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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / How to create Consolid...
Microsoft Dynamics GP (Archived)

How to create Consolidated Financial Statements (entity by entity) using FRx

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Posted on by Barbara Salazar 1,415

We have 3 companies in Great Plains, all using the same Chart of Accounts.

I need to create FRx report listing balances at the end of the month on certain balance sheet with columns for each company next to each other.

Could you please provide detailed step by step instruction on how to do so?

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  • Verified answer
    sueconrod Profile Picture
    sueconrod 337 on at

    1.  If you have your balance sheet row all setup your are halfway there.

    2.  Create a tree:  First line is Company:  @ANY, Unit Code:  Combined, Title/Description:  Combined

    Second Line:  Use the drop down to choose your company, then name the Unit Code and name the Title/Description, then put in your account mask (&&&&-???-???-??) Hooks are your Main Account and ?? are all your segments

    Third Line:  Repeat for next company

    FourthLine:  Repeat for last company

    Make sure that the first line has no account mask.

    3.  Create your column setup:  

    Create your description column, then do your Balance sheet column three times across or 4 if you want to show the consolidated amount.

    Then go to the first column that is GL/YTD and in the Reporting Unit drill down to the tree and pick up either the conolidated or your company line.  Do that for each row.  In the header you can tell it which company based on which branch of the tree you chose.  

    That should do it.  

    Now create the report:

    1.  Choose your row with the BS accounts

    2.  Choose your column you just created

    3.  Choose the tree you just created.

    Run your report.

    Also, great blog to have in your back pocket at all times.

    http://www.frxbuzz.com/  Jan helped me a whole lot over the years with all her suggestions.

  • Barbara Salazar Profile Picture
    Barbara Salazar 1,415 on at

    Thank you so much, Susan! I did it - and it works!

  • Suggested answer
    sueconrod Profile Picture
    sueconrod 337 on at

    Barbara:  They just posted a blog on how to do a whole lot with MR

    Your might want to take a look.

    community.dynamics.com/.../management-reporter-for-dynamics-gp-resources.aspx

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