Create a new option in the Column Layout table.

Beatrice

Hi All!

I have to create a new report: Profit and Loss Management Report.

The first column needs to display the actual balance for the current month.

The second column needs to display the sum of the balances from start of the financial year to the end of the current month.

When I set up the column layout for this report, I have set column type as Balance To Date for the first column, it is OK.

But what about the second column, there is no option in the column type field on the Column Layout table that enables me to sum up the balance of several periods.

Is it possible to create another option for the column type field in the Column Layout table that enables this?

If so, can anyone please help me?

Urgent Reply Needed.

Thnx and Rgds

Beatrice.

Administrator

[Topic moved from Dynamics NAV to Navision forum]

Alex_Chow

There should be a option called Year to Date. Have you tried that?

girish.joshi

you can enter in a date formulae that includes serveral periods. look at the help file

Beatrice

Please find below to illustrate the issue regarding account schedules.

Jan 2006 (010106..310106): 500,000

Feb 2006(010206..280206): 200,000

Mar 2006(010306..310306): 300,000

When I run my account schedule whereby I set the Date Filter as 010306..310306, the following figures are supposed to come:

Column 1: 300,000 (Balance at the end of the current period, Mar 2006).

Column 2: 1,000,000 (Cumulative Balance from start of financial year to end of current period).

Please note that for the second column it is not the net change which is required for the second column.

I hope it is clearer with this example.

Rgds

Beatrice.

borsicsj

Hi,

for the first column you should set the value of the Column Type field to Net change, for the second coulnt set it to Balance to Date.

Based on your example it will solve your problem.