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Management Reporter - IF THEN STATEMENT. IF this Main account + this dimension THEN

Dynamics 365 for Finance and Operations Forum

Kim Johnson asked a question on 13 Jun 2019 10:19 AM
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Hi All, 

I need to put the right cost to the right category.  So I was thinking to write the IF THEN statement to pull certain expense and put it in a certain expense category.  For example, if the transaction is posted to the commission account 6611 and to the financial dimension 311000, then put it in the SG&A line.  How do I do that in MR?  Thanks so much!

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Hello Kim,

The linkage between the account category and the ledger account is actually made in the COA in D365FO.

Why don't you make the association there? Then you do not need the complex if then else formula in the financial report designer.

Best regards,

Ludwig

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Kim Johnson responded on 13 Jun 2019 10:49 AM
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Ludwig,

You are right!  Thank you! :-)

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Hello Kim,

The linkage between the account category and the ledger account is actually made in the COA in D365FO.

Why don't you make the association there? Then you do not need the complex if then else formula in the financial report designer.

Best regards,

Ludwig

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