Automating Account Schedule Generation

otterhound

Every month I have to generate over 20 account schedules, which form our monthly financial statement package. I export each schedule to a separate tab of an excel spreadsheet. This is pretty tedious.

Is anyone aware of a way to automate this? I'd like to just set up a list which describes the parameters of each account schedule and then have the system generate them all for me.

I'd rather do this with account schedules, and not go with JetReports or Crystal.

ara3n

Yes it is possible and it will take about one day of work. Contact your ncs

Waldo

Indeed it involves some programming, but it's perfectly do-able... .

otterhound

My reseller wasn't interested in this project because they are pushing JetReports.

Would any of you like to give a price on doing it? If so, let me know and I'll give you the details of what I want.

Waldo

I think you'd better search for an American NSC . That's more efficient.

Ian_Piddington10199

It is a fairly easy thing to do in NAV but i agree with Waldo get a local(ish) partner to assit you if at all possible as it will make life easier.

We took a different approach and used Reporting Services. Took a while to get the SQL worked out to mimic everything that account schedules can do but now its done it works very nicely, the actual schedules are still built in NAV but are displayable in in the report manager online.

Using linked reports in RS allows for all variants to be built and displayed to those that need it, and they can be subscribed to so that the report gets e-mailed out in the format that most suits the user.

Ian

gulamdastagir

ara3n wrote:

Yes it is possible and it will take about one day of work. Contact your ncs

Can you please give a brief outline or hint how this can accomplished :-k

thanks

ara3n

well create a new table that the user will put predefined filters/options.
Copy the existing report, add the new table as a dataItem on Top.
Onaftergetrecord you'll set the values from the table.
You have create new worksheet for every record and export that data to excel.

David_Singleton

ara3n wrote:

well create a new table that the user will put predefined filters/options.
Copy the existing report, add the new table as a dataItem on Top.
Onaftergetrecord you'll set the values from the table.
You have create new worksheet for every record and export that data to excel.

Hey Ahmed, make sure you get your cut on this. I am guessing that you have just speced up the quote that GD is about to send to Texas. :shock:

David_Singleton

otterhound wrote:

My reseller wasn't interested in this project because they are pushing JetReports.

Would any of you like to give a price on doing it? If so, let me know and I'll give you the details of what I want.

That's really unbelievable, but since I see this happen often, I believe it. BTW I have nothing against either Crystal or JetReports, both are excellent, but I can not see how they can justify not offering the solution just because they want to sell something else.

I know there was mention that you should get a US NSC, but I did not see any comment that your NSC is anything than US. Maybe I missed another post earlier.

Anyway, this is a pretty straight forward mod, it can even be done using just the table and Report designers, so you don't need any special development tools. And it won't touch your base application at all, so its quite a safe mod. I have done the mod before a couple of times, and agree with Ahmed's comments on time and how to do it.

In fact if you have a developer in house, you could probably do it in your self with support from mibuso users.