Row definition management reporter Dynamics 365 FOP filter

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Posted on by OB-16101140-0

can we use wildcards for filtering on the voucher number

can we See if "Journal" attributes can work also for inventory journals (somehow it looks to me as if the only work for GL journals, but did not for inventory journal )

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Why do you need attributes in your report?

That make the report design cumbersome and processing slow.

Can't you simply set up separate accounts for inventory profit / loss in the inventory posting matrix in the inventory module?

Best regards,

Ludwig

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OB-16101140-0 10 on at

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Thanks Doctor Ludwing,

I need to present only the adjustment journal transactions, in these lines. I can't filter via main accounts because the main accounts are already used in other process of posting (Like Purchase order and sales order)

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OB-16101140-0 10 on at

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Please let me clarify my requirement :

Scenario : In the row modifier, for certain rows, I would like to use the Journal name. I able to see that this only works when using Journal names that were set up in General ledger. However, if I try to use the Journal names from Inventory management, it is not working as expected.

The integration between D365 and Financial reporter is setup in a way that journal name attribute should fetch the values entered for GL entries in the table "Ledgerjournaltable".

my question is if we can use wildcards when filtering for voucher number.

Eg : "INADJ*

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Not sure if wildcards still work with attribute filters. As far as I remember this feature was removed already sometime back in 'AX2012 times'.

Irrespective of this, I would recommend looking out for another approach to identify those adjustment transactions.

Why?

From your screenprint above, I can see that your report setup is already complex and includes many attributes.

That should work in general but will make report generation very slow.

Especially if you are running this report for multiple periods / multiple companies, you will have to wait long until the report is generated.

Users won't like this.

Can't you use a different filter criteria, such as separate ledger accounts or financial dimensions to filter out / identify the transactions?

Especially for inventory profit/loss postings, the setup of separate ledger accounts should help and accelerate the report generation considerably.

Best regards,

Ludwig

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