI reporting which could be sorted by any period needed: https://www.augforums.com/forums/acumatica-generic-inquiries/gi-of-inventoryitem-showing-all-attributes-per-item-record/
|
Subcategories |
Cert. Disadvantaged Business |
Minority Owned Business |
Women Owned Business |
Veteran Owned Business |
Service Disabled Vet. Business |
HUB Zones |
Native American |
African American |
|
Small Business |
X |
X |
X |
X |
X |
X |
X |
X |
|
Large Business |
|
X |
X |
X |
X |
|
|
|
Seems to me like your 2 Attributes should do the trick. I'm not seeing a need to involve AP Bills. I think you could just add the 2 Attributes to the existing Checks and Payments (AP3020PL) screen, then throw a Pivot Table on top of it.