RTC G/L Chart of Accounts Balances with Date Filters

KWevick
KWevick Member Posts: 103
edited 2013-06-13 in NAV Three Tier
On RTC, you can no longer filter the Balance columns, Net Change, Balance at Date, and Balance using a date filter. I know you can go to the G/L Balance form and see either the Net Change or the Balance at Date with a date filter applied and drill into the results to see the GLE. Does anyone know of a form where you can date filter and view both the Net Change and the Balance at Date columns with drill down on one view? Or have you created a form for this?

This is probably the biggest hang up for some of my clients migrating to RTC.

Thanks so much,

Answers

  • BardurKnudsen
    BardurKnudsen Member, Microsoft Employee Posts: 137
    I am not sure I get the question. Why can't you show the columns you mention and why can't you set a date filter?
    Attached screen shot from NAV2013
    Bardur Knudsen
    Microsoft - Dynamics NAV
  • KWevick
    KWevick Member Posts: 103
    I can see the confusion. The filters I get are "Show Results" not "Limit Results". Do you know how to get to that selection? I just can't find this anywhere on our installation, yet I know I've seen it before on other installs during demos. And yes, I'm the solution center provider.
    COA.png 15.7K
  • KWevick
    KWevick Member Posts: 103
    Thank you. I kept looking and found it.
    Using the arrow at the side of the Chart of Accounts text on the form, I found the filter options.
    I'm attaching a pic for others who are confused.
    Thanks again. :lol:

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