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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Report Designer: User ...
Finance | Project Operations, Human Resources, ...
Answered

Report Designer: User Budget and Actuals Number

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Posted on by M.Shah2018 5

Hi there,

Newbie of the forum here. I was wondering if it's possible in report designer to create an Income Statement that uses Budget and Actual numbers. I do not want a Budget vs Actual. 

In my company we have large time delay on when we get our actual Revenue and COGS (Example: For January we get our numbers first week of March).

I have to create two reports (one in February and one in March). What I want is for the February report (relating to January) I want to use budgeted numbers for Revenue and COGS but Actuals for SG&A. In March I will run a report that shows actuals for Revenue, COGS, and SG&A (relating to January). 

I am trying to avoid adding accruals and reversing out the budget numbers. Is this possible?

Categories:
Microsoft Dynamics GP
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  • Verified answer
    Greg Byer Profile Picture
    Greg Byer 2,586 on at

    Are you using Management Reporter 2012 Report Designer?  There are a couple of ways to do this in MR.  You could have an FD column that pulls in actual amounts.  Then another FD column set to the budget.  You could then add a CALC and add them together.

    If you just wanted to see the budget amounts for the Revenue rows, you could add a Row Modifier to that row.  In the row definition, double-click in the Row Modifier cell, on a GL row.  Then select your budget from the Book Code Modifier drop down list.  That row will only pull in budget amounts for that account then.  You need to add this to each Revenue row.  Then for the SG&A rows, you'd leave the budget ID off the row modifier.  Those row would then pull in actual amounts.  

  • Suggested answer
    M.Shah2018 Profile Picture
    M.Shah2018 5 on at

    Thanks for the help Greg. You were right, I had to add a Row Modifier and it now works.

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