Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics AX forum
Answered

How cross Companies in Trial balance summary report

Posted on by 2,016

Greeting everyone

how can i make cross between Companies in Trial balance summary report

i open LedgerTrialBalanceDP so how can i make it cross between Companies in code?

  • RE: How cross Companies in Trial balance summary report

    Could you please relate to D365 for customization for Trial Balance across companies?

    "In case you use multiple companies that share the same Chart of Accounts, you just have to add additional columns that filter for your different companies and illustrate the data in separate columns."

    Thank you in advance!

    Laurentiu 

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: How cross Companies in Trial balance summary report

    Hi mohammed,

    You just need to setup a report in the Management Reporter.

    This post here describes how a trial balance report can be created for a single company:

    gfeaxblog.wordpress.com/.../

    In case you use multiple companies that share the same Chart of Accounts, you just have to add additional columns that filter for your different companies and illustrate the data in separate columns.

    In case your companies make all use of different Chart of Accounts then you need to make a mapping in the row definition.

    Also, this is not too difficult and described here:

    dynamicsax-fico.com/.../

    Hope this helps.

    Best regards,

    Ludwig

  • mohammed.mqi Profile Picture
    mohammed.mqi 2,016 on at
    RE: How cross Companies in Trial balance summary report

    thanks for replay

    so i can keep both of them with cross between Companies

    and with current Company

    and i've checked about that but so many features

    if you can just mention what i need that's will be usefull

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: How cross Companies in Trial balance summary report

    Hi mohammed,

    You can use the management reporter for that purpose.

    It can do this out of the box.

    No need to develop something in my opinion.

    Best regards,

    Ludwig

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288,513 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,862 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans