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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Management Reporter - ...
Microsoft Dynamics AX (Archived)

Management Reporter - Consolidating 2 Companies into Financials

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Posted on by accountinguser2018 151

Hello,

I am trying to generate financial statements that consolidate 2 companies in 1 column. I select "@Any" as the company under Report Definitions, but after generating, it is only capturing data from 1 company. What’s the easiest fix? The account numbers are the same for both companies. I feel this should be a simple fix. Thanks.

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    I guess that some setup might be missing.

    To find out which one, have a look at the following pages that describe the consolidation functionality in detail.

    blogs.msdn.microsoft.com/.../consolidations

    Best regards,

    Ludwig

  • accountinguser2018 Profile Picture
    accountinguser2018 151 on at

    Thanks. I am trying to get both companies' figures to sum into one cell for my BS and IS. Nothing on the consolidated pages seems to match my issue, but I may be wrong. I am able to generate financials for each company separately, but when I select @ANY, it only picks up one company. Is there no simpler solution?

    Thanks again.

  • accountinguser2018 Profile Picture
    accountinguser2018 151 on at

    Based on the below link, is it impossible to show consolidated data in one cell? Do I NEED 2 columns to show both companies' data?

    https://blogs.msdn.microsoft.com/dynamics_financial_reporting/2012/01/04/creating-consolidated-financial-statements-using-management-reporter-consolidating-data-across-one-or-multiple-dynamics-erps-with-different-chart-of-accounts-part-2-of-7/

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    Can you try doing the following:

    1. Create a reporting tree that includes both companies

    2. Create a column definition where you include

    - a column for company 1

    - a column for company 2

    - a column that adds up the values for the previous two columns

    3. In the columns for company 1 and company 2 include the reporting tree element for company 1 and 2

    4. Create a report and run it for all companies with the @any function

    Best regards,

    Ludwig

  • accountinguser2018 Profile Picture
    accountinguser2018 151 on at

    My issue is resolved. Thank you very much for your help.

  • Ahmad ghubj Profile Picture
    Ahmad ghubj 227 on at

    Hello, what about the row definition the issue is that am not able to include accounts in the row definition for two companies, is there a solution for it ?

    [quote user="accountinguser2018"]

    Hello,

    I am trying to generate financial statements that consolidate 2 companies in 1 column. I select "@Any" as the company under Report Definitions, but after generating, it is only capturing data from 1 company. What’s the easiest fix? The account numbers are the same for both companies. I feel this should be a simple fix. Thanks.

    [/quote]

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