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Finance | Project Operations, Human Resources, ...
Answered

Trail Balance page > Adding a formula to calculate the 'Net Activity'

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Posted on by 724
Hello,
 
I was wondering if anyone has added a formula in D365 
 
General ledger > Inquiries and reports > Trial balance page > I want to add a new column called 'Net Activity' and then calculate the 'Net Activity' (from debits and credits)
Can this be achieved by adding a formula and calculating the 'Net Activity'. Then I would like to save this as a new View so its only available to me
 
If you have experience with this can you please provide steps on how this is done
 
Thank you
 
 
  • Suggested answer
    Ramit Paul Profile Picture
    22,809 Most Valuable Professional on at
    HI,
     
    You have to develop this, yes we created extra columns in TB page with formulas and its feasible.
  • SV-18061727-0 Profile Picture
    724 on at
    Hello,
     
    Thanks for your response. I was able to add the 'Net Activity' column using Personalize page option, if anyone knows how to add a formula to calculate the 'Net Activity', please share
  • Verified answer
    Jonas "Jones" Melgaard Profile Picture
    5,016 Most Valuable Professional on at
    You are not able to add formulas from the user interface. You need to have a developer make a customization for you, as Ramit suggested.
  • Verified answer
    BillurSamdancioglu Profile Picture
    21,450 Most Valuable Professional on at
    Hi,
     
    You are not able to this without development.
  • SV-18061727-0 Profile Picture
    724 on at
    Thank you for all the responses, appreciate it

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