Financial Report data Selection

[daveschultz]

We have a financial report that runs off of the F0902. We have a certain business unit that would like to be able to run it for a range of periods that don't match our fiscal year. Our fiscal year is January to December, and they would like to run it from March to February. Is it possible to do this type of data selection on a financial report like this?

Thanks
Dave
E812, TR 8.98.1.4

 

[peterbruce]

Dave,

You will have to select all the fiscal years that the required date range covers or touches and then report on the appropriate columns (period amoount buckets: gban01, gban02, ...). If your date range does not align to your periods or the above option is not satisfactory, you will probably have to use the F0911.

 

[daveschultz]

Hi Peter,

Do you know if there is a way that i could tell it to use periods 3 through 12 from one fiscal year and 1 and 2 from another fiscal year?

Thanks

Dave

 

[DBohner-(db)]

Dave,

Another option is to customize Financial Reports - for that one 'Run your Own Rig' Business Unit. You can use a Period Number Offset - from within each column's Smart Field (if you are, indeed, using Smart Fields).

If BU = XXXX Offset=##, Else Offset=00

Something worth trying - if they really have to go that way.

(db)

 

[daveschultz]

Thanks Daniel. I'll give that a shot.

Dave

 

[DBohner-(db)]

Dave,

On Custom Reports - add the Offset to the Processing Options. If the report is run over 'just that one' company, change the offset in the Processing Options. However, if the report runs over the mix (good and bad business units) - plan A is the solution.

You may want to create a tag file of sorts - where you track which groups have the alternate fiscal year?

There are lots of creative ways you can use that offset. Look at the notes within the functions (media object notes) - a few of them explain in detail.

(db)