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Fixed Adjustment in Financial Report using Reporting Tree

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Posted on 27 Jan 2022 01:01:01 by Joanne1

Hello, I am trying to build a report using a reporting tree. There are several rows which require a hard-coded adjustment, but different amounts per reporting unit in the tree. Any advice on how to achieve this? Thank you for your time!

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Nya 29,060 on 30 Jan 2022 at 07:22:16

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RE: Fixed Adjustment in Financial Report using Reporting Tree

Hi,

It is recommended to post your issue to the forum of F&O for further help.

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Joanne1 5 on 28 Jan 2022 at 13:58:02

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RE: Fixed Adjustment in Financial Report using Reporting Tree

Hi Nya, thanks for the reply. I am very new to D365 F&O and going through the Financial Reports module to access Report Designer. I hope that is what you meant!

The trial balance report's row definition includes the main accounts. The column definition is set for for dual currency (C$ and US$). The reporting tree is built to roll up orgs to their consolidation point. My struggle is when I need to add a 'fixed' adjustment to the US$ of a single main account of a specific CAD org in the tree. This is meant to be a one-time, permanent US$ adjustment.

Any advice is appreciated! Thanks
Nya 29,060 on 28 Jan 2022 at 01:15:44

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RE: Fixed Adjustment in Financial Report using Reporting Tree

Hi,

Would you please specify which application you are using in Dynamics?